Tax Source Group

Tax Source Group offers tax preparation services along with corporate tax strategies and techniques software. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. They also list Accounting, Financial Services, Professional Services and Tax Preparation, so expect those to show up in the feature set.

Tax Source Group is based in Southfield, Michigan. Their site is taxsourcegroup.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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