Accounting firms you use for taxes?

searcher profile

March 18, 2025

by a searcher from Columbia University - Columbia Business School in New York, NY, USA

Hi all,
Hope you are having a great week. Quick question - which company do you use for taxes for your search fund? Are you happy? what do you like what do you not like?

I so far have been working with Boulay because they are very familiar with the space and my investors, but I think it is time for a change for many reasons. Wanted to see what other players community have been working?

Thanks
Resit

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Reply by a searcher
from Tulane University in Charlotte, NC, USA
^redacted‌ We don’t offer tax prep as a stand alone service, we find that tax prep alone doesn’t add much value for business owners. But it’s included in the middle tier of our High Profit Society:

-Group coaching
-Tax prep
-Quarterly financial reviews
-Monthly office hours
-Annual financial planning and forecasting workshop

trustyoungco.com/society
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Reply by a searcher
from University of Virginia in Los Angeles, CA, USA
I represent Sales Tax Rx. We handle all aspects of filing, compliance, and advisory in sales and use tax. https://www.salestaxrx.com/
For tax matters beyond sales tax, I recommend Techfinance:
https://techfinancecfo.com/
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