TAX REFUND EXPRESS
TAX REFUND EXPRESS is a privately held, founder-owned walk-in tax preparation and financial services office in Warwick, Rhode Island, serving individual taxpayers, sole proprietors, and small partnerships and corporations with tax preparation, bookkeeping, business formation, and insurance services on a per-engagement professional services basis.
- Company typePrivate
- Founded2006
- HeadquartersHouston, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What TAX REFUND EXPRESS does
TAX REFUND EXPRESS is a privately held, founder-owned walk-in tax preparation and financial services office headquartered at 730 Warwick Avenue, Warwick, Rhode Island. Founded in 2006 by Michael Zuller — an IRS Registered Tax Return Preparer, licensed insurance agent, and registered securities representative — the firm operates as a single-location professional services practice serving individuals, sole proprietors, and small-to-mid partnerships and corporations across Rhode Island. Revenue is generated on a per-return / per-engagement professional services basis, with the firm explicitly positioning its pricing as 'consistently better than national chain competitors' and bundling free E-File with return preparation.
The company's service portfolio spans four interconnected lines: (1) tax return preparation for federal and state personal, sole-proprietor, partnership, and corporate returns; (2) tax consulting including audit assistance, inheritance and gift tax, and company succession planning; (3) bookkeeping, payroll, and business consultation services covering LLC/corporation/partnership formation and EIN acquisition; and (4) insurance agency services (auto, health, workers' compensation, employee benefits) distributed through affiliated partner platforms such as mzfinancial.com, 401insurance.com, and MyAdvisor.us. The go-to-market model is direct-to-consumer and walk-in, with same-day 'while-you-wait' return completion during weekday business hours and evening/weekend appointments available on request.
Underlying technology is minimal: there is no proprietary software, no mobile app, no API, and no digital client portal. The firm relies on a basic IONOS-hosted website, a listed phone number, and an online contact form as its primary customer-acquisition and scheduling infrastructure, with supplemental earned media through a Warwick Beacon newspaper feature. With 1–10 employees and no disclosed funding, acquisitions, partnerships beyond affiliates, or geographic expansion beyond Rhode Island, the business is a lifestyle-scale local professional services practice rather than a growth-stage venture.
TAX REFUND EXPRESS firmographics
Firmographics- Name
- TAX REFUND EXPRESS
- Legal name
- TAX REFUND EXPRESS
- Website
- https://taxrefundexpressri.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- TAX REFUND EXPRESS is a privately held, founder-owned walk-in tax preparation and financial services office in Warwick, Rhode Island, serving individual taxpayers, sole proprietors, and small partnerships and corporations with tax preparation, bookkeeping, business formation, and insurance services on a per-engagement professional services basis.
- Ownership category
- akta.pro rank
Where TAX REFUND EXPRESS is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TAX REFUND EXPRESS business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Tax Return Preparation Services: Fees charged for federal and state tax return preparation for individuals, sole proprietors, partnerships, and corporate entities. The company notes pricing is consistently better than national chain competitors.
- Tax Consultation Services: Consulting fees for tax advice, planning, audit assistance, inheritance tax, gift tax matters, and company succession planning.
- Business Consultation Services: Fees for business formation, financial planning, bookkeeping checks, risk management, and insurance policy review.
- Insurance Services: Insurance agent services providing auto insurance, health insurance, and employee benefits through affiliated websites (mzfinancial.com, 401insurance.com).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Tax Return Preparation |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
TAX REFUND EXPRESS product offering
Product offeringCore offering
TAX REFUND EXPRESS is a single-location tax preparation and financial services firm that prepares federal and state tax returns for individuals, sole proprietors, partnerships, and corporations, often on a same-day walk-in basis with free e-filing. Beyond return preparation, the firm offers tax and business consultation, general bookkeeping and payroll support, business formation (Corporation, LLC, partnership), estate and inheritance planning, and affiliated insurance services for clients in the Warwick, Rhode Island area.
Product overview
TAX REFUND EXPRESS operates as a unified service platform offering a comprehensive suite of tax, financial, and insurance services. The core offering centers on tax refund preparation services, supplemented by tax consultation, business consultation, bookkeeping, estate planning, and insurance services. The company was founded by Michael Zuller in 2006 and serves clients ranging from private individuals and sole proprietors to partnerships and corporate entities across all sectors.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Refund Preparation Services Federal and state tax return preparation for individuals, sole proprietors, partnerships, and corporate entities, featuring same-day return completion with free e-filing and direct deposit refund options.
- Tax Consultation Services General tax consulting covering private and corporate tax returns, inheritance tax and gift tax matters, company succession planning, tax audit assistance, and opposition procedure management.
- Insurance Services Insurance products including auto insurance quotes, health insurance, workers compensation, and employee benefits consultation offered through partner platforms.
- Bookkeeping Services General bookkeeping services including evaluation of business transactions, payroll processing, and assistance with reducing workers compensation, health insurance, and employee benefits costs.
- Business Consultation Services Comprehensive business consulting including business formation (corporations, LLCs, partnerships), financial planning, credit status checks, result improvement analyses, risk management, and business plan development.
- Estate Planning Estate planning services including inheritance regulations, gift tax matters, and consulting for company successions and business sales.
- Financial Tools Investor and accounting tools providing access to insurance quotes and financial planning resources through third-party partner websites such as mzfinancial.com and 401insurance.com.
Companies that use TAX REFUND EXPRESS
Customer profileSegments3 records
Ideal customer profiles2 records
TAX REFUND EXPRESS technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
TAX REFUND EXPRESS partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
TAX REFUND EXPRESS competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
TAX REFUND EXPRESS social profiles
Digital presenceTAX REFUND EXPRESS financial estimates
Financial estimateRevenue estimate
Valuation estimate
TAX REFUND EXPRESS leadership team
Management profileNumber of profiles
Profiles1 record
TAX REFUND EXPRESS funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TAX REFUND EXPRESS M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TAX REFUND EXPRESS
What does TAX REFUND EXPRESS do?
TAX REFUND EXPRESS is a single-location tax preparation and financial services firm that prepares federal and state tax returns for individuals, sole proprietors, partnerships, and corporations, often on a same-day walk-in basis with free e-filing. Beyond return preparation, the firm offers tax and business consultation, general bookkeeping and payroll support, business formation (Corporation, LLC, partnership), estate and inheritance planning, and affiliated insurance services for clients in the Warwick, Rhode Island area.
Is TAX REFUND EXPRESS a public or private company?
TAX REFUND EXPRESS is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TAX REFUND EXPRESS founded?
TAX REFUND EXPRESS was founded in 2006. It employs 1 to 10 people.
Where is TAX REFUND EXPRESS based?
TAX REFUND EXPRESS is headquartered in Houston, United States, in the North America region.
How does TAX REFUND EXPRESS make money?
Four revenue lines are on record. Tax Return Preparation Services are the primary driver. The others are tax Consultation Services, business Consultation Services and insurance Services.
Does TAX REFUND EXPRESS have an API?
No public API is recorded for TAX REFUND EXPRESS.