Tuttle Financial Services
Tuttle Financial Services is a privately held, founder-owned tax, payroll, and bookkeeping professional services firm headquartered in Kailua Kona, Hawaii, serving individuals and small-to-mid-sized businesses in Hawaii and most other U.S. states since 1980.
- Company typePrivate
- Founded1980
- HeadquartersKailua Kona, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Tuttle Financial Services does
Tuttle Financial Services, Inc. is a privately held professional tax and accounting firm headquartered in Kailua Kona, Hawaii, founded in 1980 and operated under President John Tuttle. The firm offers three core service lines: tax planning and return preparation for individuals, corporations, and partnerships; full-service payroll management including check issuance and tax return filing; and monthly, quarterly, and annual bookkeeping for business clients. It also publishes a library of financial guides and tax tools on its website to support client education and top-of-funnel engagement.
The firm has no proprietary technology platform, software product, or API; it operates as a traditional professional services practice with manual service delivery. Its website is built on a third-party "Web Builder CS" template targeted at accountants, and the firm relies on organic digital channels (website, newsletter, Facebook, LinkedIn) for marketing rather than paid acquisition. Service delivery is direct, relationship-based, and positioned as either temporary project work or ongoing engagements.
The business model is professional services fee-for-engagement, with no publicly disclosed pricing. The firm serves a horizontal mix of individual taxpayers and small-to-mid-sized businesses, with a primary geographic concentration in Hawaii and an extended client base across most other U.S. states. The firm is founder-owned, has 1-10 employees, and has not raised external capital or pursued M&A. There are no patents, trademarks, regulatory actions, certifications, partnerships, or formal awards disclosed in the available data.
Tuttle Financial Services firmographics
Firmographics- Name
- Tuttle Financial Services
- Legal name
- Tuttle Financial Services, Inc.
- Website
- https://tuttlefinancial.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tuttle Financial Services is a privately held, founder-owned tax, payroll, and bookkeeping professional services firm headquartered in Kailua Kona, Hawaii, serving individuals and small-to-mid-sized businesses in Hawaii and most other U.S. states since 1980.
- Ownership category
- akta.pro rank
Tuttle Financial Services industry classification
Industry- Product category
- Tax and Accounting Professional Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- akta.pro primary industry
- Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Tuttle Financial Services is headquartered
LocationHeadquarters
- HQ city
- Kailua Kona
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tuttle Financial Services business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Tax Planning and Return Preparation Services: Expert tax return preparation and planning services for individuals and multi-tiered corporations or partnerships. Viewed as ongoing partnership with clients providing quality, up-to-date tax advice.
- Payroll Services: Full-service payroll processing including issuing payroll checks and filing necessary tax returns. Offered as a trusted and accessible business partnership for clients.
- Bookkeeping Services: Monthly, quarterly, and annual bookkeeping services for businesses of all sizes.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Tuttle Financial Services product offering
Product offeringCore offering
Tuttle Financial Services, Inc. is a Hawaii-based professional tax and accounting firm providing Tax Planning and Return Preparation, Payroll Services, and Bookkeeping Services to individuals and businesses of all sizes. The firm offers services on either a temporary or ongoing basis and positions itself as an ongoing partnership that adds value beyond the fees charged. It also publishes informational Financial Guides and Tax Tools (Tax Tips, Tax Rates, Due Dates, Financial Calculators, Retention Guide, IRS Forms) on its website to support client decision-making.
Product overview
Tuttle Financial Services offers a unified suite of professional tax and accounting services, comprising three core offerings: Tax Planning and Return Preparation Services, Payroll Services, and Bookkeeping Services. These are complemented by informational resources including Financial Guides covering Banking, Business, Financial, Insurance, Life Events, and Taxes topics, as well as Tax Tools providing Tax Tips, Tax Rates, Due Dates, Financial Calculators, Retention Guide, and IRS Forms. The firm serves both individual and business clients of all sizes in Hawaii and other states.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Planning and Return Preparation Services Ongoing tax planning and return preparation for individuals and multi-tiered corporations or partnerships, including monitoring current tax laws to minimize liabilities and maximize future opportunities. Viewed as an ongoing partnership with the client.
