Cheyanne Coleman reviewing client work

Meet the founder

Built with purpose.
Led with intention.

Green Peak Financial began with a simple belief: that guidance about your money should feel personal, patient, and genuinely on your side.

The story

From one client at a time — to a brand built to last.

Cheyanne started out doing what she does best: sitting across from someone who felt behind on their finances and quietly helping them find a way forward. One return, one plan, one honest conversation at a time.

As word spread, that work outgrew its old name. Green Peak Financial is the same care and the same person — now with a brand built to carry it: intentional, clear, and always climbing toward something better for the people it serves.

Cheyanne Coleman seated with a laptop

Credentials

Who you're trusting

  • IRS-registered tax preparer (PTIN) in good standing
  • 8+ years preparing individual, self-employed, and small-business returns
  • Authorized e-file provider — federal and all 50 state returns
  • Continuing education completed each filing season
  • Fully insured, with encrypted document handling

Credential details shown here are placeholders until confirmed with the firm.

How I work

The part a chain can't copy

  • You work with me directly — not a different seasonal preparer each year.
  • Every fee is quoted in writing before any work starts.
  • I explain the return in plain language until it actually makes sense.
  • Questions in June get the same answer speed as questions in March.
  • No judgment about unfiled years, old debt, or a score you'd rather not say out loud.

What Green Peak stands for

The values behind the work.

Clarity

Plain language, no jargon, and answers you can repeat to your partner.

Patience

However far behind you feel, we start where you are without judgment.

Intention

Every decision ties back to where you're trying to go.

Longevity

We build relationships that outlast a single filing season.

Cheyanne Coleman, Founder and President

Cheyanne Coleman

Founder & President

Most people arrive a little behind and a little embarrassed about it. That's a normal place to start, and it isn't a conversation you have to dread. Bring what you have — we'll sort the rest out together.

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