Individuals & families
Bring employment, investment and family changes into one coordinated filing review.
- Federal and state personal returns
- Self-employment, investments and rental activity
- Prior-year filings and life changes
MEET TAXUM
Professional guidance. A clearer way forward.
U.S. tax services for people and businesses whose lives span states, countries and time zones. We bring the facts, filings and next steps into one organized conversation.
Personal attention, from the first question to the final follow-up.
OUR PRACTICE
See the whole picture. Take care of the details.
Taxum Firm LLP is an Enrolled Agent firm serving individuals, entrepreneurs, and growing businesses.
Taxum Firm LLP specializes in federal and state taxation: we prepare and file returns, advise on planning, retrieve tax records, and manage sales tax compliance in all 50 states.
Our clients include U.S. residents, non-residents with U.S. filing obligations, and cross-border businesses. We also support tax number applications in Canada, Australia and Malaysia, and personal tax ID applications for Germany and Italy.
Our Mission
Make U.S. taxation clear, compliant, and predictable — wherever our clients are in the world.
What We Stand For
- Professional — Licensed experts who stay current with federal and state tax law.
- Integrity — Honest advice, transparent pricing, no surprises.
- Confidentiality — Your records are protected with strict, documented controls.
- Global Vision — Cross-border thinking for clients whose lives span jurisdictions.
WHO WE WORK WITH
Tax support shaped around your situation
We begin with the people, business activity and jurisdictions involved, then define a practical scope of work.
Owners & growing businesses
Connect the business records with the returns, registrations and recurring tasks they support.
- Business returns and bookkeeping coordination
- Multi-state sales tax review
- Ownership changes and tax elections
Clients across borders
Organize cross-border facts before selecting a filing position or applying for a tax number.
- Residency and foreign-asset reporting review
- U.S. and international tax ID support
- Germany and Italy: personal tax IDs only
What working with us looks like
Understand before acting
We start with the people, tax years, business activities and jurisdictions involved, then identify the questions that need an answer.
Agree before proceeding
Scope, required records and fees are discussed before work begins. Additional matters are brought back to you for a decision.
Keep a clear record
We explain the position taken, the documents submitted and the actions that remain, so the next filing starts with useful context.
A clear path from first conversation to follow-up
Each stage clarifies what is needed, who handles it and what comes next.
- 01
Understand the facts
Identify the tax years, jurisdictions, ownership and deadlines involved.
- 02
Agree the scope
Confirm the work, required documents and pricing before proceeding.
- 03
Prepare & review
Resolve missing information and explain the return or application before the applicable approval and signature steps.
- 04
Submit & follow through
Provide the relevant submission record and identify payment, filing or follow-up matters that remain.
What a well-organized engagement should leave you with
A document checklist
A defined list of records and questions relevant to your work.
An explanation of the result
Clear communication about the filing or application and the assumptions it uses.
A record to keep
The applicable return, application or submission confirmation within the agreed scope.
Your next actions
Items requiring payment, additional documents or attention after submission.
Qualifications with a defined role
Our qualifications page explains individual credentials and filing roles separately. Work requiring a particular credential or authorization is handled within that role’s applicable scope.
CredentialsTAXUM FIRM
Across time zones, with a shared point of contact
Reach our contact points in the United States, China Mainland and Hong Kong, SAR. Remote document review and discussions are arranged around the needs of your engagement.
United States
2775 Orchard Run Rd, Ste 210Dayton, OH 45449China Mainland
12 Yingchun Rd, 29F Rm 2913Shenzhen, ChinaHong Kong, SAR
1-7 Wo Hueng St, Block C, 9/F, Rm 908Sha Tin, Hong KongLeave the taxes to us — focus on your business
Tell us about your situation — we will reply within one business day with clear next steps.