What Tax Professionals does

Tax Professionals, Inc. is a family-owned professional services firm headquartered at 807 Kermit Drive in Knoxville, Tennessee, providing tax preparation, financial planning, and accounting services to individual taxpayers and small business owners across the Knoxville metropolitan area. The firm's core offerings include federal, state, and local tax preparation and planning, IRS audit representation, bookkeeping and write-up, payroll services, sales tax compliance, retirement, college, estate, and business continuation planning, alongside advisory services such as business entity selection, key executive life insurance, and non-qualified benefit plans. Service delivery is led by a small team of Enrolled Agents (EAs) and Certified Public Accountants (CPAs) with over 55 years of combined professional experience, and the firm markets itself on individual attention, integrated financial planning under one roof, and an "excellent client-retention rate."

The underlying technology stack is intentionally lightweight: the firm does not disclose any proprietary platform and relies on third-party Atomanager software for client portal, appointment scheduling, and document management, with its website serving as the primary digital interface for resource distribution and newsletter delivery. New client acquisition is driven primarily by local presence, referrals (tracked through the portal's referred-link mechanism), website content marketing, and email/newsletter outreach, while service delivery is anchored at the Knoxville office with technology-enabled support for existing clients via the portal and calendar subscription integrations with Outlook, Apple Calendar, and Google Calendar.

The business model is fee-for-service professional services across three revenue streams — Tax Preparation & Planning Services, Financial Planning Services, and Business Advisory Services — with no publicly disclosed pricing and no software, SaaS, or platform monetization. Pricing is quoted per engagement in line with conventional CPA/EA practice economics. The firm is privately held with no parent company, no outside investment, and no disclosed financial figures, headcount beyond the 1–10 employee band, or founding date.

Name

Tax Professionals

Legal name

Tax Professionals, Inc.

Website

https://tntaxpros.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Tax Professionals, Inc. is a family-owned tax preparation, bookkeeping, and financial planning firm in Knoxville, Tennessee, serving individual taxpayers and small business owners through Enrolled Agents and CPAs.

Ownership category

akta.pro rank

Product category

Tax Preparation & Financial Planning Services

NAICS

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

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Payroll & Employment Tax Services (BPAHABAD)

akta.pro secondary industry

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

Keywords

• Tax preparation services
• Financial planning services
• Bookkeeping and payroll
• IRS audit representation
• Retirement planning services

Headquarters

HQ city

Knoxville

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, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation & Planning Services: Fee-for-service tax preparation for individuals and businesses. Services include federal, state, and local tax preparation, tax planning to minimize future tax liability, and proactive management of personal and business tax issues.
2. Financial Planning Services: Comprehensive financial planning including retirement planning, college planning, business continuation planning, estate planning, and insurance planning services offered under one roof alongside tax services.
3. Business Advisory Services: Services including business entity selection consultation, bookkeeping/write-up services, payroll services, sales tax services, and IRS representation for audits.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Tax Professionals, Inc. is a family-owned professional services firm in Knoxville, Tennessee, providing tax preparation and planning, IRS representation, bookkeeping and payroll, retirement planning, estate planning, college planning, and business advisory services. Services are delivered by a team of Enrolled Agents (EA) and Certified Public Accountants (CPA) under one roof, primarily to individual taxpayers and small business clients.

Product overview

Tax Professionals, Inc. is a family-owned professional services firm offering a comprehensive suite of tax and financial planning services through Enrolled Agents (EA) and Certified Public Accountants (CPA). The firm's service portfolio centers on core tax preparation and planning services, IRS audit representation, and bookkeeping/payroll services, complemented by financial planning offerings including retirement planning, college planning, estate planning, and business continuation planning. The firm also provides an online client portal (Atomanager) for secure client access and maintains client resource tools including financial calculators, an IRS withholding calculator, and a tax calendar subscription service. The overall offering is a unified professional services practice rather than a software product or platform-based architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Planning
• IRS Representation
• Bookkeeping/Write-Up
• Payroll 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

Integration3 records

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Intuit (TurboTax, QuickBooks): Dominant provider of DIY tax preparation (TurboTax) and small business accounting/payroll (QuickBooks). Represents both the substitution threat to Tax Professionals' tax prep work and an enabling platform for some of its bookkeeping practice.
• H&R Block: National tax preparation chain offering individual and small business tax filing, IRS representation, and emerging DIY/AI-assisted tools. Directly comparable as it competes for the same individual and small business tax clients Tax Professionals serves, but operates at vastly greater scale and through a retail + digital channel mix.
• RSM US: Mid-market accounting and advisory firm providing tax, audit, and consulting services to small and mid-sized businesses. Comparable to Tax Professionals on tax, payroll, and business advisory for the SMB segment, though at significantly larger scale and broader geographic reach.
• Baird (Robert W. Baird & Co.): Diversified wealth management and capital markets firm offering financial planning, retirement, and tax-aware investment strategies. Comparable to Tax Professionals for the financial planning and tax-coordinated advisory offering to individuals and small business owners.
• Liberty Tax Service: National tax preparation franchise offering individual and small business tax filing services. Comparable to Tax Professionals for the same SMB and individual client base, though it competes primarily through high-volume retail offices rather than relationship-based advisory.
• Edward Jones: National financial services firm offering retirement, college, and estate planning integrated with banking and lending products. Directly comparable to Tax Professionals' retirement planning, college planning, and estate/trust services, though delivered through a large advisor network.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm specializing in private middle-market businesses, providing tax, audit, wealth advisory, and outsourced accounting. Comparable to Tax Professionals on tax prep, payroll, and advisory for small business clients, though at significantly greater scale.
• Jackson Hewitt Tax Services: Large retail tax preparation franchise targeting middle- and lower-income individual filers and small business owners. Overlaps with Tax Professionals on individual and small business tax prep, IRS representation, and bookkeeping services, but with a multi-thousand-location footprint.

Direct peers

• Padgett Business Services: Franchise network providing accounting, tax preparation, payroll, and advisory services to small business owners. Highly comparable to Tax Professionals' small business owner segment, with similar bundled service model (tax + payroll + bookkeeping) and target customer profile.

Emerging players

• GreenSlate: Cloud-based payroll and business services provider for small businesses and accountants. Partial overlap with Tax Professionals' payroll services and represents a technology-led entrant that could displace or partner with traditional small firm payroll offerings.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

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 Tax Professionals