Payroll & Tax Solution
Payroll & Tax Solution, Inc. is a Clovis, California-based accounting firm offering payroll, bookkeeping, tax preparation, tax planning, tax resolution, and QuickBooks consulting services to small and medium-sized businesses and individual taxpayers nationwide via a cloud-based delivery model.
- Company typePrivate
- Founded-
- HeadquartersClovis, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Payroll & Tax Solution does
Payroll & Tax Solution, Inc. is a privately held accounting and tax services firm headquartered at 3097 Willow Ave. Ste. 24, Clovis, California, founded and led by Winai Xiong, EA, AS, who has worked in the accounting and tax industry since 2005 and holds over nine years of experience in public bookkeeping, payroll, tax preparation, and QuickBooks services. The firm delivers a horizontally integrated suite of professional services - payroll and HR, bookkeeping, tax preparation, tax planning, tax resolution, and QuickBooks consulting - to small and medium-sized businesses and individual taxpayers nationwide, using cloud-based technology powered by CountingWorks PRO for client portal access, document management, and secure service delivery. The business model is professional services on flat-rate monthly pricing, with a self-reported 25-50% cost advantage versus major payroll service bureaus, an accuracy guarantee under which the firm covers penalties and interest, and 24-hour account onboarding. The GTM motion is sales-led and direct, supported by a Learning Center blog, monthly email newsletter, an active social presence across Twitter, Facebook, LinkedIn, YouTube, Yelp, Google My Business, and TaxBuzz, and a referral program that the firm describes as the cornerstone of new business acquisition. No public revenue, headcount, or funding figures are disclosed, and the operating profile is consistent with a small, founder-led practice.
Payroll & Tax Solution firmographics
Firmographics- Name
- Payroll & Tax Solution
- Legal name
- Payroll & Tax Solution, Inc.
- Website
- https://payrollntaxsolution.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Payroll & Tax Solution, Inc. is a Clovis, California-based accounting firm offering payroll, bookkeeping, tax preparation, tax planning, tax resolution, and QuickBooks consulting services to small and medium-sized businesses and individual taxpayers nationwide via a cloud-based delivery model.
- Ownership category
- akta.pro rank
Payroll & Tax Solution industry classification
Industry- Product category
- Payroll, Bookkeeping and Tax Services
- NAICS
- Payroll Services (541214), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Computer Processing & Data Preparation (7374), Services-Management Services (8741)
- akta.pro primary industry
- Managed Payroll Services (Full-Service Payroll Outsourcing) (BPAAAHAA)
- akta.pro secondary industries
- Payroll & Employment Tax Services (BPAHABAD), Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB), Full-Service Payroll Processing (BPACAIAA)
Keywords
Where Payroll & Tax Solution is headquartered
LocationHeadquarters
- HQ city
- Clovis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Payroll & Tax Solution business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Payroll & HR Services: Comprehensive payroll processing including tax deposits, compliance, new hire registration, and HR support. Pricing is flat rate based on complexity of client needs. Claims 25-50% savings compared to major payroll service bureaus.
- Bookkeeping Services: Full-service bookkeeping and accounting using major accounting software programs including QuickBooks. Includes accounts payable/receivable, general ledger, and bank reconciliation.
- Tax Preparation & Planning: Individual and business tax return preparation, tax planning strategies, gift and estate tax returns, partnership and corporate tax preparation, and business start-up consultation.
- Tax Resolution Services: IRS problem resolution including wage garnishment, bank levy, threatening letters, audit notification, non-filing, back taxes, liens, offers-in-compromise, and IRS seizures.
- QuickBooks Consulting: QuickBooks setup, training, file cleanup, and ongoing support through certified ProAdvisors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Payroll Services - Flat rate pricing based on complexity |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Payroll & Tax Solution product offering
Product offeringCore offering
Payroll & Tax Solution, Inc. is a Clovis, CA-based accounting and tax services firm that provides payroll processing, bookkeeping, tax preparation, tax planning, tax resolution, and QuickBooks consulting to small and mid-sized businesses and individual taxpayers nationwide. Services are delivered remotely via a cloud-based technology platform powered by CountingWorks PRO, combined with QuickBooks and certified ProAdvisor expertise. Pricing is flat-rate based on client complexity, with recurring monthly payroll engagements and project-based tax and bookkeeping work.
Product overview
Payroll & Tax Solution is a service-based firm offering an integrated suite of financial and compliance services for small to mid-sized businesses. The core portfolio centers on Payroll & HR and Tax services (Tax Preparation, Tax Planning, Tax Resolution), complemented by Bookkeeping and QuickBooks Consulting. A Learning Center provides client education resources. Services are delivered through cloud-based technology powered by CountingWorks PRO, enabling nationwide delivery from the Clovis, CA office.
Differentiator
Problem solved
Functional benefit
Products and services
- Payroll & HR Full-service payroll processing including payroll tax compliance, employee record retention, direct deposit, and new hire onboarding for small and mid-sized businesses. The firm guarantees accuracy or covers penalty and interest costs.
- Bookkeeping Accounting and bookkeeping services including accounts payable/receivable, general ledger accounting, bank reconciliation, and financial reporting delivered using major accounting software such as QuickBooks, for small and mid-sized businesses.
- Tax Planning Proactive tax planning services including retirement investments, income splitting, business entity selection, and self-employed deduction planning to minimize tax liability throughout the year, for individuals and businesses.
