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BE THEIR GO-TO ADVISOR.

Build trust with your clients, eliminate tax preparer pushback, and deliver strategies that set you apart as a confident, skilled advisor.

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Stop second-guessing tax questions—partner with TaxBridge and simplify tax planning today.

Stop Guessing. Start Leading With Tax Strategies That Work

Advisors shouldn’t struggle with tax questions alone. TaxBridge gives you the tools, resources, and expert collaboration to simplify tax planning, impress clients, and confidently deliver strategies that build trust and grow your business.

Join
TaxBridge
Collaborate with tax experts
Deliver exceptional
results

Tax Planning Isn’t Easy. That’s Why We’re Here.

You’re expected to know everything—from investments to taxes—but even the best advisors benefit from a trusted partner. Whether you’re navigating tax strategies for the first time or looking to sharpen and enhance your approach, TaxBridge is here to help. We simplify tax planning and give you a CPA team to partner with, so you can confidently deliver strategies that build trust and grow your business.

Unlock 5 Tax Strategies to Save Your Clients Thousands

Discover actionable tax planning tips designed to help you build trust, add value, and grow your business. Download this free guide to learn how proactive tax strategies can make a big impact for your clients—and set you apart as their trusted advisor.

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Three Membership Tiers.
One Goal: Exceptional Tax Strategies.

ESSENTIAL
$199 / MO

​Get the tools and resources you need to confidently address client tax questions and strategies.

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  • Access exclusive educational content on tax strategies.

  • Connect with CPAs and EAs who are open to new tax prep clients.

  • Join a private LinkedIn group for support and networking.

  • Attend monthly webinars with live Q&A to get your questions answered.

  • Receive two tax return reviews per year to uncover tax-saving opportunities for clients.

PREMIUM
$499 / MO

Everything in Essential, plus expanded support for more complex tax needs.

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  • Receive four tax return reviews per year to enhance strategies.

  • Join monthly group office hours for live strategy discussions.

  • Access additional tax return reviews on a pay-per-review basis ($500 each).

  • Optional add-on: Client Tax Preparer Support for $200/month—let us handle pushback from tax preparers on your recommendations.

ELITE
$2,499 / MO

Everything in Premium, plus on demand support.

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  • Receive twelve tax return reviews per year to enhance strategies.

  • Meet one-on-one with us as needed for strategy calls and client questions.

  • Access additional tax return reviews on a pay-per-review basis ($350 each).

  • Client Tax Preparer Support - let us handle pushback from tax preparers on your recommendations.

Testimonials

TESTIMONIALS

“Brad has been helping us with our business and our personal taxes. He is very knowledgeable, honest, quick to respond and thorough. I don't hesitate to recommend him and will continue to be a customer.”

L. Brown, Orlando, FL

MEET THE TEAM

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BRIAN
RIVERA,
CPA

Brian Rivera, CPA, co-founder of TaxBridge LLC, brings over 15 years of diverse financial expertise. As the founder of Trader Tax CPA and Trader Fyles, Brian has led innovative efforts to provide tax consulting and fintech solutions for automated tax reporting. A licensed CPA since 2010, his background spans financial services at PwC, SEC reporting leadership, and service as a Major in the U.S. Army Reserve.

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BRAD
WOOTEN,
CPA

Brad Wooten, CPA, co-founder of TaxBridge LLC, has over 16 years of tax expertise. A licensed CPA in Florida and North Carolina, Brad specializes in collaborating with financial advisors to deliver seamless tax strategies. With experience running his own CPA firm and leadership roles in a global nonprofit, Brad is passionate about simplifying tax solutions for advisors and their clients.

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