About Aura Advisors, Expert Tax Consulting Partners

Founded in 2019, Aura Advisors set out on a mission to offer what most tax consultants lack: a combination of best-in-class tax solutions paired with a systemically empathetic approach when building relationships with clients. We pride ourselves on not being like traditional tax advisors, and we think that you will, too.

We’re headquartered out of the Bay Area. When our curated team of experienced tax professionals isn’t perfecting highly personalized and effective tax solutions for our clients, we’re likely taking in all of the beautiful scenery that California has to offer.

It’s our mission to build long-term, empathetic relationships with our clients — not just one-and-done tax preparation. Our goal is to learn not only your needs but your goals as well, so we can collaborate to make the best decisions possible.

Why Our Clients Choose Us: The Aura Advisors Vision

Innovative Approach

Tax laws can be complicated for untrained eyes, even without the ever-changing landscape of regulatory demands. Our team keeps a pulse on news and regulatory changes to give you every advantage.

Creative Solutions

Every business is different, which is why we work closely with our clients to develop personalized and creative solutions to all of their tax needs.

Grace & Empathy

Taxes can feel complicated and intimidating. At Aura Advisors, we approach each of our clients with empathy and calmness that ensures peace of mind.

Making it Safer for Good People & Good Companies to Do Good Things

The National Women Business Owners Corporation (NWBOC) is the first organization to certify women-owned businesses in the United States. This certification ensures that Aura Advisors meets the rigorous standards required to be officially recognized and included in supplier diversity initiatives across the country.

Aura Advisors is proud to be a NWBOC-certified firm, demonstrating our commitment to gender equity, representation, and leadership in the financial services sector. As a women-owned business, we bring diverse perspectives and empathetic leadership to our work, fostering an inclusive culture that supports both our clients and team members. This certification not only affirms our values but also expands opportunities to partner with organizations seeking to diversify their supply chains and support underrepresented founders.

California Green Business Network is a network of local programs operated by counties and cities throughout California. Certified Green Businesses exceed all environmental regulations, and implement specific practices to reduce pollution, save water, conserve energy, and protect human health.

Aura Advisors is a green business because we prioritizes sustainability and environmental responsibility in all aspects of our operations. We reduce paper usage through digital documentation and e-filing systems, and encourage paperless workflow for both clients and staff. By integrating sustainable practices into our daily operations Aura Advisors contributes to a greener, more sustainable future.

Last Prisoner Project (LPP) is a national nonprofit dedicated to fighting criminal injustice and reimagining drug policy. Millions of individuals have been arrested for marijuana offenses over the past five decades, even though cannabis has been legalized in many states and now comprises an over $13 billion market.

As a leader in the cannabis industry, we recognize that today’s laws enable the growth of our cannabis clients, which is why our firm has partnered with The Last Prisoner Project — an organization dedicated to cannabis criminal justice reform — backing its mission of setting cannabis prisoners free.

Marijuana Moment helps activits, industry professionals, consumers, policymakers and the public understand developments and trends affecting cannabis by delivering morning email newsletters packed with all the latest headlines, primary source documents, and analysis from across the world.

As we work in the highly-regulated field of cannabis, it is important we stay abreast of current developments to best advise our clients. That is why we’re a proud supporter of Marijuana Moment, backing their mission to help those in the cannabis industry.

“Dana has been a tremendous resource for us, particularly challenging since we are a cannabis company. She has done a fabulous job calculating our tax liabiliity and prepared an outstanding, well-documented workbook for our outside public accountants, skills we do not have internally. Our industry is very fast-paced; we are continually evaluating new business opportunities and Dana has been very responsive in providing expansion alternatives properly from a tax perspective.”

– John Paul, Outsourced CFO for Emerging Growth Companies