Welcome to TaxRx

Welcome to TaxRx Group!

Embarking on a Journey to Maximized ROI

We’re delighted to welcome you to TaxRx Group! Our dedicated team is committed to elevating your financial efficiency by significantly increasing your return on investment.

We take pride in our meticulous approach, minimizing business interruptions and focusing on a streamlined, high-quality interaction. Our expert team is geared up to do the heavy lifting, working hand in hand with your accounting team to deliver bespoke, maximized tax solutions tailored just for you.

“These guys saved me a lot of money!”

Chris Feldman, DDS, MS


Your Process Overview

Here’s a snapshot of our streamlined 4-stage process designed to unlock your maximum tax savings potential.

1. Onboarding

We kick off this phase by gathering essential documents and initial evaluations. Our focus is not just on assembling data but validating the benefits awaiting you.

We liaise directly with your accounting team to ensure a comprehensive and efficient collection of necessary information.

2. Strategy Review

This stage involves an in-depth consultation with our seasoned tax attorney. Here, we present an initial overview of potential strategies, inviting your insights and preferences. Collaboration is key – we value your perspective and aim to tailor our approach to meet your specific needs and aspirations.

3. Strategy Preparation

Our collective of tax experts, accountants, and attorneys converge to refine and finalize your tailored tax solution. Undergoing rigorous quality control stages, we ensure that the strategy we prepare is not just good, but the absolute best, poised to unlock unprecedented financial efficiencies.

4. Implementation

We crown the process with a detailed delivery call, unveiling the curated tax strategies and savings blueprints. Our team stays engaged, following up with your accountant to address any queries and ensure a seamless integration of the strategies, securing your well-deserved tax credits.

Frequently Asked Questions

Welcome to a partnership where your financial wellness is at the heart of every interaction!

We balance an excellent product with a rapid completion.

Our typical process spans between 2 to 3 months from initiation to completion. This timeframe provides a comprehensive overview, encompassing the Onboarding stage right up to the Implementation phase.

However, it’s worth noting that the actual duration might vary based on individual circumstances. Timely provision of essential documents from either the accountants or clients can expedite the process, while any delays in documentation might extend the timeline. Our team always aims to work efficiently, balancing speed with thoroughness, to ensure the best outcomes for you.

Start with your client coordinator!

Each of our clients is paired with a dedicated client coordinator. This individual will be your primary touchpoint throughout your journey with TaxRx Group. They are well-versed in every facet of our operations and are strategically positioned to provide quick, effective answers to any questions you might have.

However, we encourage an open line of communication. If at any point you feel the need to consult with another member of our team or require expertise in a specific area, please do not hesitate to reach out. Our collective goal is to ensure you’re always informed, comfortable, and confident in our partnership.

We’ll be on the lookout for additional savings, but your proactive involvement is a big help!

Our approach is rooted in a deep understanding of your unique business context and objectives. As we delve into the specifics of your operations and financial landscape, we proactively evaluate and identify the best tax-saving strategies tailored for you.

But beyond our initial offerings, we encourage continuous dialogue. If there’s an area of interest or a specific query you have, raising it allows us to further fine-tune our recommendations.

Additionally, as tax regulations and business environments evolve, we’re on the frontlines, keeping you informed about new opportunities and potential adjustments to optimize your tax savings. Your proactive engagement, combined with our expertise, ensures the maximization of your tax benefits.

Let the savings commence!

We understand the value of every dollar to your business. At TaxRx Group, you’re not just a client; you’re a valued partner. Our tailored approaches are carved from a blend of expertise, precision, and a keen understanding of your unique business landscape. We are as excited as you are about the prospective savings and financial efficiencies that await. Welcome aboard a journey where every step is a stride towards amplified financial wellness!

Meet Your Client Coordinator Team

Your coordinator is your personal guide, ensuring your journey through the tax-saving landscape is smooth, informed, and rewarding.


Project Manager

With a keen eye for detail and a warm, engaging approach, Megan ensures every client feels heard, valued, and supported.


Client Coordinator

Bringing a blend of expertise and enthusiasm, Adalid is committed to navigating clients through the process with clarity and ease.


Client Coordinator

Charisse’s depth of knowledge and client-centric approach makes her a favorite among clients for her ability to simplify complex processes.


Quality Control

Pam stands out for her ability to blend professionalism with a personal touch, ensuring clients are always informed and comfortable.