What Necomitt Financial Services does

Necomitt Financial Services, legally Necomitt Enterprises, LLC, is a privately-held Dallas-based tax preparation and small-business financial services firm registered with the state of Texas since 2017. The company serves individual taxpayers and small businesses in and around the Dallas-Fort Worth area with a service portfolio that spans individual income tax preparation, small-business tax filing (federal/state/city), bookkeeping and accounting ($125 per engagement), business formation consultation ($75 per session), IRS issue resolution, EIN application assistance, and tax return amendments. A recurring-revenue layer has been added on top of transactional services through the TaxPulse membership tiers (Basic $25/month, Pro $29/month, Advance $45/month), which bundle unlimited consultations, year-round tax planning, audit support, document safekeeping, and dedicated account management. Customer acquisition is sales-led, anchored by a single headquarters at 9304 Forest Lane Suite N156 in Dallas, walk-in availability, and a referral-driven testimonial base; distribution extends virtually through a secure online document upload and chat platform, plus phone and email support.

The firm's technology stack is modest and primarily workflow-oriented rather than product-defining: a user-friendly electronic accounting system for bookkeeping, a secure cloud-based document upload portal with chat to tax experts, and an IRS-certified tax-preparation workflow with accuracy guarantees. There is no public API, SDK, mobile app, or disclosed AI/ML capability. The firm markets a maximum-refund guarantee, accuracy error reimbursement, transparent pricing, after-hours availability, and a personalized approach in which each tax matter is treated as a custom "prototype plan" rather than a templated solution.

Operationally, the company is founder-led by CEO Jeffrey Cole, who brings over 12 years of tax-industry experience and is the principal client-facing credential in customer testimonials. Ownership is privately held with no disclosed institutional investors, parent company, subsidiaries, or funding rounds. Operating geography is concentrated in Texas, with no reported second location despite a publicly stated 2030 plan for multiple U.S. sites. Revenue, headcount within the 11-50 band, pricing, and product mix are not publicly disclosed beyond the price list captured above, and there are no disclosed patents, trademarks, awards, or formal partnerships in the source data.

Name

Necomitt Financial Services

Legal name

Necomitt Enterprises, LLC

Website

https://necomittfs.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Necomitt Financial Services is a Dallas, Texas-based private tax preparation and small-business financial services firm offering individual and small-business tax filing, bookkeeping, IRS issue resolution, business formation consulting, and a tiered monthly TaxPulse membership subscription to local individuals and SMBs.

Ownership category

akta.pro rank

Product category

Tax Preparation Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)

SIC

Services-Business Services, Nec (7389)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG)

Keywords

• Tax preparation services
• Small business taxes
• Bookkeeping services
• Business consultation
• IRS representation

Headquarters

HQ city

Dallas

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. Membership Subscriptions: Monthly recurring subscription service providing ongoing tax support, health checkups, alerts, consultations, and priority service across Basic ($25/month), Pro ($29/month), and Advance ($45/month) tiers
2. Tax Preparation Services: One-time fees for individual income tax filing and business tax preparation services
3. Bookkeeping and Accounting: Ongoing bookkeeping and accounting services at $125 per engagement for financial record management
4. Small Business Tax Services: Comprehensive small business tax filing and management at $450 per return including payroll, bookkeeping, and tax preparation
5. Business Consultation: Business formation and consultation services at $75 per session for guidance on LLC, S-Corp, C-Corp structures and business planning
6. Tax Education Course: One-time course fee of $65 for training on how to start a tax preparation business

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Necomitt Financial Services is a Dallas-based tax preparation and financial services firm offering individual income tax preparation, small business tax filing, bookkeeping and accounting, business consultation/formation, and IRS issue resolution. It sells bundled annual engagements (e.g., small business taxes at $450, bookkeeping at $125) alongside tiered monthly subscription memberships (TaxPulse Basic/Pro/Advance at $25-$45/month) that provide year-round tax planning, alerts, and dedicated account management.

