About Precision Tax Advisors

A specialized division of Precision Advisor Group dedicated to delivering sophisticated tax advisory services for growing organizations and their principals.

Our Story

Precision Tax Advisors was established as a specialized division of Precision Advisor Group to meet the growing demand for sophisticated, proactive tax advisory services. We recognized that businesses needed more than compliance—they needed strategic partners who could help them navigate an increasingly complex tax landscape.

Our team brings together decades of experience from Big Four accounting firms, the IRS, and specialized tax practices. This diverse background allows us to provide comprehensive solutions that combine technical expertise with practical business insight.

Today, we serve growing organizations across multiple industries, from technology startups to established manufacturing companies. Our mission remains constant: deliver proactive tax strategy that protects and enhances our clients' financial positions.

Our Values

The principles that guide our work and relationships with clients.

Proactive Approach
We don't just prepare returns—we develop forward-looking strategies to minimize your tax burden year-round.
Client-Focused
Your success is our priority. We take time to understand your business and provide personalized guidance.
Technical Excellence
Our team stays current with the latest tax laws, regulations, and planning opportunities.
Growth Partners
We scale with you, providing the sophisticated tax services you need at each stage of growth.

Our Leadership Team

Experienced professionals committed to your success.

Sarah Mitchell, CPA
Managing Director, Tax Advisory

20+ years of experience in corporate tax planning, M&A transactions, and complex entity structuring.

Michael Chen, EA
Director, Compliance & Audit Defense

Former IRS Revenue Agent with extensive experience in audit representation and tax controversy resolution.

Jennifer Rodriguez, CPA
Senior Manager, Tax Incentives

Specialist in R&D credits, cost segregation, and federal/state tax incentive programs.

David Thompson, CPA
Senior Manager, Transaction Tax

Expert in M&A tax due diligence, QSBS planning, and transaction structuring.

Client Testimonials

What our clients say about working with us.

"Precision Tax Advisors has been instrumental in helping us navigate complex state tax issues as we expanded nationally. Their proactive approach saved us significant money."

Rebecca Morrison

CEO, TechFlow Solutions

"The R&D credit study they conducted resulted in over $300K in tax savings. Their expertise in tax incentives is unmatched."

James Patterson

CFO, Innovative Manufacturing Inc.

"When we faced an IRS audit, their team provided expert representation that resulted in a favorable outcome. I trust them completely with our tax matters."

Lisa Chang

Founder, GreenTech Industries

Partner With Us

Experience the difference that proactive, expert tax advisory can make for your organization.

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