Tax Office SF
Tax Office SF is a boutique San Francisco-based tax preparation and advisory firm serving individuals, small businesses, trusts, and estates across three Bay Area offices, led by three Enrolled Agent partners and supported by approximately 15 staff.
- Company typePrivate
- Founded1973
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Tax Office SF does
Tax Office SF, formerly Steven J. Axelrod Inc., is a boutique tax preparation and advisory firm founded in 1973 and headquartered in San Francisco, California. The firm provides individual and business tax preparation, tax planning, IRS representation, business consulting, estate and trust tax preparation, and wealth planning services through three offices in San Francisco, Fairfax, and Windsor. The practice operates as a private partnership led by three Enrolled Agents — Richard Snow, Steve Axelrod, and Aaron Phillips — supported by approximately 15 staff.
The firm's business model is built on fee-for-service professional engagements, with pricing quoted on a per-engagement basis rather than standardized rate cards. All three named partners hold the Enrolled Agent (EA) credential, the highest credential the IRS awards, which authorizes them to represent clients before the Internal Revenue Service. The firm maintains referral relationships with complementary professional service providers, including Infinity Financial Services, and uses a SmartVault-powered client portal for document exchange.
Tax Office SF serves a long-tail client base spanning individuals, small businesses, trusts, and estates, with no publicly disclosed enterprise clients or revenue concentration data. As a private partnership with no external investors, the firm does not file public financials and operates without disclosed revenue figures. Its 50-year operating history and multi-office footprint within the San Francisco Bay Area suggest a stable, relationship-driven book of business rather than a growth-oriented practice.
Tax Office SF firmographics
Firmographics- Name
- Tax Office SF
- Legal name
- Steven J. Axelrod, Inc.
- Website
- https://taxofficesf.com
- Company type
- Private
- Founded year
- 1973
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tax Office SF is a boutique San Francisco-based tax preparation and advisory firm serving individuals, small businesses, trusts, and estates across three Bay Area offices, led by three Enrolled Agent partners and supported by approximately 15 staff.
- Ownership category
- akta.pro rank
Tax Office SF industry classification
Industry- Product category
- Tax Preparation and Advisory Services
- NAICS
- Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industries
- Tax Return Filing, Processing & Assessment (BPAIADAC), Tax-Aware Investment Planning (FSAEAAAE), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)
Keywords
Where Tax Office SF is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Tax Office SF 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 Preparation Services: Professional tax preparation services for individuals, small businesses, partnerships, corporations, and trusts. Revenue generated through professional service fees for tax return preparation and related advisory work.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Professional tax preparation and advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Tax Office SF product offering
Product offeringCore offering
Tax Office SF is a boutique full-service tax preparation and advisory firm delivering professional tax return preparation, proactive tax planning, and IRS representation for individuals, small businesses, partnerships, corporations, and trusts. The firm also provides business consulting, business entity selection, buying/selling advisory, and estate and trust tax services, all delivered by Enrolled Agents. A SmartVault-powered client portal supports secure document exchange.
Product overview
Tax Office SF is a boutique full-service professional tax preparation firm — not a software product company. Its offering consists of a portfolio of professional advisory and compliance services delivered directly by enrolled agents and tax professionals. The core service portfolio includes Tax Preparation & Planning, Business Consulting, Business Entity Selection, Buying or Selling a Business, Estate & Trust Tax Preparation, IRS Representation, and Wealth Planning, all supported by a SmartVault-powered client portal for secure document access. Supplementary offerings include an End of Year Tax Strategies resource library (a collection of PDF guides covering strategies such as S-Corp analysis, Section 199A reductions, vehicle purchases, retirement deductions, and crypto investing) and a periodic client newsletter (GNS) covering tax news, deadlines, and planning ideas.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation & Planning Full-service tax return preparation and proactive tax planning for individuals, small businesses, partnerships, corporations, and trusts, with the goal of minimizing future tax liability by identifying opportunities within federal, state, and local tax legislation.
- Business Consulting Business advisory services to help clients make decisions related to expanding, selling, or restructuring their business, with consulting projects leveraging analytical capabilities to support strategic decision-making.
- Business Entity Selection Advisory service helping clients choose the appropriate business entity (LLP, LLC, sole proprietorship, partnership, corporation) based on financial and tax implications, with ongoing guidance as the business grows.
- Buying or Selling a Business Advisory and analytical support for business acquisition and sale transactions, including business valuation, buyer vetting, due diligence support, negotiation strategy, and financing strategy.
- Estate & Trust Tax Preparation Tax preparation and planning services for estates and trusts, working with legal counsel to structure estates and trusts to minimize taxes and ensure smooth transition to heirs.
- IRS Representation IRS audit representation services leveraging the firm's status as Enrolled Agents with unlimited representation rights before the IRS, providing proper representation when dealing with the IRS and state tax authorities.
- Wealth Planning Wealth planning and retirement plan advisory services for individuals and businesses, evaluating available options and providing recommendations tailored to financial situations and employee populations, including plan selection and compliance.
Companies that use Tax Office SF
Customer profileSegments5 records
Ideal customer profiles2 records
Tax Office SF technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Tax Office SF partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- SmartVaultcoreSecure client portal for document exchange and storage. Existing clients can log in to access their documents and securely share files with the firm.
- Partners AsiaminorReferral partnership marked as 'coming soon' in the Innovative Products and Services section.
- Infinity Financial ServicescoreAaron Phillips maintains an asset management practice through Infinity Financial Services, providing financial planning and investment services to clients. Cross-referral relationship for comprehensive financial services.
- ADPminorReferral link to ADP payroll services for business clients needing payroll processing.
- Burnett and AssociatesminorReferral link to Burnett and Associates for LLC and corporation setup services.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Tax Office SF competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Tax Office SF social profiles
Digital presenceTax Office SF compliance and trust
Trust signalCompliance3 records
Tax Office SF financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tax Office SF leadership team
Management profileNumber of profiles
Profiles6 records
Tax Office SF funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tax Office SF 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 Office SF
What does Tax Office SF do?
Tax Office SF is a boutique full-service tax preparation and advisory firm delivering professional tax return preparation, proactive tax planning, and IRS representation for individuals, small businesses, partnerships, corporations, and trusts. The firm also provides business consulting, business entity selection, buying/selling advisory, and estate and trust tax services, all delivered by Enrolled Agents. A SmartVault-powered client portal supports secure document exchange.
Is Tax Office SF a public or private company?
Tax Office SF is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tax Office SF founded?
Tax Office SF was founded in 1973. It employs 1 to 10 people.
Where is Tax Office SF based?
Tax Office SF is headquartered in San Francisco, United States, in the North America region.
How does Tax Office SF make money?
One revenue line is on record: tax Preparation Services.
Does Tax Office SF have an API?
No public API is recorded for Tax Office SF.
What industry is Tax Office SF in?
Tax Office SF's product category is Tax Preparation and Advisory Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of BPAIADAC, Tax Return Filing, Processing & Assessment. Its NAICS code is 541213 and its SIC code is 6282.