360 Tax Strategy

About Us

At 360 Tax Strategy, we empower tax professionals, preparers, and service bureaus with more than just software we deliver freedom, growth, and strategy. Born from the frustrations of high backend fees, outdated platforms, and limited support, we built a smarter, more transparent solution designed to help you launch, scale, and maximize profitability.

Our platform goes beyond compliance. With branded mobile apps, bank product options, up to $7,000 cash advances, and unlimited returns, we equip you with the tools to expand your practice and serve clients with confidence. Backed by training, business planning, and virtual assistance, 360 Tax Strategy is your partner in building sustainable success and long-term financial freedom.

Our History

360 Tax Strategy was founded to deliver professional innovative tax filing software tools, helping our clients simplify compliance, maximize returns, and achieve financial peace of mind. We provide a complete comprehensive strategy to enhance your business, including training, scaling your business, business planning, and virtual assistance.

Trusted by Different Businesses!

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Meet our team

Tom Markowitz, PhD

Founder of Financ

John Goines

President and Chief Executive

Randy Wacek

Investment Specialist

James Burton

Chief Marketing

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Our advisors offer tax consultation free, tax refund loan advance, audit help, and guidance on the best tax software 2025.