About PathwayCFO
Tom Taulli, founder of PathwayCFO and an Enrolled Agent.
I help individuals and businesses prepare their tax returns, understand their obligations, and address problems with the IRS.
Tom Taulli
Founder · Enrolled Agent
My professional background spans taxes, finance, entrepreneurship, technology, and business strategy. I have founded and advised businesses and written extensively about finance and technology for publications including Barron’s, Kiplinger, and Forbes.
That experience gives me a practical understanding of the issues faced by business owners, independent professionals, investors, and people whose financial lives do not fit neatly onto a simple tax form.
As an Enrolled Agent, I am federally authorized to represent taxpayers before the IRS. I founded PathwayCFO to provide clients with direct access, careful work, and explanations they can understand.
Careful work. Clear explanations. Ongoing support.
Every engagement begins with understanding the taxpayer, the business, and the underlying facts.
Clients should understand what is being filed, what decisions matter, and what happens next.
Tax questions and IRS notices don’t always arrive during filing season. PathwayCFO is designed to provide ongoing professional support.