A steady partner for complex tax decisions.
Calm, proactive tax and trust guidance—built for clarity, compliance, and long-term protection.
Our mission
Taurus Tax Group exists to provide calm, proactive tax and trust guidance for business owners and families who value clarity, compliance, and long-term thinking. We operate with a commitment to confidentiality, documentation, and accountability—ensuring that every client knows what we're doing, why we're doing it, and what comes next.
Our work is structured, reviewed, and delivered on a defined timeline. We don't use generic templates or rush through complex decisions. We build plans tailored to your facts, coordinate with your other advisors, and stay available as your situation evolves.
Our values
These principles guide every client relationship and every piece of work we deliver.
Integrity and Accuracy
We don't cut corners, ignore details, or file work we haven't reviewed. Every return is prepared with attention to accuracy and compliance.
Documentation and Accountability
We document our analysis, track our deliverables, and take ownership of outcomes. You'll never wonder what happened or who was responsible.
Proactive Communication
We don't wait for you to chase us. We provide updates, flag issues early, and ensure you're never left wondering about status or next steps.
Confidentiality and Security
Your financial information is sensitive. We use secure tools, limit access, and treat your data with the respect and protection it deserves.
Long-Term Thinking
We're not optimizing for this year's return at the expense of future compliance or risk. We think multi-year and coordinate with your broader financial plan.
No Surprises
You'll know the scope, the timeline, and the price before we begin. No hidden fees, no scope creep, no last-minute changes without your approval.
Meet our team
Experienced professionals dedicated to clarity, compliance, and client service.
Kevin Mackenzie
Managing Director
Jessica Keane
Operations
Omer Muhammad
Director of Technology and International Operations
Vance
Accountant
Jessica Meyers
Tax Team
Additional specialists and support staff contribute to client service, compliance, and operations.
Why clients choose to work with us
Clear Process
You'll know exactly what happens at each stage, what we need from you, and when deliverables will arrive. No ambiguity.
Year-Round Access
We don't disappear after April 15th. We stay available for questions, planning updates, and mid-year adjustments.
Secure Systems
We use professional-grade tools for document collection, tax preparation, and client communication. Your data is protected.
Proactive Planning
We identify opportunities and risks before they become problems. Tax planning is part of every engagement, not an add-on.
Coordination
We work alongside your attorney, financial advisor, and other professionals to ensure tax considerations are integrated, not isolated.
No Generic Templates
Every plan is built for your specific situation. We don't copy-paste strategies or ignore your unique facts.