TaxWorks Plus

What TaxWorks Plus does

Taxworks Plus Inc is a privately held accounting and tax services firm headquartered at 3626 Fair Oaks Blvd, Ste 100, Sacramento, CA, serving individuals, small businesses, and corporate clients in the Sacramento metropolitan area. Founded in 2008 and operating with 1-10 employees, the firm delivers a comprehensive suite of professional services spanning small business bookkeeping, QuickBooks consulting and training, payroll processing and tax filings, business tax preparation, individual tax returns, tax planning, IRS problem resolution (audits, liens, levies, installment agreements, offers in compromise), business incorporation, international/expatriate tax compliance, and part-time outsourced CFO advisory. The underlying technology stack is conventional rather than proprietary: QuickBooks serves as the core accounting platform, Protected XChange provides the secure client portal for encrypted document exchange, and CalcXML powers embedded financial calculators on the firm website.

Revenue is generated entirely through fee-for-service professional engagements on a quote-based pricing model with no published rates; free consultations are offered to prospective clients. The go-to-market is sales-led and relationship-driven, combining inbound phone inquiries (916-273-7679), online consultation requests, an extensive SEO-oriented content library, and a newsletter funnel, all anchored to the single Sacramento office. The firm does not operate a mobile app, has no disclosed external investors or funding rounds, and reports no subsidiaries, M&A activity, leadership changes, or restructuring events. Customer segmentation is hybrid — primary segments are small businesses and individual taxpayers, with secondary specialization in the restaurant industry, real estate investors, corporate firms, and international clients. The firm holds a 'Certified Tax Coach' designation as its principal intangible credential and maintains a passive listing relationship with the AICPA.

Name

TaxWorks Plus

Legal name

Taxworks Plus Inc

Website

https://taxworksplus.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

TaxWorks Plus is a Sacramento, CA-based accounting firm providing tax preparation, tax planning, payroll, bookkeeping, QuickBooks consulting, IRS problem resolution, and international tax services to individuals, small businesses, and select vertical clients (restaurants, real estate investors, expatriates) in the local Sacramento metropolitan area.

Ownership category

akta.pro rank

Product category

Tax preparation and accounting services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213), Payroll Services (541214)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Payroll & Employment Tax Services (BPAHABAD), Payroll Tax Filing, Compliance & Remittance (BPACAIAC)

Keywords

• Tax preparation services
• Small business accounting
• Payroll processing
• Tax planning services
• IRS problem resolution

Headquarters

HQ city

Sacramento

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Fee-for-service accounting and bookkeeping services for small businesses including ledger maintenance, bank reconciliation, financial statement preparation
2. Tax Preparation & Planning: Tax preparation and planning services for individuals and businesses, including business tax preparation, individual tax returns, multi-state tax preparation, and expatriate tax services
3. Payroll Processing: Full-service payroll processing including payroll tax filings, direct deposits, W-2/1099 preparation, and compliance management
4. Business Formation Services: Incorporation and business formation services for new entities
5. IRS Problem Resolution: Representation and resolution services for IRS tax problems including audits, back taxes, liens, levies, installment agreements, and offers in compromise

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

TaxWorks Plus is a Sacramento, CA-based accounting firm that provides tax preparation and planning, payroll processing, bookkeeping, QuickBooks consulting and training, IRS audit representation and problem resolution, business incorporation, Part-Time CFO advisory, and expatriate/international tax services to individuals, small businesses, and select corporate clients in the Sacramento metropolitan area. Services are delivered through direct consultation, a secure Client Portal for document exchange, and engagement-based fee quotes.

