Streamlined Tax Solutions
Streamlined Tax Solutions, LLC is a privately held tax preparation, tax planning, and business consulting firm in Gilbert, Arizona, led by an Enrolled Agent and serving individuals, partnerships, trusts, S-corporations, and C-corporations across the United States.
- Company typePrivate
- Founded-
- HeadquartersMesa, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Streamlined Tax Solutions does
Streamlined Tax Solutions, LLC is a privately held, owner-operated tax preparation and consulting firm headquartered at 971 N. Gilbert Road, Suite 218, Gilbert, Arizona. It is led by a single credentialed practitioner, Veronica Santee, E.A. (Enrolled Agent), and operates with a headcount in the 1–10 range. The firm serves individual taxpayers, partnerships, trusts, S-corporations, and C-corporations throughout the United States, with a stated concentration in the Gilbert/Phoenix metropolitan area.
The company offers three professional service lines: tax preparation across multiple entity types; year-round tax planning designed to surface liabilities ahead of the April 15 deadline; and business consulting covering entity structure, taxation guidance, audit assistance, and IRS problem resolution. There is no proprietary software product or platform; service delivery relies on standard tax preparation and accounting tools, a secure client portal for document exchange, and direct client engagement via phone, email, contact form, and in-person appointments.
The business model is fee-for-service professional services with no publicly disclosed pricing. Revenue is generated per engagement from individuals and small businesses. Go-to-market is sales-led and relationship-driven, with acquisition primarily through direct outreach, referrals, and a basic website presence. The firm holds no patents, awards, or disclosed partnerships; there is no institutional investment or parent company identified, and the ownership structure is consistent with a small independent professional services LLC.
Streamlined Tax Solutions firmographics
Firmographics- Name
- Streamlined Tax Solutions
- Legal name
- Streamlined Tax Solutions, LLC
- Website
- https://streamlinedtaxsolutions.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Streamlined Tax Solutions, LLC is a privately held tax preparation, tax planning, and business consulting firm in Gilbert, Arizona, led by an Enrolled Agent and serving individuals, partnerships, trusts, S-corporations, and C-corporations across the United States.
- Ownership category
- akta.pro rank
Streamlined Tax Solutions industry classification
Industry- Product category
- Tax Preparation & Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industries
- Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)
Keywords
Where Streamlined Tax Solutions is headquartered
LocationHeadquarters
- HQ city
- Mesa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Streamlined Tax Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Tax Preparation Services: Professional tax preparation services for individuals, partnerships, trusts, S-corporations, and C-corporations. Revenue generated through professional service fees for tax return preparation.
- Tax Planning Services: Ongoing tax planning engagements to help clients minimize tax liabilities throughout the year, not just during tax season.
- Business Consulting Services: Consulting services covering entity structure, taxation, audit assistance, and problem resolution for business clients.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Streamlined Tax Solutions product offering
Product offeringCore offering
Streamlined Tax Solutions, LLC is a professional tax services firm offering tax preparation for individuals, partnerships, trusts, S-corporations, and C-corporations, proactive year-round tax planning to minimize tax liability, and business consulting covering entity structure, taxation guidance, audit assistance, and IRS problem resolution. Services are delivered directly by the firm's principal, an Enrolled Agent, primarily serving clients in Gilbert, Arizona and across the United States.
Product overview
Streamlined Tax Solutions is a service-based tax preparation and consulting firm offering a unified suite of tax-related professional services. The company provides three core service offerings: Tax Preparation Services covering individuals, partnerships, trusts, S-corporations, and C-corporations; Tax Planning Services focused on proactive tax minimization and liability forecasting; and Business Consulting Services addressing entity structure, taxation, audit assistance, and problem resolution. There is no software product or platform architecture described—the company delivers professional expertise as a service.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation Services
- Tax Planning Services
- Business Consulting Services
Companies that use Streamlined Tax Solutions
Customer profileSegments5 records
Ideal customer profiles2 records
Streamlined Tax Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Streamlined Tax Solutions partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights3 records
Streamlined Tax Solutions competitors and assessment
Company assessmentBroad incumbents
- BDO USA: BDO USA is a national accounting and tax advisory firm serving closely-held businesses, partnerships, and pass-through entities — the exact entity mix Streamlined Tax Solutions supports, but with a broader advisory portfolio at significantly larger scale.