- Payroll Services Full-service payroll management for business clients, from issuing payroll checks to filing necessary payroll tax returns.
- Bookkeeping Services Monthly, quarterly, and annual bookkeeping services for business clients of all sizes.
Companies that use Tuttle Financial Services
Customer profileSegments2 records
Ideal customer profiles2 records
Tuttle Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tuttle Financial Services partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights3 records
Tuttle Financial Services competitors and assessment
Company assessmentBroad incumbents
- Jackson Hewitt: National tax preparation franchise targeting individuals and small businesses. Competes for the same individual tax clients Tuttle serves, with a much larger retail footprint.
- H&R Block: Large national tax preparation chain offering individual and small business tax filing — directly overlaps with Tuttle's core tax preparation and planning service line, but at vastly greater scale and with proprietary technology.
- Intuit QuickBooks: Dominant SMB accounting software platform with growing live-bookkeeper and tax services. Represents both the technology disruption facing Tuttle and an indirect channel through which similar accounting work is delivered.
- BDO USA: Major accounting and advisory firm serving SMBs through middle market. Represents the broader professional services space Tuttle operates in, with overlapping tax, bookkeeping, and advisory services for small to mid-sized businesses.
Emerging players
- Bench Accounting: Tech-enabled bookkeeping service for small businesses, bundling software with dedicated bookkeepers. Direct overlap with Tuttle's monthly/quarterly/annual bookkeeping offering, with a more scalable, productized delivery model.
- Pilot: Online bookkeeping, tax, and CFO services for SMBs and startups. Overlaps with Tuttle's bookkeeping and tax services for small to mid-sized businesses, with a digital-first, subscription model.
Direct peers
- 1-800Accountant: Virtual accounting and tax services firm serving small businesses and individuals nationwide. Similar service mix (tax, bookkeeping, payroll, advisory) and cross-state reach, making it a close comparable to Tuttle at larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Tuttle Financial Services social profiles
Digital presenceTuttle Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tuttle Financial Services leadership team
Management profileNumber of profiles
Profiles1 record
Tuttle Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tuttle Financial Services 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 Tuttle Financial Services
What does Tuttle Financial Services do?
Tuttle Financial Services, Inc. is a Hawaii-based professional tax and accounting firm providing Tax Planning and Return Preparation, Payroll Services, and Bookkeeping Services to individuals and businesses of all sizes. The firm offers services on either a temporary or ongoing basis and positions itself as an ongoing partnership that adds value beyond the fees charged. It also publishes informational Financial Guides and Tax Tools (Tax Tips, Tax Rates, Due Dates, Financial Calculators, Retention Guide, IRS Forms) on its website to support client decision-making.
Is Tuttle Financial Services a public or private company?
Tuttle Financial Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tuttle Financial Services founded?
Tuttle Financial Services was founded in 1980. It employs 1 to 10 people.
Where is Tuttle Financial Services based?
Tuttle Financial Services is headquartered in Kailua Kona, United States, in the North America region.
How does Tuttle Financial Services make money?
Three revenue lines are on record. Tax Planning and Return Preparation Services are the primary driver. The others are payroll Services and bookkeeping Services.
Who are Tuttle Financial Services's main competitors?
Broad incumbents on record are Jackson Hewitt, H&R Block, Intuit QuickBooks and BDO USA. Emerging players are Bench Accounting and Pilot. 1-800Accountant is listed as a direct peer.
Does Tuttle Financial Services have an API?
No public API is recorded for Tuttle Financial Services.
What industry is Tuttle Financial Services in?
Tuttle Financial Services's product category is Tax and Accounting Professional Services. Its primary akta.pro industry code is FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 5412.