About The iTax Company
Expert-Led Tax Preparation. Personal Service. Anywhere.
Professional tax preparation for individuals, families, and small business owners—with the convenience of a fully virtual experience and the personal attention you deserve.
Book a Free Tax ConsultationMeet George & our storyIt starts with listening.
Your questions. Your goals. Your situation.
People first.
Digital by design.
Modern convenience.
A personal connection that stays with you.
Move forward with clarity.
Careful preparation. A guided review.
MEET OUR FOUNDER
George Moreno, MBA
Founder | The iTax Company
20+ Years
Financial Services Experience
Bringing decades of financial industry experience, a detail-oriented approach, and personalized service to modern tax preparation.
Book a free consultationMeet George Moreno
Founder, The iTax Company
Professional experience. Personal attention. A smarter way to prepare your taxes.
I’m George Moreno, founder of The iTax Company. I help clients understand what is needed, review their tax information carefully, and move through preparation with clear communication. Our virtual process brings that personal support to you without an office visit.
I founded The iTax Company with a simple belief: professional tax preparation should be accessible, straightforward, and personal.
Whether you’re filing an individual return, supporting your family, or managing a small business, I understand how important it is to work with someone who takes the time to listen, explain the process, and treat your financial information with care.
That’s why I built The iTax Company around a modern, fully virtual experience that combines the convenience of technology with the personal attention clients deserve.
My goal isn’t simply to help you complete a tax return. It’s to make the process easier to understand, answer your questions clearly, and help you move forward with confidence.
I believe in earning trust through transparency, professionalism, and dependable service—one client relationship at a time.
George Moreno, MBA
Founder, The iTax Company
Taxes Done, Right.
Professional Background & Qualifications
- 20+ years of professional experience in the financial services industry.
- Master of Business Administration (MBA), concentration in Finance.
- CTEC Registered Tax Preparer (CRTP) — California Tax Education Council.
- Background in complex financial systems, business processes, and client-focused solutions.
Our purpose
Why I Started The iTax Company
I wanted to remove the unnecessary inconvenience from professional tax preparation: office visits, confusing next steps, and difficulty finding time to connect.
Modern technology makes the process more accessible and straightforward, while personal attention and professional accountability remain at the center of every client relationship.
How we work
People first. Details matter.
Clear Communication
Tax questions deserve straightforward explanations. We help you understand what is needed and what comes next.
Personal Attention
Your income, household, and business are unique. We take time to understand your situation rather than treating every return the same.
Careful, Professional Service
We review your information, consider the credits and deductions you qualify for, and walk through your return before filing.
Convenient Virtual Experience
Meet by phone or video, share documents through the client portal, and review your return without a trip to an office.
Who we help
Support for your next chapter.
From a first filing to a growing business, we help you work through the tax details that come with everyday life.
- Individuals — Personal income tax return preparation and guidance.
- Families — Help preparing household returns and reviewing eligible credits and deductions.
- Small business owners — Tax preparation for self-employed professionals and business owners.
Our services
Individual Tax Returns
Personal return preparation, e-filing, and a review of eligible credits and deductions.
W-2 + Freelance & Gig Income
Personalized quotes for employment income combined with freelance projects and gig work.
Small Business Tax Returns
Tax preparation for sole proprietors, LLCs, and S corporations.
Free Tax Consultation
A free, 30-minute conversation to discuss your tax preparation needs.
ITIN Applications
Guidance for new applications and renewals, including supporting documents.
IRS Filed Extensions
Help requesting more time to file and understanding the next steps.
Trusted by the Clients We Serve
George was so kind and helpful throughout our entire tax filing experience! My husband & I have a mix of W-2’s and freelance gig work. This hasn’t always been easy for us to figure out, but George was able to help us navigate everything with ease. It was great to have a virtual meeting option as well, so it was much easier to fit into our schedules. We truly appreciate his expertise and thoroughness with double-checking everything before filing as well. Thank you, George!
Google reviewGetting Started Is Simple
- 1
Schedule a Consultation
Choose a convenient time to discuss your tax preparation needs.
- 2
Share Your Tax Information
Follow our established secure document submission process, with guidance on the information needed for your return.
- 3
Complete Your Tax Preparation
Walk through your return, ask questions, and complete your signatures before we e-file.
Ready to Make Tax Season Easier?
Get professional, personalized tax preparation without the hassle of an office visit.