Cash Tax & Accounting

What Cash Tax & Accounting does

Cash Tax & Accounting is a privately held, single-office professional services firm headquartered in Kansas City, Missouri, providing tax preparation, ongoing accounting, payroll processing, investment advisory, and forensic accounting services to individuals, small businesses, and pass-through entities (partnerships, corporations, LLCs) in the Kansas City metropolitan area. Founded circa 2004 by Cheryl Cash, an IRS Enrolled Agent with more than 40 years of practice experience, the firm operates as Cash Tax Accounting, LLC and also wholly owns Advantage Tax Relief, a subsidiary focused on IRS tax resolution and problem cases. The service portfolio is organized into three core lines — Tax Services (personal, business, SALT, refund tracking), Accounting Services (business accounting, QuickBooks consulting, payroll, forensic accounting), and Investment Services (IRAs, SEPs, annuities, life and health insurance) — supported by a four-person team that collectively reports over 150 years of combined experience.

The firm's underlying technology stack is composed of widely adopted professional tools rather than proprietary platforms: QuickBooks for client accounting and integrations, Microsoft Office for documentation, Creative Solutions Accounting, Depreciation Solutions, and Ultra Tax for tax workflow, and ACL analysis software for forensic engagements. A partnership with EPS Financial, LLC provides the e-Collect System enabling electronic tax refund processing for individual clients. The firm does not operate a native mobile application, API, or disclosed AI/ML capability, and its competitive differentiation rests on credentialed human expertise (Enrolled Agent IRS representation, SALT specialization via prior State of Missouri audit department experience) and local relationship density rather than technology moats.

Cash Tax & Accounting generates revenue primarily through project-priced professional services — annual tax preparation engagements, recurring monthly accounting and payroll retainers, and fee-for-service consulting (QuickBooks setup and training, forensic accounting, investment product placement). Pricing is quote-based rather than tiered publicly, services are billed annually or per engagement, and distribution is entirely direct: in-office consultations, phone-based appointments, and remote communication options, with extended tax season hours including evenings and weekends by appointment. The customer base is a long tail of individual taxpayers and small/medium-sized local businesses with no disclosed enterprise anchor contracts, and marketing is conducted through the firm website, educational blog content on tax topics, and prominent local phone contact. The firm is entirely bootstrapped with no external institutional investment.

Name

Cash Tax & Accounting

Legal name

Cash Tax Accounting, LLC

Website

https://cashtaxandaccounting.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Cash Tax & Accounting is a privately held Kansas City tax, accounting, payroll, and investment services firm serving individual taxpayers and small businesses in the Kansas City metro area through direct, in-person and remote engagements.

Ownership category

akta.pro rank

Product category

Tax & Accounting Services

NAICS

Tax Preparation Services (541213), Payroll Services (541214), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Finance Services (6199)

akta.pro primary industry

Tax Return Filing, Processing & Assessment (BPAIADAC)

akta.pro secondary industries

Excise, VAT/Sales Tax & Indirect Tax Administration (BPAIADAH), Expense Management & Reimbursements Administration (BPACAIAH), Withholding & Payroll Tax Administration (BPAIADAI)

Keywords

• Tax preparation services
• Accounting services
• Payroll processing
• Small business accounting
• Investment planning

Headquarters

HQ city

Kansas City

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 for individuals and businesses including personal taxes, business taxes, partnerships, corporations, and LLCs. Services include tax planning, consulting, and IRS problem resolution.
2. Accounting Services: Monthly accounting, account reconciliations, check-writing, credit card management, asset management. Includes QuickBooks consulting, setup, and support.
3. Payroll Services: Payroll calculations, check creations, monthly/quarterly/annual payroll returns, W-2s, 1099s, unemployment filings, remote payroll services.
4. Investment Services: Retirement planning, IRA accounts, SEP plans, annuities, life insurance, health insurance consultation. Services for both individuals and groups.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Cash Tax & Accounting is a Kansas City-based professional services firm providing tax preparation, monthly accounting, payroll processing, and retirement/investment planning services for individuals and small to medium-sized businesses. The firm positions itself as a local alternative to national chains, offering Enrolled Agent IRS representation, QuickBooks consulting, and SALT (sales and local tax) expertise with over 150 years of combined team experience.

