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TaxStackIQ · Product advisory + implementation

For workflows that work.

CPA-level product advisory for tax tech companies. Implementation consulting for accounting firms. An accounting-first perspective on process design.

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15+
yrs public accounting
27+
platforms hands-on
Top 20
firm experience
Active
CPA practice
Two audiences · one perspective
Which world do you live in?
01 · Builders

I'm building tax software

You need a CPA who can validate your workflows, catch edge cases, and bring practitioner credibility to your product and go-to-market.

For tech companies
02 · Practitioners

I'm adopting new software at my firm

You need someone who speaks both languages — the technology and the practice — to make your platform switch actually stick.

For accounting firms

Let's scope your engagement.

20 minutes. No pitch. Just a conversation about whether I can help.

Book a discovery call →
For tech companies

Your engineers can't test what they've never lived.

TaxStackIQ brings CPA-level expertise into your product process — before your customers find the gaps.

The gap
Between building and practicing
Your product works in the demo. But when a CPA with three multi-state clients, a trust, and an extension deadline tries to use it during busy season? That's when the gaps show up.
Service 01

Product Advisor

I bring an accounting-first perspective to process design — catching workflow gaps, logic that only makes sense to engineers, and edge cases that only show up at tax season. I work directly with your product and CS teams to build workflows that reflect how firms actually operate.

Workflow validationFeature feedbackAdvisory boardGTM credibility
Service 02

Accounting SME

Need a real CPA to validate your product, lead webinars for your users, make your demo credible, or put a name behind your thought leadership? 15+ years of hands-on experience — on your timeline, for your specific need.

Product webinarsAI validationWhite papersSales demosConference speaking
27+ platforms · hands-on
The stack, lived end-to-end
CCH AxcessCCH EngagementGoSystemsFiledMagneticAcaciaTaxGPTGustoQBO PayrollTaxbanditsPingTallyforQBOQB DesktopDoubleStripeDigitsLoomMicrosoft 365Google WorkspaceXCMGoFileRoomSureprepTrussKarbonTaxDome+ more

Let's scope your engagement.

No pricing on the website — every engagement is scoped to your needs.

Book a discovery call →
For accounting firms

New platform. Same team. Make the switch actually stick.

TaxStackIQ helps accounting firms navigate platform transitions — from workflow mapping to go-live support.

The implementation gap
Right software, wrong rollout
Your firm bought the right software. The demos were impressive. Leadership was on board. Six months later, half the team is using the old system. The problem isn't the technology — it's that nobody mapped it to how your firm actually works.
Service

Implementation Consultant

I map your real workflows, retrain your team, and make sure the rollout sticks — because I've sat in your chair during busy season. I've worked at both a Top 20 firm and a closely held practice, so I understand the dynamics at every scale.

Workflow redesignStaff trainingGo-live supportPost-launch optimization

Top 20 + closely held — both sides of the chair

Most implementation consultants know one world. I've lived in both. At a Top 20 firm, I navigated enterprise-level platform changes with complex approval chains and hundreds of users. At a closely held practice, I was the one doing the migration, training, and troubleshooting — all while serving clients. That range matters because every firm's implementation is different.

Every engagement is scoped to your firm.

Let's talk about your transition. 20 minutes.

Book a discovery call →
TaxStackIQ · Get in touch

Let's talk.

Whether you're evaluating a platform, planning an implementation, or scoping a product validation engagement — reach out and let's figure out if we're a fit.

Yani Marx, CPA
Yani Marx, CPA
Founder · TaxStackIQ

15+ years in public accounting across Top 20 and closely held firms. CPA with hands-on experience across 27+ tax and accounting platforms. Accounting-first perspective on process design.

Book a call
Schedule a discovery call →
Email
[email protected]
Phone
(305) 918-2214
LinkedIn
Yani Marx, CPA
Response time
Typically within one business day. For urgent matters, call or text directly.
TaxStackIQ · Legal

Privacy Policy

Effective Date: April 2026 · Last Updated: April 2026

TaxStackIQ LLC ("TaxStackIQ," "we," "us," or "our") operates the website taxstackiq.com. This Privacy Policy explains how we collect, use, and protect your information when you visit our website or use our services.

