CPA's Of America

What CPA's Of America does

CPA's of America is a privately held, Jackson, USA-based accounting firm founded in 2012 that operates as a full-service provider of tax preparation, bookkeeping, payroll, sales tax, credit consulting, and insurance referral services to individual taxpayers and small-to-medium businesses. The firm markets "over 25 years of experience" in tax preparation and positions itself as a year-round alternative to seasonal tax preparers, with licensed and certified preparers offering convenient appointment scheduling, phone, and email service channels. Its primary go-to-market is direct-to-consumer through its Jackson office and community-based marketing, supported by a Facebook presence and the tagline "Keeping Our Community First." Pricing is not publicly disclosed and appears to be quote-based, set on consultation.

The firm monetizes through professional service fees across its tax, bookkeeping, payroll, and advisory offerings, with supplemental affiliate-referral revenue from insurance product sales. It owns a wholly owned tax-tech subsidiary called Not Just Taxes, which the company describes as one of the nation's "most innovative tax firms" combining technology, education, and a simplified client experience. The company also operates proprietary software platforms intended to support scalable financial solutions and conducts ongoing R&D in accounting, compliance, and financial infrastructure. Distribution is augmented by an offered franchise program, signaling intent to replicate the brand beyond a single office. No public revenue figures, funding history, or detailed headcount trends were disclosed.

Name

CPA's Of America

Legal name

CPA's of America

Website

https://cpasofamerica.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

CPA's of America is a privately held Jackson, USA-based accounting firm founded in 2012 that provides tax preparation, bookkeeping, payroll, sales tax, credit consulting, and insurance referral services to individual taxpayers and small-to-medium businesses, and operates a wholly owned tax-tech subsidiary called Not Just Taxes with an active franchise program.

Ownership category

akta.pro rank

Headquarters

HQ city

Jackson

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Core revenue stream from preparing tax returns for individuals and businesses, with over 25 years of experience in tax preparation.
2. Bookkeeping and Accounting Services: Ongoing bookkeeping, payroll, and sales tax services for businesses of all sizes.
3. Credit Consulting Services: Credit restoration and financial education services offered to members as part of comprehensive financial services.
4. Insurance Services: Referral-based insurance product sales through industry partnerships for personal and business insurance needs.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

CPA's Of America is a full-service accounting firm that prepares individual and business tax returns, and provides ongoing bookkeeping, payroll, and sales tax services. The firm also offers credit consulting and credit restoration education, and refers clients to industry partners for personal and business insurance products.

Product overview

CPAs of America operates as a full-service accounting organization offering a unified suite of services built around its core tax preparation, bookkeeping, payroll, and sales tax capabilities. The company differentiates through proprietary software platforms and its sub-brand Not Just Taxes, which combines technology, education, and simplified client experience. Additional services include credit consulting (with free credit restoration for new members) and insurance referrals. The portfolio centers on accounting technology innovation, with the parent company owning and operating tax fintech companies and proprietary platforms that support scalable financial solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Preparation of individual and business tax returns by licensed and certified preparers, with over 25 years of experience emphasizing accuracy, comprehensive review to capture all deductions, and plain-language explanations. For individual taxpayers and businesses.
• Bookkeeping Services Ongoing bookkeeping services as part of CPA's Of America's full-service accounting organization for businesses of all sizes.
• Payroll Services Full-range payroll services delivered as part of the firm's comprehensive accounting solutions for businesses of all sizes.
• Sales Tax Services Sales tax preparation and management services integrated with the firm's broader accounting offerings for business clients.
• Credit Consulting Credit education and restoration services for members, including free credit restoration offered to new members and the use of CreditKarma.com for free credit monitoring as part of intake.
• Insurance Services Referral-based services for personal and business insurance products through industry partners; clients are directed to contact the firm or their account manager for details.
• Not Just Taxes Wholly owned tax firm subsidiary of CPA's Of America, positioned as an innovative tax brand that combines technology, education, and a simplified client experience to challenge traditional tax service models.

Segments3 records

Ideal customer profiles3 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.

• Not Just TaxescoreOthersNot Just Taxes is a subsidiary company owned and operated by CPAs of America. It was developed to challenge and redefine traditional tax service models by combining technology, education, and a simplified client experience. It represents the company's innovative tax fintech venture.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Bench: Tech-enabled bookkeeping service combining software with dedicated bookkeepers for small businesses. Comparable in the modernized bookkeeping and accounting services segment.
• FreshBooks: Cloud-based accounting platform targeting small businesses and freelancers. Comparable in the bookkeeping and small business accounting services overlap with CPA's of America's offerings.
• Pilot Bookkeeping: Tech-enabled bookkeeping service for small businesses and startups. Comparable as a modern, software-augmented competitor to CPA's of America's bookkeeping and accounting services.

Direct peers

• Padgett Business Services: Franchised accounting and tax services network serving small businesses. Comparable in franchise-based distribution, full-service accounting, and target SMB customer base.
• Jackson Hewitt: Major U.S. tax preparation franchise chain operating in retail locations. Directly comparable in service offering (tax preparation for individuals and small businesses) and franchise-based distribution model.
• Liberty Tax: Franchised tax preparation chain serving individual taxpayers and small businesses. Comparable in tax-focused service mix and franchise distribution approach.
• H&R Block: Largest U.S. tax preparation retail chain with thousands of offices and DIY software. Directly comparable as a tax preparation and financial services provider serving individual taxpayers and small businesses.

Others

• Credit Karma: Consumer credit monitoring and financial services platform. Related as the platform CPA's of America relies on for credit monitoring in its credit consulting service line.

Broad incumbents

• KPMG US: Big Four accounting firm offering tax, audit, and advisory services. Overlaps with CPA's of America's higher-end tax and advisory offerings though at substantially larger enterprise scale.
• Intuit TurboTax: Dominant DIY tax preparation software with AI-assisted features. Comparable as a tax preparation provider for individual filers and small businesses, though delivery is self-serve rather than full-service.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/thecpasofamerica
• LinkedInlinkedin.com/company/cpasofamerica

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 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 CPA's Of America