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Expert Tax & Accounting for Individuals, Investors, and Businesses.

From simple tax preparation to complex returns, we provide the strategy to maximize financial success.

Working With Us

Our firm provides full service accounting for individuals, investors, and local businesses at every stage—from straightforward annual filings to more complex returns.

Whether you have a simple return, or multiple income streams, rental properties, & business activity, we’ll provide the strategy and guidance that leads to maximum financial success. We work with a broad range of clients across the country.

Our process is built to be efficient, well-documented, and repeatable—so clients know what to expect year after year, without unnecessary meetings or upsells.

What Clients Say

75% Referral Business

3 out of every 4 clients at Taxman are referrals from other clients. They trust us enough to tell their friends.

90% Retention Rate

90% of our clients return the next year. This is well above industry standard. Most firms consider 70% a success.

5 Star Reviews

Between our two locations, we have over 200 5 star reviews on Google, Yelp, and Social Media

Individual tax preparation and planning

Tax Services

For Individuals

Accounting has become a commodity. Taxpayers are not getting the service they need from their tax professional. Most accountants rush through tax returns, do not explain the return to clients, and are unavailable outside of tax season.

At Taxman, we have options for clients. Basic tax preparation includes a detailed explanation of your return. Additionally, we offer options for tax planning and guidance all year long.

Preparing your tax return and getting tax efficient are not the same thing. We offer insights on how to set yourself up for long term success. You may not save much year one, but over the long term, we’ll get you set up to save a lot.

Accounting Services

For Businesses

Most tax & accounting firms are understaffed and overworked. In turn, business owner’s are not getting set up properly, and financial records are often inaccurate and late. This leave’s business owner’s to operate blindly without the information they need.

At Taxman, we provide each of our clients with a team so you get the service you need when you need it.

You need your financials tailored to your specific needs to make sure that your business is moving in the right direction and stays tax compliant. We serve clients in all industries.

Small business accounting services
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