Landmark Tax Services

What Landmark Tax Services does

Landmark Tax Services is a privately held American professional services firm that provides tax and financial planning services. Founded in 1983, the company is headquartered in Pendleton, United States, and presents itself publicly through its website at landmarktax.com. The firm is led by Claudia M. Henningson, who serves as President.

The company's service offering sits within the broad category of tax preparation, tax advisory, and financial planning for individual and business clients. It is structured as a for-profit private entity. Only one office location — Pendleton — is disclosed; no multi-region footprint, subsidiary structure, or affiliated brands are identified in the source material. The leadership table lists a single named executive (President), which is consistent with a small firm rather than a multi-office national practice.

Publicly available data on Landmark Tax Services is limited. There is no disclosed revenue, headcount, pricing model, customer base, technology stack, product portfolio, partnership, certification, or funding information in the source material reviewed. Investment-relevant signals such as funding rounds, M&A activity, product launches, and regulatory actions are similarly absent. The company appears to operate as a small, traditional professional services firm with a long operating history but limited public transparency, and any inference beyond the basic firmographic profile would be unsupported by available evidence.

Name

Landmark Tax Services

Website

https://landmarktax.com

Company type

Private

Founded year

1983

Short description

Landmark Tax Services is a privately held American tax and financial planning firm founded in 1983 and headquartered in Pendleton, United States, serving individual and business clients with traditional professional tax and advisory services.

Ownership category

akta.pro rank

Product category

Tax Preparation & Financial Planning Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro industry

PRIMARYBPAHABAB

Tax Advisory & Compliance

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHAAAG

Tax Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

SECONDARYHSAFAEAG

Tax & Financial Document Preparation Organization (Non-Advisory)

Home & Personal Services/Home Organization & Decluttering/Home Office & Paper/File Management

Keywords

• Tax preparation services
• Financial planning services
• Tax compliance services
• Tax advisory services
• Personal tax services

Headquarters

HQ city

Pendleton

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Core offering

Landmark Tax Services provides tax and financial planning services to clients. Operating as a professional services firm since 1983, the company delivers traditional tax preparation, tax compliance, and financial planning engagements. Specific service-line breakdown, pricing structure, and target market details are not disclosed in the available source material.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax & Financial Planning Services Tax preparation, tax compliance, and financial planning services offered to clients of Landmark Tax Services.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Intuit TurboTax: Dominant DIY tax preparation software from Intuit serving individual and small-business filers; broader incumbent whose digital platform competes with traditional preparers like Landmark for the same client base.
• KPMG US Tax Practice: Big Four tax advisory practice offering federal, state, international, and transfer pricing services; relevant incumbent peer if Landmark pursues higher-end corporate or cross-border engagements.
• Deloitte Tax: Big Four tax consultancy covering compliance, planning, and controversy across all entity types; broad incumbent whose offerings frame the ceiling of what a regional tax firm like Landmark could scale into.
• Andersen Tax (Andersen): Global tax and advisory firm offering tax compliance, transfer pricing, and private client services; comparable in the integrated tax + financial planning value proposition Landmark pursues.
• BDO USA: Top-tier US accounting and tax advisory firm serving mid-market businesses and HNW individuals; comparable mid-market tax advisory positioning relative to a small regional firm like Landmark.

Direct peers

• H&R Block: Largest US retail tax preparation chain offering federal/state tax filing and adjacent financial products to individual and small-business clients; directly comparable end-market and service to Landmark Tax Services.
• Liberty Tax Service: Franchised US tax preparation chain with seasonal offices targeting individual taxpayers; competes in the same local retail tax-preparation category as Landmark.
• Jackson Hewitt Tax Services: National tax preparation franchise serving individual taxpayers through retail offices; comparable service offering and customer segment, with similar reliance on storefront local presence.

Regional players

• EisnerAmper: Large US accounting and advisory firm with strong tax practice serving privately held businesses, individuals, and family offices; comparable in serving HNW individuals and combining tax with broader financial advisory.
• Baker Newman Noyes: Mid-sized US accounting and tax advisory firm providing tax compliance, planning, and financial advisory to businesses and individuals; comparable in scale and full-service tax + advisory positioning to a regional firm like Landmark.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 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 Landmark Tax Services