About Dynamic Tax & CFO
We help established business owners take control of their numbers — clean books, real strategy, and a tax plan that keeps more money in the business.
Numbers should give you answers,
not anxiety
Most business owners don't struggle because they lack drive. They struggle because their numbers are a mess — books behind, reports late, and no one turning the data into decisions.
That's the gap we fill.
Dynamic Tax & CFO combines full-service accounting, operations advisory, and proactive tax planning under one roof. We clean up the foundation, then build strategy on top of it. The result: you know exactly where your business stands, you keep more of what you earn, and you make decisions with confidence instead of guesswork.
We work with established business owners and the advisory firms who serve them — people with real revenue and real complexity who need senior financial guidance without the cost of a full-time hire.
Numbers should give you answers,
not anxiety
Most business owners don't struggle because they lack drive. They struggle because their numbers are a mess — books behind, reports late, and no one turning the data into decisions.
That's the gap we fill.
Dynamic Tax & CFO combines full-service accounting, operations advisory, and proactive tax planning under one roof. We clean up the foundation, then build strategy on top of it. The result: you know exactly where your business stands, you keep more of what you earn, and you make decisions with confidence instead of guesswork.
We work with established business owners and the advisory firms who serve them — people with real revenue and real complexity who need senior financial guidance without the cost of a full-time hire.
No cookie-cutter approach
Every business is different, so we don't run a template. We get into the details of your numbers, your operations, and your goals — then build a plan around what your business actually needs. And we move fast: our aim is to show you results in the first 90 days.
Who You're Working With
Kristen Engeron
Kristen is your dedicated partner in driving business growth. With a strong background as a seasoned CFO, she specializes in empowering business owners with clear strategies — navigating complex contracts, capital gains transactions, and guidance through the trickiest business situations.
Her strength is decoding the financial puzzle and turning it into clear, actionable steps you can move on. As a go-to problem solver, Kristen has a proven track record of diffusing crises and turning challenges into opportunities.
Outside the world of finance, Kristen pours her heart into her family as a dedicated mother and wife. On LSU game days, you'll find her in purple and gold, cheering her Tigers on.
Stephan Goldsmith
Stephan guides business owners through the intricacies of tax planning — unraveling the complexity of business taxes, building strategies to minimize tax burdens, and helping owners set up efficient systems for lasting success.
He's cultivated a deep understanding of the ever-changing tax landscape. Stephan's commitment goes beyond the numbers: he helps owners implement proven processes that improve organization and productivity, bringing clarity amidst the chaos and paving the way for sustained growth.
When he's not immersed in the world of taxes, Stephan enjoys Southern California life with his wife and children. His values of responsibility and care for those he leads carry through both his professional and personal worlds.
Who You're Working With
Kristen Engeron
Kristen is your dedicated partner in driving business growth. With a strong background as a seasoned CFO, she specializes in empowering business owners with clear strategies — navigating complex contracts, capital gains transactions, and guidance through the trickiest business situations.
Her strength is decoding the financial puzzle and turning it into clear, actionable steps you can move on. As a go-to problem solver, Kristen has a proven track record of diffusing crises and turning challenges into opportunities.
Outside the world of finance, Kristen pours her heart into her family as a dedicated mother and wife. On LSU game days, you'll find her in purple and gold, cheering her Tigers on.
Stephan Goldsmith
Stephan guides business owners through the intricacies of tax planning — unraveling the complexity of business taxes, building strategies to minimize tax burdens, and helping owners set up efficient systems for lasting success.
He's cultivated a deep understanding of the ever-changing tax landscape. Stephan's commitment goes beyond the numbers: he helps owners implement proven processes that improve organization and productivity, bringing clarity amidst the chaos and paving the way for sustained growth.
When he's not immersed in the world of taxes, Stephan enjoys Southern California life with his wife and children. His values of responsibility and care for those he leads carry through both his professional and personal worlds.
90-Day Money-Back Guarantee
If we can't show you how to reduce your taxes in the first 90 days, we refund your money. We guarantee the strategy. Implementation is on you.
Let's fix your numbers
Book a free discovery call. We'll show you where you stand and the fastest path to lower taxes and stronger cash flow.
Dynamic Tax CFO Inc
30 N Gould St # 39575
Sheridan, WY 82801
Copyright 2026 | Privacy Policy | All Rights Reserved
Dynamic Tax CFO Inc
30 N Gould St # 39575
Sheridan, WY 82801
Copyright 2026 | Privacy Policy | All Rights Reserved