Leading Tax Group

What Leading Tax Group does

Leading Tax Group is a privately held tax resolution services firm headquartered in Encino, California, representing individuals and businesses before the IRS, California Department of Tax and Fee Administration (CDTFA), Employment Development Department (EDD), and Franchise Tax Board (FTB). The firm's service portfolio spans federal tax resolution (audits, settlements, payroll tax, liens, levies, wage garnishment, appeals), California state tax agency representation, and three specialized verticals: cryptocurrency/Bitcoin tax, cannabis/marijuana tax, and vessel/aircraft dealer tax. Each case is staffed by a team combining a senior tax attorney, a retired IRS auditor (for audit cases), and a senior tax accountant, delivered through a six-step process from confidential consultation to compliance and settlement.

The firm operates a distributed sales-led GTM motion, acquiring customers through free confidential consultations initiated via phone (800-900-4250), website inquiries, and walk-in consultations at 22+ California offices plus locations in New York City and Chicago. Pricing is engagement-based and quote-driven, with no publicly disclosed fee schedule; the firm emphasizes affordability in its positioning. Marketing includes a corporate website with a comprehensive service taxonomy, active social media presence on Facebook, Instagram, LinkedIn, Twitter/X, and YouTube, and national earned media through Inside The Blueprint (FOX Business, Bloomberg, MSNBC) and Yahoo Finance News. The customer base is split between individuals facing IRS notices, levies, garnishments, and unfiled returns, and businesses confronting payroll tax, sales tax, and audit exposure, with smaller specialized practices serving cannabis operators and crypto holders.

The competitive moat is built primarily on talent: the team includes a former IRS Tax Attorney, a former IRS Tax Auditor, a former IRS Appeals Officer, and senior tax attorneys credentialed across CDTFA, EDD, and FTB. This is reinforced by regulatory licensure requirements and a dense California branch network that functions as a local trust signal. No AI, software platform, or proprietary technology is part of the delivery model; the business is a pure professional services firm monetizing expert labor on a case-fee basis. Revenue, headcount, and ownership are not disclosed in the available source material.

Name

Leading Tax Group

Legal name

Leading Tax Group

Website

http://www.leadingtaxgroup.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Leading Tax Group is a California-based tax resolution firm representing individuals and businesses before the IRS, CDTFA, EDD, and FTB on audits, settlements, liens, and levies. It also offers specialized cannabis, cryptocurrency, and vessel/aircraft tax services across 22+ California offices plus NYC and Chicago.

Ownership category

akta.pro rank

Product category

Tax Resolution Services

NAICS

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

SIC

Services-Legal Services (8111)

akta.pro primary industry

Tax Law (BPAHAAAG)

Keywords

• Tax resolution services
• IRS audit representation
• Tax debt settlement
• State tax representation
• Tax attorney services

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices25 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Resolution Services: Fee-based professional services for tax debt resolution, audit representation, and tax settlement. Services include IRS representation, CDTFA representation, EDD representation, FTB representation, cryptocurrency tax services, and cannabis/marijuana tax services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Leading Tax Group is a professional tax resolution firm that represents individuals and businesses facing federal and California state tax problems—including IRS audits, unfiled returns, payroll tax disputes, sales/excise tax disputes, wage garnishments, bank levies, and tax liens—through a coordinated team of former IRS agents, retired IRS auditors, former IRS appeals officers, and dedicated CDTFA, EDD, and FTB tax attorneys. Service delivery spans four core areas (IRS, CDTFA, EDD, FTB) plus specialized verticals for cryptocurrency/Bitcoin tax, cannabis/marijuana tax, FBAR/OVDP foreign account disclosure, and vessel/aircraft dealer tax compliance. Cases are delivered via a six-step process beginning with a free confidential consultation, followed by immediate protection, investigation, compliance achievement, lowest-settlement negotiation, and long-term freedom from future tax problems.

Product overview

Leading Tax Group is a tax resolution services firm offering a coordinated team of former IRS agents, retired IRS auditors, former IRS appeals officers, and state tax attorneys (CDTFA, EDD, FTB) to represent individuals and businesses facing federal and California state tax problems. The firm's service portfolio spans four core areas: IRS tax resolution (audit representation, settlements, lien/bank levy/wage garnishment release, appeals), California state tax agency representation (CDTFA, EDD, FTB including payroll tax and sales tax matters), and specialized vertical services (cryptocurrency/Bitcoin tax, cannabis/marijuana tax, and vessel/aircraft dealer tax). Every case is assigned a team including a senior tax attorney, a retired IRS auditor (for audit cases), and a senior tax accountant. Services are delivered through a six-step process: confidential consultation, immediate protection, investigation, compliance achievement, lowest settlement negotiation, and freedom from future tax problems. The firm operates across 22 California office locations plus New York City and Chicago, serving clients statewide and nationally.

