What Tax Hive does

Tax Hive is a US-based financial services firm that delivers strategic tax planning, preparation, and adjacent advisory services to small and mid-sized businesses across all 50 states. Founded in 2020 and headquartered in Orem, Utah, with a secondary office in Lindon, UT, the company operates as Tax Hive LLC and employs 11–50 people. Its customer base spans more than a dozen verticals — contractors, real estate investors, e-commerce operators, network marketers, agencies/freelancers, medical/healthcare providers, transportation, franchise, daycare, and food & beverage — with SMB owners as the primary segment.

The company's core product is the Strategic Tax Plan, delivered through a proprietary technology platform that cross-references client financial data against 1,400+ federal, state, and local deductions, credits, and programs. Its branded "Triple Check Tax Plan" process combines automated analysis with review by a nationwide network of licensed tax professionals (CPAs, Enrolled Agents, attorneys). Supporting services include business and individual tax return preparation, monthly bookkeeping, audit response, entity formation, and business cleanup; a specialized "Midas" service extends into solar ITC tax optimization. Free self-assessment tools (Business Optimization Blueprint, Tax Slasher Playbook, Tax Estimator, Solar Calculator) drive top-of-funnel demand, with over 25,000 blueprints completed in 2022 and average estimated first-year tax savings of $43,933 per plan (rising to $77,027 across Oct 2024–Oct 2025).

Tax Hive's revenue model is a mix of subscription-style annual strategic tax planning fees (starting at $399, scaling with business revenue and number of filings, custom-quoted above $8M in revenue), recurring monthly bookkeeping packages, and one-time fees for entity formation and business cleanup. Distribution is direct-to-consumer via an inside sales/account-execution team, a free 15-minute consultation funnel, and digital marketing — amplified by Kevin O'Leary's role as partner, investor, and national spokesman since June 2020, plus an affiliate program and earned media (Yahoo Finance, USA Today, CBS). The company is privately held with no disclosed institutional funding.

Name

Tax Hive

Legal name

Tax Hive LLC

Website

https://taxhive.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Tax Hive is a US-based tax and business services firm that delivers strategic tax planning, preparation, bookkeeping, audit response, and entity formation to small and mid-sized business owners across all 50 states, using a proprietary platform and licensed professional network backed by Kevin O'Leary as partner and spokesman.

Ownership category

akta.pro rank

Product category

Tax Preparation & Planning Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213), Offices of Certified Public Accountants (541211)

SIC

Services-Services, Nec (8900)

akta.pro primary industry

Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)

akta.pro secondary industry

Tax Compliance, Filing & VAT/GST Automation (SME) (FSAGAJAJ)

Keywords

• Business tax planning
• Tax preparation services
• Bookkeeping services
• Entity formation services
• Audit response support

Headquarters

HQ city

Lindon

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Strategic Tax Planning Services: Tax Hive's primary revenue stream comes from annual strategic tax planning packages. These are subscription-like annual service plans priced based on business revenue and number of filings. The company charges a flat upfront yearly fee with no hourly charges. Revenue tiers range from $399 for base plans to custom packages above $8 million in revenues. Additional services include bookkeeping, entity formation, audit response, and business cleanup.
2. Tax Preparation and Filing Services: Tax preparation and filing services for business and individual returns. Priced per return with bundled pricing for business plus personal filings. Additional filings are prepared at discounted rates. Custom packages are available for businesses above $3 million in revenues or more than six filings.
3. Bookkeeping Services: Monthly bookkeeping packages providing Balance Sheet and P&L statements. Tiered pricing based on business revenue (e.g., X-Custom for businesses over $1.5 million in monthly revenue, Disaster Clean Up based on number of months needed). Recurring monthly billing model.
4. Entity Formation and Business Cleanup Services: One-time service fees for entity formation (LLC, corporation setup) and business cleanup/optimization services. These are discrete project-based engagements separate from the ongoing annual planning subscription.
5. Installment Payment Plans: Tax Hive offers installment payment options for service packages, allowing customers to pay over time through recurring billing. There is no penalty for early payoff unless stated in writing. This extends access to customers who may not pay upfront.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels10 records

Core offering

Tax Hive is a U.S. tax services firm that sells annual Strategic Tax Plans — comprehensive, subscription-based tax-saving roadmaps that cross-reference a client's tax data against 1,400+ federal, state, and local deductions, credits, and programs. It complements the core plan with business and individual tax return preparation, monthly bookkeeping, audit response, entity formation, and business cleanup services, all delivered through a proprietary technology platform supported by a nationwide network of licensed CPAs, Enrolled Agents, and attorneys. Free self-assessment tools (Business Optimization Blueprint, Tax Slasher Playbook) and tax calculators are used to acquire and qualify SMB-owner customers.