Product overview

Necomitt Financial Services is a tax preparation and financial services company based in Dallas, Texas, offering a comprehensive suite of services for both individuals and small businesses. The core offerings include Individual Income Tax Preparation and Small Business Tax Services, supplemented by ancillary services such as Bookkeeping and Accounting ($125), Business Consultation ($75), and EIN Application Assistance. The company operates a membership-based model with three tiers: TaxPulse Basic ($25/month), TaxPulse Pro ($29/month), and TaxPulse Advance ($45/month), providing escalating levels of support including unlimited consultations, tax planning, audit support, and dedicated account management. Additional offerings include a Tax Class course ($65) for aspiring tax preparation business owners, tax return amendments, IRS issue resolution, and online/virtual tax filing assistance. The company is led by CEO Jeffrey Cole and has been registered in Texas since 2017.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Income Tax Preparation Personal income tax preparation, filing, and personalized tax strategies for individual taxpayers and families, including help maximizing refunds and resolving tax issues.
• Small Business Tax Services Comprehensive tax filing for small businesses covering federal, state, and city income taxes, payroll management, bookkeeping, expense management, and sales tax tracking, priced at $450 per return.
• Bookkeeping and Accounting Ongoing professional bookkeeping and accounting services including payroll management, financial recordkeeping, and tax preparation support, priced at $125 per engagement.
• Business Consultation One-on-one consulting helping entrepreneurs choose the right business structure (LLC, S-Corp, C-Corp), plan new ventures, and ensure financial compliance, priced at $75 per consultation.
• TaxPulse Membership (Basic / Pro / Advance tiers) Recurring monthly subscription providing year-round tax services including unlimited consultations, monthly tax health checkups, real-time alerts, tax preparation discounts, audit support, document safekeeping, tax optimization strategies, investment tax analysis, educational content, priority service, and a dedicated account manager at higher tiers.
• Tax Class (How to Start a Tax Preparation Business) Educational course covering the fundamentals of the tax industry, operational essentials, business planning, marketing strategies, legal compliance, and scalability for aspiring tax preparation business owners, priced at $65.
• EIN Application Assistance Assistance with applying for an Employer Identification Number (EIN) from the IRS to help small business owners establish their business entity identity.
• Tax Return Amendment Preparation and resubmission of corrected tax returns, including Form 1040X, for clients whose previously filed returns contained errors.
• IRS Issue Resolution Tax expert representation and direct communication with the IRS on behalf of clients to resolve notices, audits, back taxes, and other tax problems.
• Online Tax Filing Assistance Virtual tax preparation service allowing clients to upload documents, have returns prepared by a tax expert, review the return, and e-sign for approval entirely online without an in-office visit.

Quantifiable outcome

• Most clients complete their taxes in under 45 minutes with professional assistance
• +2 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Jackson Hewitt: Tax preparation chain focused on retail offices serving individuals and small businesses, competing for the same individual and SMB taxpayer segments as Necomitt.
• Bench Accounting: Tech-enabled SMB bookkeeping service bundling software with human bookkeepers — directly comparable to Necomitt's $125 bookkeeping and accounting offering, though delivered digitally.
• H&R Block: Largest U.S. retail tax preparation chain offering individual and small business tax filing through company-owned and franchised offices, directly overlapping Necomitt's tax prep and bookkeeping services.
• Block Advisors: H&R Block's dedicated small business accounting and tax services arm, targeting SMBs with bookkeeping, payroll, and tax filing — a near-direct competitor to Necomitt's small business service line.
• Liberty Tax: National tax preparation franchise providing individual and small business tax filing with physical office presence — comparable to Necomitt's storefront, walk-in model in local markets.
• 1-800Accountant: Virtual accounting, bookkeeping, and tax preparation service for small businesses and entrepreneurs — competes with Necomitt's online/virtual tax filing and consultation offerings.
• Pilot: Specialized bookkeeping, tax, and CFO services for small businesses and startups — competes for the same Dallas SMB client profile and overlapping service set.

Broad incumbents

• KPMG Spark: Big Four-affiliated virtual bookkeeping, controller, and tax services for small businesses — competes for the same Dallas SMB customer requiring outsourced bookkeeping and tax compliance.
• Intuit QuickBooks / ProConnect: Dominant SMB accounting and tax software platform; competes with Necomitt's DIY-friendly clients and increasingly bundles human-assisted tax and bookkeeping services for SMBs.

Emerging players

• Found: Banking plus bookkeeping and tax tools built for self-employed individuals and small businesses — comparable SMB tax/bookkeeping bundle targeting a similar customer persona.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/Jeffrey25064932
• YouTubeyoutube.com/channel/UCDNn5GNJNBZ3IFNB4LtetEg
• Facebookfacebook.com/NecomittFinancialServices
• LinkedInlinkedin.com/company/necomitt-financial-services
• Instagraminstagram.com/necomittfs

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Necomitt Financial Services