Tax Preparation Software For Professionals
WHO WE ARE
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, Software Advice, and Sitejabber, we offer a suite of products focused on efficiency and accuracy at a price tailored to help you improve your bottom line.
Why Choose Us?
Power your business with the leading cloud-based professional tax preparation software.
PLANS TO FIT ANY BUSINESS
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.
DEDICATED SUPPORT STAFF
Get expert support with minimal wait times and comprehensive resources. Enjoy 1-on-1 training, 24/7 access to 4,000+ FAQs, and extended hours during tax season. Connect via live chat, phone, or webinars in English and Spanish. Training videos and Spanish support are also available.
COMPLETELY MOBILE
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
Squire Dahl
President
Squire has over 25 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.
Norma Escalona
Director, Product Management
Norma has over 25 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 27 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.
Maurice Orr
Sales Manager
Maurice mixes 28 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.
Michael Rios
Sales Manager
Michael has more than 15 years of marketing and sales management experience in the general and Hispanic markets. During his tenure at Dish Networks, RS&I, and BIVA Telecommunications, he gained experience in project management, coaching teams, and building a strong customer service experience. His areas of expertise are technology, telecommunications, and software implementation. Michael attended the University of Puerto Rico to pursue his passion for law, yet sales and enhancing the customer experience kept him on the business side.
