Your Accounting Department
Without Building One
An all-in-one financial operations team scaled specifically for mid-market businesses.
Bookkeeping
Clean, accurate, and timely day-to-day ledger management.
Controller Services
Financial oversight, monthly close, and robust accountability.
Fractional CFO
Forward-looking cash flow, forecasting, and strategic planning.
Tax Planning
Proactive strategy optimized for business and ownership throughout the year.
Tax Preparation
Seamless alignment between corporate and personal annual filings.
One Connected View
TaxFi connects the business, the owners, and the tax strategy.
Financials
Wealth
Strategy
TaxFi assists clients in maximizing their wealth through integrated tax and financial planning.
The TaxFi Model
One team. One financial picture. One coordinated strategy.
An integrated approach designed to keep your business financials and tax strategy in complete lockstep.
Beyond Cost Savings
The bigger opportunity is what better planning does to the bottom line.
The goal isn't simply to spend less on accounting. It's to keep more of what the business creates.
Think about what it would cost to build this internally.
A typical internal accounting department can require multiple specialized hires.
Then add payroll taxes, benefits, recruiting, software, management time, and the cost of keeping good people.
TaxFi is designed to deliver the capability of the department without the full internal cost structure.
Strategic Financial Expertise. Transparent Monthly Pricing.
Unlock controller-level accuracy and CFO-level insight, without committing to a six-figure hire. Our flat-rate plans deliver clarity, consistency, and confidence in your financial operations.
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Add-On Services
Need more than what’s included in your plan? We offer flexible, à la carte solutions to support complex workflows, compliance requirements, and growth initiatives.
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Talk to an expert and we’ll build a package customized to your business needs.
Contact UsContact Us
Let's talk about the numbers behind your business.
Tell us where things stand today and we'll follow up to schedule a conversation with the right person on our team.
Reach us directly
8:00 AM to 8:00 PM Eastern
Legal
Privacy Policy
Effective Date: 01-01-2006
Taxfi, LLC (“Taxfi,” “we,” “us,” or “our”) operates https://taxfi.co and provides paid tax preparation services. This Privacy Policy explains what personal information we collect, how we use it, and the choices you have.
1. Information We Collect
Contact information: name, email address, mailing address, and phone number.Tax and financial information: Social Security number or ITIN, income documents, and bank information needed to prepare and file your return.Text messaging information: your phone number and message history, if you opt in to our SMS program (see Section 3).Usage information: IP address, browser type, and pages visited on our website.2. How We Use Your Information
We use your information to prepare and file your tax return, verify your identity, process payment, communicate with you about your account, and comply with tax law and recordkeeping requirements.
3. Text Messaging (SMS) Program
If you opt in to text messages from Taxfi, here's how the program works:
Types of messages: account and service messages only — filing status updates, deadline reminders, and one-time security passwords. We do not send marketing or promotional texts.Consent: you must opt in before we send you service or account texts. Opting in is not required to use our tax preparation services.Message frequency: varies based on your filing activity. Message and data rates may apply.Opt-out: reply STOP at any time to stop receiving texts. Reply START to opt back in.Help: reply HELP, or contact us at privacy@taxfi.co.No sharing for marketing: we do not sell, rent, or share your phone number or SMS opt-in information with third parties for marketing purposes. We share message data only with our messaging service providers, solely to deliver your messages.Security tip: Taxfi will never ask for your Social Security number, bank details, or login credentials by text message.4. How We Share Your Information
We do not sell your personal information. We share information only with:
Service providers who help us operate our business (payment processors, e-file transmitters, cloud hosting, and SMS providers), under confidentiality obligations.Government agencies, such as the IRS or a state tax authority, or as otherwise required by law.A buyer or successor, in the event of a merger, acquisition, or sale of our business.5. Your Tax Return Information
Federal law (IRC Section 7216) limits how we may use or share the information you give us to prepare your tax return. We will not use or disclose your tax return information for any purpose other than preparing and filing your return — including marketing — without your separate written consent.
6. How We Protect Your Information
We maintain administrative, technical, and physical safeguards designed to protect your information, consistent with the Gramm-Leach-Bliley Act and the FTC Safeguards Rule, including encryption, multi-factor authentication, and limited employee access to your data.
7. Your Privacy Rights
Depending on where you live, you may have the right to know, access, correct, or delete your personal information. We do not sell personal information. To exercise your rights, contact us at privacy@taxfi.co. Because we handle sensitive tax data, we will verify your identity before responding to any request.
8. Children's Information
Our services are intended for adults. We do not knowingly collect personal information from children under 18, other than information about dependents that you provide to us as the filing taxpayer.
9. Data Retention
We retain your tax return information for as long as required by IRS and state recordkeeping rules. We retain other information only as long as necessary for the purposes described in this policy.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted here with a new effective date.
11. Contact Us
Taxfi, LLC
privacy@taxfi.co
