Guerrero CPA

What Guerrero CPA does

Guerrero CPA LLC is a privately held Certified Public Accounting firm headquartered at 508 W. Rhapsody in San Antonio, Texas, founded and led by Ed Guerrero, CPA. The firm provides four core service lines: tax preparation for individuals and businesses (Forms 1040, 1120, 1065, 990, and Texas Sales & Franchise Tax), proactive tax strategy engagements (Tax Plan, Tax Check-up, Tax Surgery), full-service IRS representation (audits, back taxes, payroll tax problems, offers in compromise, innocent spouse relief), and financial advisory (retirement, college, estate, and investment planning). Its primary customers are small business owners and high-income individuals in the San Antonio metro and broader Texas market, with a secondary specialty in real estate investor taxation.

The firm's technology stack centers on CCH Tax Research Service (Wolters Kluwer) for tax research accuracy, Canopy and Onvio for secure document exchange and client portals, and Intuit QuickBooks and Microsoft Great Plains for accounting and client management. It operates an educational sub-brand called GoSeeED-ucation, delivering tax and financial education through a YouTube channel, blog/vlog, Facebook community, and live weekday Zoom shows. The firm is GLBA-compliant, holds no patents, and has registered two brand identities ('Go See Ed' and 'GoSeeEd-ucation').

The business model is professional services revenue: fees are set per engagement in an Engagement Letter, invoiced in advance, and paid before the Review and Sign meeting. A free 30-minute consultation serves as the top-of-funnel entry point, supported by a client referral program (a $25 invoice credit per successful referral, with no cap) and a curated ecosystem of partner professionals (Attorneys, Bankers, Bookkeepers, Insurance, Payroll & HR, Financial Advisors) that provide integrated solutions. The firm has 1-10 employees, no external funding, no parent company, and no subsidiaries, operating as a single-location, founder-owned LLC.

Name

Guerrero CPA

Legal name

Guerrero CPA LLC

Website

https://guerrerocpa.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Guerrero CPA LLC is a privately held San Antonio, Texas-based CPA firm providing tax preparation, proactive tax strategy, IRS representation, and financial advisory services to small business owners and high-income individuals in the Texas market.

Ownership category

akta.pro rank

Headquarters

HQ city

San Antonio

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Tax return preparation for individuals and businesses using various forms including 1040, 1120, 1065, and state filings.
2. Tax Strategy Sessions: Proactive tax planning sessions including Tax Plan, Tax Check-up, and Tax Surgery services to minimize tax liability.
3. IRS Representation: Representation services for IRS audits, back taxes, payroll tax problems, offers in compromise, payment plans, and other tax controversies.
4. Financial Advisory: Comprehensive financial planning including retirement planning, college savings, estate planning, and investment strategy guidance.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Guerrero CPA LLC is a San Antonio, TX-based Certified Public Accounting firm that delivers tax preparation, proactive tax strategy, IRS problem resolution, and financial advisory services to individuals and small businesses. The firm supplements these professional services with an integrated ecosystem of partner professionals (Attorneys, Bankers, Bookkeepers, Insurance, Payroll & HR, Financial Advisors) and an educational content program (GoSeeEd-ucation) to deliver comprehensive tax and financial solutions.

Product overview

Guerrero CPA LLC is a CPA firm offering a suite of financial services centered on tax preparation and strategy. The core offerings include Tax Preparation (using CCH Tax Research Service), Tax Strategy (proactive planning services), IRS Representation, and Advisory Services (retirement, estate, and investment planning). The firm also operates GoSeeED-ucation, an educational sub-brand providing tax education content through blogs, vlogs, and online shows. The 9-step client process guides clients from consultation through tax filing and strategy planning, utilizing secure document portals (Onvio, Canopy) for client interactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Tax return preparation for individuals and businesses, covering Forms 1040, 1120, 1065, 990, and Texas Sales & Franchise Tax. Uses CCH Tax Research Service for compliance and accuracy. Targets individuals and small to mid-sized business entities in the San Antonio, TX area.
• Tax Strategy Proactive tax planning services focused on minimizing tax liability, building wealth, and developing custom strategies for individuals and companies. Includes Tax Plan, Tax Check-up, and Tax Surgery engagements layered on top of standard preparation.
• IRS Representation Full-service IRS and tax authority problem resolution, including audit representation, back taxes, payroll tax problems, tax liens, levies, offers in compromise, payment plans, bankruptcy, and innocent spouse relief. Targets individuals and businesses facing IRS or state tax controversies.
• Advisory Services Comprehensive financial advisory covering retirement planning, college education planning, family protection, investment goal achievement, and estate/legacy planning. Delivered to individuals and business owners seeking integrated wealth-building guidance.