Information We Collect

Information you provide directly: When you fill out our contact form, book a discovery call, subscribe to our content, or communicate with us via email, we may collect your name, email address, phone number, company name, job title, and any details you include in your message.

Information collected automatically: When you visit our website, our hosting provider may automatically collect certain technical information, including your IP address, browser type, device type, pages visited, time spent on pages, and referring URL. This data is collected through cookies and similar technologies.

Third-party tools: We may use third-party services such as Fantastical (scheduling) and analytics tools. These services may collect information in accordance with their own privacy policies.

How We Use Your Information

We use the information we collect to respond to your inquiries, schedule and conduct discovery calls, provide SaaS advisory and implementation consulting services, send you relevant content and updates (only if you opt in), improve our website, and comply with legal obligations. We do not sell, rent, or trade your personal information to third parties.

How We Protect Your Information

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Cookies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can control cookie preferences through your browser settings. Disabling cookies may affect some website functionality.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review their privacy policies.

Your Rights

Depending on your location, you may have the right to request access to the personal information we hold about you, request correction or deletion of your personal information, and opt out of certain data collection practices. To exercise any of these rights, contact us at [email protected].

Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of the website after changes are posted constitutes acceptance of the updated policy.

Contact

TaxStackIQ LLC · [email protected] · Miami, Florida

TaxStackIQ · Legal

Terms of Use

Effective Date: April 2026 · Last Updated: April 2026

Welcome to taxstackiq.com, operated by TaxStackIQ LLC ("TaxStackIQ," "we," "us," or "our"). By accessing or using this website, you agree to be bound by these Terms of Use. If you do not agree, please do not use the website.

Use of the Website

This website is provided for general informational purposes about TaxStackIQ and our advisory and consulting services. The content on this website does not constitute professional accounting, tax, legal, financial, or technology advice. No client relationship is created by your use of this website until a formal engagement agreement has been signed by both parties.

Intellectual Property

All content on this website — including text, graphics, logos, images, and design — is the property of TaxStackIQ LLC and is protected by applicable intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any content without our prior written consent. "TaxStackIQ," "Workflows that work," and associated logos and taglines are trademarks of TaxStackIQ LLC.

Blog Content and Opinions

TaxStackIQ publishes blog posts and articles that reflect the professional opinions and experience of the author. This content is provided for educational and informational purposes only and does not constitute professional advice or endorsement of any specific product or vendor.

Accuracy of Information

We make reasonable efforts to ensure the information on this website is accurate and up to date. However, we make no warranties or representations regarding the completeness, accuracy, reliability, or availability of any information. The technology landscape, tax regulations, and professional standards change frequently.

Confidentiality Disclaimer

TaxStackIQ works with software companies, fintech startups, and accounting firms. Any information shared by clients during engagements is treated as confidential. General industry observations, anonymized insights, and publicly available information may be referenced in blog posts or marketing materials. No specific client data or confidential business information is ever disclosed without explicit permission.

Contact Form and Communications

When you submit information through our contact form or communicate with us via email, you acknowledge that internet communications are not guaranteed to be secure. Do not send proprietary code, confidential business plans, or sensitive personal information through the website contact form or unsecured email.

Limitation of Liability

To the fullest extent permitted by law, TaxStackIQ LLC shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from your use of or inability to use this website, or from any information obtained through this website.

Indemnification

You agree to indemnify and hold harmless TaxStackIQ LLC, its members, managers, employees, and agents from any claims, damages, losses, or expenses (including reasonable attorney fees) arising from your use of this website or violation of these Terms.

Governing Law

These Terms of Use are governed by the laws of the State of Florida. Any disputes arising from these Terms shall be resolved in the courts of Miami-Dade County, Florida.

Changes to These Terms

We may update these Terms of Use from time to time. Changes will be posted on this page with an updated effective date.

Contact

TaxStackIQ LLC · [email protected] · Miami, Florida