Prisma Tax Group

What Prisma Tax Group does

Prisma Tax Group is a Houston-based tax preparation and bookkeeping firm serving self-employed individuals, content creators, gig workers, and small business owners operating primarily in the creator economy and adult/OnlyFans entrepreneur segment. Founded in 2023 by Katherine Studley — a CPA-trained accountant and former government contracting business manager who previously launched The Only Consultant® in 2020 — the firm delivers a non-judgmental, judgment-free positioning aimed at clients underserved or unwelcome at traditional CPA firms. The service catalog spans individual and business tax preparation, monthly QuickBooks-based bookkeeping, ongoing tax planning and quarterly estimated payments, LLC formation and compliance, IRS notice and audit support, and — at the highest tier — Certified Financial Planner consultations covering retirement, investment, and estate planning.

The technology stack combines QuickBooks for bookkeeping, the Soraban client portal for secure document exchange, billing, and messaging, and a BastionX-powered custom network security infrastructure providing end-to-end encryption with daily backups. Client intake has been digitized to replace traditional paper-based 40-page tax packets, and a publicly accessible website enables self-serve client applications and consultation bookings. The single Houston office (1500 Waugh Dr) supports in-person appointments while the firm operates remote-first to serve clients nationwide.

The revenue model is anchored in a four-tier monthly subscription structure — Essentials ($125+), Plus ($350+), Pro Retainer ($575+), and Elite ($1,500+) — supplemented by one-time tax preparation fees ($450-$1,200 depending on filing complexity), hourly consulting at $250/hour, and one-off consultation calls priced $20-$165. The company is bootstrapped with no disclosed institutional funding, operates as a private Texas LLC, and runs a sales-led GTM motion layered with founder-driven community building through TikTok content marketing and a public testimonials page.

Name

Prisma Tax Group

Legal name

Prisma Tax Group, LLC

Website

https://prismatax.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Prisma Tax Group is a Houston-based tax preparation and bookkeeping firm serving content creators, gig workers, and small business owners through tiered monthly subscriptions, one-time tax prep, and CFP advisory, delivered via a remote-first model with a custom encrypted client portal.

Ownership category

akta.pro rank

Product category

Tax Preparation & Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213), Other Accounting Services (541219)

akta.pro primary industry

Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)

akta.pro secondary industry

Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Tax preparation services
• Monthly bookkeeping services
• Tax planning advisory
• Small business accounting
• Freelancer tax filing

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Monthly Subscription Services: Four tiered monthly subscription plans (Essentials at $125+/mo, Plus at $350+/mo, Pro at $575+/mo, Elite at $1,500+/mo) providing recurring revenue from ongoing bookkeeping, tax preparation, advisory, and compliance services. Subscriptions are billed monthly and include varying levels of service from basic tax oversight to full outsourced accounting department support.
2. One-Time Tax Preparation: One-time tax return preparation services with base pricing: W-2 employees starting at $450 (one state), self-employed starting at $750, and Partnerships/S-Corporations starting at $1,200. Additional charges apply for complexity. Each package includes a 10-minute consultation with founder Katherine Studley.
3. Hourly Consulting & Advisory: Hourly consulting services at $250/hour for Tax Planning & Consulting and Legal/Entity Support. One-off consultation calls are also available from $20–$165 depending on need.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Prisma Tax Group is a Houston-based tax and accounting firm that delivers tax preparation, monthly bookkeeping, ongoing tax planning, and LLC formation services. The company sells these services directly to self-employed individuals, freelancers, content creators, and small business owners through tiered monthly subscription plans (Essentials, Plus, Pro, Elite) and one-time engagement options, delivered via a remote-first model with secure digital intake through the Soraban client portal.

Product overview

Prisma Tax Group offers a suite of tax preparation, bookkeeping, and ongoing tax planning services delivered through tiered monthly subscription plans and one-time service options. The core offerings include Tax Preparation, Bookkeeping (using QuickBooks), and Ongoing Tax Planning, which are available as standalone one-time services or bundled into subscription tiers (Essentials at $125/month, Plus at $350/month, Pro at $575/month, and Elite at $1,500/month). Client services are managed through the Soraban client portal. The company also provides LLC Formation services and additional consulting hours as add-on offerings.

