BA Tax Providers

What BA Tax Providers does

BA Tax Providers, LLC (operating as BA Tax Pros) is a privately held professional services firm headquartered at 2412 W Detroit St, Broken Arrow, Oklahoma, with 1–10 employees. The firm delivers tax preparation, accounting (bookkeeping and payroll), and tax planning services, including new business startup advisory, to individual taxpayers and small businesses across the Broken Arrow and Tulsa metropolitan area.

The company is structured around three service pillars that are sold and delivered together rather than as standalone software products: personal and business tax return preparation (covering forms such as 1120, 1120S, and 1065); recurring bookkeeping and payroll processing; and forward-looking tax planning. There is no proprietary technology platform; operations rely on standard professional-services tooling supplemented by an online client portal (via clientportal.com) for document exchange and a library of downloadable tax organizer forms. Service delivery is consultation-driven, conducted through scheduled appointments at the Broken Arrow office, with revenue earned via engagement-based and recurring professional service fees.

The go-to-market approach is relationship-led and locally anchored. Lead generation leans on educational blog content, organic social media presence (Facebook, Twitter, LinkedIn), referrals, and local search visibility, while conversion is driven by direct phone and email contact for consultations. No enterprise sales motion, channel partnerships, institutional customers, or external funding have been disclosed; leadership comprises a small team including President Dave Paulson, Vice President Tammy Swearengin (EA), Branch Tax Manager Pete Schultz (CTS), and Tax Manager Scott Long.

Name

BA Tax Providers

Legal name

BA Tax Providers, LLC

Website

https://bataxpro.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

BA Tax Providers is a small, privately held tax preparation, bookkeeping, payroll, and tax planning firm in Broken Arrow, Oklahoma, serving individual taxpayers and small businesses in the Broken Arrow and Tulsa metropolitan area.

Ownership category

akta.pro rank

Product category

Tax Preparation and Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Tax Preparation Services (541213), Offices of Certified Public Accountants (541211)

akta.pro primary industry

Payroll & Employment Tax Services (BPAHABAD)

akta.pro secondary industry

Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB)

Keywords

• Tax preparation services
• Bookkeeping and payroll
• Tax planning advisory
• Small business accounting
• Personal tax filing

Headquarters

HQ city

Broken Arrow

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Tax and Accounting Services: BA Tax Providers generates revenue through fee-based professional services including tax preparation (personal and business returns), bookkeeping, payroll processing, and tax planning engagements. As a traditional accounting firm, revenue is earned through service fees charged for each engagement or on a recurring basis for ongoing accounting relationships. The firm serves both individual and business clients in the Oklahoma region.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

BA Tax Providers is a professional tax and accounting firm that prepares personal and business tax returns, provides bookkeeping and payroll services, and delivers year-round tax planning and new business startup advisory. The firm serves individual taxpayers and small business entities (sole proprietors, partnerships, S-corporations, and C-corporations) primarily in the Broken Arrow and Tulsa, Oklahoma area through scheduled in-person consultations and a secure online client portal for document exchange.

Product overview

BA Tax Providers operates as a service-based tax and accounting firm offering a unified suite of professional services rather than a software product platform. The portfolio consists of three interconnected service lines: Tax Preparation (handling business and personal tax returns), Accounting (providing bookkeeping and payroll services), and Tax Planning (offering strategic tax planning and new business startup guidance). These services are designed to work together to address the full spectrum of client financial needs throughout the year, not just during tax season.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• BDO USA: BDO USA is a major accounting and tax firm with dedicated small business and middle-market practices providing tax preparation, bookkeeping, and advisory services. It competes with BA Tax Providers for small business tax and accounting work in overlapping regional markets.
• H&R Block: H&R Block is the largest U.S. tax preparation services firm, offering individual and small business tax preparation, bookkeeping, and financial products through both retail offices and digital channels. It competes with BA Tax Providers in both the individual filer and small business tax markets, although H&R Block operates nationally and at much greater scale.
• Jackson Hewitt: Jackson Hewitt is a national tax preparation franchise serving individual and small business clients, with a heavy concentration of retail offices in secondary and tertiary markets. Like BA Tax Providers, it emphasizes in-person, relationship-based tax services for everyday taxpayers and small businesses.
• Liberty Tax Service: Liberty Tax is a national tax preparation franchise offering individual and small business tax services with a community-based, retail-office model. Its franchise footprint and SMB tax focus make it directly comparable to BA Tax Providers' local professional services delivery model.
• KPMG US Tax Practice: KPMG is a global professional services firm with a substantial U.S. tax practice serving mid-market and small business clients. While it serves larger and more complex clients than BA Tax Providers, it competes for small business tax, bookkeeping, and payroll engagements in the same Oklahoma regional market.
• Andersen Tax (Andersen in the U.S.): Andersen Tax is a national tax and advisory firm serving individuals, businesses, and high-net-worth clients with tax preparation, planning, and compliance services. It overlaps with BA Tax Providers in small business and individual tax preparation, though Andersen targets more complex engagements.

Direct peers

• Greenback Tax Services: Greenback Tax Services is a tax preparation firm focused on small businesses and individuals, offering tax resolution, bookkeeping, and accounting services with a relationship-driven, advisory approach. Its SMB-first positioning and service mix closely mirror BA Tax Providers' offerings.
• 1-800Accountant: 1-800Accountant is a virtual accounting and tax firm serving small businesses and individuals with bookkeeping, payroll, tax preparation, and advisory services delivered remotely. It targets the same small business and individual client base as BA Tax Providers, with a tech-enabled delivery model rather than a local office.
• Padgett Business Services: Padgett Business Services is a franchise network of accounting and tax professionals focused specifically on small businesses, offering bookkeeping, payroll, tax preparation, and advisory services. It is closely comparable to BA Tax Providers in target customer (small business), service mix (tax + bookkeeping + payroll), and relationship-driven delivery model.

Emerging players

• Intuit (TurboTax / TurboTax Live): Intuit's TurboTax Live combines AI-driven DIY tax software with on-demand access to human tax experts, competing directly with BA Tax Providers for individual and small business tax clients. Its scale, brand, and AI roadmap represent the principal digital competitive threat to traditional local tax firms.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/Wix
• Facebookfacebook.com/BATaxPros
• LinkedInlinkedin.com/company/ba-tax-pros

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 BA Tax Providers