About Us

Taxulo: Comprehensive Tax and Accounting Services

As an established CFO and Tax firm, Taxulo provides quality tax and accounting services that maximize the value of your money. While headquartered in Santa Clara, Our company provides services to clients throughout the US. We offer convenient locations to visit or provide services on-site to meet your needs.

Taxulo’s commitment to personalization and dedicated customer service sets us apart from other companies providing tax, accounting, business loans, and CFO services. As an individual or business owner, we want you to have the best tax and financial solutions tailored to your specific needs. That’s why we stay current on the laws and changes impacting you, your family, and your employees.

Whether you’re a first-time client or you’ve relied on Taxulo over nearly three decades of our operations, we guarantee you’ll receive the same dedication, care, and attention to ensure you are delighted with our services. Taxulo strives to make tax preparation and financial solutions easy for you so that you can focus on what matters most – the well-being of your business and family.

If you have any questions or want to learn more about Taxulo, please get in touch with us today.
Call  +1-888-316-2990 to make an appointment, or email at info@taxulo.com. Together, let’s make tax and financial solutions simple for you. Contact Taxulo today!

Our Team of Experts


Norbie Gaerlan, CPA


With over 25 years of experience in the accounting and tax industry, Norbie held the position of CFO in several prominent California Businesses. 

Norbie places a strong emphasis on excellence in all aspects of his work. He specializes in a wide range of financial services, including tax planning and compliance, tax resolution, bookkeeping, financial analysis, and consulting. He believes in providing accurate, transparent, and timely services, ensuring that clients receive the highest level of professional care.

He is committed to delivering exceptional financial solutions to non-profit sector and businesses, guiding them through the complexities of financial management. With a client-focused approach, Norbie ensures that every client receives personalized attention tailored to their specific needs and goals. His goal is to empower clients with knowledge necessary to make well-informed decisions and achieve long-term success.


Atty. Tracy Lee Wood

Tax Lawyer

Tracy brings a deep understanding of tax regulations and a proven track record of delivering exceptional results. With a focus on providing strategic guidance and minimizing tax liabilities, he is dedicated to helping individuals and businesses achieve optimal outcomes while ensuring compliance with applicable laws.

With 22 years of experience as a licensed attorney, Tracy specializes in areas such as tax planning, tax controversies, tax audits, and international tax matters. He possesses a comprehensive knowledge of federal, state, and local tax regulations, enabling him to offer tailored advice that aligns with clients’ specific needs and goals.

Tracy’s approach is centered around building strong client relationships based on trust, open communication, and personalized attention. He takes the time to understand each client’s unique circumstances, allowing him to develop strategies that address their specific requirements. He is committed to providing effective problem-solving, conducting thorough research, analyzing complex tax issues, and delivering clear and concise advice.

Our Process

Our Values

At Taxulo, we are deeply committed to upholding the highest standards of professionalism, integrity, and accountability. Our company understands how important it is for our clients to have a reliable accounting team they can trust, so we strive to provide financial and tax solutions that are fair and honest. We take pride in adhering to industry best practices and ethical standards to ensure the best possible results.

Book Discovery Call

Ready to optimize your financial strategy and maximize your savings through expert Tax Planning? Schedule your complimentary Discovery Call now. Let’s uncover opportunities together for a more tax-efficient future!

Client's Feedback

Speaker Arrow 3

We’re committed to providing exceptional services to our clients. We greatly value your opinion, and your feedback is essential in helping us improve and continue delivering the highest quality Asset Management service.

Track Your Refund

Secure Client Portal

Use our SSL secured client portal to share files and private messages.

Our Certifications

Looking for Accounting Help?

logo new

©taxulo. All Rights Reserved.

Terms & Conditions | Privacy Policy

taxulo logo - Wealth management

Get Your
Under Control

At Taxulo, we recognize the intricacies and challenges that come with tax management, especially in the context of running a business and handling finances.