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AATC

Full company profile

uuid002al3e

Namestring
AATC
Legal namestring
AATC
Company typeenum
Private
Founded yearint
2008
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersBronx, United States
HQ citystring
Bronx
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
tax preparation services, bookkeeping services, business advisory, financial planning, notary services
Product category
Accounting & Tax Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model5 records
1Tax Preparation Services
TypeProfessional Services
Description

One-time tax preparation services for both individual and business clients. Revenue generated through flat fee pricing per return or engagement.

aatcservices.com
2Bookkeeping & Accounting Services
TypeProfessional Services
Description

Ongoing bookkeeping, payroll processing, and accounting services. Can include software support and training for QuickBooks and Peachtree.

aatcservices.com
3Financial Planning Services
TypeProfessional Services
Description

Personal financial planning including retirement planning, education planning, insurance, and business succession planning.

aatcservices.com
4Advisory Services
TypeProfessional Services
Description

Business advisory including auditing, budgeting, incorporation, tax planning, mergers and acquisitions, and exit planning.

aatcservices.com
5Notary Services
TypeProfessional Services
Description

In-office and mobile notary services including loan document signing agent services. Fees vary by location and complexity.

aatcservices.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components3 values
Personnel, Operations, Marketing or Sales
Pricing details3 tiers
1Individual Tax Preparation - Starting at $150
ModelUnit PricingBilling cadencePay-as-you-go
Notes

Straightforward fee starting at $150 for individual taxes. Price is not based on number of forms but rather value-based pricing.

aatcservices.com
2Expert Tax Preparation - Starting at $200
ModelUnit PricingBilling cadencePay-as-you-go
Notes

Expert preparation starts at $200 for more complex tax situations including fixing past returns and LLC/Corporation assistance.

aatcservices.com
3Payroll Services - Custom Pricing
ModelOtherBilling cadenceMonthly
Notes

Custom pricing based on business needs and services required. Prices described as 'very affordable.'

aatcservices.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

AATC delivers personalized accounting, tax, advisory, financial planning, bookkeeping, payroll, and licensed notary services to individuals and small-to-medium businesses. Service delivery is conducted in-person at its Bronx office, by appointment, via mobile notary visits, and remotely by phone or scheduled sessions. The firm serves Bronx County, Westchester County, and surrounding New York City areas in both English and Spanish.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

AATC is a service-based firm offering a unified portfolio of accounting, advisory, tax, and consulting services. The core offerings include Individual & Business Taxes (tax preparation and filing), Bookkeeping & Accounting (with support for QuickBooks and Peachtree), Advisory Services (strategic consulting), Business Planning & Growth, Financial Planning, and Notary Services. Rather than a software platform, AATC provides these professional services as an integrated suite to serve individuals and small-to-medium businesses throughout their financial lifecycle.

Product and service6 records
1Individual & Business Taxes
CategoryTax Preparation Services
2Bookkeeping & Accounting
CategoryAccounting Services
3Advisory Services
CategoryBusiness Advisory
4Business Planning & Growth
CategoryBusiness Consulting
5Financial Planning
CategoryFinancial Planning Services
6Notary Services
CategoryNotary Services
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeEmerging player
Description

Tech-enabled bookkeeping and accounting service for small businesses combining dedicated bookkeepers with proprietary software; competes directly with AATC's bookkeeping offering while leveraging automation AATC currently lacks.

TypeBroad incumbent
Description

Dominant provider of TurboTax (DIY individual tax) and QuickBooks (SMB bookkeeping/accounting) — the same two core services AATC provides; represents the primary software-based threat and an adjacent ecosystem AATC explicitly supports (QuickBooks and Peachtree training).

TypeEmerging player
Description

AI-assisted bookkeeping service combining automated data capture with human accountants; directly competes with AATC's ongoing bookkeeping and accounting services for SMB clients seeking lower-cost, technology-enabled alternatives.

