Juarez Financial & Tax

What Juarez Financial & Tax does

Juarez Financial & Tax is a privately held, family-owned professional services firm headquartered at 2315 Civitan Drive in Corpus Christi, Texas, founded in 1984 and led by Anthony "Tony" Juarez III (CPA, MRFC). The firm operates as an integrated one-stop practice delivering tax preparation and planning, accounting and bookkeeping, IRS tax resolution, financial/retirement/estate planning (via an independent contractor relationship with Money Concepts Capital Corp.), and in-house insurance products (Medicare Supplements, Life Insurance, and Employee Benefits through partnerships with United Healthcare and AFLAC).

The firm is organized around three branded service lines: JFT Tax & Accounting, JFT Financial, and JFT Resolution, supplemented by an insurance arm staffed by in-house licensed agent Ana Lisa Juarez. Its underlying technology stack is non-proprietary, comprising standard third-party tax preparation and accounting software, the Karbon client portal, and a third-party bookkeeping portal; no AI, automation platform, or proprietary technology is disclosed.

The business model is fee-for-service professional services across individuals, families, small businesses, partnerships, corporations, estates, and trusts, supplemented by insurance commissions and securities-adjacent advisory revenue through Money Concepts. Pricing is structured around a $150 initial consultation (credited toward engagement), with subsequent billings on a pay-as-you-go cadence. Go-to-market is sales-led and relationship-driven, relying on local community presence, referrals (including Business Network International), and the firm's professional website, with all service delivery handled from its single Corpus Christi office serving the South Texas region.

Name

Juarez Financial & Tax

Legal name

Juarez Financial & Tax

Website

https://juarezcpa.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

1–10 employees

Short description

Juarez Financial & Tax is a family-owned, Corpus Christi-based CPA practice offering integrated tax preparation, accounting, financial planning, IRS tax resolution, and insurance services to individuals, families, and small businesses across South Texas since 1984.

Ownership category

akta.pro rank

Product category

Tax & Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Services-Engineering, Accounting, Research, Management (8700), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

akta.pro secondary industry

Tax Planning & Compliance for Family Offices (FSAAADAE)

Keywords

• Tax preparation services
• Accounting services
• Financial planning advisory
• IRS tax resolution
• Insurance brokerage services

Headquarters

HQ city

Corpus Christi

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 and Planning Services: Fee-for-service tax preparation for individuals, families, small business owners, partnerships, corporations, estates and trusts. Also includes tax planning services and audit protection packages.
2. Financial Planning and Advisory Services: Financial planning, retirement planning, and estate planning services provided through Anthony Juarez III as an independent contractor of Money Concepts Capital Corp.
3. Tax Resolution Services: IRS tax resolution services including audits, penalties, liens, levies, and unfiled tax returns preparation for resolution purposes.
4. Insurance Products: Insurance products including Medicare Supplement Plans, Life Insurance Policies, and Employee Benefits offered through in-house agent Ana Lisa Juarez, with partnership with United Healthcare.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Juarez Financial & Tax is a family-owned professional services firm that prepares tax returns and provides accounting, tax planning, IRS tax resolution, retirement/estate/financial planning, and in-house insurance brokerage services for individuals, families, small businesses, and entities in South Texas. It delivers these offerings through three integrated service lines: JFT Tax & Accounting, JFT Financial, and JFT Resolution, with insurance products available via an in-house licensed agent.

Product overview

Juarez Financial & Tax operates as a unified financial and tax services firm offering three integrated service lines: JFT Tax & Accounting (tax preparation, planning, and bookkeeping), JFT Financial (financial planning, retirement, and estate planning), and JFT Resolution (IRS tax resolution). The firm also provides in-house insurance services. Services are provided through an independent contractor arrangement with Money Concepts Capital Corp. for securities and through partnerships with United Healthcare and Aflac for insurance products.

Differentiator

Problem solved

Functional benefit

Brands

• JFT Tax & Accounting: Tax preparation and accounting services including tax preparation for individuals, families, small businesses, partnerships, corporations, estates and trusts; tax planning; accounting; and business planning.
• JFT Financial
• JFT Resolution

Products and services

• JFT Tax & Accounting Full-service tax preparation for individuals, families, small businesses, partnerships, corporations, estates, and trusts, along with accounting, tax planning, and business planning services for South Texas clients.
• JFT Financial Financial planning, retirement planning, and estate planning services delivered by Anthony Juarez III as an independent contractor of Money Concepts Capital Corp., targeted at South Texas individuals, families, and business owners.
• JFT Resolution Tax resolution services covering IRS issues including audits, penalties, liens, levies, and unfiled tax returns, delivered via an 8-point comprehensive plan for individuals and small businesses in South Texas.
• Insurance Services In-house insurance services offering Medicare Supplement Plans (United Healthcare partnership), Life Insurance Policies, Employee Benefits packages, and AD&D policies (Aflac partnership) for individuals and small businesses, sold via in-house licensed agent Ana Lisa Juarez.

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• United HealthcarecoreChannel Partner/ Reseller/ DistributorPartnership for Medicare products. Ana Lisa Juarez, the in-house licensed sales agent, helps clients with Medicare Supplement Plans. Clients can complete a questionnaire and receive outreach within 2 business days.
• AFLACminorChannel Partner/ Reseller/ DistributorEmployee benefits packages and AD&D policies offered through AFLAC partnership.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Edward Jones: National financial advisory and wealth management franchise with an in-office branch model. Comparable to Juarez's JFT Financial line in retirement and estate planning, but with dedicated advisors and a much broader product shelf.
• Ameriprise Financial: Diversified financial services firm with a large advisor force offering financial planning, retirement, and tax-adjacent wealth services. Overlaps with Juarez Financial's financial planning and insurance offerings but at substantially greater scale.
• BDO USA: Top-tier U.S. accounting and professional services firm offering tax, audit, and advisory to mid-market and small business clients. Overlaps with Juarez's tax and business planning offerings but serves larger and more complex engagements.
• RSM US: Large U.S. audit, tax, and consulting firm serving middle-market businesses. Comparable tax, accounting, and advisory capabilities, but at a much larger scale and broader geographic footprint than Juarez's small local practice.

Direct peers

• H&R Block: Largest U.S. retail tax preparation chain, offering individual and small business tax prep, bookkeeping, and financial products. Directly comparable to Juarez's tax preparation core, though at vastly greater scale and with a national footprint.
• Padgett Business Services: Franchised accounting, tax, and payroll provider focused on small businesses. Comparable small business tax, bookkeeping, and advisory offering, with a multi-office model that scales beyond Juarez's single Corpus Christi location.
• Liberty Tax: Franchised retail tax preparation network serving individual and small business clients. Overlaps directly with Juarez's individual/small business tax prep and seasonal preparation model.
• Jackson Hewitt: Retail tax preparation franchise focused on individual filers and small businesses, including assisted preparation inside retail locations. Comparable service mix and customer segment to Juarez's tax and accounting practice.

Emerging players

• Intuit TurboTax: DIY consumer and small business tax preparation software. The primary disintermediation threat to Juarez's basic tax preparation service, particularly for individual and small business filers comfortable with self-service software.
• 1-800Accountant: Virtual accounting and tax service targeting small businesses and entrepreneurs with subscription-based bookkeeping, tax, and advisory. Competes with Juarez for the same small business accounting/bookkeeping wallet, but via a digital-only delivery model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/juarezcpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Juarez Financial & Tax