Tax Advisors
Tax Advisors is a 9-person tax, accounting, and advisory firm in Lafayette, Louisiana, founded in 2010 by Nolan Venable. It serves high-net-worth retirees, business owners, and individuals with complex tax or IRS matters, and operates alongside sister Wealth Advisors and Insurance Advisors entities.
- Company typePrivate
- Founded2010
- HeadquartersLafayette, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Tax Advisors does
Tax Advisors is a tax, accounting, and advisory professional services firm founded in 2010 by Nolan Venable and headquartered in Lafayette, Louisiana. The firm operates from a single office with a 9-person team and delivers personal-finance and small-business work across five service lines: tax preparation, tax strategy, accounting, bookkeeping, and tax resolution (including IRS controversy matters). Its stated client base comprises high-net-worth retirees, business owners, and individuals with complex tax situations who require hands-on advisory support beyond commodity filing.
The firm's service delivery is advisor-led and consultation-driven, supported by standard practice-management technology: secure client document upload, electronic signatures, and virtual meeting workflows that allow the practice to serve clients beyond the immediate Lafayette geography. Pricing is engagement-based, consistent with professional services norms for tax preparation, ongoing advisory retainers, and contingency or flat-fee resolution work. The firm explicitly coordinates with two sister entities under common ownership — Wealth Advisors (an SEC-registered investment adviser, FINRA BrokerCheck-tracked) and Insurance Advisors — forming a tax, wealth, and insurance ecosystem that supports cross-selling and wallet-share expansion.
Tax Advisors is privately held, has not raised external funding, and discloses no revenue figures or headcount beyond its 9-person team. Its competitive posture rests on personalized advisory delivery, founder-led accountability, cross-firm coordination, and trust-based client retention in a referral-driven regional market rather than on technology differentiation.
Tax Advisors firmographics
Firmographics- Name
- Tax Advisors
- Legal name
- Tax Advisors
- Website
- https://taxadvisorsoffice.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Tax Advisors is a 9-person tax, accounting, and advisory firm in Lafayette, Louisiana, founded in 2010 by Nolan Venable. It serves high-net-worth retirees, business owners, and individuals with complex tax or IRS matters, and operates alongside sister Wealth Advisors and Insurance Advisors entities.
- Ownership category
- akta.pro rank
Tax Advisors industry classification
Industry- Product category
- Tax Advisory Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Tax Advisors is headquartered
LocationHeadquarters
- HQ city
- Lafayette
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tax Advisors 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 Services: Individual and business tax return preparation addressing deductions, credits, and reporting requirements for accurate compliance.
- Accounting and Bookkeeping: Financial statement preparation, reconciliations, daily transaction tracking, expense categorization, and organized record maintenance.
- Tax Strategy and Planning: Proactive planning services coordinating income sources, deductions, timing, and account decisions to manage effective tax rate throughout the year.
- Tax Resolution Services: IRS representation, audit support, payment negotiations, unfiled return handling, and compliance work resolving tax problems including back taxes, levies, liens, offers in compromise, and penalty abatement.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Tax Advisors product offering
Product offeringCore offering
Tax Advisors is a Lafayette, Louisiana professional services firm providing individual and business tax preparation, tax strategy and year-round planning, accounting and bookkeeping, and IRS tax resolution services (including audit representation, payment negotiations, and unfiled return handling). The firm combines these services under one practice to support compliance and long-term tax position, with referrals to sister firms Wealth Advisors and Insurance Advisors for investment and risk management needs.
Product overview
Tax Advisors is a financial advisory firm offering a unified suite of tax, accounting, and financial planning services. The core offering consists of five interconnected service lines: Tax Preparation, Tax Strategy, Accounting, Bookkeeping, and Tax Resolution Services. The firm was founded in 2010 and has expanded from tax preparation to a comprehensive practice addressing year-round tax expertise. The company also offers access to sister firms—Wealth Advisors for investment and retirement planning, and Insurance Advisors for risk management and protection needs. Additionally, the firm provides digital self-service tools including financial calculators and a tax glossary to support client education.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation
Companies that use Tax Advisors
Customer profileSegments4 records
Ideal customer profiles4 records
Tax Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tax Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Wealth AdvisorscoreSister firm providing comprehensive financial planning including investments, retirement strategies, and legacy goals coordinated with tax considerations. Tax planning works best when coordinated with investment strategy and retirement income decisions.
