Tax Group Center

What Tax Group Center does

Tax Group Center, Inc. is a privately held US professional services firm headquartered in Calabasas, California, that delivers tax resolution, tax preparation, and bookkeeping services primarily to individuals and small businesses. Its core offering is IRS tax debt resolution for cases ranging from $10,000 to $500,000+, executed through a team of attorneys, CPAs, Enrolled Agents, and CTEC-certified tax preparers and structured around IRS programs such as Offer in Compromise, Installment Agreements, Currently Non-Collectible status, Penalty Abatement, and the Fresh Start Program. Adjacent lines include individual and business return preparation (Forms 1040 series, Schedule C, 1120, 1120S, 1065) and monthly bookkeeping support such as bank reconciliations, balance sheets, and financial reporting.

The firm operates a sales-led go-to-market engine: prospects qualify through toll-free phone numbers and online intake forms that capture debt size, unfiled-return count, and state, followed by a free no-obligation consultation. Pricing is quote-based and not publicly disclosed; the company advertises a 100% Price Protection Policy and payment plans for ongoing services, and revenue is earned through professional-services fees on each engagement. Distribution is domestic-only and supported by a multi-channel marketing stack spanning SEO content, paid search/SEM, radio, organic social on five platforms, email newsletter, and third-party consumer review directories (TrustLink, Google, Consumer Affairs, Verified Reviews).

Underlying technology is limited: there is no proprietary platform, no API, no mobile app, and no disclosed AI/ML capability. The Terms & Conditions reference patent-pending software and processes, and the firm maintains core professional association memberships (ASTPS, CTEC, NAEA, NATP) that govern practitioner credentialing and continuing education. The company is privately held with no disclosed investors, funding rounds, M&A activity, or subsidiaries in the source material.

Name

Tax Group Center

Legal name

Tax Group Center, Inc.

Website

https://taxgroupcenter.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Tax Group Center is a privately held California-based tax services firm that resolves IRS tax debt, prepares returns, and provides bookkeeping for US individuals and small businesses with tax debt typically between $10,000 and $500,000+.

Ownership category

akta.pro rank

Product category

Tax Resolution Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industry

Tax Law (BPAHAAAG)

Keywords

• Tax resolution services
• Tax preparation services
• IRS debt relief
• Bookkeeping services
• Tax debt negotiation

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Resolution Services: Fees for representing clients in IRS tax debt resolution including Offer in Compromise, Installment Agreements, Currently Non-Collectible status, Penalty Abatement, and other IRS resolution programs.
2. Tax Preparation Services: Fees for individual and business tax return preparation services covering Forms 1040 series, Schedule C, corporate returns, and various business tax forms.
3. Bookkeeping Services: Monthly bookkeeping support for small businesses including operating statements, bank reconciliations, balance sheets, and financial reporting.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Tax Group Center, Inc. is a professional tax services firm that represents individuals and small businesses in resolving IRS tax debt ranging from $10,000 to $500,000+. It delivers a full suite of tax resolution programs (Offer in Compromise, Installment Agreements, Penalty Abatement, Currently Non-Collectible Status, Innocent Spouse Relief, Fresh Start Program, audit appeals, and state tax debt relief), complemented by individual and business tax preparation, monthly bookkeeping, and Freedom of Information request services. Services are delivered by a team of tax attorneys, CPAs, Enrolled Agents, and CTEC-certified tax consultants.

Product overview

Tax Group Center is a tax resolution and preparation service company offering a comprehensive suite of tax-related services. The core offering is Tax Resolution Services for individuals and businesses with IRS tax debt ranging from $10,000 to $500,000+, featuring a three-step process: consultation and analysis, IRS communication management, and resolution implementation. Complementary to this are Tax Preparation Services (including Income Tax Preparation and Business Tax Preparation), Bookkeeping Services, and Freedom of Information Requests. The tax relief portfolio includes specialized modules such as Offer in Compromise (OIC), Installment Agreements, Innocent Spouse Relief, Currently Non-Collectable Status, IRS Penalty Abatement, IRS Fresh Start Program, State Tax Debt Relief, Tax Audit Appeals, Tax Debt Negotiation, and IRS Debt Forgiveness. All services are delivered by a team of licensed tax attorneys, CPAs, enrolled agents, and CTEC-certified tax consultants with over 30 years of industry experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Resolution Services Core tax debt resolution service representing clients before the IRS through programs including Offer in Compromise, Installment Agreements, Penalty Abatement, Currently Non-Collectible status, Innocent Spouse Relief, Fresh Start Initiative, Tax Audit Appeals, State Tax Debt Relief, Tax Debt Negotiation, and CSED analysis. Aimed at individual taxpayers and small businesses with IRS or state tax debt of $10,000-$500,000+.
• Tax Preparation Services Full-service individual and business tax return preparation covering Forms 1040, 1040A, 1040EZ, 1040NR, Schedule C, 1120, 1120S, and 1065. Includes Income Tax Preparation (W-2, self-employment, interest, dividends, capital gains, unemployment, pensions, Social Security) and Business Tax Preparation for sole proprietorships, LLCs, partnerships, corporations, and S-corporations.
• Bookkeeping Services Monthly bookkeeping support for small businesses including operating statements, bank reconciliations, audit trails, balance sheets, financial graphics, and budgets to maintain accurate financial records year-round.
• Freedom of Information (FOI) Requests Assistance with filing IRS FOIA requests to obtain taxpayer IRS file records, helping clients understand their tax situation and identify errors or inaccuracies in IRS records.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered minor and core.

