about us

Your tax partner should think like a business owner, not an accountant.

Rooted in small-town values and built to play at the level big firms do.


Integrity


Empathy


Innovation

Very professional, knowledgable and great to work with. This was my first year doing taxes as a business and had a lot of questions which were answered thoroughly, and made a daunting job simple and effortless - Highly recommend!

Alessandra
Prisma Tax Group Client

A woman with long brown hair, glasses on her head, wearing a black blazer and white shirt, smiling with her teeth showing, sitting against a teal background.

how we work

Your Journey with Prisma Tax Group

We believe in clear communication and mutual respect in every client relationship.

Before any service begins, we require an upfront deposit to secure your spot. Once we have all the necessary documents we’ll review and provide a detailed quote. We’ll complete the service once we have your payment in full.

It’s important that we all understand what is expected on both sides. Here’s what you can expect from us and what helps us do our best work for you.

Expectations

What You Can Expect from Us

  • Friendly and judgement-free support

  • Transparent pricing & clear scope and timelines

  • Expert guidance that breaks down complex topics

  • Confidentiality through mutual NDAs and secure handling of your info

  • Top-tier data security through our partnership with BastionX and a custom-built infrastructure with daily backups

What We Expect from You

  • Responsiveness to questions and document requests

  • Honest, complete information

  • Completion of all required forms, questionnaires and engagement letters

  • Prompt payment

  • Respect for our processes and team

When We May Not Be the Best Fit

The goal is long lasting partnerships but here are some reasons we may part ways:

Repeated late or non-payment

Lack of communication

Dishonesty or unethical behavior

Disrespect for processes, boundaries, or staff

Scope creep without agreement on changes

Spam (e.g., contacting us across multiple platforms or via DMs)

Failure to follow required steps or refusal to complete onboarding forms