Tajni Diller, EA, CTC Email & Phone Number

Tajni Diller, EA, CTC is a Founder and CEO at Boutique Books LLC based in San Francisco Bay Area, United States, North America. I launched my first firm in 2013 with a goal of earning $457/week—and honestly, I was terrified. But I took the step anyway. Today, I’m the Founder & CEO of Boutique CFO Advisory, Inc., a boutique financial firm offering high-level CFO services and strategic tax planning for small business owners, entrepreneurs, and real estate investors. As an Enrolled Agent and Certified Tax Coach with 25+ years of experience in business ownership and leadership, I help my clients protect profits, reduce tax burdens, and build sustainable, legacy-driven companies. What makes my approach different? I’ve sat on both sides of the table—as a business owner navigating the unknown and as a trusted advisor providing clarity to others. I believe that financial strategy should be relational, not transactional. My clients aren't just numbers—they're partners. And together, we build businesses that work smarter, grow stronger, and steward well. 🔹 Fractional CFO Services – Profit-driven guidance for CEOs who are scaling 🔹 Tax Strategy & Planning – Proactive, personalized plans that protect what you’ve built 🔹 Clean-Up Projects – For businesses who are ready to finally get organized and grow 🔹 Business Advisory – Support with entity structuring, systems, and compliance I’m also the creator of Boutique Tax, a multi-location tax prep division serving clients in Hollister, CA, and Washington. My mission? To help business owners achieve financial clarity, lead with confidence, and create long-term success—without burning out in the process. Let’s connect if you're looking for a trusted advisor to walk alongside you with strategy, discretion, and integrity. 📩 DM me “STRATEGY” to start a confidential conversation.