For tax advisors who value clarity
31 years of expertise deserves an operating system that keeps up. TaxOpsOS runs your practice so you can focus on the work that matters.
Elite Tax Strategies has earned trust the hard way — one client, one year, one careful decision at a time. For 31 years, Doug Miller has been the person his neighbors call when the IRS letter arrives or the Q4 numbers don't add up. That trust deserves infrastructure that scales without losing its character.
TaxOpsOS is not a dashboard. It's the operating layer that handles the work between client conversations: document collection, appointment reminders, follow-up sequences, intake pipelines, and the quiet operational machinery that makes a one-person firm feel like a well-staffed team.
What runs on TaxOpsOS
Automated onboarding flows collect documents, fill intake forms, and welcome new clients before you ever need to touch the inbox.
Clients book, confirm, and reschedule without a single back-and-forth email. Reminders go out automatically. No-shows drop to zero.
Quarterly estimate reminders, document request sequences, extension tracking. Tax season stops being a sprint.
Financial snapshots pulled directly from QuickBooks. Client balances, quarterly P&L, payroll status — visible at a glance, always current.
Prospects who reach out get a warm welcome within minutes, not hours. Unqualified leads filter themselves; qualified leads get a personal call.
Every client file organized, every source document tagged. When the IRS letter arrives, everything is already where it needs to be.
What changes
The work doesn't disappear. It just stops piling up on your desk at 10pm. TaxOpsOS handles the administrative gravity so you can do the advisory work that your clients are actually paying for.
reclaimed from administrative tasks that shouldn't need a human
new clients onboarded and document-ready on day one
quarterly estimates and extensions tracked automatically
clients who trust you enough to recommend you to their network
How we work
TaxOpsOS handles the machinery. You handle the judgment. The software takes notes; you make decisions.
Client information stays yours. No harvesting, no reselling, no cross-company analytics. Your practice data trains nothing.
Connects to QuickBooks, your email, your calendar. TaxOpsOS is an addition to your stack, not a replacement for it.
TaxOpsOS is the operating system for Elite Tax Strategies. It runs quietly in the background, handles the work between conversations, and keeps the practice moving forward even when you're not at your desk.