PathwayCFO provides professional tax preparation and tax resolution services for individuals, entrepreneurs, and businesses.
Whether you need to file a return, address a business tax obligation, or respond to an IRS problem, PathwayCFO provides a clear process and personal guidance.
Professional preparation for individuals with straightforward or more involved tax situations, including self-employment income, investments, rental property, stock compensation, and multiple sources of income.
Explore Individual Tax ServicesTax return preparation for sole proprietors, LLCs, partnerships, S corporations, and C corporations—supported by an organized process and clear communication.
Explore Business Tax ServicesReceived an IRS notice or fallen behind on your taxes? Get help understanding the problem, evaluating your options, and dealing with the IRS.
Explore Tax Resolution ServicesAn Enrolled Agent is a federally authorized tax practitioner. Enrolled Agents can represent taxpayers before the IRS in matters involving examinations, collections, payment issues, and appeals.
With PathwayCFO, you work directly with Tom Taulli throughout the engagement. You receive clear explanations, an organized process, and practical guidance based on your situation.
Tom Taulli
Founder · Enrolled Agent
Meet your tax professional
I founded PathwayCFO to provide individuals and business owners with knowledgeable, responsive tax service. As an Enrolled Agent, I prepare individual and business tax returns and represent taxpayers before the IRS.
My approach is straightforward: understand your situation, explain the issues clearly, and help you take the appropriate next step.
Meet TomStep 1
Tell me about your tax situation, the returns involved, and any deadlines or notices you have received.
Step 2
You’ll receive a clear description of the work, the information needed, and the applicable fee.
Step 3
Upload tax records and supporting documents through a secure client portal.
Step 4
I’ll prepare or evaluate the matter, discuss important questions with you, and explain the recommended next steps.
For tax preparation, the last step is reviewing and filing the return. For resolution work, it may involve obtaining IRS records, responding to a notice, or establishing a resolution strategy.
Whether you need to prepare a return or resolve an IRS matter, start with a brief consultation. We’ll discuss your situation and determine whether PathwayCFO is the right fit.