Differentiator

Problem solved

Functional benefit

Products and services

• IRS Tax Resolution Services Comprehensive federal tax resolution service covering IRS audit representation, tax settlements, payroll tax settlement, lien release, bank levy release, wage garnishment release, IRS appeals, audit reconsideration, preparation of multiple past-due returns, and representation when an IRS revenue officer shows up. Designed for individuals and businesses facing federal tax enforcement.
• CDTFA Tax Resolution Services California Department of Tax and Fee Administration representation including CDTFA audit representation, sales tax settlement, lien settlement, bank levy release, wage garnishment release, asset seizure defense, appeals, and audit reconsideration, with a dedicated cannabis/marijuana tax sub-practice. Designed for California businesses facing CDTFA enforcement.
• EDD Payroll Tax Resolution Services California Employment Development Department representation including EDD audit representation, payroll tax settlement, penalty abatement, lien settlement, bank levy release, asset seizure relief, appeals, and audit reconsideration. Designed for California employers facing payroll tax enforcement.
• FTB Tax Resolution Services California Franchise Tax Board representation including FTB business and personal audit representation, personal and business tax settlements, crypto tax settlement, lien settlement, bank levy release, wage garnishment release, lien release, appeals, and audit reconsideration. Designed for California residents and businesses with state personal income or corporate franchise tax issues.
• Cryptocurrency and Bitcoin Tax Services Specialized tax resolution service for cryptocurrency and Bitcoin investors and traders, covering IRS crypto audit representation, IRS crypto tax settlement, unreported crypto income resolution, FTB crypto tax settlement, and compliance with IRS cryptocurrency reporting requirements. Designed for individuals and businesses with digital asset exposure facing IRS or state scrutiny.
• FBAR and OVDP Services Foreign Bank Account Reporting (FBAR) and Offshore Voluntary Disclosure Program (OVDP) services for taxpayers with foreign financial accounts, supporting compliance with IRS foreign account disclosure requirements and offshore voluntary disclosure pathways. Designed for U.S. taxpayers with unreported foreign accounts or offshore holdings.
• CDTFA Cannabis Tax Settlement Cannabis-specific tax debt settlement service covering CDTFA cannabis tax settlement, cannabis excise tax settlement, cannabis sales tax settlement, Offer in Compromise applications, and ongoing compliance support. Designed for licensed California cannabis retailers, distributors, and operators with CDTFA exposure.
• CDTFA Cannabis Tax Audit Representation Audit defense and representation service for cannabis businesses facing CDTFA sales tax and excise tax audits, including record review, assessment challenges, and compliance verification. Designed for licensed cannabis operators under CDTFA audit.
• CDTFA Vessel and Aircraft Dealer Tax Services Specialized CDTFA audit defense and tax compliance service for vessel, yacht, boat, and aircraft dealers, covering sales tax handling, use tax compliance, exemption documentation, and audit risk management. Designed for California-based vessel and aircraft dealers.

Quantifiable outcome

• Clients receive case updates every 7-14 days

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• H&R Block: Large national tax preparation retailer that also offers tax resolution and audit representation through H&R Block Tax Resolution; broader portfolio but overlapping customer base and federal/state tax problem services.
• Jackson Hewitt: National tax preparation chain that also offers IRS audit assistance and resolution services; broader retail footprint but competes for the same small-business and individual taxpayer segments.

Direct peers

• Polston Tax Resolution: Tax resolution firm providing IRS audit representation, tax debt settlement, and penalty abatement, with similar professional-services positioning to Leading Tax Group.
• Community Tax: National tax resolution and accounting firm offering IRS settlement, state tax relief, and back-tax services for individuals and businesses; directly overlapping target customer and service mix.
• Tax Defense Network: National tax resolution firm focused on IRS audit defense, back taxes, wage garnishment, and bank levy release; serves a similar customer profile of distressed individual and small business taxpayers.
• Anthem Tax Services: Tax resolution firm offering IRS and state tax settlement services, audit representation, and lien/levy release; serves similar individual and small business customers.
• Pioneer Tax Relief: Tax resolution firm offering IRS settlement, audit representation, and state tax services; comparable multi-channel marketing approach and case-based fee model.
• Silver Tax Group: Tax controversy and resolution firm offering IRS audit defense, offshore disclosure, and criminal tax defense; comparable in its attorney-led, former-IRS positioning.
• JH Tax Resolution: Tax resolution and representation firm handling IRS back taxes, offers in compromise, and wage garnishment release; competes head-to-head for the same distressed taxpayer segment.
• Optima Tax Relief: One of the largest US tax resolution firms, offering IRS and state tax debt settlement, audit representation, and lien/levy release for individuals and businesses — directly overlapping Leading Tax Group's core IRS and state agency services.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/LeadingTaxGrou1
• YouTubeyoutube.com/@leadingtaxgroup9904
• Facebookfacebook.com/leadingtaxgroup
• LinkedInlinkedin.com/company/leading-tax-group
• Instagraminstagram.com/leadingtaxgrouphq

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Leading Tax Group