Office History

1985        Started in October of 1985 in an office in my home providing small business write up services and tax return preparation for individuals and small businesses.  During this time there were four children at home and the source of advertising was limited to word of mouth/referrals.

During the first few years my business grew slowly. Several small companies offered me the opportunity to do more than just the write ups and payroll services for their businesses.  I became involved in various aspects of assisting business owners in operating the business.  These activities ranged from, acting as liasion for Immigration Green Card applications to the buy out of one of my clients by a public company.  Great Experience!

1991        After becoming an Enrolled Agent in 1990 opened an office outside the home and continued to build the client base.  Started an advertising campaign and by the end of 1991 the client base had increased to 100 tax returns.  The business had more than doubled in one year.

1992        Opened second office and continued to advertise. Continued to gain experience in dealing with small business clients and individuals. Client base at the end of 1992 was a little over 200.

1993        Restructured the business as a partnership and added my husband, Paul Taylor.  Paul brings to Taylor Tax his experience of over twenty years in Finance and Operations as an officer of a medium sized Silicon Valley based semiconductor equipment company.  His experience not only includes all accounting, budgeting and treasury activities but other administrative functions, such as, human resources, relations with banks, investment bankers, vendors and customers.

His previous operations experience and cost accounting background has enabled him to become intimitely involved in all aspects of manufacturing, material control and purchasing activities, as well as, development and manufacturing engineering at his current company.

Prior experience included working ten years for a major conglomerate in the Midwest as a staff accountant involved in acquisitions /disposals, budgeting and as a controller at various divisions of the company.

1994        Started a major advertising campaign by mail and increased the client tax return base to 500.

1996    Started New Business Seminars and wrote a book “Business Basics” related to each business structure, Sole Proprietorship, Partnerships, LLC and Corporations (Reg C & Sub S).  The small group seminars were structured with four speakers, an attorney, business banker, financial adviser and myself.  Dean Witter provided the meeting space and each speaker gave a presentation on the area of their expertise.  I spoke on the record keeping and tax consequences of each business structure.

1998        Hired our first employee.  Her position consists of general office duties and her most important job is greeting clients in a courteous and sincere manner.

1999        Client base continued to grow close to 650 tax returns in the current year.  Most of our growth comes from referrals because we have done very little advertising since 1994.  I still complete all tax returns with the help of Paul doing some computer input in the evenings and weekends.

Small business write up and payroll services continue to expand.  Services provided range from doing everything for the client to only reviewing the business on a quarterly time frame. We do new business formations for Sole Proprietor, Partnerships, LLC’s and Incorporations and whatever is necessary to help the small business owner. Recently assisted a client in obtaining a liquor license.

Our objective is to offer our knowledge and experience in small businesses and individual tax issues to the client at an affordable price.  Although a low price may attract new clients it will not retain the clients.  Only servicing the client business and individual needs year round will maintain our client base.