Iris Tax and Financial Services

What Iris Tax and Financial Services does

Iris Tax and Financial Services LLC is a single-location tax and financial services practice headquartered in Tampa, Florida (operating in the Tampa/Valrico corridor), founded in 1999 by Enrolled Agent Iris Rojas-Davis. The firm delivers professional tax preparation, tax planning and reduction-strategy consulting, financial planning, bookkeeping, financial statement preparation, payroll, audit support, and notary services to individuals and small businesses, with a stated focus on serving African-American and Latino communities in the Tampa Bay area.

Service delivery combines in-person consultations at its Tampa office (8270 Woodland Center Boulevard, Tampa, FL 33614) with a self-service Client Portal for document exchange and payments, and a website-based appointment scheduling system offering tiered consultation packages priced at $33 for a 15-minute Energy Alignment Call, monthly VIP Member Sessions, and $333 for a 60-minute Private Strategy session. The firm has built a content-marketing infrastructure around tax preparation, including a Client Library (articles, white papers, on-demand videos, FAQs, tax facts, state resources), financial calculators, an IRS Withholding Calculator, a tax calendar subscription feed, and a recurring email newsletter. There is no proprietary software, mobile app, API, or AI/ML capability disclosed; the underlying technology is a conventional web-based practice management stack with a secure client portal.

The business is a founder-owned LLC with no disclosed venture capital, institutional investment, or M&A activity. Revenue is generated through professional services engagements (tax preparation, financial planning) and billable consultation sessions under a unit-pricing and limited subscription model. Distribution is direct-to-consumer via the website, organic social (Facebook, Twitter, LinkedIn), and referral partnerships (most notably FastCash Advance for tax-related financial products). The founder also operates The Davis Rojas Foundation, a nonprofit providing community advocacy and outreach in the same geographic market.

Name

Iris Tax and Financial Services

Legal name

Iris Tax and Financial Services LLC

Website

https://iristaxservice.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Iris Tax and Financial Services LLC is a Tampa, Florida tax and financial services practice founded in 1999 that delivers tax preparation, tax planning, financial planning, bookkeeping, payroll, and notary services to individuals and small businesses in the Tampa Bay area.

Ownership category

akta.pro rank

Product category

Tax Preparation and Financial Planning Services

NAICS

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

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Tax-Aware Investment Planning (FSAEAAAE), Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)

Keywords

• Tax preparation services
• Financial planning services
• Tax reduction strategies
• Bookkeeping and payroll
• Enrolled agent services

Headquarters

HQ city

Valrico

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Professional tax preparation services for individuals and small businesses, including federal and state tax returns.
2. Financial Planning Services: Comprehensive financial planning and tax reduction strategy consulting services.
3. Consultation Sessions: Billable consultation sessions ranging from $33 for 15-minute energy alignment calls to $333 for 60-minute private strategy sessions.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Iris Tax and Financial Services LLC provides personalized tax preparation, tax planning, and financial planning services for individual taxpayers and small businesses, with a focus on tax reduction strategies. The firm also offers tiered consultation sessions, including 15-minute Energy Alignment Calls and 60-minute Private Strategy sessions, and supports clients through a secure online portal for document exchange and payment.

Product overview

Iris Tax and Financial Services offers a single unified service model centered on tax preparation and financial planning. The core offering combines tax preparation services with strategic tax planning, supported by a secure Client Portal for client access. Additional value-added services include a Client Library with educational resources (Articles, White Papers, Videos, FAQs), Financial Calculators, a Newsletter subscription, IRS Withholding Calculator, and Tax Calendar subscription for deadline management. The firm also offers tiered appointment scheduling with various session types.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Personalized federal and state tax preparation for individual and small business clients, paired with tax reduction strategies and five-star customer service.
• Tax Planning Services Strategic tax planning advice for individuals and small businesses, focused on legitimate tax reduction strategies that preserve more client earnings.
• Financial Planning Comprehensive financial planning for individuals and small businesses, supporting long-term financial health alongside tax services.
• Consultation Sessions Billable one-on-one consultation sessions covering tax, financial, and strategy topics, offered as a 15-minute Energy Alignment Call at $33, a 30-minute VIP Member Session included monthly for VIP subscribers, and a 60-minute Private Strategy & Spirit Alignment Session at $333.

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• FastCash AdvanceminorGTM or Marketing PartnerReferral partner for tax-related financial products. FastCash Advance is featured on the website as a partner offering, allowing the firm to provide additional financial service options to clients.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Intuit TurboTax: Dominant DIY tax preparation software that competes directly with paid in-person tax preparation services for individual filers. Represents a broader incumbent threat that funnels simple returns away from local practices like Iris Tax.
• TaxSlayer: Digital-first tax filing platform for individuals and small businesses offering low-cost preparation. Relevant comparable because it addresses the same tax prep use case that Iris Tax serves through in-person consultations.
• TaxAct: Online DIY tax preparation platform targeting individual and small business filers at lower price points. Competes with Iris Tax for value-oriented customers who might otherwise pay for in-person preparation.

Others

• KPMG: Global Big 4 accounting firm with large private-client tax and wealth advisory practices. Relevant adjacent peer showing the larger end of the tax advisory market that high-net-worth Iris Tax clients could graduate to.
• BDO USA: Top-tier U.S. accounting and tax advisory firm serving mid-market businesses and high-net-worth individuals with tax planning, compliance, and financial planning services. Comparable service mix at much larger scale.
• EY (Ernst & Young): Global Big 4 firm with significant personal income tax compliance, tax planning, and family office advisory practices. Adjacent comparable at the high end of the same tax and financial planning service spectrum Iris Tax serves.
• RSM US: Large U.S. middle-market accounting and tax advisory firm with dedicated personal-tax and small business services. Comparable in offering tax preparation plus broader financial planning to individuals and SMBs, but at substantially larger firm scale.

Direct peers

• Jackson Hewitt: National seasonal tax preparation franchise with retail locations focused on individual returns and small business filings. Closely aligned service offering to Iris Tax in the same target customer segments.
• H&R Block: Largest U.S. tax preparation retailer offering in-person and DIY tax filing for individuals and small businesses. Directly comparable product offering to Iris Tax, with similar individual and small business tax preparation, though at much larger national scale.
• Liberty Tax: National tax preparation franchise network serving individual and small business clients with in-person tax filing services. Operates a comparable retail-driven, SMB-and-individual tax prep model to Iris Tax.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/IrisTax
• Facebookfacebook.com/iristaxservice
• LinkedInlinkedin.com/in/iris-rojas-9113b49

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 Iris Tax and Financial Services