Barlas Tax & Financial Group

What Barlas Tax & Financial Group does

Barlas Tax & Financial Group LLC is a privately held, single-office tax and financial advisory firm headquartered in Tarpon Springs, Florida. Founded as an LLC and led by CEO/President Lee Barlas (30+ years of tax preparation experience), the firm employs approximately 10 staff organized around four core service lines: Tax Planning & Preparation, Social Security Income Planning, Estate & Inheritance Planning, and Retirement & Insurance Services. The team is structured by function — including a Managing Partner of the Wealth Management Division (Terry O'Reilly), a Senior Retirement Advisor (Alexander Wellings), a Senior Tax Advisor (Jeanmarie Seabaugh), a Tax Operations Manager (Nicole Sarris), a Controller–HR (Rosanne Nobile), and three Tax Preparation Specialists — with legal estate-planning work delivered through a formal partnership with the boutique law firm Wilson, Ford and Lovelace (William K. Lovelace, Esq., 20+ years experience in estate, tax, trusts, and probate).

The firm operates a service-based, human-delivered model with no proprietary technology platform; its stack is effectively a website (barlasfinancial.com), phone lines, and standard tax-preparation workflows. Its product architecture is "integrated advisory" — four complementary service lines positioned as one holistic financial plan, with the law-firm partnership extending the bundle into legal estate work. Distribution is entirely direct: in-person consultations at the Tarpon Springs office (905 East MLK Jr. Drive, Suite 660, Tarpon Tower building), phone inquiries (727-474-0382), and a website contact form that funnels prospects into one of six service-interest buckets with a stated 24-hour response guarantee.

Revenue is generated through fee-for-service tax preparation (pay-on-acceptance with satisfaction/maximum-refund/accuracy guarantees), recurring/subscription-style year-round tax planning advisory, and professional-services fees for retirement and insurance advisory. The go-to-market is sales-led, anchored on direct consumer outreach, referrals/word-of-mouth, and the firm's stated service guarantees as trust signals. Operating geography is regional — Florida only, concentrated in the Tampa Bay/Pinellas County area — with no disclosed plans for geographic expansion, external funding, M&A, or technology platform investment.

Name

Barlas Tax & Financial Group

Legal name

Barlas Tax & Financial Group LLC

Website

https://barlasfinancial.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Barlas Tax & Financial Group is a Tarpon Springs, Florida-based, single-office advisory firm providing tax planning and preparation, Social Security optimization, estate planning, and retirement and insurance services to individual clients and households in the Tampa Bay region.

Ownership category

akta.pro rank

Product category

Tax and Financial Advisory Services

NAICS

Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax Law (BPAHAAAG)

Keywords

• Tax planning services
• Tax preparation services
• Retirement planning services
• Estate planning services
• Social security planning

Headquarters

HQ city

Tarpon Springs

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Tax Preparation Services: Fee-for-service tax preparation with satisfaction guarantee. Clients only pay if they accept their return. Maximum refund guarantee means preparation is free if they don't get the maximum refund entitled.
2. Tax Planning Advisory: Year-round tax planning services with dedicated partner who provides proactive tax-saving strategies. Ongoing advisory relationship providing personalized tax strategy development.
3. Retirement and Insurance Services: Retirement planning and insurance advisory services with periodic reviews and adjustments as needed. Complimentary initial appointments offered.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Barlas Tax & Financial Group LLC delivers personalized tax planning and preparation, Social Security benefit optimization, estate and inheritance planning, and retirement and insurance advisory services to individual clients and households in the Tampa Bay/Pinellas County area. The firm provides both per-return tax preparation with multiple service guarantees and ongoing year-round advisory engagements, supplemented by an affiliated boutique estate-planning law office.

