Independent Tax & Financial Planners

Name

Independent Tax & Financial Planners

Legal name

Independent Tax & Financial Planners, P.C.

Website

https://itfp.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

1–10 employees

Short description

Independent Tax & Financial Planners is a privately held, Pennsylvania-based professional services firm founded in 1981 that provides tax preparation, financial planning, retirement, estate, education, and insurance advisory services to individuals, families, and small businesses across 27 U.S. states.

Ownership category

akta.pro rank

Product category

Tax and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEABAD

Retirement Income Planning & Decumulation Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAEAAAG

Estate & Legacy Planning Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAGADAJ

Tax Planning & Personal Tax Optimization Tools

Financial & Insurance/Financial Technology (Fintech)/Personal Finance & Financial Wellness (PFM)

SECONDARYFSAEAAAE

Tax-Aware Investment Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Tax preparation services
• Financial planning services
• Retirement planning
• Estate planning
• Small business advisory

Headquarters

HQ city

New Holland

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: Time-based fees for tax, accounting, and financial planning services. Fees are dependent on the time required to complete engagements, with flexibility to work within client budgets.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Independent Tax & Financial Planners, P.C. delivers personalized tax preparation and planning, personal financial planning, retirement, estate, education and insurance planning for individuals and families. It also provides business advisory, accounting and tax compliance services to small businesses, including entity-specific services for S Corporations and LLCs. Securities and investment advisory products are offered through an affiliated partnership with Cetera Wealth Services, LLC.

Product overview

Independent Tax & Financial Planners is a financial services firm offering a comprehensive suite of planning and advisory services. The core offerings include Tax Preparation & Planning Services, Personal Financial Planning Services, Business Advisory Services, Retirement Planning & Management, Estate Planning, Education Planning, and Insurance Planning. The firm provides these services through certified professionals (CPAs, CFPs, Enrolled Agents) and supports client engagement with downloadable worksheets (Budget, Mileage Log, Self-Employment, Net Worth, Rental Property, Charitable Contributions) and interactive tax questionnaires. The firm also offers specific business entity services for S Corporations and LLCs. Securities and advisory services are offered through Cetera Wealth Services, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Planning Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Kreischer Miller: Pennsylvania-based full-service accounting, tax, and wealth management firm serving closely-held businesses and high-net-worth individuals. Overlaps directly with ITFP's combination of tax, planning, and advisory for SMBs and families.
• Boyer & Associates Wealth Management: Mid-Atlantic independent financial planning and tax practice serving individuals and small businesses. Comparable in offering mix (tax + financial planning) and independent ownership structure with multiple state licenses.
• Herbein + Company, Inc. Pennsylvania-headquartered independent accounting and advisory firm offering tax, audit, and wealth advisory services to individuals and small/mid businesses - structurally analogous to ITFP with similar Mid-Atlantic footprint and multi-credential team model.
• Maillie LLP: Pennsylvania-based accounting and advisory firm providing tax, audit, and wealth advisory services; comparable size, geography, and integrated service model to ITFP.

Broad incumbents

• Charles Schwab Corporation: Major retail wealth manager with Schwab Intelligent Portfolios and Schwab Wealth Advisory. Competes for ITFP's affluent retail clients, especially via lower-fee digital advisory offerings.
• LPL Financial Holdings: Largest U.S. independent broker-dealer and RIA custodian - peers at the IBD/platform layer rather than practice layer, but a direct competitor for recruiting independent advisors and a platform alternative to Cetera.
• Edward Jones: National mass-affluent financial advisory franchise with extensive personal financial planning offering. Broad incumbent with overlapping target market (individuals/families, retirement, education, estate planning) though operating at vastly larger scale.
• Fisher Investments: Large private asset manager serving high-net-worth individuals with discretionary portfolio management. Broad incumbent alternative for personal investment management services that ITFP delivers through Cetera.
• H&R Block, Inc. Largest U.S. consumer tax preparation brand with growing advisory and small-business services. Competes with ITFP for individual tax preparation clients and increasingly for adjacent planning services.

Others

• Cetera Advisor Networks LLC: ITFP's B/D and RIA partner that provides the investment products and compliance platform under which ITFP representatives operate. Not a competitor but a direct dependency for ITFP's investment offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

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 Independent Tax & Financial Planners