Tax Preparation and Payroll Services
Tax Preparation and Payroll Services LLC is an owner-operated Alpharetta, Georgia firm providing individual and small-business tax preparation, payroll processing, bookkeeping, and insurance brokerage to local clients, with 20+ years of operating history and fixed-fee pricing.
- Company typePrivate
- Founded-
- HeadquartersAlpharetta, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Tax Preparation and Payroll Services does
Tax Preparation and Payroll Services LLC is a privately held, owner-operated professional services firm headquartered at 1010 Powers Place, Alpharetta, Georgia, serving individual taxpayers and small businesses in the local metro. The firm has been providing tax preparation services for over 20 years under the management of Daniel ([email protected]), and operates with a headcount of 1–10 employees per firmographic data. Its core offerings are individual tax preparation (Form 1040), business tax return preparation (Forms 1120S and 1065), and payroll processing for federal, state, and local agencies including Forms 941 and 940. Supporting services include pre-year-end tax planning, company structure advisory, federal and state tax-ID form assistance, bookkeeping, and health and life insurance brokerage through a network of over 25 insurance carriers.
The business runs on standard, non-proprietary tax preparation and payroll processing software with no disclosed AI, machine-learning, or API capabilities. Customer engagement is delivered through three channels: in-office appointments at the Alpharetta location, drop-off/pickup of physical documents, and Zoom-based virtual meetings, with self-serve scheduling enabled by a Bookly-powered booking system on the company website. The firm has no mobile applications, no third-party enterprise integrations beyond Zoom and Bookly, no patents or trademarks, no awards or certifications, and no disclosed funding, M&A, or partnership history.
The revenue model is professional-services based, charging fixed fees agreed in advance and not contingent on client income or refund size, with a pay-as-you-go billing cadence. Pricing is not publicly disclosed on the website. GTM is direct-to-consumer with a horizontal segmentation across individual taxpayers and small businesses; no enterprise or multi-state customer base is evidenced. Same-day individual preparation (typically within two hours) and direct-deposit refund handling are the principal quantifiable operational differentiators cited by the company itself.
Tax Preparation and Payroll Services firmographics
Firmographics- Name
- Tax Preparation and Payroll Services
- Legal name
- Tax Preparation and Payroll Services LLC
- Website
- https://taxprepandpayrollservices.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tax Preparation and Payroll Services LLC is an owner-operated Alpharetta, Georgia firm providing individual and small-business tax preparation, payroll processing, bookkeeping, and insurance brokerage to local clients, with 20+ years of operating history and fixed-fee pricing.
- Ownership category
- akta.pro rank
Tax Preparation and Payroll Services industry classification
Industry- Product category
- Tax Preparation and Payroll Services
- NAICS
- Payroll Services (541214), Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Payroll & Employment Tax Services (BPAHABAD)
- akta.pro secondary industries
- Full-Service Payroll Processing (BPACAIAA), Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB)
Keywords
Where Tax Preparation and Payroll Services is headquartered
LocationHeadquarters
- HQ city
- Alpharetta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tax Preparation and Payroll Services business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Tax Preparation Services: Fixed-fee tax preparation services for individuals and businesses, including form preparation (1040, 1120S, 1065) with fees agreed in advance and not dependent on income level.
- Payroll Services: Payroll processing services for federal and state agencies, including filing payroll tax forms 941 and 940 at an affordable rate.
- Insurance Services: Health and life insurance brokerage services offered through a network of over 25 insurance companies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Fixed-fee tax preparation |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels2 records
Tax Preparation and Payroll Services product offering
Product offeringCore offering
Tax Preparation and Payroll Services LLC provides fee-based individual and business tax preparation covering Forms 1040, 1120S, and 1065, alongside payroll processing for federal and state agencies (Forms 941 and 940). The firm also delivers tax planning, company structure advisory, federal/state forms assistance, bookkeeping, and health and life insurance brokerage through a network of 25+ insurance carriers.
Product overview
Tax Preparation and Payroll Services LLC is a service-based business offering a unified suite of tax preparation and payroll processing services. The core offerings include Individual Tax Preparation (Form 1040), Business Tax Preparation (Forms 1120S and 1065), and Payroll Services (Forms 941 and 940). Supporting services include Tax Planning, Company Structure advisory, and Federal/State Forms assistance. The company also provides Health and Life Insurance brokerage (through 25+ insurers) and Bookkeeping services as add-on offerings. Key differentiators include same-day individual preparation (within 2 hours), fixed fees agreed in advance, virtual Zoom consultations, and over 20 years of experience.
