Tax Experts
Tax Experts Ltd is a privately held, founder-led tax, bookkeeping, payroll, and business advisory firm in Arlington Heights, Illinois, serving individuals, small-to-medium businesses, and non-profits in the Chicago metro area since 1997.
- Company typePrivate
- Founded1997
- HeadquartersArlington Heights, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Tax Experts does
Tax Experts Ltd is a privately held, founder-led professional services firm based in Arlington Heights, Illinois, that has provided tax, bookkeeping, payroll, audit, and business advisory services to individuals, small-to-medium businesses, and non-profit organizations in the Chicago metropolitan area since 1997. Its core offerings — Strategic Tax Services (preparation, proactive planning, IRS representation, deferred compensation plan implementation), Professional Bookkeeping (payroll processing, tax deposits, sales tax compliance, bank reconciliations, general ledger maintenance), and Business Advisory & Assurance (financial forecasting, business valuations, operational reviews, new business formation) — are delivered as a unified, integrated practice rather than as discrete software products. The firm operates from a single office at 855 E Golf Rd STE 1137, and is led by Jan Jaworski, an Enrolled Agent (EA) with federal IRS representation authority.
The business model is professional services fee-based, with no publicly disclosed pricing tiers or productized offerings; clients engage through a consultation-based, sales-led GTM motion (phone, email, contact form) supported by a content marketing blog and a downloadable tax organizer. There is no proprietary technology platform, no mobile app, no API, no disclosed integrations, and no AI/ML capabilities — the practice runs as a traditional CPA/EA engagement model. The firm reports no external investors, no parent company, no subsidiaries, no funding rounds, no partnerships, no patents, and no third-party certifications, making it a tightly held, independent local practice.
Customer segments are described as horizontal across three primary groups: individuals (primary), small-to-medium businesses (primary), and non-profit organizations (secondary). The firm explicitly limits its geographic scope to the Chicago metro area (Arlington Heights, Mount Prospect) with no global footprint claim. No named customer logos, revenue figures, or headcount data are publicly disclosed, which constrains external benchmarking; the available evidence describes a small, founder-led team with a long-tenured local presence.
Tax Experts firmographics
Firmographics- Name
- Tax Experts
- Legal name
- Tax Experts Ltd
- Website
- https://taxexpertsltd.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tax Experts Ltd is a privately held, founder-led tax, bookkeeping, payroll, and business advisory firm in Arlington Heights, Illinois, serving individuals, small-to-medium businesses, and non-profits in the Chicago metro area since 1997.
- Ownership category
- akta.pro rank
Tax Experts industry classification
Industry- Product category
- Tax Preparation and Accounting Services
- NAICS
- Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industry
- Payroll & Employment Tax Services (BPAHABAD)
Keywords
Where Tax Experts is headquartered
LocationHeadquarters
- HQ city
- Arlington Heights
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tax Experts business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Tax Services: Tax preparation, proactive tax planning, IRS representation, and deferred compensation plan implementation for individuals, businesses, and non-profit organizations. Revenue generated through professional service fees.
- Bookkeeping and Payroll Services: Daily financial operations management including payroll processing, tax deposits, sales tax compliance, bank reconciliations, and general ledger maintenance. Ongoing service delivery with recurring client relationships.
- Business Advisory and Assurance: Audit and assurance services, financial forecasting, business valuations, operational reviews, and new business formation assistance including entity selection, government registration, and initial bookkeeping setup.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Tax Experts product offering
Product offeringCore offering
Tax Experts Ltd is a Chicago-area tax and accounting practice founded in 1997 that delivers tax preparation, proactive tax planning, IRS representation, bookkeeping, payroll processing, sales tax compliance, audit and assurance, financial forecasting, business valuations, and new business entity formation services. The firm serves individuals, businesses, and non-profit organizations through personalized, consultation-based engagements led by founder Jan Jaworski, EA.
Product overview
Tax Experts Ltd offers a unified suite of professional accounting and tax services delivered as an integrated practice rather than discrete software products. The core offerings include Strategic Tax Services (tax preparation, planning, and IRS representation), Professional Bookkeeping (daily financial operations and payroll processing), and Business Advisory & Assurance (audits, valuations, and business formation support). These services are supported by specialized modules for Payroll Services and Tax & Accounting that provide granular capabilities such as W-2/W-3 processing, quarterly tax reporting, and state unemployment filings. The firm operates as a traditional service-based practice, not a software platform, serving individuals, businesses, and non-profits in the Chicago area since 1997.
Differentiator
Problem solved
Functional benefit
Products and services
- Strategic Tax Services Comprehensive tax preparation and proactive tax planning for individuals, businesses, and non-profit organizations, including expert representation before tax authorities and implementation of deferred compensation plans.
