Toad Tax
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Not stated on its website
- Software?
- Xero, NetSuite, QuickBooks Online, QuickBooks Desktop, Sage
Who they say they serve: restaurants, professional services (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Toad Tax | home page | |
| Website | https://www.toadtax.com/ | home page | |
| Office locality | Brooklyn, NY | /contact | |
| Phone | +15166151288 | home page | |
| Offers bookkeeping | Documented: ...Modern accounting · Established 2013 Your books, in better hands . Toad Tax handles bookkeeping, taxes, payroll, and advisory for founders and small business owners across the... | home page | |
| Monthly bookkeeping | Documented: ...Solo founders, freelancers, and side businesses with one bank account and one entity. Monthly bookkeeping & reconciliation Annual federal & state business return Annual personal... | /pricing | 8 pts (max 8) |
| Payroll coordination | Documented: ...· Established 2013 Your books, in better hands . Toad Tax handles bookkeeping, taxes, payroll, and advisory for founders and small business owners across the U.S. - so you can... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...We reconcile every account, categorize every transaction, and deliver clean P&L and balance sheets by the 15th - every month. Read more 02 - Tax Tax prep & planning. Federal... | home page | 6 pts (max 6) |
| Industries served (documented) | restaurants, professional services | /about | 5 pts (max 5) |
| Software supported | Xero, NetSuite, QuickBooks Online, QuickBooks Desktop, Sage | home page | 5 pts (max 5) |
| Pricing approach published | Publishes prices: "$395 / month" | /pricing | 6 pts (max 6) |
| Onboarding described | Documented: ...time on spreadsheets and more time on the work you actually love. Get a free quote See how it works → Trusted by 800+ growing companies - from solo founders to 50‑person teams.... | home page | 4 pts (max 4) |
| Named contact / team | Daniel Okafor, Partner | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...revenue / expense categories tailored to your business Quarterly book reviews with your dedicated bookkeeper Accrual or cash Multi-entity Inventory Class tracking 02 Tax... | /services | 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 | /privacy.html | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 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); Local / remote model stated (0 pts, max 3); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched New York Department of State active corporations (data.ny.gov n9v6-gdp6) for 'Toad Tax' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
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; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6).
Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and 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
- 20 of 23 evidenced items come from Toad Tax'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.