By The Numbers
By The Numbers is a Citrus Heights, California-based Enrolled Agent-led tax preparation, accounting, bookkeeping, payroll, and business consulting practice serving individuals, small businesses, and nonprofits in the Sacramento Valley region.
- Company typePrivate
- Founded2001
- HeadquartersCitrus Heights, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What By The Numbers does
By The Numbers is a privately-held tax preparation and business services firm founded in 2001 and headquartered in Citrus Heights, California. The practice serves individual taxpayers, small businesses, corporations, partnerships, and nonprofit organizations across the Sacramento Valley region. Core offerings span tax preparation and planning across all entity types (corporate, estate, individual, partnership), bookkeeping and financial statement preparation, IRS and state agency audit representation, payroll services, sales and use tax compliance, business consulting, business entity selection, and accounting software selection and implementation.
The firm operates as an owner-operated practice led by Mary F. Philippsen, EA, ABA, NTPI Fellow, supported by a small team including Nichole C. Ralls, EA, NTPI Fellow (also a QuickBooks Pro Advisor and former Sacramento Valley Chapter President of the California Society of Enrolled Agents) and Hazel J. Smith, EA (with 50+ years of experience and a related solo practice). By The Numbers does not operate a proprietary technology platform; client-facing tools consist of a TaxDome-powered secure document portal for upload and communication, plus a content-rich marketing website built on GetNetSet. There is no public API, no proprietary software product, and no AI/ML capability disclosed.
Revenue is generated entirely through professional service fees across four streams (tax preparation and planning, accounting and bookkeeping, business consulting, and payroll services) delivered via scheduled in-office appointments at the Citrus Heights office, secure online document submission through the TaxDome portal, and physical drop-off or US mail. Pricing is quote-based and not publicly disclosed. Customer acquisition relies on word-of-mouth referrals, the website's educational content library (articles, white papers, videos, FAQs, financial calculators), an email newsletter, a Facebook page, and direct appointment scheduling, with Enrolled Agent credentials and personal relationships serving as the principal trust signal.
By The Numbers firmographics
Firmographics- Name
- By The Numbers
- Legal name
- By The Numbers
- Website
- https://btntax.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- By The Numbers is a Citrus Heights, California-based Enrolled Agent-led tax preparation, accounting, bookkeeping, payroll, and business consulting practice serving individuals, small businesses, and nonprofits in the Sacramento Valley region.
- Ownership category
- akta.pro rank
By The Numbers industry classification
Industry- Product category
- Tax Preparation & Accounting Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where By The Numbers is headquartered
LocationHeadquarters
- HQ city
- Citrus Heights
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
By The Numbers business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Tax Preparation & Planning Services: Professional tax preparation services for individuals, businesses, and organizations including corporate, estate, partnership, and trust tax preparation. Revenue is generated through service fees for tax return preparation, representation, and planning engagements.
- Accounting & Bookkeeping Services: Comprehensive bookkeeping and write-up services, financial statement preparation, and accounting software implementation support for small businesses.
- Business Consulting: Business entity selection advisory, expansion planning, restructuring guidance, and general business problem-solving consulting services.
- Payroll Services: Payroll management services including compliance with federal, state, and local payroll tax regulations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Tax Preparation Services - Individual |
| Other | Annual | Tax Preparation Services - Business |
| Other | Monthly | Ongoing Accounting & Bookkeeping |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
By The Numbers product offering
Product offeringCore offering
By The Numbers is a tax preparation, accounting, and business consulting firm that prepares individual, corporate, partnership, estate, and trust tax returns; provides bookkeeping, payroll, sales tax, and financial statement services; and offers IRS/state audit representation, business entity selection, and general consulting. The firm primarily serves individuals and small businesses in the Sacramento Valley from its Citrus Heights office.
Product overview
By The Numbers is a tax preparation and business services firm offering a comprehensive suite of professional services centered on tax preparation and planning. The core offerings include tax preparation for individuals and businesses (corporate, estate, individual, partnership), bookkeeping and write-up services, business consulting, payroll services, sales tax services, IRS and state agency representation, estate and trust tax preparation, financial statement preparation, and accounting software selection and implementation. Supporting these services, the firm provides a client library with educational resources (articles, white papers, videos, FAQs), financial calculators, and a secure client portal powered by TaxDome. The firm is not a software product company but rather a service-based practice.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation & Planning Professional tax preparation and proactive tax planning services covering individual, corporate, partnership, estate, and trust returns, plus federal, state, and local taxes, for individuals and businesses.
- Bookkeeping/Write-Up Comprehensive bookkeeping services to maintain financial records and generate meaningful financial documents and reports, keeping businesses running smoothly.
- Business Consulting Objective business consulting to make businesses more efficient and profitable, including guidance on expanding, selling, or restructuring the business.
