Taxfinity goes beyond traditional tax services, delivering clarity, precision, and results to help you achieve your financial goals.
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Smarter, more efficient tax solutions you'll love. Here’s all the services we provide:
Every taxpayer needs the right plan to save more. Thankfully, we're savvy.
We offer service that’s more than reliable. We make it seamless and easy.
Bringing together 50 years of expert knowledge and cutting edge technology, we optimize tax savings with a user friendly experience, striving to be the accountant for tomorrow’s generation.
We specialize in personal and business tax solutions—that’s our expertise. But we also handle tax planning, bookkeeping, and CFO services. Our team provides end-to-end financial support.
We take a client-focused approach. First, we review your financial details to identify opportunities and address challenges. Whether optimizing your current strategy or starting fresh, our priority is to meet your financial goals efficiently. We then prepare and file your return, ensuring accuracy throughout and keeping you informed every step of the way. Our aim is to simplify the process and deliver the best results.
The best measures of success are client satisfaction, financial savings, task efficiency, and engagement throughout the process. We use proven frameworks and personalized insights to assess outcomes, ensuring our approach meets your unique needs.
Our client portal is built using the most reliable and secure storage APIs, providing a seamless platform for client intake, document sharing, and ongoing communication. Designed with your safety in mind, its certified with AICPA SOC 2 to ensure Security, Confidentiality, and Availability controls align with Trust Service Criteria.
We provide clear, upfront pricing, so you know exactly what to expect—no hidden fees or surprises. Standard individual tax prep starts at $649, with the final cost depending on the scope and complexity of your needs!
We typically charge flat rates for most services to keep things simple and transparent. For ongoing support, our hourly rate is $149, ensuring expert care for your needs!
We work around your schedule! You set a date to submit your documents, and we make sure everything is processed quickly—usually within 2 weeks or less.
We provide complimentary support for one month after your taxes are filed to address any questions or concerns. If you need assistance beyond that, we can discuss an ongoing arrangement to ensure you’re covered year-round!