Product overview

Cash Tax & Accounting is a professional full-service tax and accounting firm offering a unified suite of services for individuals and businesses in Kansas City. The portfolio consists of three core service lines: Tax Services (covering personal taxes, business taxes, SALT taxes, and tax refund status), Accounting Services (including business accounting, QuickBooks consulting, payroll services, and forensic accounting), and Investment Services (individual investing through IRAs/SEPs/annuities and group investment/payroll solutions). The company leverages QuickBooks as its primary accounting technology platform and positions itself as a local alternative to national firms, with over 150 years of combined experience across its team.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax preparation and planning services for individuals and businesses, including personal tax filing, business tax preparation for partnerships/corporations/LLCs, SALT (sales and local tax) audit and reverse audit services, IRS problem resolution, and tax refund status tracking.
• Accounting Services Ongoing professional business accounting services including monthly account reconciliations, check-writing, credit card management, asset management, and accounting system design tailored to each client's business needs.
• QuickBooks Services QuickBooks consulting, solutions, remote and onsite training, support, and online programming services for small to medium-sized businesses, including setup, posting of accounting entries, and automatic bank statement data flow into accounting systems.
• Payroll Services Full-service payroll processing including payroll calculations, check creation, monthly/quarterly/annual payroll returns, W-4 processing, W-2 and 1099 issuance, unemployment filings, and remote payroll services integrated with QuickBooks.
• Forensic Accounting Expert forensic accounting services leveraging QuickBooks, Microsoft Office Products, and ACL analysis software for investigation and audit purposes.
• Investment Services Retirement planning and investment services including IRAs, SEPs, annuities, life insurance, health insurance consultation, and AFLAC supplemental coverage for both individuals and groups/employers.
• SALT (Sales and Local Taxes) Services Sales and Local Tax (SALT) services including audit negotiations, reverse audits for sales/use tax recovery, and compliance with Missouri state and local tax requirements.
• Personal Tax Preparation Personal tax preparation services with multiple filing methods, electronic filing options, and fast refund processing through EPS Financial's e-Collect System.

Quantifiable outcome

• We help customers pay the lowest amount of taxes allowable by law through year-round tax planning

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• H&R Block: National retail tax-preparation chain headquartered in Kansas City, MO. Directly comparable to CTA's personal and small-business tax-preparation offering, though at vastly greater scale and via a franchise/retail model rather than CTA's boutique advisory approach.
• Jackson Hewitt Tax Service: National tax-preparation franchise serving individuals and small businesses through seasonal retail locations. Comparable to CTA's personal and small-business tax services from a customer-segment and product standpoint, but operating at chain scale rather than local-boutique.
• Liberty Tax Service: Retail tax-preparation chain offering personal and small-business tax filing. Directly overlaps with CTA's tax-prep core service for similar consumer/SMB customer profiles.
• Padgett Business Services: Franchise network providing accounting, tax, and payroll services to small businesses. Closely comparable to CTA's small-business accounting, payroll, and tax offering, with similar SMB target customer and recurring monthly engagement model.

Emerging players

• 1-800Accountant: Virtual accounting and tax service targeting small businesses and entrepreneurs. Overlaps with CTA on tax preparation, bookkeeping, and payroll, but delivers fully remote rather than via local in-person service.
• Bench (by Empire): Tech-enabled online bookkeeping and tax service for small businesses. Comparable to CTA's monthly accounting and tax service in customer profile (SMB), but competes with a software-plus-human model rather than local-boutique human advisory.

Regional players

• Anders CPAs + Advisors: Mid-Atlantic and Midwest-focused CPA and advisory firm with a strong Kansas City presence. Comparable to CTA as a full-service local accounting/tax/advisory firm, but at significantly larger scale and with broader advisory and audit offerings.
• MarksNelson (now part of FORVIS): Kansas City-headquartered CPA and advisory firm providing tax, accounting, and consulting to businesses and individuals. Comparable to CTA's full-service tax and accounting offering for KC-based clients, but operating at regional-firm scale.

Broad incumbents

• Intuit (TurboTax / QuickBooks): Dominant provider of DIY tax-preparation software (TurboTax) and small-business accounting (QuickBooks). Competes with CTA's tax-prep service via self-service software and underlies much of CTA's own QuickBooks consulting stack, creating both a competitor and a tooling dependency.
• KPMG US (Small Business / Personal Services): Big Four firm whose personal-financial-services and small-business advisory practices overlap with CTA's tax, accounting, and investment offerings, though targeted at higher-end individuals and larger SMBs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/cashtax_llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

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 Cash Tax & Accounting