- IRS & State Agency Representation Audit representation services for clients facing IRS, FTB, EDD, or BOE audits, drawing on extensive experience in tax matters and audit procedures.
- Payroll Services Payroll management services that help business owners navigate constantly changing federal, state, and local payroll tax laws and regulations.
- Sales Tax Services Sales and use tax compliance services including preparation of sales tax and use tax returns and ongoing obligation management.
- Estate & Trust Tax Preparation Estate and trust tax preparation services working with legal counsel to structure estates and trusts to minimize taxes and ensure smooth transition to heirs.
- Financial Statements Financial statement preparation and analysis services to support management decision-making with accurate and timely financial documents.
- Business Entity Selection Advisory services for selecting the optimal business entity type (sole proprietorship, partnership, S-Corporation, C-Corporation) based on financial and tax implications.
- Accounting Software Selection & Implementation Analysis and implementation of accounting software solutions, evaluating business needs, current technology, and emerging needs to identify flexible software tools.
Companies that use By The Numbers
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles3 records
By The Numbers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
By The Numbers partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights3 records
By The Numbers competitors and assessment
Company assessmentDirect peers
- Liberty Tax: National retail tax preparation franchise serving individuals and small businesses. Closely comparable service mix and seasonal client base.
- H&R Block: National retail and digital tax preparation chain offering individual and small-business tax services. Directly comparable to By The Numbers on core service offering (individual/SMB tax prep) though at vastly greater scale and with proprietary DIY software.
- Bench: Tech-enabled bookkeeping and accounting service for small businesses combining dedicated human bookkeepers with proprietary software. Directly comparable on bookkeeping, financial statements, and SMB back-office services.
- Intuit TurboTax Live: Intuit's human-assisted tax preparation service connecting users with CPA/EA preparers via the TurboTax platform. Direct competitor for individual and small-business tax preparation, leveraging proprietary software that By The Numbers lacks.
- Pilot: Bookkeeping, tax, and CFO services for small businesses and startups with a tech-enabled delivery model. Comparable on bookkeeping, tax, and advisory services for SMB clients.
- Jackson Hewitt: National seasonal tax preparation franchise serving individuals and small businesses through retail offices. Closely comparable to By The Numbers on service mix, client segments, and seasonal revenue model.
- 1-800-Accountant: Virtual accounting, tax, and bookkeeping services firm for small businesses and individuals. Directly comparable business model — professional services for SMBs and individuals across tax, bookkeeping, and advisory — though delivered remotely rather than from a single local office.
Broad incumbents
- KPMG Spark: Big 4 firm's small-business bookkeeping and accounting offering. Overlaps with By The Numbers on SMB bookkeeping and tax services but as part of a much larger portfolio from a global accounting firm.
- CliftonLarsonAllen (CLA): Top-10 US accounting firm providing tax, audit, and advisory services to small businesses and individuals. Comparable service mix but operating at vastly greater scale across multiple geographies.
- BDO USA: Large global accounting and advisory firm with a dedicated small-business practice covering tax, bookkeeping, and consulting. Comparable offering for SMB clients but embedded in a much broader portfolio.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
By The Numbers social profiles
Digital presenceBy The Numbers financial estimates
Financial estimateRevenue estimate
Valuation estimate
By The Numbers leadership team
Management profileNumber of profiles
Profiles3 records
By The Numbers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
By The Numbers 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 By The Numbers
What does By The Numbers do?
By The Numbers is a tax preparation, accounting, and business consulting firm that prepares individual, corporate, partnership, estate, and trust tax returns; provides bookkeeping, payroll, sales tax, and financial statement services; and offers IRS/state audit representation, business entity selection, and general consulting. The firm primarily serves individuals and small businesses in the Sacramento Valley from its Citrus Heights office.
Is By The Numbers a public or private company?
By The Numbers is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was By The Numbers founded?
By The Numbers was founded in 2001. It employs 1 to 10 people.
Where is By The Numbers based?
By The Numbers is headquartered in Citrus Heights, United States, in the North America region.
How does By The Numbers make money?
Four revenue lines are on record. Tax Preparation & Planning Services are the primary driver. The others are accounting & Bookkeeping Services, business Consulting and payroll Services.
Who are By The Numbers's main competitors?
Direct peers on record are Liberty Tax, H&R Block, Bench, Intuit TurboTax Live, Pilot, Jackson Hewitt and 1-800-Accountant. Broad incumbents are KPMG Spark, CliftonLarsonAllen (CLA) and BDO USA.
Does By The Numbers have an API?
No public API is recorded for By The Numbers.
What industry is By The Numbers in?
By The Numbers's product category is Tax Preparation & Accounting Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 5412 and its SIC code is 8700.