What Antos Advisors does

Antos Advisors is a family-owned tax and accounting firm headquartered at 500 W Palatine Road, Suite 102 in Wheeling, Illinois, serving individuals, families, small-to-mid-size businesses, organizations, and high-net-worth clients across the Chicago metropolitan area and Southern Wisconsin. The firm has operated under family ownership for three generations, with current leadership anchored by Jeffrey Antos (CFP, CPA, 30+ years of experience) and J.D. Rich (President of the Antos Advisors Payroll subsidiary and Certified Compensation Professional). Its service portfolio spans tax preparation and planning across individuals, corporations, partnerships, trusts, estates, and not-for-profits; accounting and bookkeeping; business and estate consulting; payroll services; IRS and state audit representation; and QuickBooks training.

The firm's technology stack is composed of off-the-shelf professional tools rather than proprietary platforms. Core operations rely on computerized tax preparation and research software with access to current tax law developments, while client-facing infrastructure consists of the TaxDome secure client portal (supporting two-factor authentication and multi-profile account access) and the SafeSend Returns document submission portal, with a dedicated document coordinator (Allie Hernandez) managing incoming files. A separate Antos Wealth Advisors brand indicates an extension into wealth advisory services.

Revenue is generated through professional services fees for accounting, tax, payroll, consulting, and training engagements, with quote-based pricing across all service categories and no publicly disclosed fee schedules. The firm's go-to-market is sales-led and direct, relying on its website, local SEO positioning, and direct phone/email contact to acquire clients within its regional service area. Antos Advisors Payroll operates as a wholly-owned subsidiary (formerly First Pay, LLC), providing payroll processing including direct deposit, payroll tax deposits, and W-2/1099 processing under J.D. Rich's leadership.

Name

Antos Advisors

Legal name

Antos Advisors

Website

https://antosadvisors.com

Company type

Private

Operating status

Operating

Short description

Antos Advisors is a family-owned, three-generation tax and accounting firm in Wheeling, Illinois, serving individuals, families, and small-to-mid-size businesses across the Chicago metropolitan area and Southern Wisconsin with tax preparation, accounting, payroll, consulting, and wealth advisory services.

Ownership category

akta.pro rank

Product category

Tax and Accounting Services

NAICS

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

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Tax preparation services
• Accounting services
• Payroll processing
• Business consulting
• Estate planning

Headquarters

HQ city

Wheeling

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

Revenue model

1. Professional Services Fees: The firm generates revenue through fees for accounting, tax preparation and planning, business and estate planning, financial statement preparation, financial consulting, payroll services, and QuickBooks training. Revenue appears to be project-based or retainer arrangements for ongoing client relationships.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Antos Advisors is a family-owned tax and accounting firm providing tax preparation, accounting, payroll, and business consulting services. Based in Wheeling, Illinois, the firm serves individuals, families, and small-to-mid-sized businesses across the Chicago metropolitan area and Southern Wisconsin. The firm emphasizes three generations of family expertise and offers secure client portals for document management and tax return delivery.

Product overview

Antos Advisors is a family-owned tax and accounting firm offering a comprehensive suite of professional services. Their core offerings include Tax Services (individual and corporate tax preparation, estate and trust tax preparation, tax planning, sales tax services, and IRS representation), Accounting Services (bookkeeping, financial statement preparation, and accounting system set-up), Consulting Services (business entity selection, succession planning, and estate planning), and Payroll Services. They provide client-facing portals including the TaxDome Portal for secure account access and a SafeSend Returns-based Document Submission Portal for secure file uploads. The firm operates primarily in the Chicago metropolitan area and southern Wisconsin, serving individuals, families, and businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• TaxDomecoreTechnology or IntegrationTaxDome provides the firm's secure client portal for account access, two-factor authentication, and document management. Clients access their accounts through https://antosadvisors.taxdome.com/ for tax and financial document management.
• SafeSend ReturnscoreTechnology or IntegrationSafeSend Returns provides the secure document submission portal used by Antos Advisors for receiving tax, financial services, and corporate client documents. The portal is accessed at https://exchange-taxpayer.safesendreturns.com/DropOff/ddc0000000000 with documents directed to the firm's document coordinator.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Others

• Intuit: Owner of QuickBooks, TurboTax, and QuickBooks Live; an enabling/competing technology incumbent whose DIY and assisted offerings directly substitute for Antos's bookkeeping and tax services.

Regional players

• Wipfli: Midwest-headquartered accounting and advisory firm serving mid-market and SMB clients with tax, audit, and consulting services; comparable full-service model with greater scale.
• Plante Moran: Large Midwest-based CPA and advisory firm serving mid-market businesses and HNW clients across tax, accounting, and consulting; comparable service lines with broader regional footprint.

Broad incumbents

• BDO USA: National accounting and advisory firm serving middle-market businesses with tax, assurance, and consulting; competes for the same SMB and HNW segment in Chicago.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm providing tax, audit, advisory, and wealth management to mid-market and SMB clients; overlapping service offerings with much broader geographic reach.
• H&R Block: National retail tax preparation chain; competes for the same individual and small-business tax clients in the Chicago market, though at a more commoditized price point.
• Marcum LLP: National top-20 accounting firm providing tax, audit, and advisory to middle-market companies and HNW clients; comparable service portfolio at meaningfully larger scale.
• Crowe LLP: Major U.S. accounting and advisory firm headquartered in Chicago area, serving mid-market clients with audit, tax, and consulting services; closest large-firm geographic peer.

Direct peers

• Porte Brown: Chicago-area accounting, tax, and advisory firm serving closely held businesses and individuals; highly comparable in size, geography, and full-service CPA model.
• Mowery & Schoenfeld: Mid-sized Chicago-area CPA firm offering tax, accounting, audit, and advisory services to closely held businesses and HNW individuals; directly comparable in target market and service mix.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 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 Antos Advisors