Differentiator

Problem solved

Functional benefit

Brands

• The Only Consultant®: A separate firm founded by Katherine Studley in 2020 that specializes in serving content creators and sex workers with tax and business services.

Products and services

• Tax Preparation Individual and business tax return preparation covering federal and state filings for W-2 employees, self-employed (Schedule C), Partnerships (1065), S-Corporations (1120S), and C-Corporations. One-time base pricing starts at $450 (W-2 single state), $750 (self-employed), and $1,200 (Partnership/S-Corp). Each package includes a 10-minute consultation with founder Katherine Studley.
• Bookkeeping Monthly bookkeeping service providing real-time financial snapshots, transaction categorization into financial statements, and reconciliation using QuickBooks. Clients are paired with dedicated bookkeepers and can add tax planning, payroll, and financial consultations as add-ons.
• Ongoing Tax Planning Year-round tax strategy and planning service including quarterly check-ins, estimated tax calculations, proactive advisory, and tax optimization designed to prevent surprise tax bills for individuals and small businesses.
• LLC Formation Services Entity formation and compliance assistance including EIN securing, state filing, annual renewals, and ongoing compliance management. Available as part of the Pro subscription tier or as a separate add-on service.

Named customers5 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• BastionXcoreTechnology or IntegrationBastionX is a technology partner that collaborated with Prisma Tax Group to build a custom network security infrastructure. This infrastructure provides end-to-end encryption for all client files, messages, and tax documents, with daily backups. This partnership is highlighted as a key component of the company's data security commitment to clients.
• SorabancoreTechnology or IntegrationSoraban provides the client portal platform used by Prisma Tax Group. The Soraban portal serves as the primary digital workspace for clients to securely upload and receive documents, track billing and engagement letters, access tax organizers, view payment status, and communicate with the team. Clients access the portal via a secure link and set their own passwords.
• The Only Consultant®coreStrategic or Co-development PartnerThe Only Consultant® is the predecessor venture founded by Katherine Studley in mid-2020 to serve content creators and unconventional entrepreneurs with tax guidance. Prisma Tax Group was subsequently formed as a formal tax firm (Prisma Tax Group, LLC) building on the client base and mission established through The Only Consultant. The two entities operate in close coordination.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bench: Bookkeeping and tax services platform for small businesses, combining dedicated bookkeepers with proprietary software. Comparable subscription-based delivery model and SMB target customer.
• Found: Banking and tax services built specifically for self-employed individuals and small business owners. Directly comparable target customer (self-employed 1099 workers) with bundled banking, bookkeeping, and tax offering.
• Bonsai: All-in-one business management platform for self-employed professionals, including tax tools, invoicing, contracts, and accounting. Overlaps with Prisma's self-employed entrepreneur target.
• 1-800Accountant: Virtual accounting and tax services firm serving small businesses and entrepreneurs nationwide. Comparable subscription-style engagement model and SMB tax prep offering, though with broader target market.
• Hurdlr: Tax and expense tracking app for freelancers, gig workers, and 1099 contractors with automatic income/expense categorization and tax estimate features. Comparable freelancer/gig worker target customer.
• The Only Consultant: Predecessor venture founded by Prisma's founder Katherine Studley in 2020 to serve content creators and unconventional entrepreneurs with tax guidance. Operates in close coordination with Prisma Tax Group and serves substantially the same customer base.
• Keeper: Tax filing app and service for small businesses and self-employed individuals, with subscription-based pricing and dedicated accountant support. Comparable SMB tax preparation focus.

Broad incumbents

• Jackson Hewitt: Major U.S. tax preparation chain with retail offices focused on individual and SMB tax filing. Referenced in Prisma client testimonials; broad incumbent offering similar core tax preparation services at scale.
• Block Advisors (Square): Small business services arm of Block (Square), offering tax preparation, bookkeeping, payroll, and advisory for SMBs. Comparable bundled tax + bookkeeping + advisory service stack targeting small businesses.
• H&R Block: Largest U.S. tax preparation chain with retail offices, DIY software, and online pro services. Explicitly referenced in Prisma's client testimonials as a competitor; broad incumbent with overlapping SMB and individual tax services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/prismataxgroup

Compliance1 record

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 Prisma Tax Group