Testimonials
Your confidence in the results we’ll deliver is critical to the success of our relationship. We are proud to share this feedback with you from our clients:
Federal Tax Testimonials
"TaxOps acts as an extension of our own tax department. They fill staffing gaps within the organization and allow us to use their tax platforms for filing in a cost efficient manner that reduces overall compliance cost. Their ability to adapt to what we need and handle all technical aspects of our state and local compliance is critical to us meeting deadlines. We value our relationship with TaxOps."
Davinia Lyon, Chief Financial Officer, Boart Longyear-Drilling Services
"Our relationship with TaxOps began with federal and state income tax filings in 2019 and has expanded over the past five years to include tax provision, sales tax compliance, R&D tax credits, and tax planning. I consider TaxOps to be the tax department of LaunchDarkly, supporting all of our tax compliance needs as our business continues to grow in size and complexity."
Jason Y. Chan, CPA Corporate Controller Catamorphic Co. (dba LaunchDarkly)
“As a global company, we've outsourced tax reporting to TaxOps, including US tax compliance and global tax provisions. TaxOps provides the same level of ownership I would expect from an in-house tax team. They respond like coworkers, and I get tax answers when I need them. The TaxOps team meets independently to discuss challenges before bringing tax recommendations and next steps to me. We often go to TaxOps with problems that are not well-defined and get tax solutions as well as an intermediary who talks with states, auditors and customers on our behalf.”
ANNA KINNA, DIRECTOR OF FINANCE, INVINITY ENERGY SYSTEMS
"We have typically found that audit and tax professionals at a single firm rarely work together. By using an audit firm and a separate tax firm, we control the direct flow of information and are able to keep TaxOps up to speed on our business operations and issues all while preserving auditor independence. Although it may seem like more work for our operating companies, we have found it easier and much more effective and efficient for us to explain our business to TaxOps rather than having these discussions done internally within a single firm, which can lead to interpretation differences."
Andy Kober, Executive VP and CFO, BCI Broadband
“TaxOps has put together an excellent team of professionals that are experts at both a federal, state and local level and can assist in international matters, as well. I have found that the team stays abreast of the business issues and various strategies of a company and is ready to provide recommendations from a tax perspective. TaxOps is extremely responsive and thorough with their research and advice. “
Paul McKnight, CFO, SPG Solar, Inc
“TaxOps has worked with us on technical tax issues and strategies to generate value within our portfolio companies and grow FKR Acquisitions. By guiding us through tough partnership and restructuring strategies, the TaxOps team has helped put our portfolio companies in a position to be acquired when the right opportunities arise. “
Daniel Frydenlund, Chairman and Founder, FKR Acquisitions
“The services provided by TaxOps have always been delivered on a timely basis and in a very professional manner. Most importantly, however, is the firm has been very responsive to a wide variety of tax questions that we bring to them, demonstrating both depth of knowledge together with a high level of client service.”
Gary Zuiderveen, Director of Financial Reporting, PowerSecure International, Inc
“We have found TaxOps to be way above just a tax provider. I’ve called them for advice on business process and complicated matters involving tax credits in Alaska and North slope jurisdictions. TaxOps stepped in and took the whole complicated process off my plate. It feels like we have a tax expert on staff have found TaxOps to be way above just a tax provider. I’ve called them for advice on business process and complicated matters involving tax credits in Alaska and North slope jurisdictions. TaxOps stepped in and took the whole complicated process off my plate. It feels like we have a tax expert on staff. “
Ruth Ann Kraemer, Chief of Accounting/Financial Operations, Linc Energy Operations Inc.
“Accounting Today made a great choice by picking TaxOps as a best firm to work for, and for the same reasons it is a great firm to work with. They are focused on the process of doing what is right for their firm and the customers they support.“
Lowell Wightman, President, Sports & Executive Performance Coach, 360 Mindset
Tax Minimization Testimonials
“We have worked with Mark Dunning and the TaxOps team for more than ten years and couldn’t be happier with the relationship we’ve built. We initially chose TaxOps over other Big Four firms due to their R&D experience, responsiveness and attention to detail. The team works closely with our internal tax department to expeditiously and accurately complete R&D credit work in time for year-end provisions. TaxOps interviewers get in and get out quickly, minimizing disruptions at Ancestry. Additionally, our TaxOps team has had very little turnover, providing comfort and a friendly face to our engineers and IT professionals. TaxOps has also provided IRS controversy assistance with successful results. We are both fortunate and happy to have TaxOps working with us.“
Ed Gwynn, Vice President of Tax, Ancestry
“One Big Four firm stopped pursuing us as an R&D credit client when they learned we had switched from another Big Four firm to TaxOps. The great work done by Mark Dunning, Jamie Overberg, and the TaxOps team is well-known in the industry.”
Kawasaki Motors Corp., U.S.A.
“I have had the pleasure of working with the TaxOps team for a few years in connection with several companies. They have done a terrific job identifying the opportunity for R&D tax credits and working with our technical team to get the information necessary while minimizing the impact to our team. They are very responsive and professional. Thanks for the value you provide.”
Bill Guerry, Chief Financial Officer, ThinkIQ
"We’ve been partnering with the A-Players at TaxOps and receiving outstanding service since 2013. TaxOps takes the time to understand our business and how it is evolving year over year. They have been nothing less than invaluable advisors helping us deploy the best strategies to maximize our research and development credits. TaxOps continues to exceed our expectations and we look forward to continuing our partnership for many years to come."
Ron Zoibi, CFO, Gaggle.net
"Of all my years, I can't think of a year that the R&D Credit was done before the rest of the tax return. The R&D Credit is always last...Or before September, it is June!"
Greg Argyle, Tax Director & Sorin Nemes, US Tax Manager - Autoliv Americas
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