Year-Round Tax Strategy Built on Trust

No hourly billing. No last-minute surprises. Just real conversations, proactive planning, and tax solutions tailored to your business.

Businesses are confident in our results
$3,593,092 Saved in 2025

Tax Resolution Services

Tax problems don’t fix themselves—but we do.

Whether it’s a surprise letter from the IRS or years of unfiled returns, we step in with a calm plan and clear solutions that get you back on track—fast.

Tax / Accounting Services

Clean books and smart planning, 
all year long.

Taxes aren’t a once-a-year thing. We stay in touch, stay ahead of the law, and bring you new opportunities all year long.

We’re Not Just a Tax Firm We’re Your Year-round Partner

No hourly
billing

You’re not watching the clock. We’re here when you need us.

We actually
plan ahead

We stay on top of tax laws so you don’t have to

We talk to you
—often

You’ll never wonder where things stand.

We’ve taken on the
IRS—and won

We fight hard when it matters most.

Real Results, Real People

Pivot Tax gave me peace during tough financial times.

John Cuper

CFO

Your tax consulting gave me confidence

Jodi Jonathan

CEO & Founder

Your efficient, clear process turned claims into a breeze. Grateful!

Jimmy Johns

CEO

What It’s Like to Work With Pivot Tax

Businesses are confident in our results

We’ve got a process that keeps things clear, simple, and moving forward. No jargon, no runaround—just smart strategy, real communication, and support you can count on.

1

We Talk First

You tell us what’s going on. No judgment—just a conversation to understand your goals, your challenges, and how we can help.

2

We Dig In

Our team gets to work gathering the details, reviewing your filings, identifying risks, and spotting savings opportunities.

3

We Build the Plan

You’ll get a clear, personalized roadmap—from fixing past issues to planning smarter for the future.

4

We Make It Happen

From filing corrections to handling the IRS and executing proactive strategies, we take the lead and keep you informed.

5

We Stay With You

We’re not just here for one tax season. You’ll have year-round support, ongoing check-ins, and a team that always has your back.

We Deliver Results That Matter

No fluff. Just real outcomes from a team that knows how to fight for your financial future.

$21M

in tax debt resolved

1,379+

thousand of tax filings corrected or optimized

792

hundred clients helped every year

Let’s Take Taxes Off Your Worry List

Start with a quick call. We’ll ask the right questions, assess your needs, and give you a clear plan—no pressure, no hourly rate.