Jorstad

What Jorstad does

Jorstad Incorporated is a privately held, single-office accounting and tax preparation firm headquartered in San Rafael, California, operating since at least 1985. The firm employs 9 staff members including two partners (Timothy Jorstad and Rado Simeonov), two senior staff, two professional staff, and three administrative/bookkeeping personnel. Its service offering is centered on professional tax preparation and compliance for two parallel segments: individual income tax returns and business entity returns (partnerships, S corporations, C corporations, LLCs, and fiduciary entities), supplemented by tax planning, tax data organization, and electronic filing.

The firm's core technology stack is CCH ProSystems, a third-party tax preparation and compliance engine used continuously for over 35 years, paired with SafeSend for electronic return delivery and ShareFile for secure client document exchange. The firm does not offer a proprietary technology product; it sells professional services delivered by licensed staff using the aforementioned software. The website serves primarily as a marketing and client resource hub, featuring tax alerts, newsletters, financial calculators, and an interactive tax-deadline calendar.

Jorstad operates a sales-led, relationship-driven GTM motion, acquiring clients via referrals, existing relationships, and website visibility. Services are billed at hourly rates tiered by staff seniority, ranging from $200/hour for administrative support to $650/hour for the founding partner. The firm operates regionally within California, with no evidence of multi-state or international service delivery. There are no disclosed funding rounds, institutional investors, M&A activity, or planned expansion initiatives in the available data.

Name

Jorstad

Legal name

Jorstad Incorporated

Website

https://jorstad.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

Jorstad Incorporated is a privately held, 9-person CPA firm in San Rafael, California, providing tax preparation, compliance, and planning services to individual taxpayers and small-to-mid-market business entities using CCH ProSystems software.

Ownership category

akta.pro rank

Product category

Accounting & Tax Preparation Services

NAICS

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

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Tax compliance services
• Business tax returns
• Financial planning services

Headquarters

HQ city

San Rafael

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Professional tax preparation services billed at hourly rates for individual income tax returns, business entity returns (Partnerships, S Corps, C Corps), and fiduciary returns. Services include tax data organization review, return preparation, electronic filing, and tax planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Jorstad Incorporated is a professional CPA firm that provides tax preparation and filing services for individuals and business entities (partnerships, S corps, C corps, LLCs, and fiduciary/estate returns), along with related accounting, bookkeeping, and tax planning guidance. The firm delivers its services through hourly-billed engagements carried out by a small team of licensed accounting professionals using CCH ProSystems tax processing software and SafeSend for electronic return delivery.

Product overview

Jorstad is a tax and accounting professional services firm that does not offer a technology product platform. Their service offering consists of tax preparation and compliance services for individuals and business entities (including individual tax returns, partnership returns, S corporation returns, C corporation returns, and fiduciary tax returns), delivered through their accounting professionals using third-party tax processing software. The firm also provides client tax organizers, electronic return delivery via SafeSend, and informational resources including newsletters, tax alerts, and general financial calculators accessible through their website. The services are not structured as a modular software platform but rather as traditional professional accounting services.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Income Tax Preparation
• Business Entity Tax Preparation
• Tax Planning and Advisory

Quantifiable outcome

• Electronic tax return delivery via SafeSend for secure and efficient document handling

Named customers2 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

Feature1 record

Partnerships

Four partnerships are on record, tiered core and regulatory.

• CCH ProSystemscoreTechnology or IntegrationJorstad has used CCH ProSystems for over 35 years for professional tax return processing. CCH ProSystems is a leading tax preparation and compliance software used by accounting firms.
• SafeSendcoreTechnology or IntegrationElectronic tax return delivery service used by Jorstad to deliver completed tax returns to clients. SafeSend allows clients to review returns, electronically sign e-File forms, and pay tax due payments and estimates.
• IRS (Internal Revenue Service)regulatoryOthersFederal tax authority with which Jorstad electronically files client tax returns. Links to IRS website provided in firm's Info Center for tax forms and publications.
• California Franchise Tax BoardregulatoryOthersCalifornia state tax authority for state tax filings. Link to California Franchise Tax Board provided in firm's Links section.

Scale indicators1 record

Recent moves5 records

Expansion highlights2 records

Broad incumbents

• BDO USA: Major mid-tier accounting firm offering tax, audit, and advisory services to businesses including small and mid-market entities. Comparable for entity-level tax preparation and planning, but at significantly larger scale and broader geographic reach than Jorstad.
• Jackson Hewitt: National retail tax preparation franchise competing directly with Jorstad for individual taxpayer clients through office-based assisted return preparation.
• H&R Block: National tax preparation company offering DIY software, assisted tax preparation, and small business services through Block Advisors. Comparable as a direct competitor in individual and small business tax preparation, though at vastly greater scale and through retail rather than CPA-led delivery.
• Liberty Tax: Retail tax preparation franchise competing directly with Jorstad for individual taxpayer clients through office-based assisted return preparation and seasonal walk-in service.
• KPMG US: Big Four accounting firm offering tax compliance and advisory services across entity types including individuals, partnerships, and corporations. Operates in the same tax preparation and planning space as Jorstad, but at enterprise scale and through a national network.
• Marcum LLP: Top-10 U.S. accounting and advisory firm providing tax, audit, and consulting services to middle-market businesses and high-net-worth individuals. Comparable for entity-level tax preparation with multi-state capability that exceeds Jorstad's regional scope.

Emerging players

• Bench: Online bookkeeping and accounting service for small businesses, pairing software with dedicated bookkeepers. Competes for the same small-business tax and bookkeeping clients as Jorstad, but operates a subscription tech-enabled model rather than hourly CPA billing.
• Botkeeper: AI-enabled bookkeeping and accounting service combining machine learning with human accountants. Competes for small business bookkeeping and tax clients with a fundamentally different, technology-led cost structure than traditional CPA firms like Jorstad.
• Pilot: Tech-enabled accounting, bookkeeping, and tax services for startups, small businesses, and ecommerce companies. Comparable to Jorstad for SMB tax preparation and bookkeeping but with a digital-first, subscription delivery model.
• 1-800Accountant: Virtual accounting firm providing bookkeeping, tax preparation, and advisory services to small businesses and individuals. Comparable service offering to Jorstad, but delivered remotely rather than through a single local office.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Jorstad