Tax Partners
- Company typePrivate
- Founded1981
- HeadquartersNewmarket, Canada
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Tax Partners does
Tax Partners Inc. is a privately held Canadian accounting and tax advisory firm founded in 1981, headquartered in Newmarket, Ontario with a second office in Oshawa. The firm delivers Canadian, US, and cross-border tax preparation, bookkeeping, payroll, and advisory services to individuals and small-to-midsize businesses, with a stated specialization in cryptocurrency taxation covering blockchain, DeFi, and NFT reporting across multiple jurisdictions including Canada, the US, South Africa, Ukraine, Russia, and Iran. It also offers wealth management and financial planning as a dedicated service line and serves 20+ industry verticals including real estate, healthcare, ecommerce, cannabis, biotech, gaming, and technology.
The firm operates a content-led go-to-market strategy anchored by a YouTube channel with 51,000+ subscribers, an Instagram presence with 22,6K followers, and a blog covering tax and crypto-tax topics; client acquisition combines free initial consultations with strong community reputation reflected in 1,396 Excellent-rated Google reviews. Distribution is direct (in-person at the two GTA offices plus virtual delivery) with no channel partners, marketplaces, or external funding; revenue is generated through engagement-based professional services fees that are not publicly disclosed. The underlying technology stack relies on third-party accounting and crypto-tax software (Koinly, CoinLedger, CoinTracker, TokenTax, CountDeFi, Cryptio) and connectors to major crypto exchanges (Coinbase, Binance, Kraken, WealthSimple, plus several Canadian exchanges) - no proprietary platform or AI/ML capability is described. The firm is founder-led under President/CEO Mahad Mohamed, with Director of Operations Warren Stableford and Account Director Kevin Ball in named leadership roles.
Tax Partners firmographics
Firmographics- Name
- Tax Partners
- Legal name
- Tax Partners Inc.
- Website
- https://taxpartners.ca
- Company type
- Private
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Tax Partners industry classification
Industry- Product category
- Tax & Accounting Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industries
- Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax Planning & Compliance for Family Offices (FSAAADAE), Tax Services (Withholding, Reclaims, FATCA/CRS) (FSAAAOAM), Transfer Pricing & International Tax Services (BPAHABAI)
Keywords
Where Tax Partners is headquartered
LocationHeadquarters
- HQ city
- Newmarket
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
Tax Partners business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Tax and Accounting Services: Tax Partners generates revenue by providing personalized tax and accounting services to individuals and small to midsize businesses. Services include Canadian, US, and Global accounting and tax services, cryptocurrency accounting and tax services, and wealth management and financial planning. The firm is described as offering a 'one-stop shop for accounting, tax and bookkeeping.' No specific fee structures or pricing models are publicly disclosed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free Initial Consultation |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Tax Partners product offering
Product offeringCore offering
Tax Partners is a Canadian tax, accounting, and advisory firm providing personalized Canadian, US, and global tax preparation, bookkeeping, and payroll services to individuals and small to midsize businesses. The firm operates as a one-stop shop for accounting, tax, and bookkeeping, with a specialized cryptocurrency taxation practice covering blockchain, DeFi, NFT, and crypto-mining compliance across multiple jurisdictions. Advisory services support incorporation, expansion, business exit, estate planning, and corporate structuring.
Product overview
Tax Partners is a tax, accounting, and advisory firm providing personalized services to individuals and small to midsize businesses worldwide. The company operates as a unified service offering rather than a platform architecture, organized around five core service lines: Canadian Accounting & Tax Services, US Accounting & Tax Services, Global Accounting & Tax Services, Cryptocurrency Accounting & Tax Services, and Wealth Management & Financial Planning. The cryptocurrency accounting practice includes jurisdiction-specific sub-services for South Africa (SARS compliance), Ukraine (DPS/NSSMC compliance), Russia (FNS/3-NDFL compliance), and Iran (CBI directive compliance). Additional specialization spans over 28 industry verticals including technology, real estate, healthcare, ecommerce, cannabis, and more. The firm also provides sector-specific tax consulting across US states and Canadian provinces through localized service pages.
Differentiator
Problem solved
Functional benefit
Products and services
- Canadian Accounting & Tax Services Personalized tax and accounting solutions for individuals and businesses across Canada, including bookkeeping, payroll, tax preparation, and advisory services with CRA compliance.
- US Accounting & Tax Services US tax preparation and planning services for citizens, expats, and cross-border clients with US filing obligations, including ITIN applications and 1040 filings.
- Global Accounting & Tax Services International tax strategies, cross-border reporting, and global compliance services for clients with multi-jurisdictional tax obligations.
- Cryptocurrency Accounting & Tax Services Expert navigation of crypto taxation complexities including tax reporting, regulatory compliance, crypto-to-fiat off-ramp reporting, and investor vs. trader classification across multiple jurisdictions.
- Wealth Management & Financial Planning Advisory services for incorporating, expanding, or exiting a business, supporting long-term financial goals including estate planning and corporate structuring.
