Delgado Family Tax

What Delgado Family Tax does

Delgado Family Tax LLC is a privately held, family-owned financial services firm founded in 2012 and headquartered in The Hammocks neighborhood of Miami, Florida. The firm operates with 1-10 employees from a single local office and serves individual taxpayers and small business owners across South Florida. Its service portfolio is anchored in personal and small business tax preparation — covering W2 employees, sole proprietors, 1099 contractors, and married families — and extends into tax relief and resolution (Offers in Compromise, IRS installment plans, penalty abatement, unfiled returns), as well as back-office bookkeeping, 401k plan administration, and payroll support. The firm is IRS-authorized to deduct preparation fees directly from client refunds, eliminating upfront fees as a barrier to engagement.

Name

Delgado Family Tax

Legal name

Delgado Family Tax LLC

Website

https://delgadofamilytax.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Delgado Family Tax LLC is a family-owned tax preparation, tax relief, and bookkeeping firm based in The Hammocks, Miami, Florida, serving individual taxpayers and small business owners across South Florida with in-person, online, and drop-off service delivery.

Ownership category

akta.pro rank

Product category

Tax Preparation Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Tax Law (BPAHAAAG)

akta.pro secondary industry

Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB)

Keywords

• Tax preparation services
• Tax debt resolution
• Bookkeeping and accounting
• Small business payroll
• Retirement plan administration

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Professional tax preparation for individuals and business clients, including W2 employees, sole proprietors, 1099 contractors, and married couples with various income sources.
2. Bookkeeping and Accounting Services: Back-office bookkeeping services replacing internal accounting functions for business clients, including 401k plan administration and payroll support.
3. Tax Relief and Resolution Services: Tax debt resolution services including Offers in Compromise, IRS installment plans, penalty abatement, and unfiled return assistance. The firm is authorized by the IRS to deduct fees directly from client refunds.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Delgado Family Tax prepares and files personal and business tax returns for W-2 employees, sole proprietors, 1099 contractors, and married couples with dependents. The firm also provides tax debt resolution services (Offers in Compromise, IRS installment plans, penalty abatement, unfiled return assistance) and back-office bookkeeping, payroll, and 401(k) plan administration for small business clients.

Product overview

Delgado Family Tax LLC operates as a unified service offering centered on tax preparation and tax relief solutions. The company provides three core service lines: Tax Preparation (handling personal and business tax filing), Tax Relief (a two-step investigation and resolution program for tax debt including Offers in Compromise and IRS installment plans), and Bookkeeping and Accounting (back office services including 401k plans and payroll support). The services are available through in-person, online, and drop-off channels, with no upfront fees required as the company is authorized to deduct fees from client refunds.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Personal and business tax preparation covering W-2 employees, 1099 contractors, sole proprietors, and married couples with dependents. Delivered through in-person consultations, online form submission, or document drop-off.
• Tax Relief Two-step tax debt resolution program for individuals and businesses. Includes Offers in Compromise, IRS installment plans, penalty abatement, and unfiled return assistance. The firm is IRS-authorized to deduct preparation fees directly from client refunds.
• Bookkeeping and Accounting Outsourced back-office services for business and individual clients, including bookkeeping, 401(k) plan administration, and payroll support.

Quantifiable outcome

• Clients with Offer-in-Compromise settlements typically pay less than 20% of actual tax debt owed

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights3 records

Direct peers

• Liberty Tax Service: Franchise-based personal and small business tax preparation chain with in-person retail offices. Comparable on local-office service delivery model and primary segment of individual taxpayers.
• H&R Block: National tax preparation chain with retail offices offering personal and small business tax filing, plus Block Advisors for year-round bookkeeping and payroll. Directly comparable in core tax prep service and small business back-office offering.
• Polston Tax Resolution & Accounting: Specialized tax resolution firm offering IRS debt negotiation, Offers in Compromise, and installment agreements — the same tax relief services Delgado Family Tax provides. Comparable on resolution-specific capability and customer segment.
• Jackson Hewitt Tax Service: National tax preparation franchise focused on W2 employees, self-employed filers, and refund-based fee structures in retail locations. Closest direct competitor on pricing model and segment targeting.
• Community Tax Relief: Tax resolution and debt relief firm offering IRS negotiation, penalty abatement, and unfiled return assistance. Directly comparable on tax relief/resolution offering and target client (tax-debt-affected individuals).

Emerging players

• Intuit TurboTax: Dominant DIY tax preparation software for individual filers (W2, 1099, self-employment). The primary substitute for paid in-person tax prep services; competes on price and convenience rather than personalized advisory.
• 1-800Accountant: Virtual-first accounting and tax service for small businesses and self-employed individuals. Comparable on tax prep, bookkeeping, and payroll bundling — but competes on a digital delivery model rather than local in-person service.
• TaxAct: Lower-priced DIY tax preparation software targeting individual and self-employed filers. Comparable as a price-disruptive alternative for the firm's W2 and sole proprietor segments.

Broad incumbents

• BDO USA: Mid-market professional services firm offering tax compliance, tax planning, and bookkeeping services to small and mid-sized businesses. Comparable on small business tax and bookkeeping service mix, though at larger client scale.
• KPMG US Tax Practice: Big 4 firm with dedicated personal and small business tax services alongside large corporate tax. Comparable on tax law expertise and compliance work, though serving a vastly larger client base.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/DelgadoTax
• LinkedInlinkedin.com/company/delgado-family-tax-services

Revenue estimate

Valuation estimate

Number of profiles

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 Delgado Family Tax