My Tax
My Tax is a Miami-based, privately held tax preparation and advisory firm serving individual taxpayers and small businesses in South Florida with returns, tax planning, IRS correspondence, and business start-up services delivered via in-office, remote, and Canopy-powered digital channels.
- Company typePrivate
- Founded2010
- HeadquartersMiami, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What My Tax does
My Tax (legally My Tax Miami INC.) is a privately held, Miami-based tax preparation and advisory firm founded in 2010 by Kevin Gonzalez, serving individual taxpayers, self-employed individuals, and small businesses primarily in the South Florida market. The firm's core services include personal and business tax return preparation, tax planning, prior-year income tax review, IRS letter and audit assistance, and business start-up structuring (LLC, S-Corp, C-Corp selection and filing). Services are delivered through in-office consultations at its Miami headquarters (13190 SW 134 St, Suite 202), remote phone/video appointments, and a digital client portal.
The firm's primary client-facing technology is a Canopy-powered client portal with iOS and Android mobile apps, providing eSignatures, document upload with automatic PDF conversion (including camera scanning), personalized document request checklists, secure messaging, multi-factor authentication (Face ID/Touch ID, email/text verification), and year-round access to prior tax returns and forms. Supporting integrations include Dropbox and Google Drive for file uploads, Mailchimp for email communications, and Google Analytics for web tracking. The firm also operates a Resource Center with financial calculators (tax, retirement, mortgage, savings, college, insurance) as a top-of-funnel content marketing asset.
Revenue is generated through fee-based professional services billed per engagement, with quote-based pricing (no publicly listed fee schedule) and a strong seasonal concentration in the January-April tax season. The firm is bootstrapped with no external institutional funding, no parent company, and no subsidiaries. Marketing and demand generation rely on the company website, organic search, social media (Facebook, Instagram, X), Yelp and Google reviews, client referrals, and an email newsletter. Management is led by founders Juliana Gonzalez (founder and manager) and Kevin Gonzalez (founder and owner).
My Tax firmographics
Firmographics- Name
- My Tax
- Legal name
- My Tax Miami INC.
- Website
- https://mytax.miami
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- My Tax is a Miami-based, privately held tax preparation and advisory firm serving individual taxpayers and small businesses in South Florida with returns, tax planning, IRS correspondence, and business start-up services delivered via in-office, remote, and Canopy-powered digital channels.
- Ownership category
- akta.pro rank
My Tax industry classification
Industry- Product category
- Tax Preparation & Advisory Services
- NAICS
- Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
Keywords
Where My Tax is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
My Tax business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Tax Preparation Services: Fee-based professional tax preparation services for individuals, self-employed individuals, and business owners, including tax returns, tax planning, and IRS letter assistance. Revenue is generated per engagement (per return or per consultation), with seasonal peaks during tax season (January–April).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Quote-based professional services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
My Tax product offering
Product offeringCore offering
My Tax is a Miami-based tax preparation and advisory firm that provides professional individual and business tax return preparation, year-round tax planning, income tax review of prior returns, and business start-up structuring and filing services. Engagements are delivered through in-office and remote appointments, supported by a Canopy-powered digital client portal with eSignatures, document uploads, secure messaging, and year-round access to prior returns. Pricing is quote-based per engagement, with seasonal peaks during tax season (January–April).
Product overview
My Tax is a Miami-based tax preparation and planning firm offering a unified suite of services centered around tax preparation, tax planning, income tax review, and business start-up assistance. The core client-facing digital products include the Canopy-based Client Portal (providing eSignatures, document uploads with auto-PDF conversion, secure chat, and year-round access to tax documents) and a companion Canopy Mobile App for iOS and Android. Additional resources include financial calculators spanning taxes, retirement, savings, home/mortgage, and other categories.
Differentiator
Problem solved
Functional benefit
Products and services
- Canopy Client Portal Secure digital client portal for year-round access to tax documents, eSignatures, file uploads, secure chat, document requests, and prior tax returns. Powered by Canopy with multi-factor authentication, Face ID/Touch ID support, and bank-level encryption. Used by My Tax clients to exchange documents and sign forms securely.
- Tax Preparation Professional tax preparation services for individuals and businesses, focusing on customized financial reporting, winning tax strategies, and tailored advice based on personal financial situations. Includes filing of personal and business returns, W-2/1099 income, itemized deductions, credits, and amended returns.
- Tax Planning Strategic tax planning services tailored to individual client situations to help save more money and prepare for the future. Year-round advisory service addressing changing tax laws and personal financial goals.
- Income Tax Review Review service for existing tax returns to ensure clients took full advantage of all available benefits and deductions. Designed for clients who want to verify that prior returns were optimized or who suspect missed deductions.
