About Penny Tax & Advisory
Carolann Penny, EA
Founder & Tax Strategist | Penny Tax & Advisory
Enrolled Agent (EA) | Federally Authorized to Represent Clients Before the IRS
Carolann Penny built her career on a simple belief: that small business owners deserve the same level of strategic financial guidance that big companies take for granted.
She began in accounting and bookkeeping, working hands-on with entrepreneurs to bring clarity to their finances. Year after year, she noticed the same pattern — talented, hardworking people leaving money on the table because no one had ever helped them think beyond the annual tax return.
So she built a practice designed to change that— one rooted in strategy, clarity, and long-term financial growth.
If you're ready to move beyond reactive tax filing and start building a smarter financial strategy, I invite you to schedule a consultation.
Her Credentials
As a federally licensed Enrolled Agent — the highest credential awarded by the U.S. Department of the Treasury — Carolann Penny is authorized to represent clients before the IRS in all 50 states.
She holds a Bachelor of Science in Accounting and a Bachelor of Science in Business Management and Finance, and is also a licensed Life Insurance Agent, giving her clients access to a genuinely well-rounded financial perspective.
The Penny Approach
Most people only think about taxes in April. Ms. Penny’s clients think about them all year — and that's exactly the point. Her practice is built around a proactive strategy, not reactive filing.
Reduce tax surprises
Strengthen financial organization
Make confident business decisions
Plan ahead — all year long
Who We Work With
Penny Tax & Advisory is designed for people who are serious about their finances and ready for a real advisory relationship. That includes:
Small business owners and entrepreneurs
Self-employed professionals and consultants
LLCs and S-Corporations
Individuals seeking proactive, year-round tax guidance
If you're tired of scrambling every tax season and want a partner who helps you plan ahead — you're in the right place.
Ready to stop scrambling every tax season?
Let's build a strategy that works for you & your business —
not just your April deadline.