TypeBroad incumbent
Description

Large accounting and advisory firm with dedicated SMB and middle-market practices covering tax, advisory, and bookkeeping; a broad incumbent serving overlapping customer profiles as AATC but at greater scale and with broader service depth.

TypeEmerging player
Description

Tech-enabled accounting, bookkeeping, and CFO services for startups and SMBs; targets the same business advisory and bookkeeping use cases AATC serves, with a software-first model that contrasts AATC's personal-service approach.

TypeDirect peer
Description

Large national tax preparation chain offering individual and small business tax filing, plus bookkeeping via Wave; directly competes with AATC's core tax and bookkeeping services for the same SMB and individual segments, differentiated by physical retail footprint vs. AATC's community-rooted model.

TypeDirect peer
Description

Franchised retail tax preparation chain offering individual and small business returns with seasonal offices; serves the same retail tax prep customer as AATC with a similar walk-in, brick-and-mortar model.

TypeDirect peer
Description

National tax preparation franchise focused on individual filers and small businesses with an in-person retail model; competes head-on with AATC for walk-in tax prep customers in the same geographic and demographic segments.

TypeBroad incumbent
Description

Top-15 U.S. accounting firm with strong New York metro presence offering tax, advisory, and accounting services to SMBs and middle-market companies; overlaps AATC's regional customer base and full-service positioning, though at a meaningfully larger scale.

TypeRegional player
Description

The wider ecosystem of small, locally-rooted Bronx and Westchester CPA/tax practices that compete directly with AATC for the same neighborhood SMB and individual clients, often on price, convenience, and personal trust rather than scale.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

AATC

Accounting & Tax Servicesaatcservices.com

AATC firmographics

Firmographics
Name
AATC
Legal name
AATC
Website
https://aatcservices.com
Company type
Private
Founded year
2008
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Where AATC is headquartered

Location

Headquarters

HQ city
Bronx
HQ country
United States
HQ region
North America

Offices1 record

Markets served

AATC business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales

Revenue model

  1. Tax Preparation Services: One-time tax preparation services for both individual and business clients. Revenue generated through flat fee pricing per return or engagement.
  2. Bookkeeping & Accounting Services: Ongoing bookkeeping, payroll processing, and accounting services. Can include software support and training for QuickBooks and Peachtree.
  3. Financial Planning Services: Personal financial planning including retirement planning, education planning, insurance, and business succession planning.
  4. Advisory Services: Business advisory including auditing, budgeting, incorporation, tax planning, mergers and acquisitions, and exit planning.
  5. Notary Services: In-office and mobile notary services including loan document signing agent services. Fees vary by location and complexity.

Pricing tiers

ModelBillingPrice
Unit PricingPay-as-you-goIndividual Tax Preparation - Starting at $150
Unit PricingPay-as-you-goExpert Tax Preparation - Starting at $200
OtherMonthlyPayroll Services - Custom Pricing

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

AATC product offering

Product offering

Core offering

AATC delivers personalized accounting, tax, advisory, financial planning, bookkeeping, payroll, and licensed notary services to individuals and small-to-medium businesses. Service delivery is conducted in-person at its Bronx office, by appointment, via mobile notary visits, and remotely by phone or scheduled sessions. The firm serves Bronx County, Westchester County, and surrounding New York City areas in both English and Spanish.

Product overview

AATC is a service-based firm offering a unified portfolio of accounting, advisory, tax, and consulting services. The core offerings include Individual & Business Taxes (tax preparation and filing), Bookkeeping & Accounting (with support for QuickBooks and Peachtree), Advisory Services (strategic consulting), Business Planning & Growth, Financial Planning, and Notary Services. Rather than a software platform, AATC provides these professional services as an integrated suite to serve individuals and small-to-medium businesses throughout their financial lifecycle.

