Taxman and Associates

What Taxman and Associates does

Taxman and Associates (legal entity Taxman.cc, inc, dba Taxman Associates) is a Seattle-based, privately held tax resolution and preparation firm founded in 1997-1998. The firm operates from a single headquarters at 300 E. Pine St., Seattle, WA 98122, and serves clients primarily in the Greater Seattle metropolitan area. Its practice is built around three core offerings: Complex Tax Return Preparation (handling multi-state returns, investment income, business ownership, and international tax matters), Cryptocurrency Taxes (specialized digital asset compliance), and IRS Problem Resolution (audit defense, penalty abatement, tax debt negotiation, and representation). The IRS Problem Resolution umbrella is further broken into sub-services: Audits, Innocent Spouse Relief, Offers in Compromise, Payroll Taxes (including Trust Fund Recovery Penalty defense under IRC 6672), Tax Liens and Levies, and Unfiled & Unpaid Taxes.

The firm is a traditional professional services practice with no proprietary technology platform. Its technical stack is limited to third-party SaaS tools: SmartVault for secure client document exchange and CPACharge for online payment processing (credit card, Google Pay, Cash App Pay). Client engagement is delivered via direct professional services including in-person consultations at the Seattle office and remote service delivery through the secure document portal. Lead generation relies on the firm website, phone outreach, and professional referrals, supplemented by a content marketing blog covering tax topics such as Solo 401(k)s, RSU taxation, company cars, and estimated tax payments.

The firm is led by Principals Carey Homan CPA (business taxation, entity selection) and Joe Allen CPA (cryptocurrency taxes, rental real estate), with founding partner Howard Choder EA continuing in a Strategic Advisor role after selling the practice in early 2023. The team of 7 credentialed professionals (CPAs and Enrolled Agents) targets three primary customer segments: individuals facing IRS audits, tax debt, unfiled returns, and collection actions; high-income individuals with complex situations including crypto holdings; and business owners with payroll tax assessments and trust fund recovery penalties. Pricing is quote-based rather than publicly disclosed, and revenue is not reported. Taxman Associates is not a venture-backed or institutional investor-backed business; it operates as a small lifestyle professional services firm.

Name

Taxman and Associates

Legal name

Taxman.cc, inc

Website

https://taxman.cc

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Taxman and Associates is a Seattle-based private tax resolution and preparation firm serving individuals and businesses in the Greater Seattle area with IRS problem resolution, complex tax return preparation, and cryptocurrency tax services.

Ownership category

akta.pro rank

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Resolution Services: Professional services revenue from IRS problem resolution including audits, offers in compromise, installment agreements, tax liens/levies relief, payroll tax resolution, and innocent spouse relief.
2. Tax Preparation: Complex tax return preparation services for individuals and businesses with intricate tax situations including cryptocurrency taxation.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Taxman and Associates is a Seattle-based tax resolution and preparation firm that prepares complex tax returns (including cryptocurrency and multi-state filings) and represents individuals and business owners before the IRS in audits, Offers in Compromise, installment agreements, payroll tax disputes, tax liens and levies, innocent spouse relief, and unfiled/unpaid tax matters. The practice is delivered by a small team of CPAs and Enrolled Agents to clients in the Greater Seattle metropolitan area.

Product overview

Taxman Associates is a Seattle-based tax resolution and preparation firm offering a unified suite of services focused on solving complex tax problems and IRS issues. The core offerings include Complex Tax Return Preparation (handling intricate individual and business tax situations), Cryptocurrency Taxes (specialized digital asset tax compliance), and IRS Problem Resolution (covering audits, penalties, and tax debt). The IRS Problem Resolution service encompasses several sub-services: Audits (audit defense and representation), Innocent Spouse Relief (joint return liability relief), Offers in Compromise (tax debt settlement), Payroll Taxes (Trust Fund Recovery Penalty and compliance), Tax Liens and Levies (lien management and release), and Unfiled & Unpaid Taxes (back tax resolution). The firm also provides free digital resources including tax checklists, organizers, and guides for client use.

Differentiator

Problem solved

Functional benefit

Products and services

• Complex Tax Return Preparation Tax preparation and filing services for individuals and businesses with complex tax situations, including multi-state returns, investment income, business ownership, and international tax matters. Service is led by Principal Carey Homan, CPA and targets individuals and small businesses whose filings exceed the capability of mainstream tax preparers.
• Cryptocurrency Taxes Specialized tax services for cryptocurrency transactions, including compliance with IRS guidance on digital assets and tax reporting for crypto income, trading, and mining activities. Service is led by Principal Joe Allen, CPA and addresses situations where existing tax laws must be applied to crypto transactions that lack direct IRS guidance.
• IRS Problem Resolution Comprehensive IRS representation services including audit defense, penalty abatement, tax debt resolution, and negotiation with the IRS on behalf of clients. The umbrella service encompasses Audits, Innocent Spouse Relief, Offers in Compromise, Payroll Taxes, Tax Liens and Levies, and Unfiled & Unpaid Taxes sub-services, delivered using a structured 7-step Compliance and Collection Check process.
• Audits IRS audit representation and defense services to help clients navigate audit inquiries, respond to IRS requests, and resolve audit outcomes. For individual and business taxpayers under examination by the IRS.
• Innocent Spouse Relief Legal relief from joint tax liability for spouses who signed joint returns but were unaware of errors or underpayments caused by the other spouse. For individuals seeking separation of joint-and-several tax liability.
• Offers in Compromise IRS program allowing taxpayers to settle tax debts for less than the full amount owed, with the firm handling application, negotiation, and appeal processes. The firm has saved clients millions of dollars through this program since 1997.
• Payroll Taxes Representation for the Trust Fund Recovery Penalty and payroll tax compliance issues, helping business owners navigate employer tax obligations and IRS assessments, including defense against personal liability under IRC 6672.
• Tax Liens and Levies Services to address IRS tax liens filed against property and levies on assets, including lien withdrawal, subordination, discharge, and release negotiations. For taxpayers facing federal tax collection actions against real or personal property.
• Unfiled & Unpaid Taxes Resolution services for back taxes, including unfiled returns, unpaid tax obligations, and strategies to stop collection actions such as levies. For taxpayers with multi-year non-compliance or accumulated delinquency.

Quantifiable outcome

• Saved millions of dollars for clients through the Offer in Compromise program since 1997
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/taxman-associates
• Xx.com/taxmancc

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Taxman and Associates