Quantifiable outcome

• Testimonials indicate significant tax savings; clients report saving thousands on taxes through proactive strategy.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• Ecosystem Partners NetworkcoreOthersWorking ecosystem of professional partners including Attorneys, Bankers, Bookkeepers, Insurance providers, Payroll & HR professionals, and Financial Advisors. These partners collaborate with Guerrero CPA to provide integrated tax and financial solutions for clients.
• CCH (Wolters Kluwer)coreTechnology or IntegrationCCH Tax Research Service, the leading tax research software, is used by the firm for tax research to ensure accurate and comprehensive tax preparation.
• CanopycoreTechnology or IntegrationCanopy secure document exchange platform used for client document upload, invoice delivery, and Review and Sign meeting coordination.
• OnviocoreTechnology or IntegrationSecure client portal used for accessing tax returns, extension applications, and firm communications.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• KPMG US: Big Four accounting firm offering tax compliance, planning, and controversy services for individuals and corporations. Comparable as a broad incumbent serving high-net-worth tax strategy and IRS representation needs that overlap with Guerrero CPA's higher-end advisory offerings, with materially deeper resources and brand reach.
• H&R Block: National tax preparation chain offering individual and small business tax services with both DIY software and in-person/in-store CPA assistance. Comparable as a broad incumbent competing for the same individual/SMB tax preparation customers, though operating at vastly larger scale and via franchise model rather than advisory-led engagements.
• Jackson Hewitt: Large retail tax preparation franchise serving individual filers and small businesses across the U.S. Comparable as a broad incumbent in personal/SMB tax preparation, though it competes primarily on accessibility and price rather than the proactive tax strategy positioning Guerrero CPA emphasizes.
• BDO USA: Top-tier global accounting and tax advisory firm with significant U.S. presence serving mid-market and high-net-worth clients. Comparable as a broad incumbent offering tax strategy, IRS representation, and advisory services that overlap with Guerrero CPA's higher-end offerings, though at far greater scale and enterprise positioning.

Regional players

• Atchley & Associates, LLP: Texas-based full-service CPA firm providing tax, audit, and advisory to businesses and high-net-worth individuals. Comparable as a regional Texas CPA competitor with overlapping tax strategy, IRS representation, and wealth advisory offerings that target similar client profiles in the same geography.
• Eide Bailly: Top-25 U.S. accounting and advisory firm with regional offices providing tax, audit, and wealth advisory services. Comparable as a regional multi-office CPA firm with tax strategy and advisory practices that compete for similar mid-market and high-income clients, though with broader geographic reach.
• Whitley Penn: Texas-based full-service accounting and advisory firm headquartered in Fort Worth with offices across the state. Comparable as a regional player offering tax, advisory, and IRS problem resolution services to Texas-based SMBs and high-net-worth individuals, directly overlapping Guerrero CPA's geographic and service footprint.

Emerging players

• Pilot: Tech-enabled bookkeeping, tax, and CFO services firm primarily serving venture-backed startups and SMBs. Comparable as an emerging, venture-funded player offering integrated accounting + tax + advisory to SMBs that overlap with Guerrero CPA's small business segment, though with a software-first delivery model.
• 1-800Accountant: Tech-enabled virtual accounting and tax services firm serving small businesses and entrepreneurs nationwide. Comparable as an emerging, scaled competitor in the small business accounting/tax advisory space, leveraging virtual delivery and a multi-CPA model that contrasts with Guerrero CPA's local, founder-led model.

Others

• Pittsburgh Tax & Accounting (dba PTAA): Boutique regional CPA firm offering tax preparation, planning, and advisory to individuals and small businesses. Comparable as a similarly sized local CPA practice competing in the same small-business/high-earner advisory niche, although operating in a different metro.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCFBqDMDq--MTAVsCkw5Sdog
• Facebookfacebook.com/GuerreroCPA
• Xx.com/Edcpa
• LinkedInlinkedin.com/company/guerrero-cpa

Compliance1 record

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 Guerrero CPA