Profit Edge Tax was created in response to a clear need in the market. After many years in the technology and tax industry, it became evident that independent tax businesses often lack full visibility into their true costs and were unaware that there were better options.
Since its founding, Profit Edge Tax has grown steadily by focusing on clarity over complexity. Through practical insights, educational resources, and purpose-built tools, we help tax professionals and tax business owners make more informed decisions, protect their margins, and build stronger, more sustainable businesses.
No hype. Just thoughtful, data-driven guidance designed for the realities of the tax industry.
About Our Founder
Tim is a seasoned technology and business strategy leader with a 20+ year career spanning financial services, management consulting, and technology. Over his career, he has worked for pre-revenue startups as well as some of the most recognizable companies in the world, including Salesforce, Intuit, Uber, and Zillow.
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After two decades in corporate consulting and enterprise technology, Tim turned his focus to the tax software industry, where he helps independent tax offices and service bureaus grow faster, operate more efficiently, and capture more profit. His mission is simple: to bring the same level of thought, strategy, tools, and energy used by billion dollar companies to the independent tax business owners who deserve it most.
Tim believes that with the right systems and support, every tax business owner can build a thriving, sustainable business that rewards both their effort and their vision.
About Our Name
Profit Edge Tax is not a hype-driven name.​ It's not get rich quick promise or a marketing gimmick.
We are Profit Edge Tax because at the end of the day, PROFIT is what pays the bills, reduces burnout, creates stability, and allows reinvestment into better tools and better client experiences for tax businesses.
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And EDGE because all successful businesses have an edge. It's their secret weapon, secret sauce, their moat, their mojo, the card up their sleeves.
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We exist to be the profit edge for our customers and serve them so they can achieve maximum success and operate their tax businesses more efficiently and profitably.
Our Software & Banking Partners Include:
With our extensive experience and strong relationships in the tax industry, we work to negotiate with our network of software and banking partners.
This collaboration allows us to provide our customers with the best pricing available, as well as top-notch service and support.
Our goal is to empower you to run your business successfully, ensuring that you have the tools and resources you need to thrive in a competitive landscape.
We're committed to your success and are excited to support you every step of the way!