Tax Help
Tax Help is a family-owned, Omaha-based tax preparation and financial services firm serving individual taxpayers, small businesses, and wealth management clients in Nebraska and nationwide since 1969 with tax, investment, estate, insurance, and payroll services.
- Company typePrivate
- Founded1969
- HeadquartersOmaha, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Tax Help does
Tax Help, legally operating as Tax Help and O'Malley Financial Services, is a family-owned independent tax preparation and financial services firm headquartered in Omaha, Nebraska, founded in 1969 by Pat O'Malley. The company serves thousands of area taxpayers annually in the Omaha metro and hundreds of clients nationwide, positioning itself as Omaha's largest independently owned tax preparation firm. Its core products span tax preparation and planning, comprehensive financial planning (retirement income, 401(k)/403(b), college plans), investment management (IRAs, brokerage accounts, annuities), estate planning, insurance advisory, and payroll and bookkeeping services for small business clients, supplemented by downloadable tax organizers and a web-based financial calculator suite.
The firm runs on a professional services model with no proprietary technology platform; its website is built and hosted by FMG Suite, and financial product distribution runs through the Avantax network (part of Cetera Holdings since 2023), which provides access to 3,000+ financial professionals and approximately $107 billion in assets under administration. Revenue is generated through tax preparation fees, financial advisory fees, insurance and investment product commissions via Avantax, and payroll/bookkeeping service charges. The 11-person team includes an IRS-registered Enrolled Agent, securities-licensed staff, and a former KPMG senior, supporting multi-segment delivery across individual taxpayers, small business owners, and wealth management clients.
Tax Help firmographics
Firmographics- Name
- Tax Help
- Legal name
- Tax Help and O'Malley Financial Services
- Website
- https://taxhelpomaha.com
- Company type
- Private
- Founded year
- 1969
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Tax Help is a family-owned, Omaha-based tax preparation and financial services firm serving individual taxpayers, small businesses, and wealth management clients in Nebraska and nationwide since 1969 with tax, investment, estate, insurance, and payroll services.
- Ownership category
- akta.pro rank
Tax Help industry classification
Industry- Product category
- Tax Preparation and Financial Advisory Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industries
- Tax-Aware Investment Planning (FSAEAAAE), Payroll & Employment Tax Services (BPAHABAD)
Keywords
Where Tax Help is headquartered
LocationHeadquarters
- HQ city
- Omaha
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tax Help business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Tax Preparation Services: Core tax preparation and planning services for individuals and families. Seasonally intensive with extended hours during tax season (Mon-Thu 9AM-8PM, Fri 9AM-6PM, Sat 9AM-4PM).
- Financial Services: Investment services including retirement planning, estate planning, insurance. Revenue from advisory fees and product commissions through Avantax affiliation.
- Payroll and Bookkeeping Services: Payroll processing, bookkeeping, QuickBooks consulting, and sales tax reporting for business clients.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Tax Help product offering
Product offeringCore offering
Tax Help provides tax preparation and planning services for individuals, families, and small businesses, alongside a complementary suite of financial advisory services including financial planning, investment management, estate planning, and insurance advisory. For business clients, the firm also delivers payroll processing, bookkeeping, QuickBooks consulting, and sales tax reporting through the same Omaha office.
Product overview
Tax Help is a full-service financial advisory firm offering a comprehensive suite of services centered on tax preparation and financial planning. The core offering includes tax preparation and planning services, supported by investment management (covering various account types including IRAs, 401(k)s, and brokerage accounts), estate planning, insurance services, and payroll/bookkeeping for business clients. The firm also provides supplementary digital tools including financial calculators and downloadable tax organizers. Services are delivered through their team of financial professionals and are offered both during tax season and year-round.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation and Planning
Companies that use Tax Help
Customer profileSegments3 records
Ideal customer profiles2 records
Tax Help technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tax Help partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights4 records
Tax Help competitors and assessment
Company assessmentMarket position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Tax Help social profiles
Digital presenceTax Help financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tax Help leadership team
Management profileNumber of profiles
Profiles10 records
Tax Help funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tax Help M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tax Help
What does Tax Help do?
Tax Help provides tax preparation and planning services for individuals, families, and small businesses, alongside a complementary suite of financial advisory services including financial planning, investment management, estate planning, and insurance advisory. For business clients, the firm also delivers payroll processing, bookkeeping, QuickBooks consulting, and sales tax reporting through the same Omaha office.
Is Tax Help a public or private company?
Tax Help is a private company. It is classified as family owned and is currently operating.
When was Tax Help founded?
Tax Help was founded in 1969. It employs 11 to 50 people.
Where is Tax Help based?
Tax Help is headquartered in Omaha, United States, in the North America region.
How does Tax Help make money?
Three revenue lines are on record. Tax Preparation Services are the primary driver. The others are financial Services and payroll and Bookkeeping Services.
Does Tax Help have an API?
No public API is recorded for Tax Help.
What industry is Tax Help in?
Tax Help's product category is Tax Preparation and Financial Advisory Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of FSAEAAAE, Tax-Aware Investment Planning. Its NAICS code is 5412 and its SIC code is 8700.