- Ernst & Young (EY) Tax: EY's U.S. tax practice serves large corporate, pass-through, and individual clients with planning, compliance, and audit services. It overlaps with Streamlined's planning and entity-compliance offerings at the high end and illustrates the broader advisory ceiling in the industry.
- Deloitte Tax: Deloitte's U.S. tax practice serves multinational and large corporate filers, with overlap to Streamlined only at the lower-end entity clients. It is not a direct competitor at Streamlined's size but anchors the high end of the tax-services landscape and signals the credible competitive ceiling.
- Marcum LLP: Marcum LLP is a top-15 U.S. accounting firm with a substantial middle-market tax practice covering S-corps, partnerships, and C-corps. Comparable in target client (small-to-mid market entities) and service mix, but with much broader advisory capabilities.
- CliftonLarsonAllen (CLA): CLA is a top-10 U.S. accounting and advisory firm with strong small-business tax and entity-structure practice. It competes with Streamlined for the same closely-held business and high-net-worth individual segments, with broader consulting capabilities and multiple offices.
- KPMG Tax: KPMG's U.S. tax practice focuses on large corporate and individual high-net-worth clients, including audit representation. Streams overlap with Streamlined on trust and high-net-worth individual work, though KPMG operates at a fundamentally different scale and client profile.
Direct peers
- Liberty Tax: Liberty Tax operates retail tax preparation offices providing individual and small-business return preparation with planning add-ons. It competes in the same customer segment and service mix as Streamlined Tax Solutions and is a useful comparison for brick-and-mortar unit economics.
- H&R Block: H&R Block is the largest U.S. tax preparation retailer, offering individual and small-business tax prep, planning, and audit assistance through retail offices and digital channels. It directly overlaps with Streamlined Tax Solutions' core service set (individual and entity prep) and represents the same end-market, just at vastly larger scale.
- Jackson Hewitt: Jackson Hewitt is a U.S. tax preparation franchise network serving individual and small-business clients with similar prep-and-planning offerings. It competes head-to-head in the same segment Streamlined serves (individual taxpayers and small entities) and illustrates the franchise-based path for scaling a single-office tax practice.
Emerging players
- Intuit TurboTax: Intuit TurboTax is the dominant DIY tax-preparation software platform with an expanding expert-assisted tier that competes directly with human preparers for individual filers. It is the principal software-defined substitute for the firm's individual taxpayer segment and shapes pricing power across the industry.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Streamlined Tax Solutions social profiles
Digital presenceStreamlined Tax Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Streamlined Tax Solutions leadership team
Management profileNumber of profiles
Profiles1 record
Streamlined Tax Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Streamlined Tax Solutions 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 Streamlined Tax Solutions
What does Streamlined Tax Solutions do?
Streamlined Tax Solutions, LLC is a professional tax services firm offering tax preparation for individuals, partnerships, trusts, S-corporations, and C-corporations, proactive year-round tax planning to minimize tax liability, and business consulting covering entity structure, taxation guidance, audit assistance, and IRS problem resolution. Services are delivered directly by the firm's principal, an Enrolled Agent, primarily serving clients in Gilbert, Arizona and across the United States.
Is Streamlined Tax Solutions a public or private company?
Streamlined Tax Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Streamlined Tax Solutions founded?
Streamlined Tax Solutions was founded in -1. It employs 1 to 10 people.
Where is Streamlined Tax Solutions based?
Streamlined Tax Solutions is headquartered in Mesa, United States, in the North America region.
How does Streamlined Tax Solutions make money?
Three revenue lines are on record. Tax Preparation Services are the primary driver. The others are tax Planning Services and business Consulting Services.
Who are Streamlined Tax Solutions's main competitors?
Broad incumbents on record are BDO USA, Ernst & Young (EY) Tax, Deloitte Tax, Marcum LLP, CliftonLarsonAllen (CLA) and KPMG Tax. Direct peers are Liberty Tax, H&R Block and Jackson Hewitt. Intuit TurboTax is listed as an emerging player.
Does Streamlined Tax Solutions have an API?
No public API is recorded for Streamlined Tax Solutions.
What industry is Streamlined Tax Solutions in?
Streamlined Tax Solutions's product category is Tax Preparation & Advisory Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 541211 and its SIC code is 8741.