Icon Tax Group – Celebrating 1 Year


by Michael Lodge

Icon Tax Group started their firm on August 31st of 2015. In the first year of operation the firm prepared approximately 3,500 tax returns and continues to grow by having their offices open throughout the year. The firm has really focused on hiring a qualified staff of Enrolled Agents and professional tax preparers to service the ever growing client base. 85% of the clients have been referrals and the firm has focused on providing client tax education through its social media sites and blogs that are published on a daily basis, covering taxation and business issues. The firm plans to add on more tax season staff to service those needing tax preparation services. The firm covers all of the United States and has clients from the east coast to Hawaii.

Michael Lodge, CEO of Icon stated, “The firm is focused on providing quality tax services to both individuals and business, and will grow on a conservative basis with the goal to have branch locations in cities where our clients are located, making it easier for them”. As the company grows it has identified two new locations that it needs to be at, Irvine California to service all clients from San Diego to Orange county and San Francisco to service current clients in the San Francisco Bay area.

Icon Tax Group also offers business clients with monthly accounting and payroll services. Added business services include business formations for all states. The firm continues to look for value added businesses services that can help it business clients be more focused on their business and to allow the firm to grow as a service based firm.

Icon has successfully addressed staff issues that the firm was exposed to at the end of the first tax season. Changes in quality control processes have been put in place to enhance the tax perparation and audit representation services provided and to be in compliance with the rules and regulations imposed on tax preparation firms. All tax firms are now required by various government agencies to ensure client data, ranging from the IRS, State(s) and the Federal Trade Commission (FTC). Under the FTC all tax firms are under the classification as bank as it relates to client data protection. Constant data controls and maintenance is done by the firm to insure it’s clients safety.

Icon Tax Group business motto is, “Focused on Tax – Dedicated To Our Clients”. For more information go to the firms web site at:http://www.icontaxgroup.com. The firm is managed by Lodge & Co.