ProVision
ProVision, PLC is a Phoenix-based CPA and full-service accounting firm serving entrepreneurs, investors, and business owners across real estate, healthcare, manufacturing, retail, construction, and syndication with tax strategy, consulting, preparation, and full-service accounting. Approximately 46 employees, partner-owned.
- Company typePrivate
- Founded2006
- HeadquartersTempe, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What ProVision does
ProVision, PLC is a privately-held CPA and full-service accounting firm headquartered in Phoenix, Arizona, with a secondary Tempe address used for privacy and correspondence. The firm serves entrepreneurs, investors, and business owners across verticals including real estate, manufacturing, healthcare, syndication, retail, and construction. Firmographic records list a 1998 founding year, while the firm's own materials reference an operating history dating to 1986; the firm operates as a partner-owned professional corporation led by seven Tax Partners and two PVAS/Accounting Partners, supported by approximately 46 employees.
The firm's core offerings include Tax Strategies (customized long-term tax reduction plans), Tax Consulting, Tax Preparation, and Full Service Accounting delivered through the ProVision Accounting Services (PVAS) division. Supporting resources include a Wealth Evaluator online calculator and an educational blog. The technology stack is described as standard professional-services tooling with paperless operations; no proprietary platforms, APIs, integrations, patents, trademarks, certifications, or AI/ML capabilities are disclosed in the input data. The firm reports that clients typically reduce their tax burden by 10-40% through its strategy-led approach and claims recognition as a leading US firm for innovation, diversity, ethics, and integrity.
Revenue is generated through professional services fees on a quote-based, multi-year engagement model with no publicly disclosed pricing or tiered rate cards. Go-to-market is consultative and sales-led, relying on professional reputation, referrals, and content marketing delivered through blog, SEO, and organic social media. No external investors, funding rounds, M&A activity, parent company, or ownership transitions are evidenced in the input data; ProVision operates as a standalone partner-owned CPA firm.
ProVision firmographics
Firmographics- Name
- ProVision
- Legal name
- ProVision, PLC
- Website
- https://provisionwealth.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ProVision, PLC is a Phoenix-based CPA and full-service accounting firm serving entrepreneurs, investors, and business owners across real estate, healthcare, manufacturing, retail, construction, and syndication with tax strategy, consulting, preparation, and full-service accounting. Approximately 46 employees, partner-owned.
- Ownership category
- akta.pro rank
ProVision industry classification
Industry- Product category
- Accounting & Tax Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
- akta.pro secondary industry
- Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA)
Keywords
Where ProVision is headquartered
LocationHeadquarters
- HQ city
- Tempe
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
ProVision business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Tax Strategy Services: Core revenue stream from providing tax strategy, tax consulting, and tax preparation services to individuals and businesses. Revenue is generated through professional services fees.
- Full-Service Accounting: Provides comprehensive accounting services through ProVision Accounting Services (PVAS) division, generating additional professional services revenue.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom pricing based on client needs and service scope |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
ProVision product offering
Product offeringCore offering
ProVision is a CPA and full-service accounting firm based in Phoenix, Arizona, providing tax strategy, tax consulting, tax preparation, and full-service accounting services. The firm targets entrepreneurs, investors, and business owners across industries including Real Estate, Construction, Healthcare, Retail, Manufacturing, and Syndication.
Product overview
ProVision, PLC is a CPA and full-service accounting firm offering a unified suite of tax and financial services for entrepreneurs and investors. The core offerings include Tax Strategies (customized long-term tax reduction plans), Tax Consulting, Tax Preparation, and Full Service Accounting. Additional resources include a Wealth Evaluator Tool and an educational blog. The firm emphasizes proactive tax planning rather than reactive filing, with services designed to help clients accelerate financial progress through leveraged investment and sophisticated tax management.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Strategy Services
Quantifiable outcome
- Clients typically reduce their tax burden by 10-40%
Companies that use ProVision
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles1 record
ProVision technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ProVision partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights6 records
ProVision competitors and assessment
Company assessmentBroad incumbents
- CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm serving mid-market businesses with tax, accounting, and wealth advisory services. Overlaps significantly with ProVision but operates at much larger scale across many geographies.
- H&R Block: Mass-market tax preparation and financial services company. Differs sharply in scale and delivery model (retail/digital), but competes for the same end-clients — small business owners and individuals — at the lower end of the tax services spectrum.
Direct peers
- Ryan, LLC: Specialty tax services firm focused on tax credit incentives, tax strategy, and recovery services for mid-market and enterprise clients. Comparable in its emphasis on proactive, value-add tax consulting rather than pure compliance work.
- Boulay Group: Mid-sized CPA and advisory firm serving closely held businesses and high-net-worth individuals with tax, accounting, and wealth strategies. Directly comparable in size, target client, and integrated service model.
- Creative Planning: Large RIA with tax coordination services targeting high-net-worth individuals, business owners, and real estate investors. Comparable in its wealth-strategy branding and entrepreneur/investor client focus, though primarily an asset manager rather than CPA.
- Eide Bailly: Regional CPA and advisory firm with a tax strategy practice targeting business owners, real estate investors, and entrepreneurs. Similar service breadth across tax, accounting, and advisory, with comparable mid-market client concentration.
- Aprio: National advisory and CPA firm with a strong tax strategy practice serving entrepreneurs, real estate investors, and growing businesses. Comparable in its integration of proactive tax planning with full-service accounting and industry specialization.
- Withum: Top-30 U.S. accounting and advisory firm with deep tax, accounting, and wealth advisory capabilities for entrepreneurs and middle-market companies. Comparable in size band, partner-led structure, and integrated tax+accounting model.
- Wipfli: Top-25 U.S. accounting firm offering tax, audit, and advisory services with strong verticals in construction, real estate, and healthcare — three of ProVision's emphasized industries. Comparable in client mix and integrated services.
- Anders CPAs + Advisors: Mid-sized regional CPA and advisory firm offering tax, accounting, and wealth advisory services to business owners and high-net-worth individuals. Closely comparable in service mix, client profile (entrepreneurs/investors), and consultative positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
ProVision social profiles
Digital presenceProVision financial estimates
Financial estimateRevenue estimate
Valuation estimate
ProVision leadership team
Management profileNumber of profiles
ProVision funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ProVision 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 ProVision
What does ProVision do?
ProVision is a CPA and full-service accounting firm based in Phoenix, Arizona, providing tax strategy, tax consulting, tax preparation, and full-service accounting services. The firm targets entrepreneurs, investors, and business owners across industries including Real Estate, Construction, Healthcare, Retail, Manufacturing, and Syndication.
Is ProVision a public or private company?
ProVision is a private company. It is classified as management employee owned and is currently operating.
When was ProVision founded?
ProVision was founded in 2006. It employs 11 to 50 people.
Where is ProVision based?
ProVision is headquartered in Tempe, United States, in the North America region.
How does ProVision make money?
Two revenue lines are on record. Tax Strategy Services are the primary driver. The others are full-Service Accounting.
Who are ProVision's main competitors?
Broad incumbents on record are CliftonLarsonAllen (CLA) and H&R Block. Direct peers are Ryan, LLC, Boulay Group, Creative Planning, Eide Bailly, Aprio, Withum, Wipfli and Anders CPAs + Advisors.
Does ProVision have an API?
No public API is recorded for ProVision.
What industry is ProVision in?
ProVision's product category is Accounting & Tax Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS), with a secondary code of EDAAALAA, Accounting, Audit & Tax (CPA/CA/ACCA CPE). Its NAICS code is 541211 and its SIC code is 6411.