WHO WE ARE
Dedicated to making tax season easy & profitable
Advanced Tax Solutions, LLC is an highly energetic group of experienced professionals. We are a team with a mission: “Deliver a superior, cloud-based professional tax product at affordable prices that fit any business; from the one-person tax office to businesses with multiple offices and multiple tax preparers.”
“Deliver a superior, cloud-based professional tax product at affordable prices that fit any business; from the one-person tax office to businesses with multiple offices and multiple tax preparers.”
Our mission is a reflection of the understanding of the tax industry from our years of experience. We are dedicated to your success.
Incorporated in Wyoming in 2014, we are a 100% American owned company with servers located in California. We employ state-of-the-art methods to prevent any unauthorized access to your data and fully meet all IRS security requirements.
Rated among the top professional tax preparation software programs in the industry by CPA Practice Advisor, we offer a suite of products focused on efficiency and accuracy at a price tailored to help you improve your bottom line. Paired with an expert support team, short hold times, and 24/7 live chat during tax season, we partner with you for a successful tax season.
Why Choose Us?
Power your business with the leading cloud-based professional tax preparation software.
Our software plans offer professional solutions for tax preparers from the one person office filing just a few returns per year to multiple offices with many tax preparers doing complex returns and offering bank products.
Expert customer support is available via online chat, email, or phone. Live webinars, integrated training videos, and remote access make getting help easy. With 24/7 live chat during tax season and short hold times, our support far exceeds the competition.
Work from anywhere, anytime, on any device including PC, Mac, tablet, and phone. Work and answer client questions at the office, on the go, or at home. Offline mode allows you to continue working even if your internet connection is lost.
Meet The Team
Squire has over 15 years of experience in the tax software industry. He got his start in 1998 at Microsoft working on the TaxSaver product, and then went on to individual tax content and e-file development teams at Intellitax Software. He has also worked for Liberty Tax Service, as well as two start-up tax software companies. Squire studied tax law at the University of Washington in Seattle.
Director of Sales
Paul has over 20 years of experience in the tax software industry. Over the years, he’s held a variety of positions, including software consultant for Universal Tax Systems (now CCH Small Firm Services) and the director of new sales at MainStreet Tax Solutions. Paul brings his expertise in sales and customer service, along with a wealth of industry knowledge and a commitment to integrity.
Director, Product Management
Norma has over 15 years of tax-related product knowledge. She has been highly successful in leading development, projects, and people with multi-functional teams toward a unified objective. With her unique blend of business and technical savvy, Norma not only develops new products, but increases profitability of existing industry products. Norma has authored over 50 technical papers.
Director of Marketing
Dana is a marketing and PR professional with more than 15 years experience in online marketing including web development, social media, and e-communications. She specializes in web usability, increasing conversions, and email marketing. Dana holds a Bachelor of Science in Marketing from Canisius College and a Master of Arts in Leadership from Shorter University.