About
Tax strategists on your side, supporting your business objectives with practical answers that make business sense. MEET THE TEAMWhat we do best

We are experienced professionals doing meaningful work in a collaborative, supportive environment. Our teams bring deep technical knowledge, senior judgment, and a commitment to continuous learning to complex tax challenges. We value curiosity, thoughtful problem-solving, and new ideas, without unnecessary ego. Our culture is built on trust and flexibility. We respect the commitments our people have beyond work, and we show up fully for our clients, our colleagues, and the communities we serve.
What you can expect
- A tax advocate on your side, not a vendor on the outside
- Practical tax answers that make business sense
- Senior-led expertise with a hands-on, responsive team
- A comprehensive approach that leaves nothing to chance
- Fixed-fee pricing that removes unpleasant surprises and encourages questions
TaxOps was founded by former Big Four tax executives who set out to retain the best aspects of a big firm while eliminating the noise that slows businesses down and does not add value. Our solutions are fully customized to how you operate, delivering efficient results for clients, employees, and partners.
Proven Success
Accomplished Teams
Experience and tax intelligence matter when tax decisions influence business strategy. We’ve invested the time and resources to build the business acumen required to advise both public and private companies. Our teams operate at the strategy table and in the details, guiding businesses through tax complexity at every stage of the business lifecycle. Tax is all we do, and our clients benefit from seasoned professionals, not on-the-job learning.

What clients say
No One Likes Unpleasant Surprises.
Businesses are no exception. Our fixed-fee pricing options allow our team to function as an outsourced tax department. With this approach, clients get:
- Freedom to ask questions without being nickel and dimed
- Predictable costs, without surprise invoices
- Lower risk and cost, with space for more hands-on engagement
Tax News, Analysis & Events
Practical guidance, CPE, and updates from the TaxOps team.

Auditor Independence in the Age of Private Equity: What CFOs Need to Know
TaxOps Partner Lindsay Haskell and Corporate Tax Advisor Dan DeLau discuss what CFOs and Controllers Should Be Asking About Audited Financial Statements Auditor Independence in the Age of Private Equity Roll-Ups A CFO sits across from a longtime audit partner. The...

R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
TaxOps Partners Jamie Overberg and Sean Espy share their expertise on R&D Credits for Software Companies in this live webinar. R&D Credits for Software Companies Online Only | 2.0 Credits Tuesday, June 9 | 11:00 AM MT,...

Section 174 Decoupling: What Tax Pros Need To Know State By State
TaxOps Partners Jamie Overberg and Sean Espy navigate the State By State Decoupling from Federal Section 174 Capitalization Rules Section 174 Decoupling: What Every Tax Professional Needs to Know If you are filing state tax returns this spring and assuming the rules...
Get the right set of eyes on your challenging tax issues. Talk with a tax advocate and get practical guidance that supports your strategy, without surprises.
We are hands-on, responsive, and collaborative year-round. Don’t take our word for it.