Tate Tate & Tate Tax Services

What Tate Tate & Tate Tax Services does

Tate, Tate & Tate Tax Services is a privately held, family-owned tax preparation firm headquartered at 4601 Old Branch Avenue in Temple Hills, Maryland. The business traces its origins to 1956, when founder Charles Tate Sr. began preparing income taxes for family and friends in the local community; it was formally organized as Tate, Tate and Tate Tax Service by his sons William and Charles Jr. in 1992 following his death, and is now led by CEO Jerome S. Tate in the third generation of family leadership. Operations are confined to the Maryland market, with a single physical office delivering services exclusively through scheduled in-person appointments in which the CEO prepares returns in real time alongside the client.

The firm's service portfolio centers on individual and business income tax preparation, supplemented by electronic filing, tax planning consultation, notary services, small business startup consultation, and strategic planning. Its underlying technology stack is minimal: a Wix-hosted marketing website, a TaxWise mobile intake link for new clients, and standard IRS e-filing for return submission. There is no proprietary software platform, mobile application, or AI-driven tooling disclosed; service delivery is human-led and appointment-based. The firm also publishes informational tax resources such as guidance on the IRS Section 30D Clean Vehicle Credit.

Revenue is generated entirely through per-transaction professional service fees for tax preparation and ancillary services; pricing is quote-based and not publicly disclosed. The go-to-market motion is sales-led and consultative, relying on appointment scheduling, client testimonials, Yelp reviews, and organic social media presence (Twitter, LinkedIn, Facebook, YouTube) rather than paid acquisition. The customer base is composed of individual taxpayers and small business owners in Maryland, with documented multi-decade client relationships indicating strong local retention but limited segment or geographic diversification.

Name

Tate Tate & Tate Tax Services

Legal name

TATE TATE & TATE TAX SERVICE Inc.

Website

https://3tatetax.com

Company type

Private

Founded year

1956

Operating status

Operating

Headcount range

11–50 employees

Short description

Tate Tate & Tate Tax Services is a family-owned tax preparation firm in Temple Hills, Maryland, serving individual taxpayers and small businesses with in-appointment return preparation, electronic filing, tax planning, and notary services since 1956.

Ownership category

akta.pro rank

Product category

Tax Preparation Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Finance Services (6199)

akta.pro primary industry

Tax Return Filing, Processing & Assessment (BPAIADAC)

akta.pro secondary industry

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)

Keywords

• Tax preparation services
• Individual tax filing
• Business tax services
• Tax planning consultation
• Notary public services

Headquarters

HQ city

Temple Hills

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Tax Preparation Services: The company generates revenue through professional tax preparation services for individuals and businesses. Services include individual income tax preparation, business income tax preparation, tax planning consultation, and notary services. The revenue model is service-based with per-transaction pricing for tax return preparation.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Tate, Tate & Tate Tax Service is a family-owned professional tax preparation firm offering individual and business income tax preparation, electronic filing, tax planning consultation, notary services, small business start-up consultation, and strategic planning. All services are delivered in-person during scheduled appointments at their Temple Hills, Maryland office, with tax preparation completed in real-time alongside the client.

Product overview

Tate, Tate & Tate Tax Service is a single-service tax preparation firm offering a unified suite of professional tax services. The core offering consists of individual and business income tax preparation, supplemented by electronic filing, tax planning consultation, notary services, small business start-up consultation, and strategic planning. The company also provides informational resources on tax credits such as the clean vehicle credit. All services are delivered through in-person appointments at their Temple Hills, Maryland office, representing a traditional professional services model rather than a software platform or SaaS product.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Income Tax Preparation

Quantifiable outcome

• Clients consistently report receiving larger refunds than expected even when they anticipate owing
• +1 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Emerging players

• TaxAct: Online DIY tax preparation platform serving individual and small business filers. Comparable in customer segment to Tate Tate & Tate but competes via self-service software rather than in-person service.
• 1-800Accountant: Virtual accounting and tax preparation service for small businesses and individuals. Comparable service mix (tax prep, planning, advisory) but delivers remotely instead of in-person, posing a long-distance competitive threat to local tax firms.
• Intuit TurboTax: Dominant DIY tax preparation software that competes with Tate Tate & Tate for individual tax filers. Different delivery model (self-service software vs. in-person), but addresses the same customer need and represents the most significant competitive threat to traditional preparers.

Others

• Community Tax, LLC: Tax resolution and preparation firm offering tax services to individuals and small businesses. Comparable in professional tax services focus, though it leans more toward tax debt resolution than traditional preparation.
• Drake Software: Professional tax preparation software widely used by independent tax preparers and small CPA firms. Provides the back-office technology stack for firms like Tate Tate & Tate rather than competing for end clients.
• TaxWise: Tax preparation software provider whose intake platform is used by small tax preparation firms (Tate Tate & Tate references a TaxWise mobile link on its website). Functions as an enabling technology vendor rather than a direct competitor.

Broad incumbents

• H&R Block: Largest U.S. tax preparation retail chain operating company-owned and franchise offices. Competes directly with Tate Tate & Tate in the Maryland market on individual and small business tax preparation, but at national scale with standardized pricing and marketing.

Direct peers

• Liberty Tax Service: National tax preparation franchise with retail offices serving individual and small business clients. Directly comparable to Tate Tate & Tate in service offering, retail delivery model, and target customer base.
• Jackson Hewitt Tax Service: Major U.S. tax preparation franchise competing in the same retail, in-person tax preparation segment as Tate Tate & Tate. Targets similar individual and small business taxpayer segments with similar service mix.

Regional players

• Bigger Bottom Line Tax and Accounting LLC: Regional small business tax preparation and accounting firm in the Mid-Atlantic that competes with Tate Tate & Tate in the Maryland/DMV area for both individual and small business tax clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/tatetaxservices
• Facebookfacebook.com/TateTaxService

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 Tate Tate & Tate Tax Services