ProVision

Accounting & Tax Servicesprovisionwealth.com

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

CPA accounting services
Tax preparation services
Tax consulting services
Business accounting
Financial advisory

Where ProVision is headquartered

Location

Headquarters

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 offering

Core 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 profile

Named customers6 records

Segments3 records

Ideal customer profiles1 record

ProVision technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

ProVision partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

ProVision competitors and assessment

Company assessment

Broad 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 financial estimates

Financial estimate

Revenue estimate

Valuation estimate

ProVision leadership team

Management profile

Number of profiles

ProVision funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

ProVision M&A and investment

M&A and investment

M&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?

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.