Biel Fisette Iacono

What Biel Fisette Iacono does

Biel Fisette Iacono LLP is a Dallas-based CPA and wealth advisory firm structured as a Limited Liability Partnership. The firm provides integrated accounting, tax preparation, financial planning, and wealth management services to privately-held businesses (from start-up through succession), individuals and families (from beginning their financial path through wealth transfer), and clients across multiple specialized industry verticals including Oil and Gas, Real Estate, Medical/Dental Practices, Construction, Restaurants, Technology, and Law Firms. The firm is privately held and partner-controlled, with no disclosed external capital, parent company, or institutional ownership. Eric Iacono serves as CEO.

The firm's product offering is organized into three discrete tiers — Compliance Solutions (tax preparation, bookkeeping, payroll, sales tax, financial reporting), Enhancement Solutions (entity selection, tax planning, succession planning, exit strategies, compensation planning), and Wealth Building Solutions (business valuation, succession, equity and debt planning, profit enhancement, retirement and estate planning) — delivered across both business and individual/family client segments. Underlying technology is limited to a cloud-based client portal and secure login for document exchange; the model is fundamentally people-led professional services rather than technology-led. There is no proprietary platform, no API offering, no AI/ML capability, and no patents or proprietary assets disclosed.

Revenue is generated exclusively through professional services fees under quote-based engagement terms, with no publicly disclosed pricing. Go-to-market is sales-led and relationship-driven, relying on referrals, professional networks, and direct outreach. Marketing is content-led, anchored by an active blog covering tax tips, COVID-19 relief, succession planning, and industry updates, supplemented by social media presence on Facebook, LinkedIn, and Twitter. Distribution is direct-only with no intermediary channel partners and operations are concentrated at the Dallas headquarters serving the Dallas-Fort Worth metroplex and broader North Texas region.

Name

Biel Fisette Iacono

Legal name

Biel Fisette Iacono LLP

Website

https://cpa-solution.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Dallas-based CPA and wealth advisory firm delivering integrated accounting, tax preparation, financial planning, and wealth management services to privately-held businesses, individuals, and families across multiple industry verticals in the Dallas/North Texas region.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Investment Management Advisory (RIA) (FSAEAAAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Accounting services
• Tax preparation
• Business advisory
• Succession planning
• Estate planning

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Revenue generated from providing integrated accounting, tax, and wealth management services to privately-held businesses, families, and individuals. Services are delivered across three tiers: Compliance (tax preparation, bookkeeping, payroll), Enhancement (business planning, financial planning, entity selection), and Wealth Building (succession planning, business valuation, investment solutions).

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Biel Fisette Iacono LLP is a Dallas-based CPA and wealth advisory firm providing integrated accounting, tax, and wealth management services to privately-held businesses and individuals/families. Services are organized in three tiers—Compliance (tax preparation, bookkeeping, payroll), Enhancement (tax planning, business planning, succession, exit strategies), and Wealth Building (business valuation, retirement and estate planning)—delivered by integrated teams of CPAs, transaction advisors, and retirement advisors. Industry-specific solutions are also offered across verticals such as oil and gas, real estate, medical/dental practices, construction, and restaurants.

Product overview

Biel Fisette Iacono is a full-service CPA advisory firm offering integrated accounting, tax, and wealth management services. The firm's offerings are organized into three tiers of success solutions: Compliance (basic financial reporting, tax preparation, bookkeeping, payroll), Enhancement (tax planning, financial planning, succession, exit strategies), and Wealth Building (business planning, valuation, retirement and estate planning). Services are provided to both businesses and individuals/families across multiple industries. The integrated approach combines CPAs, transaction advisors, and retirement advisors to deliver comprehensive support from business start-up through succession.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Compliance Success Solutions

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Regional players

• Kaufman Rossin: Florida-based CPA and advisory firm serving closely-held businesses, family offices, and high-net-worth individuals with tax, wealth, and business consulting. Comparable in integrated service model and family-business focus, but operates in the Southeast.

Broad incumbents

• Plante Moran: Large U.S. accounting and wealth advisory firm serving middle-market companies and individuals. Overlaps with BFI in integrated tax, advisory, and wealth management offerings, but at national scale.
• Citrin Cooperman: National CPA and advisory firm serving closely-held businesses, family enterprises, and high-net-worth individuals. Comparable service mix spanning tax, advisory, and wealth management for entrepreneurial clients.
• Forvis: Top-10 national CPA and advisory firm resulting from the BKD + HFSinclair merger, providing tax, audit, wealth management, and consulting to mid-market businesses. Comparable service lines with a much larger footprint.
• Mercer Advisors: National RIA serving high-net-worth and ultra-high-net-worth households with integrated wealth management, tax planning, and estate services. Comparable in offering comprehensive wealth solutions to business owners and families, but at scale across many U.S. metros.
• Eide Bailly: Top-25 U.S. accounting firm with a strong private business and wealth advisory practice. Comparable in serving family-owned businesses and providing integrated tax, succession, and wealth planning services.

Direct peers

• Aspiriant: Independent wealth advisory firm serving high-net-worth individuals and families with integrated financial planning, tax, and investment services. Comparable in providing wealth-building solutions to families and business owners, though not a CPA firm.
• Brockway Gersbach & Neimeier (BGN): Texas-based CPA and advisory firm focused on closely-held businesses, family enterprises, and individuals. Comparable in service offerings (tax, succession planning, business valuation) and target segments.
• Whitley Penn: Dallas-based full-service CPA and advisory firm serving privately-held businesses and individuals across Texas. Highly comparable in service mix (tax, audit, advisory, wealth planning), regional focus, and target client profile.
• Lane Gorman Trubitt: Dallas-headquartered CPA firm providing tax, audit, advisory, and wealth management services to closely-held businesses and high-net-worth individuals. Overlaps with BFI on integrated CPA + wealth advisory model and DFW regional focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/BFI_CPA
• Facebookfacebook.com/BielFisetteIaconoLLP
• LinkedInlinkedin.com/company/biel-fisette-iacono-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Biel Fisette Iacono