About us

Established in 2010 Located in SoCal

Tax Direct

Established in 2010 and located in SoCal, Tax Direct is an industry leader in Personal Income Tax to assist our clients and prospects with an exceptional personal service. The original name of the company “Saxum Insurance and Tax Services” was transitioned in 2020 to Tax Direct with the integration of couple more board members. Our primary goal is to create a plan and along the way resolve any matters that our clients and prospects have or might have on the upcoming years.

What sets us apart from others

We are a team who believe that everyone should be able to understand how their income tax return works and understand the laws that govern them.

We constantly strive to exceed and enrich our resources and protocols by making sure we are on top of new technology and offer communication resources to be able to help with efficiency and in a timely manner.

Tax Direct also has sister companies that are available for our clients with more complex needs. Our team of experts may direct them to the best qualified associate to take proper care of them without compromising our personal care and service.

we solidify a relationship with our customers

At Tax Direct we solidify a relationship with our clients with years of customer satisfaction. It is immensely important to have a bond between a tax declarer and the tax preparer because it will allow both parties to have a better understanding of the uniqueness of each tax declaration; nevertheless, we strive to make the process easier.

Our team of professionals here at Tax Direct have been in the field for over a decade and have experience with different types of taxes such as: personal, small business, sales, corporations, partnerships, city, county, and employer taxes.
It is important that our clients find in our services the reason to come back, so we strive to serve them in the best way possible.

we are open all year round!

Unlike most Tax Offices, we are open all year round! We are open ten hours per day from Monday through Saturday. The purpose of being open all year round aside from offering our other services, is to be able to resolve any issues which may occur such as: filing quarterly personal taxes, receiving letters from the IRS/FTB, requesting copies of your tax returns, requesting transcripts for home purchases/ college loans, salary holding and any other public assistance.

We believe that tax preparation is not a seasonal matter

We believe that tax preparation is not a seasonal matter. However, it is a matter which lingers in a person’s life for as long as they work, which is why we take the utmost importance in preparing it. Not only do we take importance to prepare one’s taxes but also to provide our customers with adequate tax knowledge to understand the process in a more prominent manner. If your consumer understands the process well, the chances of you having a concern on your tax declaration is less probable. Although we do everything in our power to avoid tax issues, we are also glad to assist you in resolving any prior issues or questions you may have.

 

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