- Business Start-up Services Assistance with choosing the appropriate corporate structure (LLC, S-Corp, C-Corp) for new businesses, conducting company name availability checks, and filing all required forms for maximum tax benefits. Targeted at entrepreneurs and small business owners in South Florida.
Quantifiable outcome
- Thousands of tax returns prepared since 2010
- +1 more outcomes
Companies that use My Tax
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles2 records
My Tax technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature1 record
My Tax partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- CanopycoreMy Tax has partnered with Canopy — a tax practice management software provider — to deliver an upgraded, fully digital client experience. The partnership provides My Tax's clients with a modern client portal featuring eSignature (via mobile or web), document upload with automatic PDF conversion, personalized document request checklists, secure messaging, multi-factor authentication, and year-round access to prior returns and forms. Canopy's mobile apps (iOS and Android) enable clients to scan and upload documents directly from their phones. The portal is integrated into My Tax's operations as the primary client-facing digital interface for the 2026 tax season and beyond.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
My Tax competitors and assessment
Company assessmentDirect peers
- H&R Block: National tax preparation chain offering in-office and online individual and small-business tax preparation, plus DIY software. Directly comparable to My Tax's core individual and SMB tax return service, with similar seasonal cadence and broader geographic reach.
- Liberty Tax: National retail tax preparation franchise serving individuals and small businesses, with seasonal in-office service and year-round virtual offerings. Closely comparable business model and customer base to My Tax, including IRS-related assistance.
- Jackson Hewitt: National tax preparation chain with in-office and online offerings for individuals and small businesses, including refund advance and audit assistance. Mirrors My Tax's SMB and individual focus with a larger marketing footprint.
- 1-800Accountant: Virtual-first accounting and tax preparation firm serving small businesses and individuals nationwide. Comparable in offering tax prep, tax planning, and entity formation, but competes via remote delivery rather than local office presence.
Emerging players
- Intuit TurboTax: Leading DIY tax preparation software with a 'Live' tier offering CPA/EA-assisted preparation. Competes for the same individual and small-business filers My Tax serves, with a self-serve default and an assisted option at lower price points.
- TaxAct: DIY tax preparation software with professional tiers targeting small businesses and self-employed filers. Competes for the same end-customer segments as My Tax via a low-cost software-led model.
Broad incumbents
- KPMG US: Big Four accounting firm offering corporate and individual tax compliance, planning, and IRS representation. Adjacent rather than direct, as KPMG focuses on larger corporate and high-net-worth clients, but it competes for the upper end of My Tax's business client base.
- Deloitte Tax (US): Big Four tax practice providing compliance, planning, and controversy services to mid-market and enterprise clients. Competes with My Tax for higher-end small-business and corporate tax work in South Florida, though focused on larger engagements.
- BDO USA: Large accounting and tax firm serving middle-market companies and high-net-worth individuals. Comparable in tax preparation, planning, and advisory for SMBs, but with broader service lines and institutional scale.
- PwC US Tax: Big Four firm offering tax compliance, planning, and international tax services. Indirect competitor for complex corporate tax work in the Miami market, with significantly broader capabilities than a local preparer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
My Tax social profiles
Digital presenceMy Tax financial estimates
Financial estimateRevenue estimate
Valuation estimate
My Tax leadership team
Management profileNumber of profiles
Profiles2 records
My Tax funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
My Tax 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 My Tax
What does My Tax do?
My Tax is a Miami-based tax preparation and advisory firm that provides professional individual and business tax return preparation, year-round tax planning, income tax review of prior returns, and business start-up structuring and filing services. Engagements are delivered through in-office and remote appointments, supported by a Canopy-powered digital client portal with eSignatures, document uploads, secure messaging, and year-round access to prior returns. Pricing is quote-based per engagement, with seasonal peaks during tax season (January–April).
Is My Tax a public or private company?
My Tax is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was My Tax founded?
My Tax was founded in 2010. It employs 11 to 50 people.
Where is My Tax based?
My Tax is headquartered in Miami, United States, in the North America region.
How does My Tax make money?
One revenue line is on record: tax Preparation Services.
Who are My Tax's main competitors?
Direct peers on record are H&R Block, Liberty Tax, Jackson Hewitt and 1-800Accountant. Emerging players are Intuit TurboTax and TaxAct. Broad incumbents are KPMG US, Deloitte Tax (US), BDO USA and PwC US Tax.
Does My Tax have an API?
No public API is recorded for My Tax.
What industry is My Tax in?
My Tax's product category is Tax Preparation & Advisory Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance. Its NAICS code is 541213.