Advanced Tax Solutions

What Advanced Tax Solutions does

Advanced Tax Solutions is a Wyoming-incorporated fintech that operates MyTAXPrepOffice, a cloud-based professional tax preparation and IRS-approved electronic filing platform for U.S. tax practitioners ranging from solo preparers to multi-office firms. Founded in 2014 and headquartered in Cheyenne, Wyoming, with server infrastructure located in Washington D.C., the company is 100% American owned and supports U.S. federal and state tax returns exclusively. The company's products are MyTAXPrepOffice (the core subscription platform) and MyTAXPortal (a free client-facing portal enabling secure two-way document exchange between preparers and their clients). Core platform capabilities include cloud-native access across PC, Mac, tablet, and phone without local installation, integrated bank product processing through mandated partners (SBTPG, EPS, Refund Advantage, Refundo), Spanish-language support, and IRS-compliant security architecture.

The technology stack is delivered as a subscription-based SaaS with built-in e-file certification, a free client portal layer, and billing/payment integrations with PayPal and BillingTree. The platform differentiates on cloud-only deployment (no install), mobile accessibility, and inclusion of bank product integrations alongside the tax workflow, supported by 4,000+ FAQs, live chat, webinars, and extended tax-season support hours. Leadership is concentrated in deep tax software domain experience: President Squire Dahl spent 25+ years across Microsoft TaxSaver, Intellitax Software, Liberty Tax Service, and two earlier tax software startups; Director of Product Management Norma Escalona brings 25+ years of tax product expertise; Director of Marketing Dana Fisher leads trade show strategy; Sales Manager Maurice Orr (28 years sales experience, 10 in tax software), Key Accounts Manager Robert Jones, and Hispanic-market Sales Manager Michael Rios round out commercial coverage.

The business model is predominantly annual subscription-based with an April auto-renewal cadence, augmented by revenue from additional user seats, additional storage, and transaction-linked fees on bank product returns. Pricing is opaque and quote-based rather than publicly disclosed, designed to fit from solo practitioners to multi-office firms. Go-to-market combines a self-serve product-led motion (free trial and direct purchase via mytaxprepoffice.com) with a dedicated enterprise sales team for multi-office and complex accounts, supported by digital marketing, organic social, webinars, email, and trade shows. The customer base is horizontal within U.S. tax preparers, segmented by firm size (solo vs. multi-preparer) and use case, with no disclosed funding or acquisitions to date.

Name

Advanced Tax Solutions

Legal name

Advanced Tax Solutions LLC

Website

https://advanced-taxsolutions.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Advanced Tax Solutions operates MyTAXPrepOffice, a cloud-based professional tax preparation and IRS e-filing software for U.S. tax practitioners ranging from solo offices to multi-office firms, complemented by the free MyTAXPortal client portal and integrated bank product processing through financial partners.

Ownership category

akta.pro rank

Product category

Professional Tax Preparation Software

NAICS

Tax Preparation Services (541213), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)

akta.pro secondary industries

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO), Payroll & Employment Tax Services (BPAHABAD)

Keywords

• Professional tax software
• Cloud-based tax preparation
• Tax e-filing software
• Tax preparer tools
• IRS-approved tax software

Headquarters

HQ city

Cheyenne

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Annual Software Subscriptions: Subscription-based revenue from annual software licenses. Software plans are automatically renewed each year. Initial payment due upon purchase with renewal invoices sent in April for active subscriptions.
2. Additional User Licenses: Revenue from adding additional tax preparer users to existing software plans.
3. Additional Storage: Revenue from expanded data storage capacity for tax preparation offices.
4. Bank Product Integration Fees: Integrated Financial Partners are mandated for returns with financial products, generating ecosystem revenue through bank product processing.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Advanced Tax Solutions sells MyTAXPrepOffice, a cloud-based professional tax preparation software subscription used by tax professionals to prepare, e-file federal and state returns and offer bank-product refund financing. Plans scale from one-person tax offices to multi-office/multi-preparer firms and include add-on user licenses, additional storage, and the free MyTAXPortal client communication portal.

Product overview

Advanced Tax Solutions offers a single unified cloud-based tax preparation platform called MyTAXPrepOffice, complemented by the free client portal MyTAXPortal. MyTAXPrepOffice is a professional tax preparation software subscription with scalable plans suitable for individual tax preparers through multi-office operations. The platform includes e-filing capabilities, integrated bank product processing through partners (SBTPG, EPS, Refund Advantage, Refundo), and offers various add-on services such as additional user licenses and storage. MyTAXPortal serves as the complementary client-facing portal enabling secure communication and document exchange between preparers and clients.

