Jansen & Company

What Jansen & Company does

Jansen & Company CPAs is a private tax preparation and advisory firm headquartered in Tucson, Arizona, founded in the mid-1970s by Harvey Jansen and now owned by Mikala Jansen, who joined the firm in 2006 at the front desk, earned her CPA license, and ultimately purchased it. The firm operates with a 7-8 person team and serves three primary client segments: individuals and families with complex tax scenarios, small businesses across industries such as restaurants, construction, professional services, and real estate, and fiduciaries of estates and trusts. Geographic operations concentrate in southern Arizona, but the firm is qualified to file in all 50 U.S. states.

The firm's core service offerings are organized into tiered packages spanning tax compliance, year-round advisory, and long-term planning. Individual services range from a Bronze compliance package ($750+) to a Silver Peace of Mind Membership ($160/month) and a Gold Long-Term Tax Plans service ($3,500 initial planning fee plus $275/month). Business clients can select an Annual Tax Package ($1,600+ minimum), Quarterly Advisory ($850/quarter), or Monthly Evergreen Package ($450/month). Estate and trust services include Administration Support ($750+) and Ongoing Trust Management ($400+). Underlying technology consists of a SafeSend-based client portal for secure document exchange and electronic return signing, third-party file transfer for prospective clients via SafeSend DropOff, mandatory QuickBooks Online integration for business clients in advisory packages, and integrations with IRS Direct Pay, IRS EFTPS, and AZTaxes.gov for payment processing. The firm also operates a Tax & Resource Center featuring IRS forms, Arizona tax credit guides, refund tracking, record retention tools, and a recurring calendar of educational seminars.

Commercially, the firm runs a relationship-driven, sales-led go-to-market model that combines one-time annual fees with recurring subscription revenue from Silver, Gold, Quarterly, and Evergreen memberships, creating a hybrid professional services plus subscription structure. New clients are acquired through referrals, organic search, the firm's website and resource center, educational seminars, and a complimentary 30-minute Meet & Greet followed by paid consultations. Marketing emphasizes expertise, multi-generational continuity, year-round availability, and selective client acceptance rather than volume-based growth. The firm has no external funding, no subsidiaries, no disclosed M&A activity, and an ownership structure concentrated with the founder's successor family.

Name

Jansen & Company

Legal name

Jansen & Company CPAs

Website

https://jansencpa.com

Company type

Private

Founded year

1970

Operating status

Operating

Headcount range

1–10 employees

Short description

Jansen & Company CPAs is a private, Tucson, Arizona-based tax preparation and advisory firm with 7-8 employees serving individuals, small businesses, and estate/trust clients through tiered one-time and subscription pricing, with cross-state filing capability.

Ownership category

akta.pro rank

Headquarters

HQ city

Tucson

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, Infrastructure

Revenue model

1. Business Tax Preparation: Tax preparation and advisory services for small businesses, partnerships, and S & C corporations with tiered support options from annual to monthly packages
2. Individual Tax Preparation: Tax preparation and planning services for individuals and families with Bronze, Silver, and Gold tiered membership options ranging from compliance-focused to comprehensive long-term planning
3. Estate & Trust Tax Services: Fiduciary tax preparation and administration support for estates and trusts, including trustee and executor coordination services billed on hourly or annual fee basis

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Jansen & Company is a CPA firm providing tax preparation, accounting, and business consulting services to individuals, small businesses, and trusts/estates. The firm delivers tiered service packages including individual tax preparation (Bronze, Silver, Gold), business tax preparation (Annual, Quarterly Advisory, Monthly Evergreen), and estate & trust tax preparation (Administration Support, Ongoing Trust Management). It also offers year-round strategic tax planning and uses a secure client portal for document sharing and electronic return signing.

