Insights

Proactive Tax Strategy TaxAce focuses on year-round proactive tax planning for business owners, presenting an opportunity to upsell ongoing strategy implementation, quarterly reviews, and integrated tax planning services beyond annual filings.

Service Packaging A core umbrella offering plus complementary services such as Tax Preparation, Tax Resolution, CFO Services, Bookkeeping, and Payroll creates multiple cross-sell paths for existing clients and expansion into full financial operations support.

Midmarket Focus Targeting established service-based businesses with revenue around 200k+ and professionals with higher complexity suggests a well-defined ICP for premium advisory packages and scalable compliance solutions.

Nationwide Reach Virtual-first delivery enables scalable client acquisition beyond California, with potential to expand into new regional markets while maintaining cost-efficient operations and diversified client base.

Tech-Driven Leveraging a modern tech stack including AI, cloud services, and automation tools (OpenAI, AWS, Brevo, Piwik PRO) supports scalable advisory services, data-driven insights, and enhanced client experience for growth-focused sales pitches.

Similar companies to TaxAce

TaxAce Tech Stack

TaxAce uses 8 technology products and services including iCIMS, Amazon Web Services, WordPress, and more. Explore TaxAce's tech stack below.

TaxAce's Email Address Formats

TaxAce uses at least 2 email formats:
TaxAce Email FormatsExamplePercentage
First.Last@mytaxace.comJohn.Doe@mytaxace.com
73%
First@mytaxace.comJohn@mytaxace.com
27%

Frequently Asked Questions

What is TaxAce's official website and social media links?

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TaxAce's official website is taxace.com and has social profiles on LinkedIn.

How much revenue does TaxAce generate?

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As of October 2026, TaxAce's annual revenue is estimated to be $1M - $10M.

What is TaxAce's SIC code and NAICS code?

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TaxAce's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does TaxAce have currently?

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As of October 2026, TaxAce has approximately 18 employees across 3 continents, including Asia, North America and Europe. Key team members include Owner And Chief Financial Officer: V. Z., Assistant To Project Manager: R. M. and Bookkeeper: J. R. Explore TaxAce's employee directory with LeadIQ.

What industry does TaxAce belong to?

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TaxAce operates in the Business Consulting and Services industry.

What technology does TaxAce use?

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TaxAce's tech stack includes iCIMS, Amazon Web Services, WordPress, Shopify, Microsoft 365, OpenAI, Brevo and Piwik PRO Core.

What is TaxAce's email format?

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TaxAce's email format typically follows the pattern of First.Last@mytaxace.com. Find more TaxAce email formats with LeadIQ.

When was TaxAce founded?

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TaxAce was founded in 2016.
TaxAce logo

TaxAce

Business Consulting and ServicesCalifornia, United States11-50 Employees

TaxAce is a tax and accounting firm based in Fairfield, California, founded in 2005. It offers a comprehensive suite of services including tax preparation, planning, resolution, accounting, bookkeeping, payroll, and audits, as well as IRS representation. The firm emphasizes tailoring its approach to each client by understanding their situation and applying applicable tax laws and regulations, rather than merely processing documents.

The staff includes preparers who are licensed by CTEC and hold RTRP credentials; junior preparers gain substantial on-the-floor experience before senior colleagues review returns. With more than 13 years of experience, TaxAce serves individuals and local businesses, aiming to provide close personal and professional attention and offering free estimates with no obligation to file if unsatisfied. It operates as a mid-sized regional firm within the accounting industry, highlighting a commitment to thorough review and comprehensive service across its tax and related offerings.

Section iconCompany Overview

Website
taxace.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    TaxAce's revenue is estimated to be in the range of $1M - $10M

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