- Tax Preparation Tax return preparation for individuals, businesses, partnerships, corporations, estates, and trusts, including out-of-state returns and business start-ups, delivered by an IRS-authorized Enrolled Agent.
- Tax Resolution IRS tax problem resolution services for individuals and businesses including wage garnishment, bank levy, threatening letters, audit representation, back taxes, liens, and offers-in-compromise.
- QuickBooks Consulting QuickBooks setup, file tune-up, and training services provided by certified QuickBooks ProAdvisors, including company file setup tailored to specific business needs and ongoing staff training.
Quantifiable outcome
- Reduce payroll processing time from hours to minutes
- +3 more outcomes
Companies that use Payroll & Tax Solution
Customer profileSegments4 records
Ideal customer profiles4 records
Payroll & Tax Solution technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Payroll & Tax Solution partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- CountingWorks PROcoreCountingWorks PRO provides the technology platform powering the firm's website, client portal, document management, and secure service delivery. The firm uses this platform for client communications, document storage, and service delivery.
- myWorldminorPayroll & Tax Solution is a myWorld Official Cashback Merchant offering cashback benefits to customers. The partnership provides shopping benefits to customers as an additional value-added service through the myWorld platform serving 15 million customers in over 50 countries.
- Intuit (QuickBooks)coreCertified QuickBooks ProAdvisor providing QuickBooks consulting, setup, and training services. Links to Intuit login portals provided for client access.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Payroll & Tax Solution competitors and assessment
Company assessmentDirect peers
- Bench: Tech-enabled bookkeeping service for U.S. small businesses, combining software with human bookkeepers. Direct competitor in the SMB outsourced bookkeeping category.
- Intuit QuickBooks: QuickBooks provides integrated payroll, bookkeeping, and tax solutions for SMBs. Direct overlap with Payroll & Tax Solution's combined payroll + bookkeeping + QuickBooks consulting offering.
- Gusto: Cloud-based payroll, HR, and benefits platform targeting U.S. small businesses. Direct competitor in the SMB payroll-processing market with integrated tax filing and HR support.
- Pilot.com: Outsourced bookkeeping, accounting, and CFO services for startups and SMBs. Comparable to Payroll & Tax Solution's bookkeeping and accounting workflow services.
- 1-800Accountant: Virtual accounting and tax services firm serving U.S. small businesses with bookkeeping, payroll, and tax preparation. Most direct competitor in the bundled outsourced financial services model for SMBs.
Emerging players
- OnPay: Cloud-based payroll and HR platform for SMBs with transparent pricing. Comparable as a growing SaaS-based payroll provider competing for the same SMB client base.
Broad incumbents
- ADP: Largest U.S. payroll and HR services provider, offering full-service payroll, tax filing, HR, and benefits for SMBs and enterprises. Comparable as the dominant incumbent that Payroll & Tax Solution directly benchmarks against on price.
- Paychex: Major payroll, HR, and benefits outsourcing provider for SMBs. Benchmarked by Payroll & Tax Solution as a 'major payroll service bureau' against which the firm claims 25-50% savings.
- H&R Block: Large retail and digital tax preparation and tax resolution services company. Competitive overlap on individual and small business tax preparation and IRS problem resolution.
- Jackson Hewitt: National tax preparation chain with strong emphasis on tax resolution services. Comparable on tax preparation and IRS problem resolution services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Payroll & Tax Solution social profiles
Digital presencePayroll & Tax Solution financial estimates
Financial estimateRevenue estimate
Valuation estimate
Payroll & Tax Solution leadership team
Management profileNumber of profiles
Profiles1 record
Payroll & Tax Solution funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Payroll & Tax Solution M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Payroll & Tax Solution
What does Payroll & Tax Solution do?
Payroll & Tax Solution, Inc. is a Clovis, CA-based accounting and tax services firm that provides payroll processing, bookkeeping, tax preparation, tax planning, tax resolution, and QuickBooks consulting to small and mid-sized businesses and individual taxpayers nationwide. Services are delivered remotely via a cloud-based technology platform powered by CountingWorks PRO, combined with QuickBooks and certified ProAdvisor expertise. Pricing is flat-rate based on client complexity, with recurring monthly payroll engagements and project-based tax and bookkeeping work.
Is Payroll & Tax Solution a public or private company?
Payroll & Tax Solution is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Payroll & Tax Solution founded?
Payroll & Tax Solution was founded in -1. It employs 1 to 10 people.
Where is Payroll & Tax Solution based?
Payroll & Tax Solution is headquartered in Clovis, United States, in the North America region.
How does Payroll & Tax Solution make money?
Five revenue lines are on record. Payroll & HR Services are the primary driver. The others are bookkeeping Services, tax Preparation & Planning, tax Resolution Services and quickBooks Consulting.
Who are Payroll & Tax Solution's main competitors?
Direct peers on record are Bench, Intuit QuickBooks, Gusto, Pilot.com and 1-800Accountant. OnPay is listed as an emerging player. Broad incumbents are ADP, Paychex, H&R Block and Jackson Hewitt.
Does Payroll & Tax Solution have an API?
No public API is recorded for Payroll & Tax Solution.
What industry is Payroll & Tax Solution in?
Payroll & Tax Solution's product category is Payroll, Bookkeeping and Tax Services. Its primary akta.pro industry code is BPAAAHAA, Managed Payroll Services (Full-Service Payroll Outsourcing), with a secondary code of BPAHABAD, Payroll & Employment Tax Services. Its NAICS code is 541214 and its SIC code is 7374.