Tax Etc

What Tax Etc does

Tax Etc is a privately held tax preparation services company headquartered in Bakersfield, California. Its stated service offering comprises income tax preparation, payroll preparation, and bookkeeping, though its public website lists only Income Tax Preparation as a discrete service. The firm serves individual taxpayers as its primary disclosed customer segment, with secondary support for business clients, using a horizontal segmentation approach.

The company delivers services through two physical office locations in California: a Bakersfield office at 5913 Niles St. Suite 4 and a Canoga Park office at 7108 De Soto Ave. Suite 204. Client engagement is supported by a WordPress-based website (taxetc.com) that includes a contact form, a services grid, team member pages, and a Spanish-language section ("ESPANOL"), suggesting bilingual service capability. Marketing is conducted primarily through organic social channels (Facebook, Twitter, YouTube, Behance) and a company blog.

There is no disclosed technology platform, proprietary software, or AI/ML capabilities associated with Tax Etc. The firm operates as a traditional professional services practice without public pricing, named enterprise clients, ownership details, or management team disclosures in the source data. No funding rounds, acquisitions, partnerships, certifications, or awards have been reported, and the company does not appear to use a mobile application or third-party software integrations beyond its website.

Name

Tax Etc

Website

https://taxetc.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Tax Etc is a privately held California-based tax preparation services firm operating two physical offices in Bakersfield and Canoga Park, serving individual taxpayers and small businesses with income tax preparation, payroll, and bookkeeping services.

Ownership category

akta.pro rank

Headquarters

HQ city

Bakersfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Distribution channels1 record

Marketing channels5 records

Core offering

Tax Etc is a tax preparation services company that offers income tax preparation for individual and business clients, delivered through a professional services grid on its website and supported by two physical office locations in Bakersfield and Canoga Park, California. The company also provides payroll preparation and bookkeeping services as part of its overall service mix. Service delivery is conducted in person, complemented by social media and blog outreach.

Product overview

Tax Etc is a tax preparation services company offering a single core service: Income Tax Preparation. The company operates through a professional services grid platform where clients can access tax preparation assistance. The offering is structured as a straightforward service business without a multi-module platform architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Tax Preparation

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Direct peers

• Liberty Tax Service: Liberty Tax is a U.S. and Canadian franchise tax preparation chain with storefront offices. Directly comparable to Tax Etc as a multi-office retail tax preparation brand competing for individual and small-business filers, with similar seasonality and service-based revenue model.
• Intuit TurboTax: TurboTax is the dominant DIY consumer tax software, with a paid 'Full Service' tier that uses remote CPAs. Directly comparable to Tax Etc as a tax preparation solution for the same individual customer segment, competing for the same wallet via a fully digital delivery model.
• Jackson Hewitt Tax Service: Jackson Hewitt operates a large franchise network of in-person tax preparation offices focused on individual filers, including bilingual service. Directly comparable to Tax Etc in delivery model (in-person storefronts), customer base (mass-market individual taxpayers), and seasonal revenue dynamics.
• Block Advisors (by Square/Block): Block Advisors offers in-person tax preparation for small businesses and individuals, bundled with Block's payroll and banking products. Comparable to Tax Etc in serving individual and small-business tax clients, and a more software-enabled threat on the bundled-services side.
• H&R Block: H&R Block is the largest U.S. retail tax preparation chain with thousands of offices plus online DIY products. Directly comparable to Tax Etc as a walk-in, fee-for-service tax preparer serving individual and small-business filers, though at vastly greater scale and with proprietary software.
• Padgett Business Services: Padgett is a North American franchise network of small-business accounting, tax, and payroll service offices. Directly comparable to Tax Etc as a multi-office, fee-for-service accounting and tax preparation provider focused on small businesses and individuals.

Broad incumbents

• KPMG US: KPMG is one of the Big Four accounting firms offering tax preparation and advisory across individual and corporate segments. Comparable as a tax services provider in the same broad category as Tax Etc, though it operates at vastly larger scale and different client tiers.

Regional players

• GreenBooks Tax: GreenBooks Tax is a smaller California-focused tax and bookkeeping practice serving individuals and small businesses with in-person service. Comparable to Tax Etc in regional California footprint, individual-and-SMB tax preparation focus, and bundled bookkeeping offerings.

Emerging players

• 1-800Accountant: 1-800Accountant provides on-demand virtual accounting, tax, and bookkeeping services to small businesses. Comparable to Tax Etc in targeting small-business and individual clients needing tax plus bookkeeping/payroll support, but delivers remotely rather than through physical offices.
• Intuit QuickBooks Live: QuickBooks Live pairs Intuit's bookkeeping software with human bookkeepers and tax advisors for small businesses. Comparable to Tax Etc on the bookkeeping and small-business tax side, and a relevant competitor as it bundles software with human service.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key highlights4 records

Customer concentration

• Facebookfacebook.com/taxetc
• LinkedInlinkedin.com/company/tax-etc-bakersfield

Revenue estimate

Valuation estimate

Number of profiles

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 Etc