About taxellency
Your trusted partner for comprehensive taxation and financial services.
A Legacy of Excellence
Founded in 2005, taxellency has grown from a small local practice to a comprehensive taxation and financial services firm serving clients nationwide.
Our journey began with a simple mission: to provide expert tax services with a personal touch. Today, we continue to uphold that mission while expanding our expertise to meet the evolving needs of our clients.
With a team of certified professionals and a commitment to excellence, we've built a reputation for delivering reliable, accurate, and strategic financial solutions.
Empowering Financial Success
At taxellency, our mission is to empower individuals and businesses to achieve their financial goals through expert tax planning, compliance, and financial advisory services.
We believe in building long-term relationships with our clients based on trust, integrity, and exceptional service. Our goal is not just to meet your expectations, but to exceed them at every opportunity.
We are committed to staying at the forefront of tax law and financial strategies to provide you with the most current and advantageous solutions for your unique situation.
What We Stand For
Our core values guide everything we do and shape how we serve our clients.
Integrity
We uphold the highest ethical standards in all our interactions and services, ensuring transparency and honesty at every step.
Excellence
We strive for excellence in everything we do, from the accuracy of our work to the quality of our client service.
Client Focus
We put our clients' needs first, tailoring our services to meet their unique requirements and goals.
Innovation
We embrace innovation and continuously seek new ways to improve our services and deliver greater value to our clients.
Expertise
We maintain the highest level of professional expertise through continuous education and staying current with tax laws and regulations.
Community
We are committed to giving back to the communities we serve and making a positive impact beyond our professional services.
Meet Our Experts
Our team of certified professionals brings decades of combined experience to serve your taxation and financial needs.
Jennifer Thompson
Founder & CEO
With over 20 years of experience in taxation and financial services, Jennifer leads our team with expertise and vision.
Michael Rodriguez
Tax Director
Michael specializes in complex tax planning for businesses and high-net-worth individuals, with a focus on tax optimization.
Sarah Chen
Accounting Manager
Sarah oversees our accounting and bookkeeping services, ensuring accuracy and compliance for all client financial records.
David Wilson
Business Advisory Specialist
David helps businesses optimize their structure, operations, and growth strategies with a focus on financial efficiency.
Lisa Patel
Compliance Director
Lisa ensures our clients meet all regulatory requirements and stay ahead of changing tax laws and regulations.
Robert Kim
Client Relations Manager
Robert ensures our clients receive exceptional service and that their needs are met with prompt, professional attention.
Our Professional Credentials
We maintain the highest professional standards through these industry certifications and memberships.
