About

A small firm,
built for the way businesses
actually work.

Eighteen of us, in two cities, with one job: keeping the books, taxes, payroll, and financial decision‑making in great shape for the kind of companies we'd like to start, too.

Toad Tax started in 2013 in a borrowed conference room in Brooklyn. Our founder, Margot, had spent eight years at a mid‑sized firm watching small businesses get treated like an afterthought — billed by the tenth of an hour, called only at deadline time, never given the kind of advice the bigger clients got for free.

The firm we wanted to build was simpler: flat monthly pricing, real human relationships, and the same standard of work for a 4‑person agency as for a 400‑person company. Books closed every month. Tax planning before December. A partner who knew your business by name.

Twelve years later, we're eighteen people across Brooklyn and Boulder. We work with software companies, restaurants, agencies, e‑commerce brands, and a surprising number of veterinarians. The values are the same. So is the work.

What we believe

Four things we actually mean.

Most firms put values on a wall. Ours show up in how we send invoices, hire people, and answer your email at 4pm on a Thursday.

01

Same price every month.

No tenths‑of‑an‑hour billing, no "scope creep" surcharges, no surprise invoice in February. If our work changes meaningfully, we tell you and renegotiate. Otherwise, the price is the price.

02

One team, all year.

You get the same accountant, bookkeeper, and tax preparer every month — not whoever's available. We keep teams small enough that this is actually true. (It's why we grow slowly on purpose.)

03

Plain English.

No jargon, no condescension, no "let me circle back with my partner." If you ask a question, you get a real answer in plain English from someone who actually knows.

The team

Eighteen people.
Everyone a generalist.

Bookkeepers, CPAs, controllers, and three former founders. Most of us have been at the firm for over five years.

Margot Hale

Founder, CPA

Daniel Okafor

Partner, Tax

Priya Raman

Director, Advisory

Sam Briones

Senior Accountant

Lena Vasquez

Controller

Theo Park

Tax Manager

Jess Whitman

Bookkeeper

Reza Ahmadi

Payroll Lead

+ ten more — we'll introduce you on day one.

2013

Founded in Brooklyn, in a borrowed conference room

18

People on the team across two offices

5.4yr

Median client tenure — clients stay a long time

30+

Industries served, from agencies to vets

A note about the name

People always ask. The short answer: we wanted a name that didn't sound like every other accounting firm — no initials, no compass directions, no Latin. The longer answer: toads are quiet, persistent, surprisingly precise, and they tend to be undervalued. That felt about right.

Also, "Toad Tax" was available as a domain, which is harder than it sounds.

Margot Hale, founder & CPA
Ready when you are

We'd love to meet.

Thirty‑minute intro call. No prep, no slide deck, no sales pitch. Just a conversation about your business.