Product overview

Barlas Tax & Financial Group LLC is a financial services firm offering a coordinated suite of four core advisory services: Tax Planning & Preparation, Social Security Planning, Estate & Inheritance Planning, and Retirement & Insurance Services. The firm positions these services as complementary components of comprehensive financial planning, working collaboratively to address clients' tax and financial situations holistically. The company partners with Wilson, Ford and Lovelace for legal estate planning services. The firm emphasizes personalized, one-on-one client service with a team of tax advisors, retirement specialists, and financial professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Preparation Year-round tax planning service providing dedicated advisors who proactively recommend tax-saving strategies to maximize after-tax income for individuals and businesses, along with comprehensive annual tax preparation.
• Social Security Income Planning Strategic planning service that helps clients determine the optimal age to begin collecting Social Security benefits (age 62 vs. full retirement age vs. age 70) to maximize lifetime monthly benefits.
• Estate & Inheritance Planning Asset protection and wealth-transfer planning services for clients seeking to manage family wealth, control distribution of assets, avoid probate, and minimize inheritance taxes, delivered in partnership with the Law Office of Wilson, Ford and Lovelace.
• Retirement & Insurance Services Comprehensive retirement and insurance advisory for individuals, including retirement-account analysis, periodic reviews and adjustments, life insurance evaluation, and long-term-care insurance assessment for risk-free retirement planning.
• Attorney Services (Wilson, Ford and Lovelace) Legal services delivered through a partner boutique law firm covering estate planning, probate administration, wills and trusts, taxation, Medicaid planning, business formation, and VA benefits, offered to clients of Barlas Tax & Financial Group.

Quantifiable outcome

• Social Security optimization can represent $500,000+ in lifetime benefits for middle-income couples

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Wilson, Ford and Lovelace (Law Office of Wilson, Ford and Lovelace)coreStrategic or Co-development PartnerEstate planning attorneys with over 20 years of experience in estate planning, taxation, trusts, and probate matters. Attorney Bill Lovelace provides personalized attention at Pinellas County boutique firm, handling estate planning, probate, taxation, Medicaid, business formation, and VA benefits. Barlas works closely with these estate planning attorneys to provide complete control over clients' legacies with tax-efficient strategies.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• H&R Block: Largest U.S. retail tax preparation chain with both DIY software and in-person assisted preparation. Comparable as a tax preparation service targeting individual taxpayers, but operates at vastly greater scale and lacks Barlas's integrated estate/Social Security/retirement advisory wrapper.
• Ameriprise Financial: Diversified wealth management and financial planning firm serving individuals across retirement, tax, estate, and insurance planning. Comparable across nearly all of Barlas's advisory service lines, with significantly broader product set and national footprint.
• Cetera Advisor Networks: Independent broker-dealer supporting thousands of financial advisors offering retirement, tax, and estate planning. Comparable as a host for multi-service retirement/estate advisory practices, but at a far broader institutional scale.
• Waddell & Reed (now part of Macquarie): Long-standing U.S. financial advisory firm (now under Macquarie) serving individual clients on retirement, tax, and estate planning through a network of local advisors. Comparable in advisor-led, individual-client retirement/financial planning orientation.
• Edward Jones: Large U.S. financial advisory franchise with neighborhood branch offices serving individual investors on retirement, estate, and tax-aware planning. Comparable in local-branch, individual-client retirement/estate positioning but offers investment management as its core offering rather than tax preparation.
• Fisher Investments: Large RIA focused on wealth management and retirement income planning for high-net-worth individuals. Comparable in retirement-income and tax-aware investing lens for affluent clients, though serving a higher asset tier than Barlas's mass-affluent target.
• MassMutual: Mutual insurance and financial services firm offering life insurance, retirement, and wealth advisory solutions. Comparable in the retirement / insurance / estate planning slice of Barlas's offering, but with national scale and a captive career-agent distribution model.
• New York Life: Mutual life insurance and financial services company offering life insurance, retirement, and estate planning products through agents. Comparable in insurance and retirement/estate advisory positioning for individuals, though operating as a large carrier rather than a local advisory practice.

Direct peers

• Liberty Tax: Retail tax preparation franchise offering assisted tax filing for individuals and small businesses. Comparable tax-prep-only model with refund-based guarantees, but does not provide integrated retirement, estate, or Social Security planning.
• Jackson Hewitt: National tax preparation franchise serving individual filers, including retirees, with in-person assisted returns. Directly comparable to Barlas's tax prep and refund-maximization positioning, though it focuses on seasonal tax-only services rather than year-round financial planning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/BarlasChambers

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Barlas Tax & Financial Group