Differentiator

Problem solved

Functional benefit

Products and services

  • Individual & Business Taxes
  • Bookkeeping & Accounting
  • Advisory Services
  • Business Planning & Growth
  • Financial Planning
  • Notary Services

Companies that use AATC

Customer profile

Named customers3 records

Segments2 records

Ideal customer profiles1 record

AATC technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

AATC partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

AATC competitors and assessment

Company assessment

Emerging players

  • Bench Accounting: Tech-enabled bookkeeping and accounting service for small businesses combining dedicated bookkeepers with proprietary software; competes directly with AATC's bookkeeping offering while leveraging automation AATC currently lacks.
  • Botkeeper: AI-assisted bookkeeping service combining automated data capture with human accountants; directly competes with AATC's ongoing bookkeeping and accounting services for SMB clients seeking lower-cost, technology-enabled alternatives.
  • Pilot: Tech-enabled accounting, bookkeeping, and CFO services for startups and SMBs; targets the same business advisory and bookkeeping use cases AATC serves, with a software-first model that contrasts AATC's personal-service approach.

Broad incumbents

  • Intuit (QuickBooks / TurboTax): Dominant provider of TurboTax (DIY individual tax) and QuickBooks (SMB bookkeeping/accounting) — the same two core services AATC provides; represents the primary software-based threat and an adjacent ecosystem AATC explicitly supports (QuickBooks and Peachtree training).
  • BDO USA: Large accounting and advisory firm with dedicated SMB and middle-market practices covering tax, advisory, and bookkeeping; a broad incumbent serving overlapping customer profiles as AATC but at greater scale and with broader service depth.
  • Marcum LLP: Top-15 U.S. accounting firm with strong New York metro presence offering tax, advisory, and accounting services to SMBs and middle-market companies; overlaps AATC's regional customer base and full-service positioning, though at a meaningfully larger scale.

Direct peers

  • H&R Block: Large national tax preparation chain offering individual and small business tax filing, plus bookkeeping via Wave; directly competes with AATC's core tax and bookkeeping services for the same SMB and individual segments, differentiated by physical retail footprint vs. AATC's community-rooted model.
  • Liberty Tax Service: Franchised retail tax preparation chain offering individual and small business returns with seasonal offices; serves the same retail tax prep customer as AATC with a similar walk-in, brick-and-mortar model.
  • Jackson Hewitt Tax Service: National tax preparation franchise focused on individual filers and small businesses with an in-person retail model; competes head-on with AATC for walk-in tax prep customers in the same geographic and demographic segments.

Regional players

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

AATC social profiles

Digital presence

AATC financial estimates

Financial estimate

Revenue estimate

Valuation estimate

AATC leadership team

Management profile

Number of profiles

Profiles1 record

AATC funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

AATC M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AATC

What does AATC do?

AATC delivers personalized accounting, tax, advisory, financial planning, bookkeeping, payroll, and licensed notary services to individuals and small-to-medium businesses. Service delivery is conducted in-person at its Bronx office, by appointment, via mobile notary visits, and remotely by phone or scheduled sessions. The firm serves Bronx County, Westchester County, and surrounding New York City areas in both English and Spanish.

Is AATC a public or private company?

AATC is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was AATC founded?

AATC was founded in 2008. It employs 1 to 10 people.

Where is AATC based?

AATC is headquartered in Bronx, United States, in the North America region.

How does AATC make money?

Five revenue lines are on record. Tax Preparation Services are the primary driver. The others are bookkeeping & Accounting Services, financial Planning Services, advisory Services and notary Services.

Who are AATC's main competitors?

Emerging players on record are Bench Accounting, Botkeeper and Pilot. Broad incumbents are Intuit (QuickBooks / TurboTax), BDO USA and Marcum LLP. Direct peers are H&R Block, Liberty Tax Service and Jackson Hewitt Tax Service. Bookkeeping + Advisory NYC Local CPA Firms (representative: local Bronx CPA practices) is listed as a regional player.

Does AATC have an API?

No public API is recorded for AATC.

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