A&C Tax Advisors

What A&C Tax Advisors does

A&C Tax Advisors, Inc. is a privately held tax preparation and accounting services firm headquartered in Falls Church, Virginia, founded in 2004. The firm offers a unified suite of professional services spanning personal and business tax preparation (including ITIN applications, S corporations, LLCs, partnerships, C corporations, and nonprofit returns), year-round tax planning, monthly bookkeeping and financial statement preparation, payroll processing, and tax consultation. Service delivery is supported by the SecureFilePro remote portal for digital document submission and e-signature, an online booking system, and Tax Protection Plus Insurance bundling audit defense and identity restoration. The firm is bilingual (English/Spanish) and primarily serves individuals, investors, rental property owners, and small businesses in the Virginia/Washington DC metropolitan area.

The team of 1-10 is led by Claudia Barbosa, a former H&R Block Manager with more than 10 years of experience, a BA in Business Administration with a Finance Administration concentration, an Accounting/Bookkeeping certificate, four tax certifications, and IRS-approved continuing education credentials supporting PTIN renewal. The firm is an IRS Authorized e-File provider and holds memberships in the National Association of Tax Professionals (NATP), the National Society of Tax Professionals (NSTP), LatinoTaxPro, and the Prince William Chamber of Commerce. The website is active, and service bookings remain available.

Revenue is generated on a pay-as-you-go, unit-based pricing model with no disclosed subscription contracts or enterprise agreements. Tax planning starts at $200, office and virtual tax consultations start at $150 per session, and tax preparation fees vary by return complexity; a 20% discount is offered to new clients. A Refund Transfer option allows fees to be deducted from the federal refund. The go-to-market is sales-led and primarily local, relying on direct engagement (in-office, drop-off, remote), online booking, content marketing via the firm's blog and website, and organic social presence on Yelp, LinkedIn, and Facebook. No external funding, M&A activity, or investor involvement is indicated.

Name

A&C Tax Advisors

Legal name

A&C Tax Advisors, Inc.

Website

https://actaxadvisors.net

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

A&C Tax Advisors is a privately held, bilingual (English/Spanish) tax preparation and accounting firm in Falls Church, Virginia, serving individuals and small businesses in the Washington DC metro area with tax preparation, planning, bookkeeping, payroll, and consultation services.

Ownership category

akta.pro rank

Product category

Tax Preparation and Accounting Services

NAICS

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

SIC

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

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Payroll & Employment Tax Services (BPAHABAD), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Tax preparation services
• Small business accounting
• Bookkeeping services
• Payroll processing
• Tax planning

Headquarters

HQ city

Falls Church

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation Services: Professional tax preparation services for individuals and businesses, including ITIN applications, business tax returns (1120S, 1065, 990, 1120), and individual income tax preparation
2. Tax Planning Services: Proactive tax planning including year-round planning, estimated tax payment planning, income tax projections, and deduction/credit reviews
3. Accounting and Bookkeeping: Monthly bookkeeping, financial statement preparation, profit and loss statements, balance sheet preparation, cash flow tracking, and payroll recording
4. Payroll Services: Payroll calculations, processing on weekly/biweekly/monthly schedules, tax withholding and filings, W-2 and 1099 preparation
5. Tax Consultation: Tax consultation services including reviewing taxpayer facts, advising on deductions/credits, discussing IRS responses, and eligibility analysis

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

A&C Tax Advisors provides professional tax preparation, tax planning, accounting/bookkeeping, payroll, and tax consultation services to individuals and small businesses in the Virginia/Washington DC metro area. The firm specializes in complex personal tax situations (investments, rental property, retirement, foreign income, ITIN) and small business compliance across entity types including sole proprietorships, LLCs, S-corps, partnerships, C-corps, and nonprofits. All services are delivered bilingually in English and Spanish, with remote delivery supported by the SecureFilePro portal and e-signature workflow.

Product overview

A&C Tax Advisors is a traditional tax and accounting services firm offering a unified suite of professional services rather than a software platform. The core portfolio centers on five interconnected services: Tax Consultation (advisory and IRS notice support), Personal and Business Tax Preparation (filing for individuals and various entity types), Accounting and Bookkeeping (monthly record-keeping and financial statements), Payroll Services (processing and tax filings), and Tax Planning (proactive year-round tax strategy). These services are complemented by two add-on offerings: SecureFilePro Remote Services (secure document portal for remote collaboration) and Tax Protection Plus Insurance (audit defense and identity protection). The firm primarily serves individuals, small businesses, and rental property owners in the Washington D.C. metro area, with bilingual capabilities in English and Spanish.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Consultation

Named customers2 records

Segments3 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

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• National Association of Tax Professionals (NATP)coreOthersProfessional membership organization providing tax industry resources, continuing education, and professional standards. A&C Tax Advisors participates in NATP forums and stays current on tax policy developments through this membership.
• National Society of Tax Professionals (NSTP)coreOthersProfessional membership organization for tax professionals. Provides ongoing education, regulatory updates, and industry best practices for members.
• Latino Tax ProcoreOthersProfessional organization serving Latino tax professionals. Provides resources and networking for serving Spanish-speaking taxpayer communities.
• IRS (Continuing Education Provider)coreOthersIRS-approved continuing education provider. The team has IRS-approved continuing education for PTIN renewal and IPIN number renewal. The firm is an Authorized IRS e-File provider.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Bench: Tech-enabled monthly bookkeeping service for small businesses, with add-on tax filing. Competes directly with A&C's accounting/bookkeeping and tax prep bundle from a software-first angle.
• Pilot: Tech-enabled bookkeeping, CFO, and tax services for SMBs and startups. Comparable integrated service stack and SMB client profile, with stronger proprietary software.

Broad incumbents

• Intuit (TurboTax): DIY and assisted tax preparation software plus TurboTax Live human assist. Largest single threat to A&C's transactional personal tax prep volume, especially for straightforward returns.
• H&R Block: Largest US retail tax preparation chain with thousands of offices and online tools. Overlaps directly with A&C on personal and small business tax prep, and is the principal competitor where the lead advisor previously worked as a manager.
• Jackson Hewitt: National tax preparation chain with franchise and company-owned locations across the US. Competes for the same individual and small-business filer base A&C targets in the Virginia/DC metro.
• BDO USA: Mid-tier accounting and tax advisory firm with strong SMB and mid-market presence. Comparable multi-state and entity-tax expertise, but at much larger scale than A&C.
• Liberty Tax Service: Franchise-based tax preparation chain serving individuals and small businesses with both in-office and online offerings. Directly comparable customer segment and pricing model to A&C.
• KPMG US Tax Practice: Big-4 tax advisory practice serving middle-market and larger SMBs. Sets the upper bound on what local tax firms compete against for clients that grow beyond A&C's scale.

Direct peers

• 1-800Accountant: Virtual-first accounting and tax firm serving SMBs and individuals with on-demand CPAs and bookkeepers. Closest direct peer to A&C in remote delivery model, integrated tax + bookkeeping + payroll suite, and SMB focus.

Others

• LatinoTaxPro: Professional association of Spanish-speaking tax preparers that A&C belongs to. Member firms are the most directly comparable peers in bilingual niche, ITIN, and foreign income specialization.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/a-c-tax-advisors-inc

Compliance5 records

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 A&C Tax Advisors