Product overview

TaxWorks Plus is a full-service accounting firm offering a comprehensive suite of financial services primarily for small businesses and individuals in the Sacramento, CA area. The core offerings include Small Business Accounting and QuickBooks Accounting services for bookkeeping and financial management, combined with Payroll Services for full-service payroll processing. The firm provides Tax Planning and Income Tax Preparation as its primary tax offerings, supported by IRS Problem Resolution services for tax issue resolution. Additional specialized services include Part-Time CFO/Outsourced CFO Services, Business Incorporations, and International/Expatriate Tax Services. The firm positions itself as a comprehensive financial advisory practice capable of providing 360-degree financial guidance, from daily bookkeeping to strategic tax planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Business Accounting Comprehensive accounting and bookkeeping services that help small businesses efficiently manage finances, optimize their numbers, handle daily bookkeeping tasks, and maintain ledgers. Targets Sacramento small business owners needing ongoing financial operations support.
• QuickBooks Accounting Services Complete range of outsourced QuickBooks accounting services including software selection, setup, team training, ongoing servicing, and help with advanced features like payroll management, expense accounting, and inventory management. Targets small business owners implementing or optimizing QuickBooks.
• Payroll Services Full-service payroll processing for small businesses including payroll tax return preparation, processing and paying payroll taxes, preparing W-2, W-3, and 1099 forms, federal and state payroll tax filings, direct deposits, and payroll reports.
• Part-Time CFO / Outsourced CFO Services Strategic financial guidance and CFO-level expertise provided on a part-time or outsourced basis to help business owners make informed financial decisions. Targets small business owners who need executive financial leadership without hiring a full-time CFO.
• Business Incorporation Services Business incorporation services helping entrepreneurs form and structure their businesses properly. Targets new business owners in the Sacramento area forming entities.
• Tax Planning Services Proactive tax planning and strategic advice to optimize financial outcomes and ensure compliance with all tax laws, including alternative minimum tax planning, succession planning, and estate tax planning. Targets individuals and small business owners seeking to minimize tax liability year-round.
• Income Tax Preparation Services Tax preparation services for individuals and businesses including maximizing deductions, minimizing tax liability, multi-state tax preparation, estate tax return preparation, Form 990 returns for nonprofits, and expatriate tax preparation. Targets both individuals (including expatriates and multi-state filers) and business clients needing personalized preparation beyond online software.
• IRS Problem Resolution Expert IRS problem resolution services including audit representation, penalty abatement, installment agreements, offers in compromise, tax lien release, levy removal, and currently not collectible filings. Targets individuals and businesses facing liens, back taxes, wage garnishment, or open IRS matters.
• International Tax Services International tax services for U.S. citizens working abroad, American companies expanding operations overseas, or foreign companies with U.S. operations, ensuring compliance with Federal and State tax regulations and FBAR filing. Targets expatriates and cross-border entities.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Protected XChangecoreTechnology or IntegrationSecure client portal provider enabling encrypted document exchange between TaxWorks Plus and clients. The platform protects sensitive financial and tax documents with layered security.
• American Institute of Certified Public Accountants (AICPA)minorOthersProfessional accounting association listed in accounting resources section
• QuickBooks (Intuit)coreTechnology or IntegrationQuickBooks is the primary accounting software platform supported by TaxWorks Plus for client bookkeeping, payroll, and financial management

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Emerging players

• Botkeeper: AI-assisted bookkeeping and accounting platform paired with human accountants for SMBs. Direct overlap with TaxWorks Plus's bookkeeping, payroll, and financial reporting offerings, with a stronger technology emphasis.
• Bench Accounting: Tech-enabled bookkeeping service combining software with dedicated bookkeepers for SMBs. Targets the same small business accounting customer as TaxWorks Plus but with a subscription, software-first model.
• Pilot: Tech-enabled accounting, bookkeeping, and CFO services primarily for startups and growing SMBs. Overlaps with TaxWorks Plus's small business accounting, payroll, and part-time CFO services.

Broad incumbents

• KPMG US: Big Four accounting firm with full-service tax, audit, and advisory practices. Competes with TaxWorks Plus primarily for corporate clients and more complex tax matters that exceed a small firm's capacity.
• BDO USA: Top-10 global accounting and tax advisory firm serving SMBs through large enterprises. Competes with TaxWorks Plus on the corporate/SMB tax and advisory side, particularly for clients that outgrow a small local firm.
• Intuit QuickBooks Live: Intuit's full-service bookkeeping and tax add-on for QuickBooks users, pairing the software platform with human accountants. Competes directly with TaxWorks Plus's QuickBooks consulting and bookkeeping offerings, and is also a partner through Intuit.

Direct peers

• 1-800Accountant: Virtual accounting and tax services firm serving SMBs and individuals nationwide with subscription-based bookkeeping, tax, and CFO support. Closely comparable business model and target customer base to TaxWorks Plus.
• H&R Block: National tax preparation chain offering individual and small business tax filing services both in-person and via DIY/online tools. Direct competitor to TaxWorks Plus for individual and SMB tax preparation in the Sacramento market.
• Liberty Tax Service: Franchised tax preparation chain offering individual and small business tax services with office locations across the U.S. Competes with TaxWorks Plus on accessible retail-style tax preparation.
• Jackson Hewitt Tax Services: National seasonal tax preparation franchise with strong retail presence. Competes with TaxWorks Plus for individual taxpayers seeking face-to-face tax filing and refund anticipation services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/TaxWorksPlus

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 TaxWorks Plus