Who We Are & What We Do
TaxNerd is an AI & human-powered tax resolution firm providing tax advisory, tax planning, and subscription-based
business development solutions supported by FinTech-enabled deliverables. Our approach is designed to meet clients where they are,
while building the structure needed for long-term financial clarity and growth.
We establish and administer the financial foundation behind your business so you can focus on what you do best. Building your brand and operating at a high level. At TaxNerd, we understand what it takes to build and sustain a scalable business. Our work is grounded in continuous learning across taxation,
small business operations, and economic realities that directly impact our clients. We exist to help individuals and business owners navigate
the tax code in a practical, accessible way that supports real-world outcomes.
Our firm is built on responsiveness, clarity, and execution. From intake to resolution, we assess, triage, and forecast tax issues, then connect clients
with the right advisory path to move forward with confidence. Our objective is to bring structure, clarity, and alignment to each client’s
financial position. Helping them regulate, protect, and optimize their resources within the framework of the tax code.
Historical Tax-Intake
Gathering of data from prior good, bad & ugly tax ordeals
Right Now Tax-Triage
Eliminating grey areas, so you can experience astute help
Future Tax-Forecast
Bottom-line results with a clear cut action plan forward
READY TO EXPAND?
We examine Entity tax filings for Bank Lending.
Our T.E.A (The Enterpriser® Accelerator)
Subscription Framework Deliverables:
• FREE 1040 TAXPREP: includes current filing for every new tax season (addt'l fees: 1040X, 8949/1099-B, 1120/1120S & 1065)
• Limitless Tax Questions: w/o subscription, a $195 consultation fee per question is required
• New Ai & Human-Powered Collaborative Guidance tool: TaxNerdGPT Life-Planner Roadmap
• Bookkeeping and Recordkeeping Advisory: tailored sessions of your books to construct industry standard
P&Ls that help you unlock capital, in addition to quarterly examinations on transactions and
paper-trail protocols for asset acquisition readiness — powered by our team + a smart tool.
• Annual Entity Filings: Tax Classifications, Address Changes, Members/Officer Updates, Name Changes,
Business Purpose Revisions, Corporate Entity (LLC or INC) Dissolutions, Cancellations, Revivor Filing
• Tax Advocating: Audits, Intent to Levy & Taxpayer(s) Representation
$395.95 Sign-Up Fee, thenafter $139.99/Mo. recurring (12-MONTHS REQUIRED, CLICK HERE TO SUBSCRIBE)
CALCULATED TAX SAVINGS. LONG-TERM BUSINESS SUCCESSION.
Contact Us
Tel: (888)203-4442
Email: getstarted@TaxNerd.us
Fax: (323)927-1639
States of Operation:
• (Memphis, TN) 5865 Ridgeway Center Pkwy, Ste. 300 "Primary Servicing Location"
• (Honolulu, HI) 1050 Queen Street, Ste. 100 "Remote Satellite Office"
• (Lancaster, CA) 626 W. Lancaster Blvd, Ste. 57 "Headquarters"
Hours of Operation:
Sunday | CLOSED
Monday | 9am to 5pm CST
Tuesday | 9am to 5pm CST
Wednesday | 9am to 5pm CST
Thursday | 9am to 5pm CST
Friday | 9am to 3pm CST
Saturday | CLOSED
Professional Associations
Inquire Below
