It was over 45 years ago that our President and Founder, King Dalton, CPA, began his venture into computerized tax processing. At this time a “minicomputer” was the size of a large desk, cost around $25,000, required constant maintenance and was completely obsolete in less than a few years.
The early years of computers and tax preparation software were a time of discovery and constant change as hardware continued to develop and improve in many ways including both convenience of size as well as processing speed. The development of laser printers combined with a more unified programming language was a large step forward in the tax preparation world and Taxware Systems was there to lead the way.
In an effort to cut down on the amount of paper mailed and housed by the IRS, in 1986 they initiated a very select and limited pilot project with the intent to electronically transmit tax returns via modem. Once again Taxware was on the ground floor led by our Vice President, successfully entering the modern age of E-file.
Income tax and tax prep software have continued to advance as laws, and technology evolve at a rapid pace. Taxware continues to put the needs of our clients as paramount as we continue to make SPEED, SERVICE, and SECURITY our top priorities. We are here for you, and consistently prove this, as we personally answer our phone and your questions to provide a level of customer service that hearkens back to 40 years ago when it all began.
Designed and utilized by tax and accounting professionals, Taxware Systems provides a quality product for our clients. From pre-Microsoft DOS operating systems through to today’s current Microsoft Windows platforms, we provide a lifetime of programming experience. Combined with our expertise of preparing tax returns and bookkeeping, we know we have created outstanding programs that professionals can trust.
Thank you for putting your trust in us for 45 years!
Magazine ad from 1986
Wow. Where to begin. My father, Martin Kinkade, who was a Tax Attorney, joined the computer revolution early on. Not sure what year he started using Taxware for tax preparation but it had to be in 80’s. I can remember watching him downloading the software from a floppy disc. It took forever, but he thought it was well worth the wait. As the program changed and advanced with “updates” being downloaded you could watch as the update occurred and see what the changes were. Not so anymore. Technology has come a long way and Taxware has kept up beautifully. The friendly and knowledgeable support can’t be matched! When my father passed in 2008 my husband, Courtney, and I took over his business. He died in the middle of tax season and we had no idea he was still servicing so many clients. We had a lot of important changes we had to make quickly. The staff at Taxware were amazing at helping us transition and learn the software program. King was extraordinarily generous with his time. We had to prepare a 706 for my father and since it was the first one we had ever prepared he gave us advice and even reviewed it for us before we submitted it. It passed the first time out of the gate!! Whew. It was a great feeling getting that approval notice. The last 16 tax years have flown by and I’m not sure how we would have kept our business going without Taxware. Thank you for your dedication to accuracy, professionalism and amazing support. We appreciate you and are grateful you have stayed your course and not joined one of the other, less personal tax software companies. Congrats on 45 years!!
Jackie K. & Courtney S. from Rancho Santa Fe, CA
I go back with you to 1982. King drove up to the Bay area loaded with a computer, printer and the software. The cost was over $10,000.00. He set it up and spent about 30 minutes demonstrating it. I had never used a computer and was totally lost. His parting comment was, play with it you will get the hang of it. I am hoping by next year to get the hang of it. Several years later you switched from DOS to IBM DOS. I drove to your office with a box full of 5 1/4 size floppies with my data files. (About 50 of them.) I also had a second box of 50 blank disks, and you conversed the files. I still have the original programs and the Daisy Wheel printer. I know there are many alternatives available, but I would not trade my experiences with your program over the years with any other.
Joe L. from Lafeyette, CA
In 1984 mom decided to strike out on her own and start her own tax and bookkeeping service. It was a little after that from the recommendation of another accountant, she was told about this tax software company named Taxware. Not being very computer savvy, she decided to call me and set up Taxware programming on this awesome 386, and then to set up a printer that would communicate with the software and the 386 thinking that’s all we had to do. Then I would get phone calls and she would let me know that Taxware sent a disk to her through the mail and thought that might be an update, but wasn’t sure what to do with it. I took over in 1997, mom has since passed, but 40 years later the family business (& Taxware) are still going strong. Thanks Taxware for your knowledge and great support.
Curtis R. from Lafayette, IN
I have been using Taxware Software since 1980 or 81, when the CPA I was working for during college signed up (Joseph L., CPA). I was so happy that I could throw away my whiteout as we did everything by hand and there were always changes. After college, working for a CPA firm getting my license and a stint in the corporate world I started my own practice and of course became a Taxware Client in 1991. In my professional career Taxware is absolutely #1. Excellent product, amazing support and great staff!!! Thank you for all the hard work you all do to make our tax seasons flow smoothly.
Matthew N. from Palm Springs, CA
I have been a professional preparer for 35 years. Not exactly sure when I started using Taxware, but I know it has been a long time (most of my career). Your staff has always been prompt, knowledgable, courteous, friendly and just overall top notch. Keep up the great work, I look forward to working with you for many more years.
John B. from Los Angeles, CA
I have used Taxware’s payroll program for last 35 years. It is easy simple and friendly to use. If there are any issues with the program, you can get fast help from their tech department.
Henry V. from Tujunga, CA
Well, Taxware and I started our journey many moons ago. This was back in the day of floppy drives (much later came CD’s), huge loud, hot machines and transmissions via fax lines!!! We would anxiously await Thanksgiving which is when the 1st mailing of floppy disks would arrive with the 1st portion of tax software. Originally, our state (WV) wasn’t even supported and those returns were done by hand! Our Taxware team was many of the original founders or early employees and they manned the phone lines. We originally filed tax returns directly with the IRS which was labor intensive and required a lot of advance work on our part. If we had a reject, we had this huge manual that we had to dig thru to find out why. It involved looking up codes, etc. Now, Taxware does this thru A2A filing and it is seamless. We didn’t have TaxComm and relied on mailing A LOT. Regarding payroll, we didn’t have EFTPS to make payments. We filed out a 501 voucher with pencil that the employers took to their bank to make deposits. Coupons and vouchers were used for all payments – no electronic deposits were made in the “old” days. As we sit here thinking about this, there is so much we are leaving out. Taxware had taken such a burden and been so responsive that it makes it easy to forget!
Congratulations to 45 years of excellent service! I look forward to many more.
Brenda B. from New Martinsville, WV