- Insurance AdvisorscoreSister firm offering insurance solutions and risk management strategies for legacy planning, long-term care, and asset protection. Protection needs evolve as client situations change.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Tax Advisors competitors and assessment
Company assessmentBroad incumbents
- Liberty Tax: National tax-preparation franchise chain offering individual and business tax filing. Overlaps directly with Tax Advisors' core tax-preparation services, though Liberty operates a seasonal, retail-franchise model rather than year-round advisory.
- H&R Block: National tax-preparation retailer offering individual and small-business tax filing plus advisory services. Highly comparable in core tax-prep offerings to Tax Advisors, though operating at vastly greater scale and through a retail-franchise model rather than advisory-led.
- RSM US: Major U.S. middle-market accounting and advisory firm offering tax, accounting, and consulting services. Overlaps with Tax Advisors on tax-prep and tax-strategy services for middle-market businesses and HNW individuals.
- Andersen Tax (Andersen): Global tax and advisory firm offering individual and corporate tax services. Comparable in tax-prep and tax-strategy offerings, though operating at significantly larger scale across multiple countries.
- Jackson Hewitt: National tax-preparation chain serving individuals and small businesses through retail and digital channels. Directly comparable in tax-prep product and target customer, though Jackson Hewitt competes primarily on price/speed rather than comprehensive advisory.
Direct peers
- Wealth Enhancement Group: National wealth management and financial planning firm that integrates tax planning with investment advisory services. Comparable to the sister-firm model (Wealth Advisors + Tax Advisors) that coordinates tax, retirement, and legacy planning under related entities.
Regional players
- Postlethwaite & Netterville: Louisiana-headquartered regional CPA and advisory firm providing tax, accounting, audit, and consulting services. Directly comparable as a Louisiana-based professional services firm offering the same mix of tax, accounting, and advisory work to similar regional clients.
- Wright, Moore, DeHart, Dupuis & Hutchinson: Louisiana-based CPA firm with tax, accounting, audit, and consulting services. Comparable as a regional professional services peer operating in the same state with overlapping individual and business tax/advisory offerings.
- Broussard Poché, LLP: Louisiana-based CPA firm providing tax, accounting, audit, and business advisory services. Comparable regional peer serving similar individual and business-owner clients across the same Louisiana market.
- LaPorte CPAs & Business Advisors: Louisiana-based full-service CPA firm offering tax preparation, tax planning, accounting, audit, and business advisory. Closely comparable in service mix and Louisiana geographic footprint, serving similar HNW individuals and business-owner segments.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Tax Advisors social profiles
Digital presenceTax Advisors compliance and trust
Trust signalCompliance2 records
Tax Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tax Advisors leadership team
Management profileNumber of profiles
Profiles9 records
Tax Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tax Advisors 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 Tax Advisors
What does Tax Advisors do?
Tax Advisors is a Lafayette, Louisiana professional services firm providing individual and business tax preparation, tax strategy and year-round planning, accounting and bookkeeping, and IRS tax resolution services (including audit representation, payment negotiations, and unfiled return handling). The firm combines these services under one practice to support compliance and long-term tax position, with referrals to sister firms Wealth Advisors and Insurance Advisors for investment and risk management needs.
Is Tax Advisors a public or private company?
Tax Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tax Advisors founded?
Tax Advisors was founded in 2010. It employs 11 to 50 people.
Where is Tax Advisors based?
Tax Advisors is headquartered in Lafayette, United States, in the North America region.
How does Tax Advisors make money?
Four revenue lines are on record. Tax Preparation Services are the primary driver. The others are accounting and Bookkeeping, tax Strategy and Planning and tax Resolution Services.
Who are Tax Advisors's main competitors?
Broad incumbents on record are Liberty Tax, H&R Block, RSM US, Andersen Tax (Andersen) and Jackson Hewitt. Wealth Enhancement Group is listed as a direct peer. Regional players are Postlethwaite & Netterville, Wright, Moore, DeHart, Dupuis & Hutchinson, Broussard Poché, LLP and LaPorte CPAs & Business Advisors.
Does Tax Advisors have an API?
No public API is recorded for Tax Advisors.
What industry is Tax Advisors in?
Tax Advisors's product category is Tax Advisory Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 5412 and its SIC code is 8700.