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TaxCure

TaxCure

Reviews Summary

TaxCure is highly praised for effectively connecting tax professionals with clients, delivering rapid results, and providing exceptional customer service. Users report significant business growth, strong ROI, and valuable marketing insights. The platform is commended for its transparency, specialized expertise, and seamless client matching. Many highlight personal attention from founders and quick client acquisition, making it a trusted resource for both taxpayers and professionals. Reviews consistently emphasize its reliability, industry knowledge, and tangible benefits for practice growth.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience

Contact Information

Address

55 Merritt Blvd

Trumbull, Connecticut 06611

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I've been using TaxCure for a while and the benefits I have seen in my practice are tangible. When I first started working with them back in 2021, their knowledge and assistance helped me build and solidify my online presence. They gave me the knowledge and showed me the importance of getting great client reviews and showcasing my qualifications and accomplishments. That knowledge - that guidance - delivered to me high quality leads and prospective clients. Not every lead or prospect works out, but TaxCure

As a tax professional, I can confidently state that TaxCure is an essential platform for both clients and practitioners. The site is carefully designed to connect taxpayers with highly qualified and specialized professionals, ensuring that clients receive the specific expertise they need for their unique tax challenges. From a professional perspective, I value how TaxCure emphasizes transparency and credibility. Each profile is thoroughly vetted, showcasing real credentials and areas of specialization. Thi

I joined TaxCure last March and have been extraordinarily impressed with the site, company, and customer service. I received my first client within two weeks of joining and the fee paid for two years of TaxCure. I highly encourage you to add TaxCure to your marketing strategy this year.

I have been working with TaxCure for about a year now and they have been instrumental in my growing tax law practice. They have solid SEO that helps me rank higher and the lead conversion is good. Charlie is a solid guy who always has your best interest in mind and he doesn't hesitate to give you tips and advice on how to maximize your potential.

The tax professionals at TaxCure are leaders in their industry. They truly understand IRS tax resolution. This is why I do business with them. They have a winning manner with people, and excellent customer care. I have seen great results since becoming a client. I am Very happy with their services.

The TaxCure Team has been GREAT to work with. My first interaction with them was over a year ago and I felt confident they could help me with lead generation. I was not wrong. Being Enrolled Agents, like myself, they understood the industry and the type of clients I was looking to help. Charlie and Manny offered positive feedback for my profile and have personally answered questions and concerns I may have had. They have a wealth of marketing insight. TaxCure has proven to be an valuable referral tool

I have found TaxCure to be an excellent resource for taxpayers and tax professionals alike. I would highly recommend TaxCure for people looking for information or professional help with their tax issues and for tax professionals looking to connect with potential clients.

Taxcure is a great organization that matches Local Licensed Tax Professionals with those seeking help with Tax Problems. Taxcure's seamless platform matches clients with tax experts, ensuring personalized solutions tailored to each unique situation. With a commitment to transparency, integrity, and accessibility, Taxcure is the go-to choice for both a licensed tax professional & somone seeking expert help with tax problems.

I joined TaxCure in hopes of expanding my business to include resolution cases. It without a doubt worked instantly! Within the first week of my profile being posted, I had my first client and I've had a steady stream of new clients since!

As tax pro, I really appreciate the folks at TAXCURE. They have been instrumental in me reaching my 2023 goals. I was hesitant about buying the subscription service, but I am happy I did because for the 1st half of 2023, I saw my Return On Ad Spend, increase to 6:1. Meaning for every dollar I spent advertising through there directory, I received $6 back. That's the best return I have ever had with advertising. So, if you are a tax pro looking to scale up your tax resolution business, you gotta have TAXCURE

Freaking unreal!! You don?t see this kind of compassion and service in the world today! I called TaxCure intentionally of course, but not realizing everything could be done right there on the site! One of the presidents of the company came on the phone, but I had no idea he was an owner since he didn?t tell me. A humble guy wanting to take the time to help me navigate his site to find the help I needed. He even took the time to educate me! Above and beyond! I?m super thankful! He promised to send me a follo

My tax professional Stephanie Fleury is by far the best person that?s ever filed my taxes. Stephanie is kind ,understanding , flexible and very knowledgeable on tax laws. For the past two years she has gotten me my biggest tax return EVER. I ran into some issues with the IRS and Stephanie sprung into action immediately and helped me get the proper care that I needed . Stephanie has a tax client in me FOR LIFE.

TaxCure.Com has allowed me to connect directly with taxpayers needing representation before the IRS. Several areas of discipline are assessed before a practitioner is matched, and it translates into an efficient interaction with the taxpayer.

TaxCure connected us with a highly qualified prospect and we were able to assist them with their very difficult case. We look forward to helping many more cases referred to us by TaxCure.

Charlie, one of the founders, personally contacted me after I reached out to them,. He helped me avoid being the next horror story in the tax settlement world. Charlie personally connected me with professionals specifically experienced in the field of assistance I needed. 10 out of 10 would recommend!

Great site! Taxcure helped me to find a local pro to help with the tax matters I had to address. Don't hesitate to give them a call!

Great guys, really know their stuff!!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.