Your Strategic Financial Partner:
Clarity, Experience, and Focus
Taxulo was founded on a simple principle: small to mid-size business owners deserve the same level of sophisticated, proactive financial guidance available to large corporations. With over 25 years of executive experience in tax and finance, we transform your financial function into a powerful engine for growth.
25+ Years of Executive Tax & CFO Experience
Our Unique Advantage:
The Executive Perspective
Our team's background as former CFOs and Controllers is our greatest differentiator. We don't rely on basic tax software; we leverage decades of operational management experience. We understand financial challenges from the inside out—from managing volatile cash flow and preparing for board meetings to ensuring compliance in highly regulated industries. This executive perspective ensures the advice we give is practical, implementable, and results-driven, guiding you straight to Financial Success.
Founder
Norbie Gaerlan, CPA
With over 25 years of experience in accounting and tax, Norbie has served as CFO for several leading California businesses.
He specializes in tax planning and compliance, tax resolution, bookkeeping, financial analysis, and consulting—always prioritizing accuracy, transparency, and timely service.
Norbie is dedicated to supporting nonprofits and businesses with clear, client-focused financial guidance. He provides personalized solutions to help clients make informed decisions and achieve long-term success.
Tax Lawyer
Atty. Tracy Lee Wood
Tracy brings strong tax expertise and a proven record of helping clients minimize liabilities while staying compliant. With 22 years as a licensed attorney, he specializes in tax planning, audits, controversies, and international tax matters.
He offers tailored advice grounded in deep knowledge of federal, state, and local regulations. Tracy values trust, clear communication, and personalized guidance—delivering well-researched strategies to address each client’s unique tax needs.