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    AI Tax Advisor

    3.5 (2 reviews)

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    Services - AI Tax Advisor

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    Closing Your Books - Lozelle M Mathai, MBA, CFEI - Closing Your Books. Personalized Cloud-Based Accounting, Bookkeeping and Financial Management Services for Wom

    Closing Your Books

    (4 reviews)

    As the founder of a small branding agency, I'm no stranger to wearing a lot of hats; unfortunately,…read morethat "bookkeeper" one has never been a particularly great fit for me. While I have no trouble understanding the high-level principles, the steep learning curve of our highly nuanced accounting software was endlessly daunting. Not surprisingly, I couldn't wait to hand off that aspect of my role and, in mid-2020, the opportunity finally presented itself. From the very first phone consultation to the latest reporting, Closing Your Books has been phenomenal to work with and has provided outstanding service at every turn. Having super-clean books makes tax time a breeze, and I can confidently pull numbers at the drop of a hat, which has opened us up to small-business loans and grants we might have otherwise missed out on. Lozelle brings a wealth of expertise in accounting and bookkeeping, and her collaborative, educational approach sets her far apart from the competition. I absolutely love that I learn something new during every check-in, and it's rare to find someone who empowers you to keep up with them. Lozelle is also one of the kindest, most supportive people you'll ever meet. I'm deeply grateful for the way she's made mentorship a fundamental part of what she does. She's not only helped me navigate a variety of challenges and uncertainties - pandemic-related and otherwise - she's also strengthened my operational skills and strategic-planning abilities. Deciding to hire Closing Your Books continues to be one of the best business decisions I've ever made. And, thanks to Lozelle, I rest easy knowing that we'll continue to make smart, financially strategic choices as we pivot, evolve, and grow. We heartily recommend her to colleagues and clients every time!

    I heard Lozelle speak at a networking event and was immediately intrigued by her approach. I was…read morereluctant to hand over all of our book-keeping responsibilities and appreciated her focus on "teaching us to fish" instead of just doing everything for us. She guided us through the process and let us do a lot but also stepped in when we were getting off track. I feel like we're on really strong footing now thanks to her and will absolutely reach out again and again as we need help. I love knowing that we have someone very skilled in our corner to help with anything we need while also feeling empowered that we own our own bookkeeping process. The recaps that she sent out after each session are also very valuable tools.

    Anvil Tax - Hi I'm Daveed Tuck, it is nice to meet you. 
How can I help?

    Anvil Tax

    (22 reviews)

    Sellwood, Southeast Portland

    Daveed and his team at Anvil Tax have been helping my company with taxes since 2015. As a small…read morebusiness owner with a rapidly growing company, I was unsure of how to handle the different taxes for operating in multiple states. Daveed's team helps me monitor my finances monthly, and their expertise has been invaluable. Daveed is extremely knowledgeable and helpful in many areas of my business, including succession planning strategies. When I first came to him, I had numerous letters from the state and IRS that I didn't know how to handle. I was unsure, confused, and completely out of my element. Dealing with taxes and finances was nerve-wracking, but now, I am confident in my finances and the direction we are headed after our monthly meetings. Since Daveed is an ex-IRS auditor, he knows exactly how to protect your business in an honest and professional way. If you want your taxes done right by someone who is very informed and knowledgeable, this is your team. It's easy as a small business owner to avoid and overlook tax letters, but although Daveed and his team are extremely helpful and give you the advice to follow, it is your duty as the business owner to handle your responsibilities. Anyone who has left a poor review for Daveed likely did not follow the advice given, because my business has grown and become more protected over the years by following their advice. There are so many moving pieces when it comes to running a business, and having Daveed and his team deeply involved in my financial decisions brings me peace of mind. I am so grateful for their team and wouldn't take my business anywhere else. They assist me with taxes, bookkeeping, and financial analysis and planning. If you're looking for a trustworthy and knowledgeable finance team, I highly recommend Anvil Tax!

    I'm so glad to have met Daveed, he is an ex-IRS agent and expert tax strategist with Anvil Tax…read more I've had the pleasure of collaborating with him for a while now on various projects. I'm so grateful to have someone I trust that I can send my clients to for all their tax needs. I highly recommend him, he's rather brilliant and cares deeply about people. Daveed is easy to work with and truly wants to see businesses succeed!

    AI Tax Advisor - taxservices - Updated May 2026

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