Hoods Tax & Accounting Services

What Hoods Tax & Accounting Services does

Hoods Tax & Accounting Services is a privately-held, single-office tax and accounting firm headquartered in Goose Creek, South Carolina, serving individual taxpayers, small business owners, non-profits, and estates across the Lowcountry (Goose Creek, Summerville, North Charleston). Founded in January 1988 and acquired by Nanette Slappey West in March 2017, the firm operates with roughly ten staff members — including a CPA, a tax preparer/staff accountant with four decades of experience, and an office manager — offering tax preparation (individual, partnership/corporate, non-profit, and estate returns), year-round tax planning, QuickBooks setup and training through certified ProAdvisors, and small-business consulting and strategic planning. The firm places explicit emphasis on personal service, in-person appointments at its Etling Avenue office, secure digital document upload, and long-tenured staff continuity, citing a 98.5% client retention rate and third-generation client relationships.

The firm has no proprietary technology platform; its core technology footprint is limited to Intuit's QuickBooks (Desktop and Online) and a secure client file-upload portal (hoodstax.securefilepro.com). Revenue is generated entirely through professional-services fees on a quote-based model with no publicly disclosed pricing. Go-to-market is sales-led and community-rooted, relying on word-of-mouth referrals from a retained client base, supplemented by a content-marketing blog, downloadable resources (e.g., the 2025 Tax Prep Checklist), and QuickBooks partner-channel positioning. Operationally, the business is part-time and seasonal, with office hours limited to selected weekdays — consistent with a small, owner-operated professional services practice rather than a scaling platform.

Name

Hoods Tax & Accounting Services

Legal name

Hoods Tax & Accounting Service, LLC.

Website

https://hoodstax.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

1–10 employees

Short description

Hoods Tax & Accounting Services is a privately-held, single-office tax and accounting firm in Goose Creek, South Carolina, providing tax preparation, QuickBooks training, tax planning, and business consulting to individual taxpayers and small businesses across the Lowcountry area.

Ownership category

akta.pro rank

Product category

Tax & Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG)

akta.pro secondary industry

Payroll & Employment Tax Services (BPAHABAD)

Keywords

• Tax preparation services
• Accounting services
• Quickbooks training
• Tax planning
• Bookkeeping services

Headquarters

HQ city

Goose Creek

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Tax Preparation Services: Professional tax preparation services for individuals, partnerships, corporations, non-profits, and estates. Revenue is generated through service fees for each tax return prepared.
2. QuickBooks Training and Consulting: QuickBooks ProAdvisor services including setup, training, and ongoing support for small businesses to manage their bookkeeping in-house.
3. Business Consulting: Strategic business planning and consulting services for small business owners, including tax planning throughout the year.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Hoods Tax & Accounting Services is a local professional services firm that prepares tax returns (individual, partnership/corporate, non-profit, and estate) and delivers QuickBooks setup, training, and consulting through certified ProAdvisors. It supplements these core offerings with year-round tax planning and strategic business consulting aimed at individuals and small businesses in the Lowcountry of South Carolina.

Product overview

Hoods Tax & Accounting Services is a local accounting firm offering a unified suite of tax and financial services. The core offerings consist of Tax Preparation (handling individual, partnership/corporate, non-profit, and estate returns) and QuickBooks Services (training and technical assistance via certified ProAdvisors). These are complemented by Tax Planning and Consulting/Strategic Business Planning services that help clients manage their financial picture year-round rather than just during tax season.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Professional tax preparation services for individuals, partnerships/corporations, non-profits, and estates, delivered by experienced preparers and CPAs in Goose Creek, South Carolina.
• QuickBooks Services QuickBooks setup, training, consulting, and technical assistance delivered by certified ProAdvisors for both Desktop and Online versions, aimed at small businesses that want to manage their bookkeeping in-house.
• Tax Planning Proactive year-round tax planning services that help individual and business clients understand their financial position and create strategies to minimize tax liability.
• Consulting and Strategic Business Planning Business consulting and strategic planning services for small business owners to help them manage finances and operations and plan for growth.