Differentiator

Problem solved

Functional benefit

Brands

• MyTAXPrepOffice: Cloud-based professional tax preparation software platform offering annual licensing, additional users, and additional storage options for tax professionals.
• MyTAXPortal

Products and services

• MyTAXPrepOffice Cloud-based professional tax preparation software subscription designed for U.S. tax professionals ranging from one-person offices to multi-office businesses. Includes IRS-approved federal and state e-filing, integrated bank product processing for refund advances, and scalable plans with add-on user licenses and additional storage.
• MyTAXPortal

Quantifiable outcome

• Top-rated professional tax preparation software by CPA Practice Advisor, Software Advice, and Sitejabber

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature5 records

Partnerships

Six partnerships are on record, tiered core.

• Santa Barbara Tax Products Group (SBTPG)coreTechnology or IntegrationIntegrated Financial Partner required for processing tax returns with financial products (refund bank products). Must be used for all returns that include a bank product according to Terms and Conditions. Provides refund advance and other financial products integrated into the software.
• EPS (Electronic Payment Systems)coreTechnology or IntegrationIntegrated Financial Partner required for processing tax returns with financial products. Provides electronic payment and refund processing services integrated with the tax preparation software.
• Refund AdvantagecoreTechnology or IntegrationIntegrated Financial Partner mandated for all returns that include financial products. Provides tax refund-related financial products integrated into the software platform.
• RefundocoreTechnology or IntegrationIntegrated Financial Partner required for returns with financial products. Offers refund transfer and advance products through software integration.
• PayPalcoreTechnology or IntegrationThird-party payment processor used to securely process customer payments for software subscriptions and services. Handles credit card and PayPal transactions.
• BillingTreecoreTechnology or IntegrationThird-party payment processor assisting in securely processing customer payments. Collects and discloses personal and financial information for payment processing services.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• TaxAct Professional: Professional tax preparation software offering for tax preparers, with cloud and desktop options and bank-product integrations. Directly comparable to ATS in target customer, price positioning, and IRS e-filing feature set.
• ATX (Wolters Kluwer): Professional tax preparation software for small to mid-sized tax and accounting firms. Comparable to ATS on target customer (small/mid tax practices) and feature set, though historically a desktop-first product now adding cloud capabilities.
• CrossLink Professional Tax Solutions: Professional tax preparation software serving small to mid-sized tax and accounting firms. Comparable niche positioning to ATS with focus on affordability and bank-product integration for professional tax preparers.
• Drake Software (Drake Tax): Long-established professional tax preparation software serving tax preparers from solo practitioners to large firms. Competes head-to-head with ATS on cloud/desktop delivery, pricing tiers, and bank-product integrations for professional users.
• TaxWise (GreenSlate): Professional tax software used by tax preparers, with cloud-based options and bank-product integration. Directly comparable to ATS on serving tax preparers with bank-product workflows at the small/mid firm level.

Broad incumbents

• Intuit ProConnect Tax Online: Intuit's professional tax software used by accounting firms and tax preparers. Directly overlaps ATS's professional tax preparation software category but is part of Intuit's broader ecosystem (QuickBooks, TurboTax) and serves as the dominant market leader.
• H&R Block Premium & Business: National tax preparation brand offering professional software for tax preparers and small accounting firms. Overlaps with ATS in serving professional tax preparers, though H&R Block's primary brand equity is consumer-facing.
• Wolters Kluwer CCH Axcess Tax: Cloud-based professional tax preparation and compliance platform from a large global information services company. Overlaps with ATS on cloud-based tax prep for accounting firms but is part of a much broader tax & accounting portfolio and skews to larger firms.
• Lacerte (Intuit): Intuit's high-end professional tax software for larger accounting firms. Serves the same professional tax preparation category as ATS but at the upper end of the market with more advanced features and higher price points.

Emerging players

• Canopy Tax: Cloud-based practice management and tax workflow software for accounting firms. Adjacent to ATS in serving tax professionals with cloud software but with broader practice-management scope beyond tax preparation itself.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/MyTAXPrepOffice
• YouTubeyoutube.com/mytaxprepoffice
• Facebookfacebook.com/mytaxprepofficesoftware
• LinkedInlinkedin.com/company/mytaxprepoffice

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Advanced Tax Solutions