Federal Tax

No two businesses are the same. We customize our team approach to the way you do business.

No two businesses are the same. Your tax strategy shouldn’t be either.
As your business grows, tax complexity grows with it. New entities, expanding jurisdictions, and evolving domestic and international rules increase risk and uncertainty. Our senior-led tax strategists proactively manage compliance, planning, and transactions—anticipating issues before they arise and ensuring nothing is overlooked. The result: fewer surprises, clearer decisions, lower risk and cost, and the confidence to move forward.

Leading Your Federal Team

Seasoned professionals with significant Big Four experience take the lead, enabling our teams to deliver the strength, knowledge and resources of a national tax brand with the hands-on client engagement of a specialty firm. Our accessibility and tax advocacy frees our clients to focus on their core business.

Allen Gregory

Partner

Lindsay Haskell

Director of Corporate Tax

Robert Anderson

Tax Senior

Matthew Blaylock

Tax Senior

Marc Gordon

State and Local Tax Senior Manager

Ramona Gross

Tax Manager

Ross Heskett

Tax Senior

Christina Pappas

Tax Senior

Flowers with Lauren Samblanet

Julie Reed

Tax Senior Manager

Lauren Staub

Tax Senior Manager

Flowers with Lauren Samblanet

Benjamin Wirth

Tax Senior Manager

Proven Success

All Entities, All Industries,
All Locations

If any of these sound familiar, you’re in the right place:

  • Expanding business lines or adding entities
  • Planning a transaction or restructuring 
  • Looking for tax savings and more confident planning 

We bring your tax specialists together in one place to anticipate and manage the moving pieces around federal and international tax in the best interest of your business.

Areas of Expertise

  • Tax Compliance & Consulting
  • Income Tax Accounting (ASC 740)
  • Corporate & Flow-through Entity
  • Taxation
  • International Tax
  • Transfer Pricing
  • M&A/Transaction Due Diligence
  • IRS Controversy Assistance
  • Tax Function Development

Transparency and Scalability

On your timeline. We set milestones with you, then manage our workflows to meet expectations. Through frequent communication, you’ll always know what we are doing on your behalf.

Fixed-fee options. Fixed-fee pricing gives you unlimited access to federal and international filing questions, without surprise billing. Time and again, fixed-fee tax engagements reduce business risk and cost, while giving you pricing certainty.

Outsourcing tax. We know tax needs shift as business models and strategies evolve. Since we approach business tax needs holistically, our team is ready to step in and serve as your outsourced tax department as needed. Outsourcing gives you access to the best tax experts for specialized work and frees you up for other purposes, at lower risk and cost than maintaining a tax function in-house. 

talk to a tax advocate

How It Works

How Federal Engagements Work

CONVERSATION & CONTEXT

We learn your structure, footprint, and goals.

SCOPE & MILESTONES

We set expectations and manage workflows to meet them.

EXECUTE & STAY ENGAGED

You get proactive guidance and access to specialists as needs evolve.

 

What our clients say

We work hard and are easy to work with. Don’t take our word for it. See what our clients have to say.

"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

FAQ’S

What types of companies are a fit for Federal Tax support?

TaxOps is built for growth-stage and complex businesses with multi-entity structures, expanding footprints, or increasing federal and international complexity.

Do you only help at filing time?

No. We stay engaged year-round so planning and decisions do not become reactive to deadlines.

Who will we work with day-to-day?

Senior, experienced teams led by Big Four–seasoned professionals. No one at TaxOps is learning on your dime.

Can you support international tax and transfer pricing?

Yes. We help companies anticipate and manage federal and international moving pieces, including transfer pricing, restructuring, and cross-border issues.

How does fixed-fee pricing work?

We scope engagements based on projected work and perform compliance and ASC 740 engagements on a fixed-fee basis, providing all-inclusive pricing with no hidden fees or surprise charges, and encouraging clients to reach out anytime with questions.

Tax News, Analysis & Events

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View Our Other Solutions

ASC 740

Accounting for income taxes is detail-oriented, complex and time-consuming. Let’s take it off your plate.

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State and Local Tax

What you don’t know about taxes shouldn’t undermine your business success here, in all 50 states, five U.S. territories and internationally.

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Tax Minimization

Our best practices uncover opportunities to increase credits, deductions and deferrals in ways that often go undetected by other firms.

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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.

Talk To A Tax Advocate

We are hands-on, responsive, and collaborative year-round. Don’t take our word for it.

Testimonials