• TrustLinkminorOthersTrustLink is a consumer review platform originally founded by the BBB in 2008 that hosts consumer complaints and compliments regarding service companies. Tax Group Center participates in this platform for consumer review management.
• ASTPS (American Society of Tax Problem Solvers)coreStrategic or Co-development PartnerNational non-profit membership association for attorneys, CPAs, and Enrolled Agents who deal with clients suffering from IRS problems. Provides continuing education on IRS laws and new resolution strategies. Tax Group Center maintains membership for professional development.
• CTEC (Certified Tax Education Council)coreStrategic or Co-development PartnerCTEC is an educational organization that maintains professional tax education standards, approves tax firms, and facilitates tax preparer compliance. Tax Group Center mandates CTEC certification for all tax consultants with 20 hours of ongoing annual education.
• NAEA (National Association of Enrolled Agents)coreStrategic or Co-development PartnerNAEA is dedicated to helping members maintain the highest level of knowledge, skills, and professionalism. Members must complete minimum 30 hours of continuing education annually in federal tax laws.
• NATP (National Association of Tax Professionals)coreStrategic or Co-development PartnerNATP is a nonprofit association providing members with support, education, products, and services. Members assist over 12 million people with tax preparation and planning annually.
• IndeedminorChannel Partner/ Reseller/ DistributorJob posting platform where Tax Group Center advertises employment opportunities. Part of recruitment channel strategy.
• GlassdoorminorChannel Partner/ Reseller/ DistributorEmployment review and job posting platform where Tax Group Center advertises career opportunities.
• ZipRecruiterminorChannel Partner/ Reseller/ DistributorOnline employment marketplace where Tax Group Center posts job openings for recruitment purposes.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• H&R Block: National tax preparation and resolution chain with DIY software, retail offices, and paid professional services. Directly comparable because it serves both tax-prep and tax-resolution needs of individuals and small businesses at scale.
• Intuit (TurboTax Live): Dominant DIY tax software platform with a TurboTax Live human-assisted offering. Comparable as a tax-preparation alternative targeting the same individual and SMB filers, with a more technology-enabled and lower-cost delivery model.

Direct peers

• Jackson Hewitt: Large US tax preparation franchise network serving individuals and small businesses with similar service tiers and seasonal storefront model. Comparable on customer segment, service mix, and direct-response acquisition tactics.
• Liberty Tax Service: Franchise-based tax preparation chain historically known for aggressive direct-response and grassroots marketing. Comparable on SMB/individual focus, professional-services delivery, and marketing-led customer acquisition.
• Optima Tax Relief: Specialist tax-resolution firm focused on IRS debt settlement, OIC, and installment agreements for distressed individuals. Closest direct competitor on tax-resolution focus, customer segment, and digital lead generation.
• Anthem Tax Services: Tax resolution and debt relief firm representing clients before the IRS on OIC, IA, and penalty abatement. Direct competitor in the same niche with overlapping service offerings and similar customer profile.
• Community Tax: Tax resolution and tax preparation services firm targeting individuals and small businesses with IRS debt issues. Comparable across customer base, service mix, and direct-response marketing orientation.
• Tax Relief Center: Tax resolution specialist offering OIC, installment agreements, penalty abatement, and lien/levy release. Directly comparable specialist peer competing for the same distressed taxpayer segment.
• Instant Tax Solutions: Tax debt resolution provider focused on IRS settlement programs for individuals. Direct competitor on service scope and target customer profile of taxpayers with significant outstanding balances.

Emerging players

• TaxAct: Lower-priced online tax preparation platform with optional professional support tiers. Comparable as a tax-preparation alternative that increasingly competes for the value-conscious SMB and self-employed segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/taxgroupcenter
• YouTubeyoutube.com/channel/UCr1IkRdCQAfU20Sq9WfPkPQ
• Facebookfacebook.com/TaxGroupCenter
• LinkedInlinkedin.com/company/tax-group-center-inc-
• Instagraminstagram.com/taxgroupcenter

Revenue estimate

Valuation estimate

Number of profiles

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 Tax Group Center