Saldana & Associates

What Saldana & Associates does

Saldana & Associates, Inc. is a privately held, single-location professional services firm headquartered at 16 W Elm St, Lodi, California, founded in 2014 by Enrolled Agent Patricia (Patti) Saldana. The firm provides income tax preparation for individuals and entities (sole proprietors, LLCs, S-Corps, corporations, partnerships, estates, and non-residents), supported by year-round tax planning and included IRS audit representation. Complementary services include cloud-based bookkeeping and payroll for businesses with fewer than 10 employees, immigration form preparation and submission, commissioned notary public services, and online invoice payment processing.

The firm's technology footprint is modest and operational rather than productized: a cloud-based payroll platform that lets clients enter employee hours and download check PDFs, the SecureFilePro portal for secure two-way document exchange, a Refund Anticipation Check option that deducts fees from client refunds, and an online credit-card payment portal. There are no proprietary AI/ML systems, no public API, and no third-party integrations disclosed.

The business model is professional services fee-for-engagement. Tax preparation pricing is quoted per return, bookkeeping and payroll is priced modularly on a pay-as-you-go basis (positioned as more affordable than national payroll providers), and immigration consulting is restricted to existing clients and referrals and seasonally suspended during tax season. The go-to-market is sales-led, relying on a physical office with walk-in hours plus appointments, complemented by Facebook presence, an online review portal, and client referrals. The team is five people, including three bilingual English/Spanish staff, and there is no disclosed external funding or parent company.

Name

Saldana & Associates

Legal name

Saldana & Associates, Inc.

Website

https://saldanacompany.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Saldana & Associates is a privately held, single-location tax, bookkeeping, payroll, and immigration services firm in Lodi, California, serving local individuals and sub-10-employee small businesses with Enrolled Agent-led, bilingual (English/Spanish) personalized service since 2014.

Ownership category

akta.pro rank

Headquarters

HQ city

Lodi

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Income tax preparation for individuals, sole proprietors, estates, gift, partnership, LLC, Corporations, S-Corps, Non-Residents. Revenue generated through service fees per tax return prepared.
2. Bookkeeping & Payroll Services: Monthly bookkeeping and payroll processing services. Pricing is modular - clients pay for specific services needed rather than a bundled package. Cloud-based payroll with small business focus (under 10 employees).
3. Immigration Consulting: Immigration form preparation and document submission services. Available only to current clients or those recommended by current clients. Not available during tax season.
4. Notary Public Services: Commissioned Notary Public available by appointment.
5. Audit Representation: IRS audit representation services included with tax preparation at no additional charge (travel fee may apply for out-of-area clients).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Saldana & Associates is a Lodi, California-based professional services firm that prepares federal and state income tax returns for individuals, sole proprietors, partnerships, LLCs, corporations, S-corps, estates, gift, and non-resident filers. The firm complements tax preparation with cloud-based bookkeeping and payroll for small businesses, immigration form preparation, IRS audit representation, year-round tax planning, and notary public services delivered in English and Spanish.

Product overview

Saldana & Associates is a single-location professional services firm offering a unified suite of financial and administrative services for individuals and small businesses in Lodi, California. The core offerings center on Income Tax Preparation, supplemented by Immigration Consulting, Bookkeeping & Payroll, Notary Public, Audit Representation, Tax Planning, and Online Payment processing. The services are designed to work together, with tax preparation serving as the primary engagement vehicle and bookkeeping/payroll providing recurring touchpoints with small business clients throughout the year.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Tax Preparation Full-service federal and state income tax preparation for individuals, sole proprietors, partnerships, LLCs, corporations, S-Corps, estates, gift, and non-resident filers, with secure file exchange via SecureFilePro and a Refund Anticipation Check (RAC) option that deducts preparation fees from the client's refund.
• Bookkeeping & Payroll Monthly bookkeeping and cloud-based payroll services for small businesses with fewer than 10 employees, with modular per-service pricing, monthly payroll tax deposit reminders, and expense recording. Clients enter employee hours online and receive PDF files to print checks in-house.
• Immigration Consulting Immigration form preparation and document submission services (not legal advice) offered exclusively to current clients or those referred by current clients, with bilingual English/Spanish support; not available during tax season.
• Audit Representation IRS and state tax agency audit representation handled by the firm's Enrolled Agent, included at no additional charge with tax preparation services (a travel fee may apply for out-of-area clients).
• Tax Planning Year-round proactive tax planning to help individual and small business clients anticipate tax liability and make informed "tax-wise" financial decisions throughout the year, not only at filing time.
• Notary Public Commissioned Notary Public services available by appointment for document notarization needs.
• Online Payment Processing Secure online credit card payment processing for invoice settlement through the firm's payment portal.

Quantifiable outcome

• Included audit representation at no additional charge (out-of-area may include travel fee)

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Intuit TurboTax Live: Intuit's full-service tax preparation offering connecting customers to live tax experts via its TurboTax platform. Competes for the same individual and small business tax prep spend as Saldana, leveraging Intuit's brand and tech stack.
• H&R Block: Largest U.S. tax preparation retail chain operating thousands of franchised offices for individual and small business tax services. Patti Saldana worked at one of their Lodi franchises for 18 years before founding her own practice, making H&R Block the most direct historical analogue.
• Jackson Hewitt: Major national tax preparation franchise with a kiosk and storefront model focused on individual filers, overlapping with Saldana's core individual tax prep offering and customer base.
• Liberty Tax: National tax preparation franchise chain that competes head-to-head with H&R Block on individual and small business returns through a local-office storefront model similar to Saldana & Associates' Lodi office.
• KPMG Small Business Services: Big Four firm's small business accounting, tax, and advisory practice serving growing companies. Overlaps with Saldana's bookkeeping, payroll, and tax compliance offering for SMBs but at much greater scale and price point.

Direct peers

• Bench: Tech-enabled bookkeeping service for small businesses that bundles tax filing into its offering. Directly comparable to the bookkeeping and tax prep core of Saldana's practice, with a software-plus-human delivery model.
• Block Advisors: H&R Block's dedicated small business services arm providing tax preparation, bookkeeping, payroll, and advisory for SMBs. The integrated SMB service suite (tax + bookkeeping + payroll) most directly mirrors Saldana & Associates' offering.
• 1-800Accountant: Virtual accounting, tax, and advisory platform serving small businesses and entrepreneurs with bookkeeping, tax preparation, and ongoing advice. Comparable integrated SMB service offering but delivered remotely rather than from a single physical office.
• Padgett Business Services: Franchise network of local accounting, tax, payroll, and advisory offices focused on small businesses under ~20 employees. Similar business model and target customer profile to Saldana's bookkeeping and payroll practice.

Emerging players

• Pilot: Tech-enabled bookkeeping, tax, and CFO services targeting SMBs and startups. Overlaps with Saldana's small business bookkeeping and tax services but operates at higher scale via a software-driven hybrid model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/saldanacompany

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Saldana & Associates