Accounting & Tax Solutions

What Accounting & Tax Solutions does

Accounting & Tax Solutions is a privately held accounting and tax services firm headquartered in Lancaster, Wisconsin, founded in 1995. The firm operates with a small team of 4–5 employees, including three Enrolled Agents (Diane Collins, Lou Ann Adrian, Stacey Lull) and a staff accountant (Theresa Kaiser), and serves more than 1,100 clients in southwest Wisconsin — approximately 200 of which are businesses. The client base spans individuals, small businesses, and farms/ranches, with a stated specialization in agricultural accounting services.

The firm's core offerings include tax planning and preparation, payroll processing, bookkeeping, financial statement preparation, business entity structuring, and agriculture-specific accounting services. It also delivers QuickBooks setup, training, and support as an Intuit QuickBooks Authorized Affiliate. The technology stack is conventional for a small professional services firm: QuickBooks, computerized tax preparation software, a client portal for secure document exchange, and PayPal for client-facing payments. The firm has also published online tax calculators and a tax-calendar subscription feed and maintains a social media presence.

The business model is fee-for-service professional services, with revenue generated from per-return tax preparation, recurring payroll and bookkeeping engagements, project-based entity structuring, and QuickBooks support. The firm holds memberships in professional associations including the National Association of Tax Professionals, National Society of Accountants, National Association of Enrolled Agents, and the Wisconsin Association of Accountants. There is no disclosed capital raise, M&A activity, licensing, or product-software business; the firm operates as a traditional local CPA/EA practice with digital client-delivery tooling layered on top.

Name

Accounting & Tax Solutions

Legal name

Accounting & Tax Solutions, Inc.

Website

https://accountingandtaxsolutions.net

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Accounting & Tax Solutions is a privately held accounting and tax services firm in Lancaster, Wisconsin, serving 1,100+ individual and small business clients — including farms — across southwest Wisconsin with tax, payroll, bookkeeping, and QuickBooks support.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

Keywords

• Tax preparation services
• Payroll processing services
• Bookkeeping services
• Small business accounting
• Agricultural tax services

Headquarters

HQ city

Lancaster

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Planning and Preparation: Core revenue stream including tax planning and return preparation for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, gift, and not-for-profit organizations. Also includes tax authority representation, divorce and support issues, and tax effects of buying/selling a business.
2. Payroll and Accounting Services: Comprehensive payroll services including live and after-the-fact payroll, bookkeeping/write-up, general ledger and transaction reports, bank reconciliations, business tax reporting, and compiled financial statements.
3. Financial Statements: Preparation of compiled financial statements for business clients.
4. QuickBooks Services: QuickBooks setup, training, and support services for desktop and online versions.
5. Entity Structuring: Consulting on business entity formation and structuring.
6. Agriculture Services: Specialized accounting and tax services for agricultural operations including farms.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Accounting & Tax Solutions provides professional accounting and tax services to corporations, small businesses, farms, and individuals in Southwest Wisconsin. Core offerings include tax planning and preparation for all entity types, payroll processing, bookkeeping and write-up, compiled financial statements, business entity structuring, and QuickBooks setup, training, and support, with specialized expertise in agricultural tax and accounting.

Product overview

Accounting & Tax Solutions is a traditional accounting and tax services firm established in 1995, offering a comprehensive suite of professional services rather than a software product. The core offerings include Tax Planning and Preparation, Payroll and Accounting Services, Agriculture Services, Entity Structuring, and Financial Statements. Their service portfolio includes sub-products such as Bookkeeping/Write-up, General Ledger and Transaction Reports, Bank Reconciliations, Business Tax Reporting, and Compiled Financial Statements. The firm also offers QuickBooks Services (setup, training, and support) through its status as a QuickBooks Authorized Affiliate. A secure Client Portal provides client access, while Financial Calculators serve as supplementary resource tools. They serve corporations, small businesses, farms, and individuals throughout Southwest Wisconsin, with a client base of over 1100 clients including 200 business clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning and Preparation Tax planning and return preparation for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, gift, and not-for-profit organizations, including tax authority representation, divorce and support tax issues, and tax effects of buying/selling a business, using computerized tax preparation and research software.
• Payroll and Accounting Services Comprehensive payroll (live and after-the-fact), bookkeeping/write-up, general ledger and transaction reports, bank reconciliations, business tax reporting, and financial statement preparation for business clients.
• Agriculture Services Specialized accounting and tax services for agricultural operations including dairy, beef, and crop farms, covering farm tax preparation, monthly accounting, payroll, and farm financial reporting.
• Financial Statements Preparation of compiled financial statements for business clients.
• Entity Structuring Business entity structuring and formation advisory services for clients selecting and setting up corporate, partnership, LLC, and other entity types.
• QuickBooks Services QuickBooks setup, training, and ongoing support for desktop and online versions, delivered by Certified QuickBooks ProAdvisors as a QuickBooks Authorized Affiliate.
• Client Portal Secure online portal for client access to accounts and document exchange with the firm.

