Jonathan Smith

What Jonathan Smith does

Jonathan Smith, CPA, PC is a solo-practitioner certified public accounting firm based in Terrell, Texas, structured as a Texas professional corporation and wholly owned by its namesake CPA, Jonathan Smith. The firm provides tax preparation (Forms 1040, 1120, 1120S, 1065, and state returns including the Texas Franchise Report), income tax planning, bookkeeping and QuickBooks cleanup, payroll and 1099 services, business entity selection and formation, and IRS issue resolution. The client base consists of individual taxpayers and small businesses, with a primary geographic focus on Texas and limited out-of-state capacity via the firm's remote service workflow.

The firm's technology footprint is minimal and commodity-based: it uses QuickBooks for bookkeeping, a secure document upload/transfer system for client intake, and standard IRS e-filing for return submission. Services can be delivered fully remotely — clients initiate contact through the website, upload documents via a secure link, review and sign engagement letters and returns digitally, and authorize e-filing without visiting the physical office. The website is built on GoDaddy's Website Builder, consistent with a small practice operating without a dedicated marketing technology stack.

The business operates on a professional services fee-for-engagement model. Tax preparation is priced per return, starting at $100 and scaling with form complexity; bookkeeping and payroll are billed as ongoing engagements; entity formation and tax planning are consultative engagements with custom quotes. Go-to-market is direct-to-consumer and local, relying on word-of-mouth referrals and a single website lead-capture form. There are no external investors, no parent company, no disclosed employees, and no public revenue figures.

Name

Jonathan Smith

Legal name

Jonathan Smith, CPA, PC

Website

https://smithcpapc.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Jonathan Smith, CPA, PC is a solo-owned Texas CPA firm in Terrell providing tax preparation, tax planning, bookkeeping, payroll, entity formation, and IRS issue resolution for individuals and small businesses, with fully remote service delivery.

Ownership category

akta.pro rank

Headquarters

HQ city

Terrell

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: One-time fee-based tax return preparation for individuals and businesses. Fees start at $100 and increase based on form complexity. Services include 1040, 1120, 1120S, 1065, and state returns.
2. Bookkeeping and Payroll Services: Ongoing bookkeeping services for small businesses, including QuickBooks setup, cleanup, and maintenance. Payroll preparation and filing services billed per payroll cycle.
3. Entity Formation and Tax Planning: Business entity selection and formation services, including DBA setup and entity structuring. Income tax planning services provided as consultative engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Jonathan Smith, CPA, PC provides fee-based individual and small business tax preparation (1040, 1120, 1120S, 1065, and state returns), income tax planning, bookkeeping and QuickBooks cleanup, payroll and 1099 processing, business entity selection and formation, and IRS issue resolution. Services are delivered through traditional office consultations and a fully remote workflow in which clients upload documents via a secure link, review and sign engagement letters and returns electronically, and have returns e-filed on their behalf.

Product overview

Jonathan Smith, CPA, PC is a traditional CPA firm offering a unified suite of accounting and tax services for individuals and small businesses. The core offerings include Income Tax Preparation (covering personal returns, corporate returns, S-corporation returns, and partnership returns), Income Tax Planning, Bookkeeping and QuickBooks Cleanup, Payroll and 1099 Services, and Entity Selection and Formation. The firm also provides IRS issue resolution assistance. Services are delivered through both traditional in-person consultations and a proprietary Remote Tax Preparation Service that allows clients to securely upload documents, review engagement letters, approve returns, and e-file from home. Pricing starts at $100 for basic tax returns and increases based on complexity.

Differentiator

Problem solved

Functional benefit

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights3 records

Direct peers

• Liberty Tax: National tax preparation franchise serving individual taxpayers with similar form coverage (1040, business returns). Comparable target customer and core service, though delivered through a franchised office model rather than a solo CPA practice.
• H&R Block: National tax preparation chain serving individuals and small businesses with 1040, business returns, and adjacent services. Directly comparable product offering and customer base to Jonathan Smith, CPA, PC, but at significantly larger scale and with a retail footprint.
• Jackson Hewitt: Tax preparation franchise focused on individual taxpayers, particularly in lower- and middle-income segments. Directly comparable in tax prep services, customer persona, and seasonal engagement model.
• 1-800Accountant: Virtual/remote accounting and tax service firm serving small businesses and individuals with bookkeeping, tax prep, payroll, and entity formation. Closely comparable remote delivery model, service suite, and SMB/individual customer base.

Emerging players

• Bench: Online bookkeeping service pairing SMB clients with dedicated bookkeepers and a software platform. Overlaps with the firm's bookkeeping service line and shares a similar SMB customer persona and recurring-revenue model.
• Botkeeper: Automated bookkeeping platform using machine learning plus human accountants to serve small businesses. Comparable customer and service line, with a technology-led differentiation that contrasts with the firm's manual CPA-led approach.
• Pilot.com: Tech-enabled bookkeeping and accounting service for small businesses and startups, combining software with dedicated accountants. Comparable in bookkeeping and SMB focus, with a more productized delivery model.

Broad incumbents

• KPMG US: Big Four professional services firm with a tax practice serving businesses and high-net-worth individuals. Comparable in CPA-led tax, payroll, and entity services but at vastly larger scale and focused on enterprise/mid-market rather than local SMBs.
• Deloitte Tax: Big Four tax practice serving mid-market and enterprise clients with compliance, planning, and advisory. Comparable regulatory expertise and CPA-led service model, but operates at a much larger scale and price point than the subject firm.
• Intuit TurboTax: Dominant DIY tax preparation software from Intuit, serving the same individual and small business customers but as a self-service product. Represents both an alternative channel and the principal competitive threat to traditional CPA-led tax prep.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/jonathan-smith-cpa-pc

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 Jonathan Smith