What Metrotax Multiservices does

Metrotax Multiservices LLC (also doing business as Metrotax Modern Accountants & Advisors) is a privately held, fully virtual boutique tax firm founded in 2016 and headquartered at 8230 Leesburg Pike, Suite 710, Vienna, Virginia. The firm delivers three integrated service lines: Tax Resolution Services (IRS audits, levies, liens, wage garnishments, installment agreements, offers in compromise, unfiled returns, payroll tax problems, and tax-related bankruptcy); Tax Controversy Representation (civil and criminal matters including FBAR litigation and representation before IRS Special Agents, the DOJ Tax Division, and federal prosecutors); and Tax Planning Services (proactive, outcome-aligned advisory work). Tax planning is sold under a performance-aligned fee structure — 30% of estimated client tax savings with a $2,500 minimum plus a separate implementation fee (minimum $1,000) — while resolution and controversy work is fee-quoted on a per-case basis.

The firm's underlying technology stack is built entirely on third-party SaaS rather than proprietary software. Client engagement runs through a Canopy-powered Client Portal and a mobile app (iOS and Android) for document sharing, e-signatures, and payment processing, with all sensitive data stored on Amazon Web Services and protected by 128-bit encryption plus Touch ID/Face ID authentication. Top-of-funnel demand generation uses content marketing assets including a free '7 Tax Relief Secrets' e-book, free tax-deduction checklists, and a Real Estate Tax Strategy Master Class, feeding Calendly-scheduled discovery calls and a 1-866-907-1845 phone intake line.

Commercially, the firm operates a sales-led GTM motion targeting individuals and SMBs with IRS/state tax exposure across the United States. It has deliberately segmented its planning practice into four verticals — real estate investors and agents, contractors and construction companies, dental practices and self-employed dentists, and gym owners and franchise gyms — while continuing to serve generalist individual taxpayers with tax controversy needs. The practice is led by Managing Partner Diego Hinojosa, a CPA and Enrolled Agent empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS, supported by a team of CPAs, EAs, and Tax Attorneys. Headcount is reported in the 11-50 range, revenue is not publicly disclosed, and no institutional funding rounds have been taken; the firm is founder-controlled and bootstrapped.

Name

Metrotax Multiservices

Legal name

Metrotax Multiservices LLC

Website

https://metrotaxmultiservices.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Metrotax Multiservices LLC is a fully virtual, privately held boutique tax firm in Vienna, Virginia offering IRS tax resolution, tax controversy representation, and outcome-based tax planning services for individuals, real estate investors, contractors, dentists, and gym owners across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Vienna

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Planning Services: Revenue from proactive tax planning engagements. Planning phase charged at 30% of estimated savings with a minimum of $2,500. Implementation services charged at minimum $1,000 or more.
2. Tax Resolution/Representation Services: Fees for representing clients in IRS audits, tax controversies, installment agreements, offers in compromise, and other tax resolution matters.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Metrotax Multiservices LLC is a boutique, 100% virtual tax resolution and advisory firm that represents individuals and businesses before the IRS and state Departments of Revenue. It sells Tax Resolution (IRS audits, levies, liens, garnishments, payment plans, offers in compromise, bankruptcy), Tax Controversy Representation (civil and criminal matters, FBAR litigation, appeals), and proactive Tax Planning Services (personalized tax strategy, implementation, and quarterly compliance reviews). Engagements are delivered remotely via a secure client portal, mobile app, and phone-based consultations.

Product overview

Metrotax Multiservices is a boutique, fully virtual tax resolution and advisory firm offering a unified suite of services anchored by a secure Client Portal and Mobile App for streamlined document sharing, e-signatures, and payments. The portfolio centers on Tax Resolution Services (IRS audits, collections, installment agreements, offers in compromise, bankruptcy), Tax Controversy Representation (civil/criminal IRS matters, appeals, FBAR litigation), and Tax Planning/Advisory Services (proactive strategy, implementation, quarterly compliance). Complementary free offerings include an E-Book and a set of Free Tools such as the Real Estate Investor's Tax Deduction Checklist and a Real Estate Tax Strategy Master Class. The overall architecture is service-led rather than a modular software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Resolution Services

Quantifiable outcome

• Over $100 Million in tax liability resolved for clients
• +4 more outcomes

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• H&R Block: National tax preparation and advisory brand with a separate Block Advisors small-business and tax-problem service line. Significant distribution scale and brand overlap with Metrotax's SMB tax advisory and resolution services.
• Intuit TurboTax Live / Intuit ProConnect: Mass-market tax preparation platform with a live CPA/EA advisory tier that increasingly handles mid-market tax advice and IRS notice support. Threatens Metrotax's niche advisory positioning via scaled distribution and brand.

Direct peers

• Community Tax: Tax resolution and relief firm handling IRS audits, back taxes, liens and levies for individuals and small businesses. Direct peer based on service overlap and reliance on phone-driven sales motion.
• Tax Defense Network: Tax resolution firm providing IRS audit representation, levy and lien release, and payment-plan negotiation for individuals and small businesses. Direct competitor in the same paid-search-driven category.
• Optima Tax Relief: Large, heavily advertised tax resolution firm representing individuals and businesses before the IRS on offers in compromise, installment agreements, levy release and audits. Closest direct competitor in service mix, customer profile, and marketing-led acquisition.
• Larson Tax Relief: National tax resolution firm offering IRS audit representation, levy release, wage garnishment relief and back-tax resolution for individuals and small businesses. Comparable in service portfolio and target customer to Metrotax.
• Anthem Tax Services: Tax resolution and negotiation firm representing clients in IRS and state tax matters including offers in compromise and installment agreements. Comparable boutique-to-mid-market alternative to Metrotax for distressed taxpayers.
• JK Harris (formerly JK Harris & Co.): Tax debt resolution and IRS representation firm specializing in back-tax cases, offers in compromise, and audit defence for individuals and small businesses. Closely matches Metrotax's IRS controversy positioning.

Emerging players

• Boutique Tax Planning Firms (e.g., Crown Financial, Strategiq Solutions): Niche, content-led tax planning firms targeting real estate investors and high-income self-employed clients with advanced strategies. Comparable segment focus and outcome-aligned pricing model, though many are smaller than Metrotax.

Regional players

• Clarity Tax (via Community Tax affiliate): Tax resolution brand focused on particular state-level and taxpayer populations with similar service catalogue. Comparable operating model though typically smaller geographic footprint than Metrotax's U.S.-wide virtual coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/metrotax1
• LinkedInlinkedin.com/company/metrotax-multisevices

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 Metrotax Multiservices