- Crypto Tax Services - South Africa Crypto tax, bookkeeping, advisory, and audit services for South African residents, covering SARS CGT and income tax compliance including ITR12 filing.
- Crypto Tax Services - Ukraine Crypto tax services for Ukraine-based individuals and businesses, covering DPS compliance, annual declarations, and NSSMC regulatory guidance.
- Crypto Tax Services - Russia Crypto tax services for Russian residents covering 3-NDFL filing, FNS compliance, mandatory disclosure for holdings exceeding 600,000 rubles, and crypto mining income reporting.
- Crypto Tax Services - Iran Crypto mining license compliance, CBI directive guidance, and regulatory advisory for Iranian crypto miners and investors.
Quantifiable outcome
- 495,000+ tax returns filed over 40+ years
- +2 more outcomes
Companies that use Tax Partners
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles4 records
Tax Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration32 records
Tax Partners partnerships and signals
Strategic signalScale indicators7 records
Recent moves6 records
Expansion highlights6 records
Tax Partners competitors and assessment
Company assessmentDirect peers
- BDO Canada: One of Canada's largest mid-tier accounting and tax advisory firms, serving SMBs and individuals across multiple provinces with cross-border capabilities. Highly comparable to Tax Partners' Canadian and US service lines and target SMB/individual client base, but at significantly larger scale.
- Baker Tilly Canada: Canadian mid-tier accounting and tax firm focused on privately held businesses and owner-managed enterprises across multiple provinces. Comparable in service line breadth, cross-border support, and SMB/mid-market client focus to Tax Partners.
- RSM Canada: Canadian affiliate of a global mid-tier accounting network providing tax, advisory, and cross-border services to mid-market companies. Comparable mid-market positioning and cross-border tax capabilities to Tax Partners, with broader enterprise reach.
- Grant Thornton Canada: National mid-tier accounting firm in Canada offering tax, advisory, and cross-border services to privately held businesses and individuals. Directly comparable mid-market positioning, service mix, and SMB/individual target customer base to Tax Partners.
- Crowe Global (Crowe Soberman Canada): Top-10 Canadian accounting firm providing tax, advisory, and cross-border services to private businesses and high-net-worth individuals. Directly comparable in mid-market tax and cross-border service positioning to Tax Partners.
- MNP LLP: Major Canadian accounting and tax advisory firm with strong presence across Canada, serving individuals, SMBs, and the cannabis/energy/real estate verticals that overlap with Tax Partners' industry coverage. Closely comparable in service breadth and target segments.
Emerging players
- CoinTracker: Crypto portfolio tracking and tax software platform listed as a Tax Partners integration partner. Comparable as a technology-driven competitor to Tax Partners' crypto tax advisory offering, with growing automation of reconciliation and filing workflows.
- Koinly: Leading consumer-facing cryptocurrency tax software platform that Tax Partners explicitly integrates with. Comparable because it is the most direct software substitute for the crypto tax preparation work Tax Partners monetizes, though Koinly is a self-serve product rather than a service.
Broad incumbents
- Deloitte Canada: Big Four firm with substantial Canadian tax, cross-border, and digital asset practices. Comparable in cross-border US-Canada and crypto tax capabilities but serves much larger enterprise clients with a broader portfolio than Tax Partners.
- KPMG Canada: Big Four accounting firm operating in Canada with a full tax, advisory, and crypto/digital-asset practice serving enterprises and high-net-worth individuals. Overlaps with Tax Partners on cross-border tax, crypto advisory, and wealth management but at far larger scale and enterprise focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Tax Partners social profiles
Digital presenceTax Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tax Partners leadership team
Management profileNumber of profiles
Profiles3 records
Tax Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tax Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tax Partners
What does Tax Partners do?
Tax Partners is a Canadian tax, accounting, and advisory firm providing personalized Canadian, US, and global tax preparation, bookkeeping, and payroll services to individuals and small to midsize businesses. The firm operates as a one-stop shop for accounting, tax, and bookkeeping, with a specialized cryptocurrency taxation practice covering blockchain, DeFi, NFT, and crypto-mining compliance across multiple jurisdictions. Advisory services support incorporation, expansion, business exit, estate planning, and corporate structuring.
Is Tax Partners a public or private company?
Tax Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tax Partners founded?
Tax Partners was founded in 1981. It employs 11 to 50 people.
Where is Tax Partners based?
Tax Partners is headquartered in Newmarket, Canada, in the North America region.
How does Tax Partners make money?
One revenue line is on record: tax and Accounting Services.
Who are Tax Partners's main competitors?
Direct peers on record are BDO Canada, Baker Tilly Canada, RSM Canada, Grant Thornton Canada, Crowe Global (Crowe Soberman Canada) and MNP LLP. Emerging players are CoinTracker and Koinly. Broad incumbents are Deloitte Canada and KPMG Canada.
Does Tax Partners have an API?
No public API is recorded for Tax Partners.
What industry is Tax Partners in?
Tax Partners's product category is Tax & Accounting Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 5412.