Laird's Tax and Accounting

What Laird's Tax and Accounting does

Laird's Tax & Accounting is a privately held, locally owned professional services firm headquartered in Springfield, Ohio, that has operated continuously since 1937. The firm provides tax preparation, tax consulting, accounting and bookkeeping, and payroll services to individual taxpayers, small and medium-sized businesses, partnerships, LLCs, corporations, S-corporations, and not-for-profit organizations across Ohio. Its primary customer segments are individual taxpayers and SMB owners requiring recurring compliance and advisory support.

The firm's service portfolio comprises five integrated lines: tax preparation and filing (including Form 1040, state and city returns, partnerships, LLCs, corporations, S-corps, and not-for-profits with free electronic filing), tax planning and consulting (estimated tax calculations, retirement and college funding planning, IRA selection), monthly/quarterly/annual accounting and bookkeeping, comprehensive payroll processing, and secure client document management through a dedicated client portal. The firm does not disclose any proprietary technology platform and relies on standard industry tax preparation and accounting tools.

Revenue is generated entirely on a professional services, pay-as-you-go basis, with fees for tax preparation withheld from client refunds and no upfront payment required. Customer acquisition is driven by direct-to-consumer channels: six physical offices across Ohio (Springfield HQ, Urbana, Beavercreek, Piqua, and Upper Arlington), phone-based scheduling, online appointment requests, and a referral partnership with IH Credit Union that includes co-located branches and a $20 member discount. Marketing relies on local presence, the firm's 87-year heritage, BBB accreditation, NAEA and NATP membership, and word-of-mouth referrals rather than scaled digital acquisition.

Name

Laird's Tax and Accounting

Legal name

Laird's Tax & Accounting

Website

https://www.lairdstax.com

Company type

Private

Founded year

1937

Operating status

Operating

Headcount range

11–50 employees

Short description

Laird's Tax & Accounting is a consulting firm that offers professional services on bookkeeping, tax preparation and payroll service.

Ownership category

akta.pro rank

Product category

Tax Preparation and Accounting Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

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

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

akta.pro secondary industries

Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Garnishments, Levies & Wage Withholding Administration (BPAAAHAG)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Payroll processing services
• Tax consulting
• Business tax filing

Headquarters

HQ city

Springfield

HQ country

United States

HQ region

North America

Offices5 records

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 and Filing Services: The firm generates revenue through professional tax preparation and filing services for individuals and businesses. Services include preparation of Form 1040 and attachments, all state returns, city returns, partnerships, LLCs, corporations, Subchapter S corporations, and not-for-profit organizations. Free electronic filing is included with tax return preparation, and no upfront payment is required as the prep fee can be withheld from the refund.
2. Tax Consulting Services: Revenue is generated through tax planning and consulting engagements, including estimated tax calculations, lump sum distributions, college funding considerations, retirement tax planning, and IRA selection advice.
3. Accounting and Bookkeeping Services: Monthly, quarterly, or annual accounting and bookkeeping services for businesses, providing financial reporting and record-keeping for ongoing client financial management.
4. Payroll Services: Comprehensive payroll processing services for businesses, handling all aspects of payroll including tax document preparation and compliance with employment laws.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Laird's Tax and Accounting is a locally owned professional services firm that prepares and files individual and business tax returns (Form 1040, state and city returns, partnerships, LLCs, corporations, S corporations, not-for-profit organizations), provides tax planning and consulting, delivers ongoing accounting and bookkeeping (monthly, quarterly, or annual), and processes payroll for businesses. Services include free electronic filing, direct deposit of refunds, and contactless/remote appointments across six Ohio locations.

