Our Story
Built on Expertise.
Driven by Your Success.
Tax Navigator & Co was founded with a single mission: make expert financial guidance accessible to everyone — not just those who can afford a downtown office and a corner-suite CPA.
Who We Are
A team of licensed professionals who've been in your shoes.
We started Tax Navigator & Co after years of watching clients overpay their taxes, miss critical deductions, and navigate IRS notices alone — simply because they didn't have access to the right expertise at the right time.
We built this firm to change that. By operating entirely virtually, we eliminated the overhead of a traditional office and passed those savings directly to our clients — while expanding our reach to serve individuals and businesses in all 50 states.
Today, our team of Enrolled Agents, CPAs, and financial planners works year-round to keep your finances clean, your taxes minimized, and your financial future on track. We're not just your tax preparer — we're your financial co-pilot.
What We Stand For
Our Core Values
Precision Over Speed
We take the time to get it right. Every return, every plan, every filing is reviewed with the same care we'd give our own finances.
Radical Transparency
No jargon, no hidden fees, no surprises. We explain everything in plain language and price every engagement upfront.
Proactive Partnership
We don't wait for tax season to think about your taxes. Year-round planning is how we deliver real, lasting value.
Client-First, Always
Every decision we make — from how we structure our services to how we communicate — is designed around what's best for you.
Qualifications
Credentials you can trust.
Our team holds the highest professional designations in tax and financial services. We maintain active credentials and complete continuing education every year — so you're always working with professionals at the top of their field.
- Enrolled Agents (EA) — federally licensed to represent taxpayers before the IRS
- Certified Public Accountants (CPA) on staff
- QuickBooks ProAdvisor certified
- Members of the National Association of Tax Professionals (NATP)
- IRS Annual Filing Season Program (AFSP) participants
- Continuing education maintained annually across all service areas
Ready to work with a team that's in your corner?
Book a free 30-minute consultation and let's talk about your financial goals.