Tax Action Group
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: real estate (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Tax Action Group | home page | |
| Website | https://taxactiongroup.com/ | home page | |
| Office locality | Springfield, MO | home page | |
| Phone | +14177194069 | home page | |
| Offers bookkeeping | Documented: ...plan. Cost Segregation Studies Accelerated depreciation = serious real estate savings. Bookkeeping Bulletproof financial records to fuel better decisions. Your Strategic Tax... | home page | |
| Monthly bookkeeping | Documented: ...asset purchases.. Prepare data for depreciation and cost segregation.. Business Owners Monthly reconciliations and expense categorization.. Clear P&Ls and balance sheets for... | /service/bookkeeping | 8 pts (max 8) |
| Payroll coordination | Documented: ...depreciation hacks, and exit planning. Get Your Plan Business Owners Tax-efficient payroll, business deductions, and quarterly planning. Get Your Plan High-Income Professionals... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Business Owners Monthly reconciliations and expense categorization.. Clear P&Ls and balance sheets for smarter management.. Integration with QuickBooks Online and payroll systems..... | /service/bookkeeping | 6 pts (max 6) |
| Industries served (documented) | real estate | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online | /service/bookkeeping | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /service/bookkeeping | 3 pts (max 3) |
| Onboarding described | Documented: ...Here’s How We Build a Smarter Tax Plan Together From onboarding to long-term execution, our process is built for clarity and results. Our 5-Step Planning System Makes Strategy... | /service/tax-advisory-services | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...entities) Collaboration via QuickBooks Online Upload Portal for Receipts & Statements Quarterly Reports Prepared for Strategy Sessions End-of-Year Financial Summary for Tax Prep... | /service/bookkeeping | 4 pts (max 4) |
| Named contact / team | Stephen Chavez, Partner | /about | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5).
- Not verified. Searched Missouri Division of Professional Registration accountancy downloadable listings for CPA firm records named 'Tax Action Group' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Tax Action Group's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.