Product overview

Laird's Tax & Accounting offers a unified suite of tax and accounting services to individuals and businesses in Ohio. The core offering consists of five integrated service lines: Tax Services (general tax filing and preparation), Tax Returns (specific return preparation for various entity types), Tax Consulting (planning and strategy), Accounting and Bookkeeping (financial record management), and Payroll Services (business payroll processing). The company operates six physical locations across Ohio and also provides a client portal for secure file access.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Comprehensive tax preparation and filing services for individuals and businesses, including free electronic filing with tax return preparation, direct deposit of refunds, and no upfront payment required. Serves individual taxpayers and business entities across Ohio.
• Tax Returns Professional tax return preparation covering Form 1040 and attachments, all state returns, city returns, partnerships, LLCs, corporations, Subchapter S corporations, and not-for-profit organizations. Helps clients identify federal and state deductions to minimize tax liability.
• Tax Consulting Tax planning and strategy services that project federal and state tax obligations and develop personalized tax plans. Includes estimated tax calculations, lump sum distributions, college funding considerations, retirement tax planning, and IRA selection advice.
• Accounting and Bookkeeping Recording, tracking, and reporting services for monthly, quarterly, or annual financial activities. Provides comprehensive financial reports and analysis for ongoing client financial management and record-keeping.
• Payroll Services Comprehensive payroll processing for businesses, including payroll tracking, tax document preparation (W-2s, 1099s), compliance with tax and employment laws, and dedicated payroll specialist support.

Quantifiable outcome

• More than 200 years of combined tax preparation experience
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• IH Credit UnioncoreChannel Partner/ Reseller/ DistributorIH Credit Union hosts co-located Laird's Tax & Accounting branch locations at their Urbana (731 Scioto St) and Beavercreek (1464 N Fairfield Road) branches. This partnership provides mutual benefits: IH Credit Union offers their members exclusive $20 discount on Laird's services while gaining additional branch traffic, and Laird's gains access to a captive credit union membership base through premium location placement inside credit union facilities.

Scale indicators3 records

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• H&R Block: National tax preparation chain offering individual and small business tax services through owned and franchised offices plus DIY software. Directly competes with Laird's in the individual 1040 segment but at much larger scale with a tech-enabled service model.
• Jackson Hewitt: National tax preparation franchise serving individual and small business clients primarily in Walmart and standalone retail locations. Overlaps with Laird's on individual tax prep and seasonal positioning, but operates at vastly greater scale.
• Liberty Tax: Franchise-based tax preparation chain (parent SFR Tax) offering individual and small business returns plus refund loans. Competes with Laird's for walk-in individual tax clients but lacks the local community-anchor positioning.
• KPMG Small Business Services: Big Four accounting firm's small business accounting, tax, and advisory practice. Provides scaled competition to Laird's for mid-market and growing SMB clients seeking combined tax, accounting, and advisory services under one brand.
• Deloitte Small Business Services: Big Four firm's small business and private company services covering tax compliance, accounting, payroll, and advisory. Competes for the same growing-SMB cohort that Laird's serves locally, though at national scale and price points.

Emerging players

• Intuit TurboTax Live: Intuit's combined DIY tax software plus human expert assist service offering on-demand CPA/EA support for individual and small business filers. Represents the tech-enabled hybrid model that increasingly competes with traditional local preparers like Laird's.
• Bench: Tech-enabled SMB bookkeeping and tax service combining software with dedicated bookkeepers. Competes with Laird's on the recurring bookkeeping + tax prep service line for small business clients, but with a software-first delivery model.
• Pilot: Tech-forward bookkeeping, tax, and CFO services for small businesses and startups, offering recurring monthly accounting plus year-end tax preparation. Overlaps with Laird's bookkeeping and tax prep revenue streams but targets a more digitally native SMB segment.
• Botkeeper: Automated bookkeeping platform serving accounting firms and their SMB clients with AI-assisted categorization and reconciliation. Represents the technology trend that threatens labor-intensive bookkeeping models like Laird's monthly accounting services.

Direct peers

• 1-800Accountant: Virtual accounting and tax services firm serving small businesses and individuals with tax prep, bookkeeping, payroll, and advisory offerings. Most directly comparable peer in terms of multi-service SMB-and-individual value proposition delivered remotely.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/598324403577126

Compliance3 records

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 Laird's Tax and Accounting