Product overview

Jansen & Company CPAs is a traditional tax preparation and accounting firm offering tiered service packages for individuals, small businesses, and estates/trusts. The firm's individual services include Bronze (compliance-focused return preparation at $750+), Silver Peace of Mind Membership (year-round advisory at $160/month), and Gold Long-Term Tax Plans (strategic 15-year planning starting at $3,500). Business services range from Annual Tax Packages ($1,600+ minimum) to Quarterly Advisory ($850/quarter) and Monthly Evergreen Packages ($450/month). Estate and trust services include Administration Support for executors/trustees and Ongoing Trust Management. The firm also provides a Tax & Resource Center with seminars, forms, and planning tools, plus a Secure Upload Portal for document management.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Tax Preparation Tailored tax preparation and planning for individuals, families, and retirees, with support for business income, real estate, investment portfolios, multi-state filings, and IRS issues. Delivered via tiered packages: Bronze compliance-focused return prep (starting at $750), Silver year-round advisory membership ($160/month), and Gold strategic multi-year tax planning (initial planning from $3,500 plus $275/month maintenance).
• Business Tax Preparation Tax preparation and accounting services for small businesses, partnerships, and S and C corporations across industries including restaurants, construction, professional services, manufacturers, rental property owners, and retailers. Delivered via Annual Tax Package (tax prep from $1,600+ minimum), Quarterly Advisory Package ($850/quarter), and Monthly Evergreen Package ($450/month), with QuickBooks Online required for advisory tiers.
• Estate and Trust Tax Preparation Fiduciary tax preparation and administration support for estates and trusts, including trustee and executor coordination and multi-state filings. Delivered via Administration Support engagements (starting at $750 for fiduciary returns, with $225/hour consulting) for active estate settlement and Ongoing Trust Management ($400-$1,500+ annually) for established long-term trust compliance.
• Strategic Tax Planning Strategic advisory on taxes, succession, retirement, and business finances plus guidance on IRAs, 401(k)s, pensions, capital gains harvesting, Roth conversions, charitable giving optimization, and entity structure review. Offered as part of the Gold package for individuals and as a component of the Quarterly Advisory and Monthly Evergreen packages for businesses.

Quantifiable outcome

• Tax savings through strategic planning including capital gains harvesting, Roth conversions, charitable giving optimization, and entity structure review

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature3 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm providing tax, audit, advisory, and wealth advisory services primarily to mid-market businesses and individuals. Comparable in tax preparation and business advisory offerings but operates nationally at much greater scale.
• Eide Bailly: Top-25 U.S. accounting and business advisory firm with tax, audit, and consulting services. Comparable in serving small and mid-market businesses and individuals with comprehensive tax and advisory offerings.
• Wipfli: Top-20 U.S. accounting and consulting firm serving mid-market businesses with tax, audit, and advisory services. Comparable in serving small and mid-sized businesses with similar tax and accounting needs, though at significantly larger scale.
• Liberty Tax: Retail tax preparation franchise offering individual and small business tax services. Comparable in serving similar client segments to Jansen & Company but uses a high-volume, low-touch service model rather than relationship-based advisory.
• H&R Block: National mass-market tax preparation chain serving individuals and small businesses with both DIY and full-service offerings. Comparable to Jansen & Company in serving individual and small business tax clients, though operating at vastly larger scale and through a retail franchise model rather than relationship-based advisory.
• Jackson Hewitt: Large retail tax preparation chain offering individual and small business tax services through physical offices. Comparable in target customer base (individuals and small businesses seeking professional tax prep) but competes on price/access rather than advisory depth.

Regional players

• REDW LLC: Top-100 U.S. CPA and business advisory firm headquartered in Albuquerque with significant Arizona operations. Comparable in offering tax, accounting, and advisory services to businesses and individuals in the Southwest region.

Emerging players

• Intuit TurboTax Live: Intuit's TurboTax Live product connects individual taxpayers with CPAs and tax experts for full-service tax preparation online. Comparable as an alternative to traditional CPA firms for individual tax preparation, representing the DIY-with-expert-help model that competes with Jansen's individual tax services.

Direct peers

• BeachFleischman: Arizona-based CPA and advisory firm offering tax, accounting, and business consulting services to individuals, businesses, and trusts/estates. Direct peer operating in the same Tucson/Phoenix Arizona market with similar service mix and target clientele.
• Henry+Horne: Arizona-based CPA firm providing tax, audit, and advisory services to businesses and individuals across the state. Direct regional peer with similar service offerings and competitive overlap in the Arizona market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

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 Jansen & Company