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We sweat the details

So you don’t have to—deadlines, forms, and notices handled with care and accountability.

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206+
Tax returns filed
66%
% Resulting in a refund
$3,437
Average federal tax refund

Our services

Tax Preparation

We file individual and small business tax returns at a flat-rate price and guarantee 100% accuracy and maximum refund

Bookkeeping

Let us set-up and manage your books, so you know how your business is performing, and to satisfy banking & compliance requirements

Tax Planning

We will advise you on how to update tax withholdings, calculate estimated payments, and optimize Roth IRA conversions

Tax Boss provides tax and accounting for doers to reduce taxes and build wealth.

Our Mission

Our values

Accuracy

Be ruthlessly methodical to ensure accuracy, compliance, and improve outcomes

Efficiency

Use technology to make the client experience more joyful and less burdensome

Empathy

Educate our clients and help them plan to make taxes less stressful and confusing

Our team

Meet the awesome folks who make all of this possible day to day

Justin Belkin portrait

Justin Belkin, MBA, CFP®, EA

I’m Justin Belkin, founder of Tax Boss. I help digital founders and creative entrepreneurs build wealth and stay tax-compliant—with clean books, proactive tax planning, and returns filed right the first time.

I’m an Enrolled Agent (EA) and CFP® with an MBA from the University of Oxford. Before launching Tax Boss, I worked as a product manager (including roles at Morgan Stanley and SecondMarket) and taught finance at Stony Brook University, which means I bring both operator discipline and educator clarity to your numbers. I've filed hundreds of tax returns as an H&R Block Senior Tax Analyst, so I know how to move fast and keep things accurate.

At Tax Boss, I handle the essentials end-to-end: bookkeeping and monthly close, tax planning, individual and small-business returns (W-2/1099, Schedule C, Schedule E, multi-state), estimated taxes, and 1099 compliance—all tied to your personal financial plan so your business decisions actually grow your net worth. Thank you for visiting!

Join our team

Let's work on great things together and enjoy all the perks of Tax Boss.
Explore exciting opportunities and be a part of a dynamic and innovative work environment