Most small business owners assume they’re already getting the best tax treatment possible. But an accounting practice that specializes in aggressive tax strategy has proven otherwise, helping clients reclaim more than $25 million through amended returns alone—and saving them an additional $10 million annually through proactive planning.
OTB Tax has built its reputation on a straightforward premise: the sophisticated tax strategies typically reserved for wealthy individuals and large corporations should be accessible to small and medium-sized businesses. The firm’s approach has resonated. In 2020, it ranked 538 on the Inc. 5000 list of fastest-growing companies, followed by a 807 ranking in 2021.
Tax Strategies for the 99 Percent
The firm targets home-based businesses specifically, a segment that founder Courtney Epps believes has been underserved when it comes to sophisticated tax planning for small business owners. Epps, an Enrolled Agent and tax strategist, delivers a signature presentation titled “Why You Would be Brain Dead not to Own a Business,” which focuses on the substantial tax advantages available to business owners who know how to claim them.
The message has reached thousands through speaking engagements and two books Epps has authored: “More Relaxing Less Taxing” and “What’s Your Plan B!” Both became bestsellers in their category, suggesting strong demand for accessible tax education among entrepreneurs.
What sets the practice apart is its emphasis on what Epps describes as legal, moral, and ethical tax reduction—a distinction that matters in an industry where aggressive can sometimes mean questionable. The firm’s track record of amended returns speaks to money that was legitimately owed to clients but left unclaimed due to lack of expertise or awareness.
Expanding Access Through Education
Not content to serve only direct clients who can afford full-service accounting and tax strategy, OTB Tax recently launched Tax Rebels, an education and social media platform designed to reach a broader audience. The goal is ambitious: 100,000 community members within 12 months.
The platform reflects a growing trend among professional service firms—using content and community to democratize knowledge that was once gatekept behind expensive consulting relationships. For OTB Tax, it also serves as a potential funnel for future clients as businesses grow and their needs become more complex.
The firm has set an aggressive growth target of reaching $25 million in revenue within three years. Given the company’s Inc. 5000 trajectory and the expanding market for strategic tax services for entrepreneurs, that goal appears achievable. The real question is whether the firm can scale its personalized approach while maintaining the quality that has driven its growth so far—a challenge that has tripped up many rapidly growing service businesses.
For now, OTB Tax continues to focus on its core mission: helping small business owners keep more of what they earn by applying the same strategies that have long benefited the wealthy.
