ABOUT OUR FIRM

Taxman was founded on the following principles…

• Providing ‘Expert Advice’.

• • When we complete your return, we provide guidance on things you can improve.
  • We work with clients at all levels.
  • Our experienced CPAs handle more complex clients.

• Charging ‘A Reasonable Price’.

• • In general, we average 25 – 40% lower than larger accounting and CPA firms.
  • We provide strong service and high level advice at a fair price.
  • If you are looking for the cheapest prep possible, TurboTax is a better option.

• Providing ‘Superior Customer Service’.

• • Our normal turn around time is 7 days or less.
  • We respond to most requests within 3 business days.
  • Our team is available year around, not just during tax season.

To meet the principles above, we do a few things differently than other firms…

• We rely on technology and keep a remote operation to keep overhead costs low.
• We do not take in person appointments or document drop offs.
• We have a large admin and support team.
• We have strong CPAs for those with more complex tax situations.
• We have licensed tax professionals that handle less complex returns.

We are set up strategically so that our CPA’s & tax professionals spend most of their time working on clients, and our admin team spends their time organizing client files and processing tax returns.

Typically, our clients are working professionals & families, real estate investors, small businesses, and retirees.

If you can handle uploading documents & Zoom calls, and are looking for accurate & reliable work, we are a likely good fit.

We look forward to hearing from you to see if we can be of service.