Alvarez Tax Service

What Alvarez Tax Service does

Alvarez Tax Service, operating as ATS Consulting, is a privately held professional services firm headquartered in Santa Ana, California that provides accounting, tax, payroll, and business advisory services to small businesses. Founded in 2001 by Antonio Alvarez and Maria Alvarez, the firm operates with 1-10 employees from a single office at 640 N. Tustin Ave. Suite 104 and leverages over thirty years of practitioner experience as its primary credential.

The firm's offering is organized around four core services: Bookkeeping, Business Solutions (consulting and advisory), Tax Preparation, and Payroll. It specializes in four verticals — construction (general contractors, electrical, plumbing, HVAC, flooring, roofing, masonry), restaurant (restaurants, food catering, paleterias), automobile services (repair, AC, car wash, wheels and tires, towing), and, more recently, transportation (trucking, delivery, moving). The go-to-market is consultative and direct, targeting privately held SMBs in the Orange County market through relationship-based advisory selling rather than formal sales processes.

The technology stack is intentionally lean and built on third-party SaaS integrations rather than proprietary platforms. Client document exchange runs through SmartVault (https://atsconsulting.smartvault.com), and payments are processed via Paytrace Paylink. The firm maintains a content marketing presence through its blog and Facebook, Twitter, and Instagram profiles. Revenue is generated via quote-based professional services fees with no public pricing, no disclosed revenue figures, no external funding, and no institutional ownership.

Name

Alvarez Tax Service

Legal name

ATS Consulting

Website

https://alvareztaxinc.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Alvarez Tax Service (ATS Consulting) is a privately held Santa Ana, California professional services firm providing bookkeeping, tax preparation, payroll, and business advisory to small businesses in the construction, restaurant, automobile services, and transportation industries.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

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

akta.pro primary industry

Payroll & Employment Tax Services (BPAHABAD)

akta.pro secondary industries

Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB), Payroll Tax Filing, Compliance & Remittance (BPACAIAC)

Keywords

• Small business tax preparation
• Construction industry accounting
• Restaurant bookkeeping services
• Payroll processing SMB
• Transportation tax compliance

Headquarters

HQ city

Santa Ana

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Tax Preparation: Revenue generated from providing tax preparation services to individuals and businesses, including federal and state tax return preparation, tax projections, and estimated tax vouchers.
2. Professional Services - Bookkeeping: Ongoing bookkeeping services to manage financial records for small businesses.
3. Professional Services - Payroll: Payroll processing and preparation services including automated ACH and direct deposits.
4. Professional Services - Business Solutions: Business consulting and advisory services for strategic planning and business guidance.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Alvarez Tax Service (doing business as ATS Consulting) is a Santa Ana, California-based accounting and tax services firm that delivers bookkeeping, business consulting, payroll processing, and tax preparation services to small businesses. The practice is structured around vertical specialization in four industries — construction, restaurant, automobile services, and transportation — providing tailored federal, state, and local tax compliance, payroll, and advisory support.

Product overview

Alvarez Tax Service (ATS Consulting) is a small business-focused accounting and tax services firm offering an integrated suite of four core professional services: Bookkeeping, Business Solutions, Payroll Services, and Tax Preparation. The firm specializes in serving construction, restaurant, automobile services, and transportation industries, providing comprehensive financial and tax support tailored to small business needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Ongoing financial record-keeping service that handles day-to-day accounting tasks for small business owners across construction, restaurant, automobile, and transportation industries, allowing owners to focus on operations while maintaining accurate books for decision-making and tax filing.
• Business Solutions Consulting and advisory services providing strategic business guidance and customized solutions for small business clients, helping them navigate opportunities, challenges, growth planning, and entity-level decisions.
• Payroll Services Comprehensive payroll processing including payroll preparation, automated ACH and direct deposit scheduling, payroll tax submissions, W-2 preparation, and dedicated payroll specialist support to maintain compliance with federal, state, and local regulations for small business clients.
• Tax Preparation Tax compliance and planning services for individuals and small businesses covering federal, state, and local tax return preparation, tax projections, estimated tax vouchers, strategic tax planning, and identification of credits and incentives to minimize liability and maintain compliance.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators1 record

Expansion highlights4 records

Broad incumbents

• Liberty Tax: Liberty Tax is a national tax preparation brand serving individuals and small businesses. It is comparable to ATS primarily on the tax preparation dimension, though it lacks ATS's industry-vertical specialization and full bookkeeping/payroll suite.
• H&R Block: H&R Block is a national tax preparation franchise with small-business tax and bookkeeping offerings that overlap ATS's tax preparation services. As a broad incumbent it does not specialize in construction/restaurant/auto/transportation, but competes for the same SMB tax and payroll clients.
• Jackson Hewitt: Jackson Hewitt is a national tax preparation franchise with small-business tax services. It overlaps ATS on tax preparation and seasonal filings but does not offer the same depth of bookkeeping, payroll, and advisory bundled services.
• Intuit (QuickBooks Live): Intuit is the dominant SMB accounting-software platform whose QuickBooks Live service bundles human bookkeeping and tax support with QuickBooks software. It competes with ATS across the full stack and has unmatched scale, brand, and product investment, though it serves a broader SMB universe rather than ATS's specific verticals.

Emerging players

• Wave Financial: Wave provides cloud-based accounting, bookkeeping, payroll, and payments software aimed at very small businesses. It represents the software-led, low-fee alternative to ATS's human-delivered service model and competes for the same bottom-of-the-SMB market.

Direct peers

• Bench: Bench provides bundled bookkeeping and financial reporting for small businesses in the US, with a software-plus-human service model targeting the same SMB segment ATS serves. Both compete for owner-operators who need outsourced monthly bookkeeping layered with annual tax support.
• Greenback Tax Services: Greenback specializes in tax preparation and accounting for small businesses, including niche verticals like construction and restaurants. It targets the same owner-operator customer as ATS with comparable bookkeeping and tax service bundles.
• Padgett Business Services: Padgett is a franchise network of accounting and tax practices that serve small businesses with bookkeeping, payroll, and tax preparation—comparable to ATS in customer profile (SMBs across multiple industries) and service mix, with a stronger franchise-driven geographic footprint.
• 1-800Accountant: 1-800Accountant is a virtual accounting and tax services firm serving US small businesses with bookkeeping, payroll, tax preparation, and advisory—closely mirroring ATS Consulting's full-service SMB offering, though delivered remotely rather than from a single local office.
• Pilot: Pilot is a tech-enabled bookkeeping, tax, and CFO services firm focused on small businesses and startups. Its bundled monthly bookkeeping plus tax service directly parallels ATS's four-service integrated stack for SMBs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/alvareztaxllc
• Facebookfacebook.com/AlvarezTaxServiceLLC
• Instagraminstagram.com/atsconsulttax
• LinkedInlinkedin.com/company/alvarez-tax-service-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Alvarez Tax Service