Product overview

Tax Hive offers a platform of tax planning, preparation, and business optimization services led by partner Kevin O'Leary. The core product is the Strategic Tax Plan, a comprehensive roadmap that evaluates thousands of tax strategy combinations against federal, state, and local deductions and credits. This is supported by core services including Business Returns, Individual Returns, Bookkeeping, and Audit Response. Free self-assessment tools (Business Optimization Blueprint, Tax Slasher Playbook, Tax Estimator, Solar Calculator) help generate leads and demonstrate value. Specialized offerings include the Midas solar tax service and an annual Business Accelerator event. The company operates through a network of licensed CPAs, Enrolled Agents, and attorneys delivering professional services.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Tax Planning (Triple Check Tax Plan™) An annual subscription-based Strategic Tax Plan that produces a comprehensive tax-saving roadmap by analyzing the client's prior returns and financial information against 1,400+ federal, state, and local deductions, credits, and programs, then implementing the recommended strategies. Targeted at small and mid-sized business owners across all 50 U.S. states; pricing starts at $399 and scales by gross revenue and number of filings.
• Business Returns Tax preparation and filing services for U.S. business entities, priced per return with bundled pricing when combined with personal returns and discounted additional filings; custom quotes available for businesses above $3M in revenue or with more than six filings.
• Individual Returns Personal tax preparation and filing services for U.S. individuals, typically sold alongside a Business Return at a bundled price with additional filings available at discounted rates.
• Bookkeeping Recurring monthly bookkeeping service producing Balance Sheet and P&L statements for small and mid-sized businesses, with tiered packages (e.g., X-Custom for businesses with over $1.5M in monthly revenue; Disaster Clean Up priced by number of cleanup months) billed on a monthly subscription basis.
• Audit Response Professional support for responding to IRS communications and audits, available for tax returns prepared by Tax Hive, handled by the firm's licensed tax professionals.
• Entity Formation One-time entity formation service for setting up U.S. LLCs and corporations, with the explicit goal of optimizing business structure for tax efficiency; sold as a discrete project engagement separate from the annual Strategic Tax Plan subscription.
• Business Cleanup One-time project engagement to clean up and organize a client's business records, bookkeeping backlog, and structural issues; sold separately from the Strategic Tax Plan.
• Midas (Solar Tax Optimization) Specialized solar tax optimization service that helps homeowners and business owners understand and claim the federal Solar Investment Tax Credit (ITC) and related depreciation benefits for solar installations, including a solar tax-savings calculator.

Quantifiable outcome

• Average estimated first-year tax savings of $43,933 per Strategic Tax Plan (2022 data)
• +4 more outcomes

Named customers6 records

Segments7 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• OnicornscoreStrategic or Co-development Partner · 23 October 2025Onicorns and Tax Hive announced a strategic alliance to provide private investment and tax optimization strategies to clients. The partnership combines Onicorns' expertise in sourcing lucrative private market deals with Tax Hive's tax minimization methodologies. This alliance represents a move toward integrated wealth management solutions, enabling clients to access private investment opportunities alongside tax optimization strategies.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• 1-800Accountant: National accounting and tax services firm targeting SMBs with annual tax advisory, bookkeeping and entity formation packages—the closest direct comparable to Tax Hive's bundled service model.
• Bench Accounting: Tech-enabled bookkeeping and tax preparation service for small businesses, offering monthly books plus year-end tax filing—overlapping with Tax Hive's bookkeeping and business/individual return services.
• Pilot: Specialized bookkeeping, tax and CFO services for startups and SMBs with subscription pricing; competes directly with Tax Hive on monthly bookkeeping and tax preparation for SMB customers.
• Found: Banking, bookkeeping and tax platform built for self-employed individuals and small business owners, with embedded tax tools; directly overlaps with Tax Hive's contractor/freelancer and SMB segments.
• Anderson Business Advisors: Tax strategy and asset protection firm focused on real estate investors and small business owners using aggressive structures (LLCs, corporations, retirement plans); a direct competitor in Tax Hive's real estate investor and strategic tax planning segments.

Broad incumbents

• Intuit TurboTax Live: Intuit's full-service tax offering pairs DIY software with live CPA/EA assistance for individuals and small businesses, representing a much larger, well-capitalized competitor across Tax Hive's core SMB and individual return categories.
• H&R Block: National tax preparation chain with DIY, assisted and small-business products, plus Year-Round Tax Advice and bundled services; competes broadly with Tax Hive on SMB and individual filings.

Emerging players

• Botkeeper: Automated bookkeeping platform serving accounting firms and their SMB clients with ML-driven categorization and reporting; an emerging competitor in the bookkeeping layer that complements Tax Hive's monthly bookkeeping offering.
• Keeper Tax: AI-driven tax filing and deduction-finding app for self-employed workers and 1099 contractors; overlaps with Tax Hive's contractor and self-employed SMB segments and represents a lower-priced digital alternative.
• Hurdlr: Income and expense tracking plus automated tax estimation for freelancers, gig workers and small businesses; an emerging player intersecting with Tax Hive's contractor and small business use cases.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/therealtaxhive
• Facebookfacebook.com/therealtaxhive
• LinkedInlinkedin.com/company/taxhive

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Tax Hive