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
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