Quantifiable outcome

• Over 1100 clients served including 200 business clients

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Intuit QuickBookscoreTechnology or IntegrationAccounting & Tax Solutions is a QuickBooks Authorized Affiliate with Certified QuickBooks ProAdvisors on staff. All three principals (Diane Collins, Lou Ann Adrian, Stacey Lull) are certified to provide setup, training, and support for QuickBooks desktop and online versions.
• APEL Certified Public AccountantsminorOthersMembership in APEL (American Payroll Education and Licensing) network of certified public accountants.
• Wisconsin Association of Accountants (WAA)minorOthersMember of the Wisconsin Association of Accountants, a state professional organization.
• National Association of Tax Professionals (NATP)minorOthersMember of the National Association of Tax Professionals, a national organization supporting tax professionals.
• National Society of Accountants (NSA)minorOthersMember of the National Society of Accountants.
• National Association of Enrolled Agents (NAEA)minorOthersMembership in NAEA representing Enrolled Agents who practice before the IRS.

Scale indicators4 records

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Jackson Hewitt Tax Service: National retail tax preparation chain focused on individual filers. Comparable customer segment (individual taxpayers and small businesses) but delivered through franchised retail storefronts rather than relationship-based local partnerships.
• Liberty Tax Service: National tax preparation franchise serving individual taxpayers and small businesses. Directly comparable service offering for individual tax returns, though delivered through a franchised retail model rather than a local partnership.
• Wipfli LLP: Large Midwest-based accounting and advisory firm headquartered in Wisconsin. Overlaps with Accounting & Tax Solutions on tax, accounting, and QuickBooks services for Wisconsin small businesses and farms, but at substantially greater scale and broader service portfolio.
• RSM US: Major national accounting firm serving middle-market and small businesses with tax and consulting services. Direct overlap on tax preparation, bookkeeping, and QuickBooks-related services, though targeted at larger mid-market clients than A&TS serves.
• H&R Block: National tax preparation chain with retail offices and DIY software. Overlaps directly with Accounting & Tax Solutions on individual and small-business tax prep, but operates at vastly larger scale and with proprietary technology.
• CLA (CliftonLarsonAllen): Top-10 U.S. accounting firm with strong Midwest presence including Wisconsin. Comparable in offering tax, accounting, payroll, and advisory services to small businesses and agricultural clients — the result of Virchow Krause + LarsonAllen merger, where Accounting & Tax Solutions' founders previously worked.

Emerging players

• 1-800Accountant: Virtual accounting and tax service targeting small businesses and individuals nationwide. Competes with Accounting & Tax Solutions on tax preparation and bookkeeping, but at national scale and with a fully remote delivery model.
• Bench (now part of Thryv): Tech-enabled bookkeeping and accounting service targeting small businesses with bundled software plus dedicated bookkeeper. Directly competes for the firm's 200 small-business clients with a subscription model that bundles technology and labor.

Regional players

• Kohl Tax & Accounting: Regional Wisconsin-based accounting firm serving small businesses and farms. Closest peer in terms of size, geographic footprint, agricultural specialization, and owner-operated partnership model.

Others

• Intuit TurboTax / QuickBooks Live: Intuit provides both DIY tax software and a live-assisted QuickBooks Live service staffed by credentialed bookkeepers. Represents both a direct competitive channel (DIY) and a partnership channel (the firm is a QuickBooks ProAdvisor affiliate).

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/Accounting-Tax-Solutions-Inc-212000778872203

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Accounting & Tax Solutions