DBN Tax

What DBN Tax does

DBN Tax is a family-run tax preparation and consulting firm based in Utah, operating as DBN Tax LLC with offices in American Fork (Utah County) and Salt Lake City. The firm is led by Senior Partner Donald A. Nelson, EA, a former IRS agent, and Partner Nathan Cardon, EA, also a former IRS auditor, alongside partners Caleb Cardon and Junior Partner Owen Grube. DBN Tax targets individual taxpayers and small to mid-sized businesses (sole proprietorships, S-Corps, LLCs/Partnerships, and Corporations) across Utah, delivering personal tax preparation, business tax preparation and planning, audit representation, and multi-state filing services.

The firm operates a bundled services model that extends beyond core tax preparation. Through sister company Wasatch Payroll, DBN Tax delivers payroll processing and compliance (including multi-state offerings), and through sister company Wasatch Accounting it provides receivables, payables, bookkeeping, and GAAP-compliant financial statement preparation. Operational technology centers on the Pacesetter App client portal, accessible via web and mobile, which supports new client registration, document uploads, invoice payment, digital signatures, and tax voucher delivery. E-filing infrastructure is integrated into the personal tax service offering at no incremental fee.

Commercially, DBN Tax runs a professional services sales-led GTM motion with free initial consultations, transparent all-inclusive pricing on personal tax services (e-filing, direct deposit setup, multi-state filings, printed return copy included), and primary acquisition channels including word-of-mouth referrals, content marketing via the firm's blog, and the website as digital presence. The team comprises approximately 25 professionals with credentials that include multiple Enrolled Agents and bachelor's and master's degrees in accounting and finance from regional universities.

Name

DBN Tax

Legal name

DBN Tax LLC

Website

https://dbntax.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

DBN Tax is a Utah-based, family-run tax preparation and consulting firm led by former IRS auditors, serving individuals and small to mid-sized businesses with personal tax, business tax, payroll (via Wasatch Payroll), and accounting (via Wasatch Accounting) services.

Ownership category

akta.pro rank

Product category

Tax Preparation & Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Payroll Services (541214), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)

SIC

Finance Services (6199)

akta.pro primary industry

Payroll & Employment Tax Services (BPAHABAD)

akta.pro secondary industries

Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB), Employer Payroll Processing (SMB & Enterprise) (FSAMAKAA), Payroll Data Management, Master Data & Employee Setup (BPAAAHAI)

Keywords

• Tax preparation services
• Business tax consulting
• Payroll services
• Accounting services
• Audit representation

Headquarters

HQ city

Lehi

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Personal Tax Preparation and Filing: Comprehensive tax preparation and filing services for individual taxpayers, including multi-state filings, e-filing, direct deposit setup, and printed copies of returns. Includes audit representation support.
2. Business Tax Preparation and Consulting: Tax preparation and strategic consulting for small to mid-sized businesses including sole proprietorships, S-Corps, LLCs/Partnerships, and Corporations. Services include entity structure advice and tax optimization strategies.
3. Payroll Services: Payroll processing and compliance services delivered through sister company Wasatch Payroll. Includes complete payroll services for small businesses in multiple states and software solutions for independent processing.
4. Accounting Services: Full suite of accounting services including receivables, payables, bookkeeping, and financial statement preparation delivered through sister company Wasatch Accounting.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

DBN Tax is a family-run tax preparation, accounting, payroll, and business consulting firm based in Lehi, Utah. It serves individual taxpayers and small/mid-sized businesses with personal and business tax preparation, year-round accounting, payroll processing via sister company Wasatch Payroll, and audit representation led by former IRS auditors.

Product overview

DBN Tax is a family-run tax preparation and consulting firm led by former IRS auditors, offering services through a platform approach. The core offerings include Personal Taxes and Business Taxes services, with specialized Accounting and Payroll capabilities delivered through sister companies Wasatch Accounting and Wasatch Payroll respectively. All services are supported by a proprietary client portal (Pacesetter) available via web and mobile app, enabling document uploads, invoice management, and client-tax professional communication. The product portfolio is unified by shared expertise, client management infrastructure, and collaborative approach rather than a technical software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Tax Preparation

Quantifiable outcome

• Free initial consultations for business tax matters
• +2 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Wasatch PayrollcoreOthersWasatch Payroll is DBN Tax's sister company providing payroll processing and compliance services. DBN Tax refers clients requiring payroll services to Wasatch Payroll, creating an integrated service offering. Services include complete outsourced payroll for small businesses and software solutions for independent processing. Both firms operate under the DBN Tax umbrella and share a unified client-first approach.
• Wasatch AccountingcoreOthersWasatch Accounting is DBN Tax's sister company providing full accounting services including receivables, payables, bookkeeping, and GAAP-compliant financial statement preparation. DBN Tax refers clients needing accounting services to Wasatch Accounting, offering comprehensive financial services under the DBN Tax brand family. Financial statements prepared by Wasatch Accounting are trusted by banks, investors, and other third parties.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Jackson Hewitt: National assisted tax preparation chain targeting individual taxpayers; comparable in core service (individual tax prep and filing) but operates at significantly greater scale and lower price points than DBN Tax.
• H&R Block: National consumer tax preparation brand with both DIY software and assisted filings; broad incumbent competing for DBN Tax's individual and small-business taxpayer base at lower price points.
• Intuit TurboTax: Dominant DIY tax software platform with Live assisted tier; competes directly with DBN Tax for individual and small-business tax prep customers and increasingly encroaches via AI-assisted experiences.

Direct peers

• Wipfli LLP: Mid-market CPA and advisory firm with tax, accounting, and outsourced services; comparable to DBN Tax for its SMB-focused, multi-service professional services delivery model.
• CliftonLarsonAllen (CLA): Large U.S. accounting firm focused on private SMBs and their owners; closely comparable to DBN Tax in target market (owner-operated businesses, individuals) and integrated service lines.
• CBIZ: Public business advisory including tax, accounting, and payroll services for SMBs; comparable to DBN Tax's combination of tax preparation, payroll, and accounting delivered to owner-operated businesses.
• Marcum LLP: Top-15 U.S. accounting firm providing tax, advisory, and accounting to private businesses and individuals; comparable in offering mix and SMB-focus to DBN Tax.
• Padgett Business Services: Franchise-based accounting and tax network focused on small businesses; closely comparable to DBN Tax in serving small entities with tax, payroll, and bookkeeping as an integrated bundle.
• Andersen Tax: Tax-focused accounting firm with a strong reputation for IRS-process expertise; comparable to DBN Tax in positioning around deep technical tax knowledge and serving owner-operated businesses and individuals.
• Eide Bailly LLP: Top-20 U.S. regional CPA firm offering tax, audit, and advisory with strong presence in the Mountain West; directly comparable to DBN Tax in serving SMBs and individuals with integrated tax and accounting services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/dbntax
• LinkedInlinkedin.com/company/dbn-tax

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 DBN Tax