Tax · Data · Decisions
Every tax return leaves a trail. TaxDog knows how to follow it.
TaxDog brings online tax preparation, accounting, analytics, and tax technology together to help people and organizations move from scattered information to confident action.
One company, three ways to use it
Start with the problem—not the product category.
"I need a tax return prepared or a tax notice resolved."
TaxDog Direct
Individuals, families, self-employed people, and small businesses
See how it works"I need organized books and reports I can act on."
TaxDog Business
Companies needing accounting, bookkeeping, planning, reporting, and business intelligence
See how it works"I need white-label or technology-enabled tax delivery."
Tax Preparer Solutions
Tax firms, financial organizations, and affinity partners
See how it worksNot sure? Answer two quick questions and we'll point you to the right team.
The people behind the system
Tax specialists who are also technologists.
Bernie Caro
Lead contact, TaxDog
TaxDog's software is built on a Software-as-a-Service platform, and that platform is the foundation of both brands the company operates.
TaxDog.net is the direct-to-consumer brand, offering Federal and State services to individual consumers for one flat fee. Tax Preparer Solutions goes to market through partnerships with financial services companies, tax preparers, and affinity marketing companies.
Our consultants are both taxation specialists and IT professionals—so the people preparing returns and the people connecting systems speak the same language.
It's not a replacement for human judgment. It's a new kind of leverage for those who carry the weight of tax season year after year.
TaxDog Direct
An online tax experience with a professional behind it.
Comprehensive tax preparation, planning, and compliance for individuals, families, self-employed professionals, and businesses—focused on accurate reporting, available deductions and credits, and compliance with federal, state, and local tax law. Whether you live overseas or across town, the process is built to be quick and easy.
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Guided intake
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Secure document exchange through the client portal
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Preparation and professional review
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Questions and missing-item follow-up
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E-signature and filing
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Completed records in your portal
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Year-round next steps and planning
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Help deciphering tax notices
TaxDog Business
Better reports begin before the dashboard.
Analytics are only as good as the data underneath them. That's why TaxDog treats bookkeeping, accounting, tax planning, reporting, and business intelligence as one connected system. We learn your goals and operations quickly, then look for better tax planning, stronger internal controls, and ways to make the business more profitable.
Accounting & bookkeeping
Qualified professionals keep records correct and accurate, and can set up and train staff on QuickBooks or legacy systems.
Tax planning
Planning informed by the books, not reconstructed at year-end.
Reporting & dashboards
Reporting and dashboard development built on reliable data.
Data analytics projects
Project-based work analyzing complex datasets, with a focus on data visualization, predictive modeling, and data engineering.
Tax Preparer Solutions
Your tax brand, powered behind the scenes.
Tax Preparer Solutions' white-label platform works behind the scenes so partners can create their own customized online tax services for their customers. It's designed to help firms prep faster, scale smarter, and stay in control without breaking what already works.
White-label delivery
Offer an online tax service under your own brand.
Data collection & transfer
TaxDog's proprietary secure tax data collection and transfer technology moves client data to multiple tax preparation platforms.
Implementation & support
Automation, integration, and expert support—from setup and training through ongoing help.
Tax technology
Where tax departments and IT stop talking past each other.
We integrate financial systems and tax software, and bridge communication gaps between internal IT and tax departments. Our team has experience with market-leading ERP and billing systems including SAP, Oracle, JD Edwards, PeopleSoft, Great Plains, AMDOCS, CBP/Saville, and Singleview.
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Selection and demonstration
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Business requirements, system requirements, and technical specs
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Installation, configuration, integration, and implementation
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Test validation and troubleshooting
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Vendor management
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Ongoing maintenance, upgrades, and problem resolution
Security & professional boundaries
Technology does the carrying. People do the judging.
Documents go through the portal
Tax documents and financial files are exchanged through TaxDog's secure client portal—never through public web forms or email attachments we didn't request.
Professional oversight
Software speeds up collection and preparation; qualified professionals review the work and answer your questions.
We ask only what we need
Our website inquiry never asks for Social Security numbers, tax documents, bank data, credentials, or client lists.
Client experience
Three audiences, three different processes.
Tax clients
- 1Tell us what you need
- 2Receive portal access
- 3Upload documents securely
- 4Review, sign, and file
Accounting & analytics clients
- 1Discovery conversation
- 2Review of books and systems
- 3Cleanup and setup
- 4Ongoing reporting and insight
Technology & white-label partners
- 1Partnership conversation
- 2Requirements and fit
- 3Implementation and training
- 4Ongoing support
Rooted in Pasadena · Working online
A Pasadena firm serving clients across California and around the country.
Questions
Good to know.
Where does TaxDog work?
TaxDog is based in Pasadena, California, and provides its services online, including Federal and State tax services for individual consumers and accounting and bookkeeping for small businesses around the country.
How is TaxDog Direct priced?
TaxDog.net, the direct-to-consumer brand, charges one flat fee for its Federal and State tax services. Contact TaxDog for the current fee.
What is Tax Preparer Solutions?
Tax Preparer Solutions is TaxDog's partner brand. Its white-label platform works behind the scenes so partners can offer their own customized online tax services to their customers.
Where do I send my tax documents?
Through the secure client portal after you've been set up — never through the website's inquiry form.
Find the right starting point
Tell TaxDog where the data stops making sense.
Prefer to talk? Call (626) 737-7046 or email info@taxdog.net.
Partners and tax firms: choose "White-label partnership" to discuss a professional partnership.