Greer, South Carolina, USA – September 03, 2026 – Entrepreneur, bestselling author, and tax strategist Courtney Epps is sharing her business journey and approach to proactive tax planning in a nationally published Inc. Magazine Custom Studio article. The article traces Epps’ path from significant professional and financial setbacks to the founding of a multimillion-dollar accounting and tax strategy firm serving entrepreneurs across the United States.
The article, titled “This Founder Lost Everything—Then She Freed Up $25 Million for Business Owners,” details a pivotal period in Epps’ career following the loss of a 3,500-client accounting practice, approximately $250,000 in debt, and a five-year noncompete agreement that prevented her from practicing accounting in her home state. (Inc.com)
Epps subsequently rebuilt her business, eventually founding OTB Tax (Outside the Box Business Solutions) and developing the Tax Rebels education platform.
Today, OTB Tax serves more than 3,000 clients annually and focuses on proactive tax planning for entrepreneurs and business owners. According to the company, its tax strategies have helped clients retain more than $25 million through identifying legal opportunities to reduce tax liabilities and better plan for their financial obligations.
“Many entrepreneurs are focused on generating revenue, growing their teams, and serving their customers, but tax planning can easily become something they address only at the end of the year,” said Epps. “My experience taught me the importance of understanding the financial side of a business throughout the year and making informed decisions well before tax deadlines arrive.”
Epps’ approach emphasizes year-round planning rather than limiting the accounting relationship to tax preparation and filing. Through OTB Tax, she works with business owners to evaluate their financial structures, tax obligations, and available planning opportunities as their companies grow.
The Inc. Magazine Custom Studio article also explores the personal side of Epps’ entrepreneurial journey, including the role her family now plays in the company. Several of her children work alongside her, making the business part of a broader family legacy built around entrepreneurship, financial education, and long-term stewardship.
In addition to leading OTB Tax and Tax Rebels, Epps is a keynote speaker and bestselling author who regularly addresses entrepreneurship, tax strategy, financial education, and the lessons she learned while rebuilding her company.
Her experience has also shaped the way she speaks about business setbacks.
“Losing what I had built forced me to rethink how I approached business, money, and opportunity,” Epps said. “Rebuilding gave me a very different perspective on what business owners need to understand in order to make informed financial decisions and create something that lasts.”
The Inc. Magazine Custom Studio article expands the national reach of Epps’ message around entrepreneurship, financial education, and strategic business growth while highlighting the evolution of OTB Tax and the experiences that have shaped her approach to working with business owners.
About Courtney Epps
Courtney Epps is an entrepreneur, bestselling author, keynote speaker, and tax strategist based in Greer, South Carolina. She is the founder of OTB Tax (Outside the Box Business Solutions), an accounting and tax strategy firm serving more than 3,000 clients annually, and Tax Rebels, an educational platform focused on helping entrepreneurs better understand tax planning and business finances. According to OTB Tax, the company’s strategies have helped clients retain more than $25 million through proactive tax planning. (https://otbtax.com)
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