Tax Advisors

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.

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

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

• Tax preparation services
• Accounting and bookkeeping
• Tax resolution services
• Tax planning advisory
• IRS representation services

Headquarters

HQ city

Lafayette

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Individual and business tax return preparation addressing deductions, credits, and reporting requirements for accurate compliance.
2. Accounting and Bookkeeping: Financial statement preparation, reconciliations, daily transaction tracking, expense categorization, and organized record maintenance.
3. Tax Strategy and Planning: Proactive planning services coordinating income sources, deductions, timing, and account decisions to manage effective tax rate throughout the year.
4. 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

Core 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

Segments4 records

Ideal customer profiles4 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.

• Wealth AdvisorscoreStrategic or Co-development PartnerSister 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 AdvisorscoreStrategic or Co-development PartnerSister 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

Broad 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

• Facebookfacebook.com/taxadvisorsoffice

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Tax Advisors