We have typically found that audit and tax professionals at a single firm rarely work together. By using an audit firm and a separate tax firm, we control the direct flow of information and are able to keep TaxOps up to speed on our business operations and issues all while preserving auditor independence. Although it may seem like more work for our operating companies, we have found it easier and much more effective and efficient for us to explain our business to TaxOps rather than having these discussions done internally within a single firm, which can lead to interpretation differences.Andy Kober, Executive VP and CFO BCI Broadband
TaxOps has proven to be highly competent and professional. TaxOps principals have been willing to roll up their sleeves, which is highly valuable for a company in the startup and rapid expansion phase. The level of commitment to customers and trust at the most senior levels has been extremely valuable to BroadHop.
Kishen Mangat, Vice President Solutions Broadhop, Inc.
I do not think we could have worked with a better group to help us with the R&D credit (and trust me, as you know there are a lot of folks out there who say they can do it!). James S. Miele, CFO Iteris, Inc.
TaxOps has worked with us on technical tax issues and strategies to generate value within our portfolio companies and grow FKR Acquisitions. By guiding us through tough partnership and restructuring strategies, the TaxOps team has helped put our portfolio companies in a position to be acquired when the right opportunities arise.Daniel Frydenlund, Chairman and Founder FKR Acquisitions
The services provided by TaxOps have always been delivered on a timely basis and in a very professional manner. Most importantly, however, is the firm has been very responsive to a wide variety of tax questions that we bring to them, demonstrating both depth of knowledge together with a high level of client service. Gary Zuiderveen, Director of Financial Reporting PowerSecure International, Inc.
TaxOps has put together an excellent team of professionals that are experts at both a federal, state and local level and can assist in international matters, as well. I have found that the team stays abreast of the business issues and various strategies of a company and is ready to provide recommendations from a tax perspective. TaxOps is extremely responsive and thorough with their research and advice. Paul McKnight Former CFO, Incentra Solutions, Inc. Current CFO SPG Solar, Inc.
Our largest liability is deferred income taxes and we have a complicated tax provision. Being a public company and having the ultimate responsibility for our financial reporting, I take comfort knowing that Paul Hocevar is my tax wingman. Paul and I have worked together for the last four years and his experience with and knowledge of the intricacies of ASC 740 (FAS 109) and the U.S. tax code is superlative. W. Anderson Bishop, CFO Hallador Energy Company
We have found TaxOps to be way above just a tax provider. I’ve called them for advice on business process and complicated matters involving tax credits in Alaska and North slope jurisdictions. TaxOps stepped in and took the whole complicated process off my plate. It feels like we have a tax expert on staff. Ruth Ann Kraemer, Chief of Accounting/Financial Operations Linc Energy Operations Inc.
From the formation of our company, Dan and the rest of the TaxOps team have been instrumental in managing our tax issues. Their expertise in working with start-ups, and in particular, life science companies, has been very helpful in preserving tax losses and credit for future utilization as well as establishing our compliance functions. We think of the TaxOps group as an extension of our internal finance and accounting team. Erle Mast, Executive Vice President and CFO, Clovis Oncology
We have worked with Mark Dunning and the TaxOps team for more than three years and couldn’t be happier with the relationship we’ve built. We initially chose TaxOps over other Big Four firms due to their R&D experience, responsiveness and attention to detail. The team works closely with our internal tax department to expeditiously and accurately complete R&D credit work in time for year-end provisions. TaxOps interviewers get in and get out quickly, minimizing disruptions at Ancestry. Additionally, our TaxOps team has had very little turnover, providing comfort and a friendly face to our engineers and IT professionals. TaxOps has also provided IRS controversy assistance with successful results. We are both fortunate and happy to have TaxOps working with us.”Ed Gwynn, Vice President of Tax Ancestry
One Big Four firm stopped pursuing us as an R&D credit client when they learned we had switched from another Big Four firm to TaxOps. The great work done by Mark Dunning, Jamie Overberg, and the TaxOps’ team is well-known in the industry. Kawasaki Motors Corp., U.S.A.
Accounting Today made a great choice by picking TaxOps as a best firm to work for, and for the same reasons it is a great firm to work with. They are focused on the process of doing what is right for their firm and the customers they support. Thanks Brian for sharing your insights and passion for creating a challenging and fun work environment.Lowell Wightman, President, Sports & Executive Performance Coach 360 Mindset