Quantifiable outcome

• 98.5% client retention rating
• +1 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and minor.

• QuickBooks (Intuit)coreTechnology or IntegrationHoods Tax employs QuickBooks ProAdvisors who are certified to set up, train, and support clients using QuickBooks software. As ProAdvisors, they receive product discounts from Intuit to pass on to clients, early alerts on product updates, and access to dedicated Intuit customer support.
• Institute of Certified Management Accountants (ICMA)coreStrategic or Co-development PartnerOwner Nanette Slappey West is a member of ICMA, demonstrating professional credentials and continuing education in management accounting.
• Intuit Speakers BureauminorStrategic or Co-development PartnerOwner Nanette Slappey West is part of the Intuit Speakers Bureau, allowing her to present on accounting and tax topics.
• The Sleeter GroupminorStrategic or Co-development PartnerMember of The Sleeter Group consulting network for QuickBooks professionals.
• National Advisor NetworkminorStrategic or Co-development PartnerMember of National Advisor Network for accounting professionals.
• U.S. Women's Chamber of CommerceminorStrategic or Co-development PartnerMember of U.S. Women's Chamber of Commerce supporting women-owned businesses.
• National Association of Certified QuickBooks Advisors (NACQA)minorStrategic or Co-development PartnerMembership in NACQA for QuickBooks professional certification and networking.
• Center For WomenminorStrategic or Co-development PartnerPartner organization supporting women entrepreneurs and business owners.
• SBA / SBDC (Small Business Administration / Small Business Development Center)minorStrategic or Co-development PartnerPartnership with SBA and SBDC providing resources for small business clients starting and growing businesses.
• Great Business NetworkingminorChannel Partner/ Reseller/ DistributorLocal business networking organization for referrals and community connections.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Padgett Business Services: Franchise network of small-business accounting, tax, and advisory firms serving local SMB clients with personalized service. Highly comparable to Hoods in target market (small business owners), service mix (tax prep, bookkeeping, payroll), and localized service delivery model.
• 1-800Accountant: Virtual accounting and tax firm serving small businesses and individuals with bundled tax, bookkeeping, and advisory services. Comparable to Hoods in service mix and SMB target market, though delivered remotely rather than in a single local office.

Broad incumbents

• H&R Block: Large national tax preparation chain with thousands of retail locations and online products. Targets the same individual and small-business tax clients as Hoods, with a much broader footprint, technology platform, and brand recognition.
• Jackson Hewitt: National tax preparation chain with franchise and company-owned locations serving individual taxpayers. Directly competes for the same retail tax-prep clientele but at significantly larger scale.
• Liberty Tax: National tax preparation franchise chain serving individual taxpayers in retail offices. Competes for the same individual tax-prep market as Hoods but with national scale and standardized branding.
• BDO USA Small Business: Large accounting firm offering small-business tax, accounting, and advisory services as part of a broader professional services portfolio. Overlaps with Hoods in small-business tax and advisory work but serves a broader client range.
• KPMG Small Business Services: Big Four firm with small-business and middle-market tax, accounting, and advisory offerings. Comparable in service categories but targets a larger client segment and operates at significantly different scale.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services for startups and small businesses. Overlaps with Hoods' small-business bookkeeping and tax prep offerings but serves a more digitally native, geographically distributed client base.
• Bench.co: Online bookkeeping service paired with tax preparation for small businesses. Comparable in serving SMBs with bundled bookkeeping and tax support, delivered via a software platform rather than in-person.
• Botkeeper: Automated bookkeeping platform supported by human accountants, targeting small businesses. Competes in the same SMB bookkeeping space Hoods serves, but with a technology-first delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/hoods-tax-accounting

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hoods Tax & Accounting Services