Our team can untangle problems FROM ANYWHERE IN THE U.S.

We understand that our clients, customers and prospective consumers have busy lives,
and they are always on the go. That's why we provide a platform of multiple options
if you can't physically step into our location.

We also understand that those in various industries such as transportation, armed forces
law enforcement, healthcare, education, marine, f.a.a. etc. don't have time to wait or be seen. Therefore, we have in place our "TaxNerd Client Portal". It provides identity protection to the client/customer or prospective consumer, the sharing of information, document uploading and the tracking of progress with in-depth correspondence to keep you informed & us accountable.

Our team of tax advisors have the expertise to help you. They work tactifully to make sure your request for services are expedited in order to position you in the long run to thrive in what you do best. All prospective consumers are subject to undergo a TaxNerd® Tax Analysis Questionnaire.


WAIT NO MORE IN PERSON FOR TAX RESOLUTION SERVICING!

• Bottom-Line Client Consults, User Friendly Systems & Remote Servicing From Anywhere

CLIENT PORTAL

Upload & Send your documents remotely by way the of our secure "TaxNerd Canopy Client Portal" to expedite the process of your requested services needed. We strive in keeping your personal info protected.
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CLIENTS & CUSTOMERS ASSISTED

keeping you in compliance for success & consistency!

A knowledgeable & credentialed tax professional can save you plenty of cash that would otherwise go into Uncle Sam's pockets. There's a good reason for that sentiment - tax advisors possess the proficiency to understand the massive, complicated and often confusing U.S. tax code. The actual size of the U.S. tax code is 2,600 pages long, although accompanying explanations and all past tax statutes push that number up to70,000 pages.

Buried in those pages are both trap doors and tax breaks that average Americans likely wouldn't recognize, but a professional tax advisor would. Aside from actual tax returns, a tax advisor can also steer individuals and businesses to tax-advantaged money moves in key areas like retirement, estate planning, investment management, and small business planning.

In addition, major life events, like a marriage, the birth of a child, or buying a home can also be scenarios where consumers could leave money on the table if they don't consult with a "knowledgeable" tax profiessional.

"A sailing vessel is alive in a way that no ship with mechanical power will ever be."
We believe in the power of team diversity, which brings about long-term business succession.

Brittany RenteriaTax Advisor - Lancaster, CA Branch
At TaxNerd, our core principles are efficiency, integrity, and your financial goals. Our commitment is to help clients achieve their monetary objectives through expert servicing. We ensure transparency, accuracy, and strive to build trust and long-term consumer relationships.
Pamela K. BorenChief Financial & Marketing Officer
The art & importance of affirmation is very vital to TaxNerd. We continually drive home what it means to finalize servicing with understanding. Our persistence in not throwing in the towel fuels us as we press toward the mark of excellence, which is a key ingredient therein our leadership.
Gricelda Pelayo-NeselTax Advisor - Lancaster, CA Branch
The embracement of adversity is another one of our key ingredients for results. Adversity should not be viewed as defeat, but the gateway to long-term business succession. A time will come when mental toughness is summoned to the podium for its demonstration of concept.
Jeremiah FlowersFounder & CEO/Business Developer (SMEs)
Undertaking the task of aligning your business to become compliant so it can consistently thrive & flourish in the marketplace. Creating vision and solving problems to forge impact so aspiring business owners can better implement How to Control, Employ & Steward Money!
Inquire below for a "12-MIN. COMPLIMENTARY TAX ANALYSIS (tax preparation, tax advisory, tax debt-relief & small business management):

 

We facilitate a review of your 2019, 2020 & 2021 previously filed tax returns to recapture 

you "entitled" refund money and or neutralize any and all federal & state tax-debt.

Fill out form below to schedule a "12-Minute Complimentary Tax Analysis" today.

 

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