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Tax Preparation Software For Professionals


Dedicated to making tax season easy & profitable

Advanced Tax Solutions, LLC is a highly energetic group of experienced professionals. We are a team with a mission: “Deliver a superior, cloud-based professional tax product at affordable prices that fit any business; from the one-person tax office to businesses with multiple offices and multiple tax preparers.”


Our mission is a reflection of an understanding of the tax industry from our years of experience. We are dedicated to your success.


Incorporated in Wyoming in 2014, we are a 100% American owned company with servers located in Washington D.C. We employ state-of-the-art methods to prevent any unauthorized access to your data and fully meet or exceed all IRS security requirements.


Rated among the top professional tax preparation software programs in the industry by CPA Practice Advisor, we offer a suite of products focused on efficiency and accuracy at a price tailored to help you improve your bottom line. Paired with an expert support team, short hold times, and 24/7 live chat during tax season, we partner with you for a successful tax season.

Why Choose Us?

Power your business with the leading cloud-based professional tax preparation software.

Business Consultation


Our software plans offer a professional solution for tax preparers at an afforadble price. From the one-person office filing just a few returns per year to multiple offices with many tax preparers doing complex returns and offering bank products. 



Expert customer support is available via online chat, email, or phone. Join a Live webinar and have complete access to the Solution Center, and our video training library. With 24/7 live chat during tax season and short hold times, our support is with you every step of the way.



Work from anywhere, anytime, on any device including PC, Mac, tablet, and phone. Work and answer client questions at the office, on the go, or at home. Our free client portal, MyTAXPortal, makes two-way communication between you and your clients quick and easy. 

Meet the Team

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Squire Dahl


Squire has over 20 years of experience in the tax software industry. He got his start in 1998 at Microsoft working on the TaxSaver product, and then went on to lead individual tax content and e-file development teams at Intellitax Software. He has also worked for Liberty Tax Service, as well as two start-up tax software companies. Squire studied tax law at the University of Washington in Seattle.

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Norma Escalona

Director, Product Management

Norma has over 18 years of tax-related product knowledge. She has been highly successful in leading development, projects, and people with multi-functional teams toward a unified objective. With her unique blend of business and technical savvy, Norma not only develops new products, but increases profitability of existing industry products. Norma has authored over 50 technical papers.


Dana Thompson

Director of Marketing

Dana is a marketing and PR professional with more than 17 years experience in online marketing including web development, social media, and e-communications. She specializes in web usability, increasing conversions, and email marketing. Dana holds a Bachelor of Science in Marketing from Canisius College and a Master of Arts in Leadership from Shorter University.

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Sharla Schwartz

Director of Human Resources

Sharla is a Human Resource professional with over 25+years of experience. Sharla's primary focus has been on talent acquisition, recruiting, staffing, EEO Compliance, and employee retention. She spent 20+ years of her career with Southwest Airlines and developed a passion for doing what is right. Sharla was featured as one of the top 100 women, in the 2019 Phoenix edition of "The KNOW Book", recognizing dynamic women doing remarkable things and making strides in their industries. 


Maurice Orr

Sales Manager

Maurice mixes 20 years of sales and leadership experience with 10 years in the tax software industry working for market leaders. A U.S. Army veteran with 8 years of military experience, Maurice knows the value of team work. He enjoys collaborating with clients who are looking to develop their businesses and increase their revenues. As a leader of the sales team, Maurice is passionate about helping others to be inspired, educated, and willing to work hard to achieve unlimited success.


Robert Jones

Key Accounts Manager

Robert combines 10 years of experience in management and customer support working for State Farm and Sterling Inc. Robert was a President’s Club member at Sterling Inc. for 3 years as one of their top sales representatives. Robert provides solutions and excellent customer support while building long-lasting relationships with our customers by helping them maximize their income potentional. Robert holds a Bachelor of Science in Business Management from Shorter University.


Kristin Lee

Director of Tax Compliance

Kristin has more than 15 years of experience in tax with 13 years specifically in the tax software industry. She is adept in income tax compliance and highly knowledgeable of the complexities of federal and state income tax rules and regulations. Kristin brings a passion for communication and organization with the goal of building the best possible tax software workflows, calculations and user experience. She is a CPA and holds a Master of Accounting degree from Florida State University.

Contact us and let us know how we can help you grow your business!

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