We create relationship with our clients.
Say hello to ProTaxTeam
Our human-led, tech-powered services are designed for the modern small business owner’s budget and management style. We’re here to help you save more on taxes, and spend less time and money on accounting, so you can focus on your business.
Proactive in our tax planning
Handling all our clients’ tax compliance matters
Accounting and bookkeeping
Helping clients understand their financial reporting systems.
Budgeting, financial modeling, and financial analysis.
Helping clients with valuation, cash flow, and capital structures.
What makes ProTaxTeam different is the entrepreneurial experience we bring to the table.
We know what it’s like to walk in your shoes.
WHY CHOOSE US
What makes us different and better than the rest.
There are many reasons why companies choose to work with us. We are honored to connect with wonderful clients every day and help bring clarity that takes them to the next level of growth and effectiveness. Their satisfaction, and ultimate success, is why we enjoy many loyal, long-term relationships.
Our clients view their relationship with us as a partnership. When our clients succeed, we succeed.
Extensive Accounting, Tax and Audit Experience
Stability
Affordability
Responsiveness
Offer Customized Solutions to Your Business.
Dependability
Attention To Detail


You Grow Your Business. We’ll do your Books and Taxes
About Us
We are small business experts on a mission, making financial expertise more accessible to small business owners, the self-employed and aspiring business owners. Our human-led, tech-powered services are designed for the modern small business owner’s budget and management style. We’re here to help you save more on taxes, and spend less time and money on accounting, so you can focus on your business.
We help you focus on developing your business while we take care of your books and taxes. Yes, we are a CPA firm. We are proactive in our tax planning. We handle all our clients’ tax compliance matters. We do accounting, bookkeeping, and we help clients understand their financial reporting systems. We do budgeting, financial modeling, and financial analysis.
we’re always there for you
How can we help you?
Start a Business
Entity selection is the key to tax savings. Partner with us to ensure you pick the best one for your situation. Contact us for free consultation.
Business Taxes
We save small businesses significant taxes per year. We guarantee your largest possible refund and tax saving but at the same like fully compliance with the Law.
Payroll
Simple integrations, automatic calculations. Running payroll and benefits is easy with experts on your team.
Bookkeeping
Bookkeepers save you time and money. Focus on running your business and let us handle your day-to-day accounting.
services
What services do we offer
We are small business experts on a mission, making financial expertise more accessible to business owners, the self-employed and aspiring business owners.

Business
Taxes
Business Consulting, Business Tax Preparation and Consultation, Business Plan Reports...

Personal
Taxes
Income Tax Filling,
Personal Financial Statements, Financial Planning...

Fully outsourced accounting service
Dedicated controller and team, Monthly reconciliations, Revenue recognition...

Expertise & CFO-level features
Board reports + presentations, Cash flow projections, Financial projections + models...

High net worth & virtual family office services
Equity compensation planning,
Retirement planning including alternative strategies...
services
What services do we offer
We are small business experts on a mission, making financial expertise more accessible to business owners, the self-employed and aspiring business owners.

Fully outsourced accounting service
Dedicated controller and team, Monthly reconciliations, Revenue recognition...

Business
Taxes
Business Consulting, Business Tax Preparation and Consultation, Business Plan Reports...

Personal
Taxes
Income Tax Filling,
Personal Financial Statements, Financial Planning...

Expertise & CFO-level features
Board reports + presentations, Cash flow projections, Financial projections + models...

High net worth & virtual family office services
Equity compensation planning,
Retirement planning including alternative strategies...