About the firm

Four decades of CPAs. A back office rebuilt for this decade.

Advance Tax Services opened its doors in 1983. Today, our people-first firm pairs that depth of experience with a modern, automated back office — and serves the entire country.

Advance Tax Services professional team collaborating in a modern office

Our mission: make elite tax strategy accessible.

For decades, the most powerful tax strategies were reserved for corporations with in-house finance armies. We built our AI platform to change that — automating the busywork so senior professionals can deliver Fortune-500-caliber planning to family businesses, freelancers, startups, and everyone in between.

From individual returns and farm & ranch filings to multi-state corporate structures, IRS resolution, and M&A advisory — our team handles it end to end, with the AI engine checking every number along the way.

Founded

Clients served

States covered

What we stand for

Why clients stay for decades

Four decades of trust

Founded in 1983, we have guided clients through every tax code overhaul since — with a CPA on staff and thousands of returns behind us.

Humans in front, AI behind

We rebuilt our back office around automation: document intake, deduction discovery, and audit-risk scoring. Your CPA always makes the final call.

Texas roots, national reach

Headquartered in the Dallas–Fort Worth metro and delivering fully digital service to clients in every state.

Relationships, not transactions

We measure success in decades-long client relationships and year-over-year savings — not billable hours.

Bilingual by design

Full service in English and Spanish — se habla español — because great advice should never be lost in translation.

Credentialed & accountable

CPA oversight, IRS e-file provider status, and enrolled representation for audits and resolution cases.

Your team of experts

Real CPAs. Real accountability.

Technology runs our back office — but people run your engagement. Every client is matched with a dedicated CPA team that knows your name, your business, and your numbers.