We're More Than
a Tax Preparer
Instead of simply preparing tax returns, we become a long-term partner helping businesses make smarter financial decisions throughout the year.
client support
products
planning
Vision
To set the standard for tax advisory services by making tax compliance and planning accessible, understandable, and empowering for every client we serve.
Mission
To optimize tax outcomes and mitigate risk through disciplined, compliant strategies that support our clients' long-term success and peace of mind.
The Dragon Tax Difference, in Action
Trusted by businesses and professionals who value accuracy and reliability.
"Dragon Tax has taken care of my taxes for years. Every employee I've dealt with has been knowledgeable, courteous, efficient, and professional. They have always been careful to double check my work and ask questions where needed. My taxes are done accurately every year. They also are available during the year for questions that come up and for tax planning. I recommend Dragon Tax very highly!"
"I've been using the Dragon Tax team file my taxes for several years. They were upfront about what they needed from me, responsive when I had questions, and kept things moving without me having to chase. I also appreciate that the relationship isn't April-only. Knowing I can reach out mid-year for planning questions is actually useful. Recommend."
"Dragon Tax has been an absolute game changer for me. They stepped in and cleaned up a major mess left by a previous tax preparer and completely organized both my bookkeeping and taxes. Their team is efficient, knowledgeable, and incredibly easy to work with. I finally feel confident and on track. Truly grateful to have them on my side."
"I'm impressed with the knowledge, responsiveness, ideas & solutions that Dragon Tax & Management, Inc has offered me though out the years. Walter and his team have been very helpful in assisting me, my family, and our businesses with some insightful tax saving concepts and solutions worth considering. I am thankful to them for saving me time, money and pitfalls along the way. I recommend including them during your search... I'm glad I did."
"Can’t recommend this firm enough. If you need help with business setup and personal taxes, they are a lifesaver. They got me registered with all the right people so I don't have to worry, and taking over my books was a breeze. They’re always looking out for me, which is huge. I know my tax situation is complicated, so finding a team this patient and smart was a total win. Go with Dragon."
"Dragon Tax delivered incredibly helpful advice on entity structure and tax strategy. Their team looks at the full picture and provides practical strategies that benefit both your business and personal finances. Highly recommend their expertise."
"Dragon Tax has been a great help to my business over the years. They are always there whenever I have problems and needed their expertise in resolving the issues. The owner Walter Chao is just brilliant in what he does. He will not do the handholding for you but his expert advise will get you a long way. Worth every penny."
"I have worked with Dragon Tax for multiple years now. They have always been helpful and are always able to help with strategies and work that varies from small to large and complex. I recommend them and have recommended them personally to friends and business clients alike."