- Professional Bookkeeping Management of daily financial operations including comprehensive payroll processing, tax deposits, sales tax compliance, bank reconciliations, and general ledger maintenance for businesses.
- Business Advisory and Assurance Audit and assurance services including financial forecasting, business valuations, operational reviews, and assistance with new business formation from entity selection and government registration through initial bookkeeping setup.
Companies that use Tax Experts
Customer profileSegments3 records
Ideal customer profiles3 records
Tax Experts technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tax Experts partnerships and signals
Strategic signalScale indicators2 records
Recent moves3 records
Expansion highlights3 records
Tax Experts competitors and assessment
Company assessmentEmerging players
- Bench Accounting: Bench is a tech-enabled bookkeeping and tax service for small businesses, combining software with dedicated bookkeepers. Directly competes with Tax Experts Ltd's bookkeeping and small-business tax services through a subscription-based, software-augmented model.
- Pilot.com: Pilot provides outsourced bookkeeping, tax and CFO services for startups and small businesses using a technology platform plus dedicated accountants. Comparable service offering to Tax Experts Ltd for SMB bookkeeping and tax, with a more scalable digital delivery model.
Broad incumbents
- CliftonLarsonAllen (CLA): CLA is a top-10 US accounting firm specializing in serving mid-market private businesses, non-profits and individuals with tax, audit and advisory services. Directly competes with Tax Experts Ltd for growing SMB and non-profit clients seeking a larger platform with deeper technical resources.
- Jackson Hewitt Tax Service: Jackson Hewitt operates a national franchise network of tax preparation offices targeting individual taxpayers, including in Chicago-area locations. Directly comparable service offering to Tax Experts Ltd for personal tax filing and basic business returns.
- H&R Block: H&R Block is the largest US retail tax preparation chain, offering in-person and digital tax filing plus small-business services. It competes with Tax Experts Ltd for individual and small-business tax clients in the Chicago metro and nationwide.
- Intuit: Intuit operates TurboTax (consumer/DIY tax), QuickBooks Live (assisted bookkeeping), and ProConnect (professional tax software). It serves the same end customers as Tax Experts Ltd and powers much of the DIY and live-assisted tax/bookkeeping market that competes with traditional local practices.
- Liberty Tax Service: Liberty Tax is a franchise-based tax preparation chain with offices in Illinois, serving individual and small-business tax clients with similar seasonal in-person service model to Tax Experts Ltd.
- BDO USA: BDO USA is a top-10 global accounting firm with a strong Chicago presence serving mid-market businesses with audit, tax and advisory services. Competes with Tax Experts Ltd for SMB and non-profit clients who outgrow local firms and need broader assurance and advisory capabilities.
Regional players
- Wintrust Financial: Wintrust is a Chicago-area community banking and financial services company whose Wealth Management arm offers accounting-adjacent tax and advisory services to individuals and businesses in the same Arlington Heights/Chicago metro geography as Tax Experts Ltd.
Direct peers
- 1-800Accountant: 1-800Accountant provides virtual accounting, tax preparation, bookkeeping and payroll services to small businesses and individuals nationwide. Closest direct peer to Tax Experts Ltd in service mix, though delivered remotely rather than through a single local office.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Tax Experts social profiles
Digital presenceTax Experts financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tax Experts leadership team
Management profileNumber of profiles
Profiles1 record
Tax Experts funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tax Experts 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 Experts
What does Tax Experts do?
Tax Experts Ltd is a Chicago-area tax and accounting practice founded in 1997 that delivers tax preparation, proactive tax planning, IRS representation, bookkeeping, payroll processing, sales tax compliance, audit and assurance, financial forecasting, business valuations, and new business entity formation services. The firm serves individuals, businesses, and non-profit organizations through personalized, consultation-based engagements led by founder Jan Jaworski, EA.
Is Tax Experts a public or private company?
Tax Experts is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tax Experts founded?
Tax Experts was founded in 1997. It employs 1 to 10 people.
Where is Tax Experts based?
Tax Experts is headquartered in Arlington Heights, United States, in the North America region.
How does Tax Experts make money?
Three revenue lines are on record. Professional Tax Services are the primary driver. The others are bookkeeping and Payroll Services and business Advisory and Assurance.
Who are Tax Experts's main competitors?
Emerging players on record are Bench Accounting and Pilot.com. Broad incumbents are CliftonLarsonAllen (CLA), Jackson Hewitt Tax Service, H&R Block, Intuit, Liberty Tax Service and BDO USA. Wintrust Financial is listed as a regional player. 1-800Accountant is listed as a direct peer.
Does Tax Experts have an API?
No public API is recorded for Tax Experts.
What industry is Tax Experts in?
Tax Experts's product category is Tax Preparation and Accounting Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of BPAHABAD, Payroll & Employment Tax Services. Its NAICS code is 541213 and its SIC code is 8700.