Differentiator
Problem solved
Functional benefit
Products and services
- Individual Tax Preparation
Quantifiable outcome
- Same-day tax preparation for individuals (normally within 2 hours)
- +1 more outcomes
Companies that use Tax Preparation and Payroll Services
Customer profileSegments2 records
Ideal customer profiles2 records
Tax Preparation and Payroll Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Tax Preparation and Payroll Services partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Tax Preparation and Payroll Services competitors and assessment
Company assessmentBroad incumbents
- Paychex: Major SMB payroll and HR solutions provider with full-service payroll processing and tax filing. Comparable payroll service for the same small business segment, but with national scale and proprietary technology.
- ADP: Largest US payroll and HR services provider with full-service payroll processing including Form 941/940 filings. Operates broadly across payroll and HR, overlapping with the subject firm's payroll services but at vastly larger scale.
Emerging players
- Intuit TurboTax: DIY consumer and SMB tax preparation software. Not a direct service competitor but the primary substitute for the subject firm's individual tax preparation offering.
- Pilot.com: Tech-enabled bookkeeping, accounting, and tax services for small businesses and startups. Comparable SMB bookkeeping and tax positioning, delivered through a digital-first model.
- Gusto: Cloud-based SMB payroll, benefits, and HR platform with automated payroll tax filings (Forms 941, 940). Competes with the subject firm for SMB payroll clients via a modern SaaS delivery model.
Direct peers
- H&R Block: Largest US retail tax preparation chain offering Form 1040 and business return preparation with similar individual- and SMB-focused services. Direct competitor for walk-in and appointment-based tax prep in the Alpharetta market.
- Liberty Tax: Franchise-based tax preparation chain serving individual taxpayers with in-office and drop-off service. Comparable operating model and customer base to the subject firm's individual tax preparation offering.
- Jackson Hewitt: Retail tax preparation franchise focused on individual and small business returns, often located inside Walmart stores. Competes for the same individual taxpayer and micro-SMB segment as the subject firm.
- 1-800Accountant: Virtual accounting and tax preparation service for individuals and small businesses with on-demand CPA/EA support. Comparable service model with virtual delivery, mirroring the subject firm's Zoom offering.
- Block Advisors (Square): Small business tax preparation and bookkeeping service from Block (formerly Square). Directly comparable SMB tax and bookkeeping offering that competes with the subject firm's business tax and bookkeeping services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Tax Preparation and Payroll Services social profiles
Digital presenceTax Preparation and Payroll Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tax Preparation and Payroll Services leadership team
Management profileNumber of profiles
Tax Preparation and Payroll Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tax Preparation and Payroll Services 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 Tax Preparation and Payroll Services
What does Tax Preparation and Payroll Services do?
Tax Preparation and Payroll Services LLC provides fee-based individual and business tax preparation covering Forms 1040, 1120S, and 1065, alongside payroll processing for federal and state agencies (Forms 941 and 940). The firm also delivers tax planning, company structure advisory, federal/state forms assistance, bookkeeping, and health and life insurance brokerage through a network of 25+ insurance carriers.
Is Tax Preparation and Payroll Services a public or private company?
Tax Preparation and Payroll Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tax Preparation and Payroll Services founded?
Tax Preparation and Payroll Services was founded in -1. It employs 1 to 10 people.
Where is Tax Preparation and Payroll Services based?
Tax Preparation and Payroll Services is headquartered in Alpharetta, United States, in the North America region.
How does Tax Preparation and Payroll Services make money?
Three revenue lines are on record. Tax Preparation Services are the primary driver. The others are payroll Services and insurance Services.
Who are Tax Preparation and Payroll Services's main competitors?
Broad incumbents on record are Paychex and ADP. Emerging players are Intuit TurboTax, Pilot.com and Gusto. Direct peers are H&R Block, Liberty Tax, Jackson Hewitt, 1-800Accountant and Block Advisors (Square).
Does Tax Preparation and Payroll Services have an API?
No public API is recorded for Tax Preparation and Payroll Services.
What industry is Tax Preparation and Payroll Services in?
Tax Preparation and Payroll Services's product category is Tax Preparation and Payroll Services. Its primary akta.pro industry code is BPAHABAD, Payroll & Employment Tax Services, with a secondary code of BPACAIAA, Full-Service Payroll Processing. Its NAICS code is 541214 and its SIC code is 7374.