A one-stop tax firm to help you create the life of your dreams and leave the taxes to us.
To help you create your dream life using tax savings as capital for your lifestyle goals.
At Tax Goals, we help you align your life goals with your tax and income milestones and
implement proven tax strategies to reduce your taxes and grow your financial and personal assets.
Tax Goals was founded to bring together a group of quality tax brands to provide a concierge service to a select audience of tax-focused clients. Our current brands were acquired through a rigorous M&A process and we are always looking to expand with new firms that can help us build the conciergeservice today’s discriminating taxpayer needs.
Elizabeth Mannette, a Harvard Law–trained tax attorney with 30+ years of experience, specializes in tax planning, advisory, and IRS resolution for professionals, business owners, and government officials. With degrees in Chemistry and Taxation (NYU), she’s worked across Wall Street, tech, government, and diplomacy, and now leads a fully remote tax firm leveraging technology for efficient, nationwide service.
Experienced CPA focused on compliance and financial clarity for businesses and individuals.
We are a small team of tax professionals seeking to grow our business by integrating tax and accounting firms where the principals wish to exit in the next 6–18 months.
We are not private equity backed. We are directly involved in management and client service and will ensure your clients and employees are treated with the care and attention you provided over the years.
Niche tax and consulting firms aimed at high-income earners, HNW taxpayers, businesses, family offices, trusts and nonprofits are of interest. Technology providers and SaaS products in the tax and accounting field can also contact us.
TaxGoals has a proven track record of helping firm owners achieve their exit goals. If you’re considering exiting your firm in the next 3–18 months, we’d love to explore this opportunity with you.
A one-stop tax firm to help you create the life of your dreams and leave the taxes to us.
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