Axiom Tax Strategies

We are excited to offer a new partnership starting with the 2025 tax season - Comprehensive tax preparation and planning for clients of Axiom Wealth Strategies! Combined with our new state-of-the-art tax return analysis software, we are ready to take your financial plan to the next level with in-house tax service and a direct line of communication with your tax preparer.

This year we are focusing exclusively on personal returns (Form 1040). To maintain the highest standard of excellence in this important area of financial planning, we have made the strategic decision to limit the volume and complexity of returns we accept for the 2025 tax year. As our firm grows and we expand our staff and capabilities, we look forward to servicing a wider range of returns in the years ahead.

Upon acceptance as an Axiom Tax Strategies client, your personalized, secure Digital Portal account will be set up. This portal, which allows you to effortlessly upload documents and automatically import key tax forms from over 275 institutions, is part of our commitment to being 100% digital for your convenience. We will gladly assist anyone who needs help learning to use this process.

We are pleased to introduce Marina Keating, who will be leading Axiom Tax Strategies. As an IRS Enrolled Agent and Licensed Tax Consultant, Marina combines tax expertise with a client-focused approach to ensure your tax experience is smooth and stress-free. If you are interested or have any questions, please contact Marina at marina@axiomtaxstrategies.com soon to ensure you secure a spot before our capacity is reached.