Greenblatt Financial Services

What Greenblatt Financial Services does

Greenblatt Financial Services is a family-owned professional services firm headquartered in Delavan, Wisconsin, founded in 1997 and serving individuals, small businesses, self-employed clients, and nonprofit organizations across Wisconsin and Illinois. The firm's core offerings include tax preparation and planning (individual and business returns, S-Corp, LLC, partnership, fiduciary, and estate filings with electronic filing and direct deposit), tax solutions and IRS representation (garnishments, levies, liens handled by principal Matthew Greenblatt as an Enrolled Agent and NTPI Fellow), business consulting (corporate counseling, S-Corp setup, payroll setup, accounting system setup, break-even analysis), and adjacent services in retirement planning, estate planning, wealth management, and bookkeeping. Service delivery is anchored at the Delavan office at 510 E Washington St., with a secondary presence in Beloit and a published $100 initial consultation as the only public price point.

Revenue is generated on a per-engagement, professional services basis across both seasonal tax work and year-round advisory engagements. The go-to-motion is direct-to-consumer and inside-sales: prospective clients schedule by phone ((262) 728-6132 or (262) 275-2526), email ([email protected]), or website contact form, and walk-ins are accepted at the Delavan location. Marketing relies on organic blog content, a Facebook page, email, and direct phone outreach; no paid acquisition, partnerships, or referral programs are disclosed.

The technology stack is standard, non-proprietary tax preparation and accounting software; the firm discloses no platform, API, SDK, or mobile app, and no patents, trademarks, or proprietary systems. Ownership is founder-led and bootstrapped with no external investment, parent company, funding rounds, or acquisitions on record, consistent with a small regional professional services practice.

Name

Greenblatt Financial Services

Legal name

Greenblatt Financial Services

Website

https://greenblattfinancialservices.com

Company type

Private

Founded year

1997

Operating status

Operating

Short description

Greenblatt Financial Services is a family-owned tax and financial services firm in Delavan, Wisconsin, founded in 1997, serving individuals, small businesses, and nonprofits across Wisconsin and Illinois with tax preparation, IRS representation, business consulting, and wealth management.

Ownership category

akta.pro rank

Product category

Tax Preparation & Financial Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219), Portfolio Management and Investment Advice (523940)

SIC

Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282)

akta.pro primary industry

Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)

akta.pro secondary industries

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Tax preparation services
• Business consulting services
• Tax resolution services
• Retirement planning services
• Estate planning services

Headquarters

HQ city

Delavan

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: Tax return preparation for individuals and businesses. Services include individual tax preparation, business tax preparation, S-Corp filings, LLC returns, partnership returns, fiduciary returns, and estate returns. Electronic filing and direct deposit services included.
2. Tax Solutions and Resolution: IRS representation services for garnishments, levies, and liens. Enrolled Agent Matthew Greenblatt represents taxpayers before the IRS.
3. Business Consulting Services: Comprehensive consulting package including corporate counseling, business coaching, accounting system setup, payroll setup, S-Corp setup, break-even analysis. Initial consultation priced at $100.
4. Financial Planning and Wealth Management: Retirement planning, estate planning, and investment management services for individuals, families, small businesses, and nonprofits.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Greenblatt Financial Services prepares and plans taxes for individuals and businesses, provides tax resolution and IRS representation through an Enrolled Agent, and offers an integrated business consulting package covering corporate formation (LLC, S-Corp, C-Corp, partnership), payroll setup, accounting system setup, and break-even analysis. The firm also delivers retirement planning, estate planning, wealth management, and bookkeeping services to clients across Wisconsin and Illinois.

Product overview

Greenblatt Financial Services offers a unified set of financial and tax services for individuals and businesses in Wisconsin and Illinois. The core offerings include Tax Preparation & Planning Services (individual and business tax returns, S-Corp filings, LLC returns, electronic filing), Tax Solutions (IRS representation and tax resolution for garnishments, levies, and liens), and Business Consulting Services (corporate counseling, accounting system setup, payroll setup, S-Corp setup, and break-even analysis). Additional services include retirement planning, estate planning, wealth management, and bookkeeping. The firm operates from locations in Delavan and Beloit, Wisconsin, with Matthew Greenblatt serving as an Enrolled Agent authorized to represent taxpayers before the IRS.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Planning Services

Quantifiable outcome

• Enrolled Agent status provides highest credential awarded by IRS for tax representation

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Ameriprise Financial: National diversified financial services firm offering financial planning, wealth management, and retirement/estate advisory through a large advisor network. Overlaps with Greenblatt's retirement planning, estate planning, and wealth management offerings at a much larger scale.
• Intuit (TurboTax): Owner of TurboTax, the dominant DIY tax-preparation software, plus QuickBooks for small-business accounting. Does not directly offer in-person tax services at Greenblatt's scale but is the primary substitute for simple individual and small-business returns in the same customer base.
• Edward Jones: Large U.S. retail financial advisory firm with deep presence across the Midwest including Wisconsin and Illinois. Comparable on wealth management and retirement/estate planning services that Greenblatt offers, though Edward Jones is far larger and does not focus on tax preparation.
• Baker Tilly: Large U.S. accounting and advisory firm with significant Midwest presence offering tax, audit, business consulting, and wealth advisory services. Comparable to Greenblatt's tax and business consulting offerings, primarily competing for the small-business client segment.
• Cetera Financial Group: Independent broker-dealer and wealth management network serving individual investors and small-business retirement plans nationwide. Comparable to Greenblatt's retirement planning and wealth management services, operating at significantly greater scale and via an advisor-network model.

Direct peers

• Liberty Tax: Franchised retail tax preparation chain offering individual and business tax services through seasonal offices. Overlaps with Greenblatt's tax-preparation customer base and competes for the same small-business and individual filer segment.
• H&R Block: Largest U.S. retail tax preparation chain offering individual and business tax prep, IRS representation through licensed tax pros, and DIY online software. Directly comparable to Greenblatt's core tax-prep and resolution services; differs primarily in scale, brand, and multi-state footprint.
• Jackson Hewitt Tax Service: National retail tax preparation franchise serving individuals and small businesses with in-person and online filing options. Comparable product mix to Greenblatt's tax prep and small-business filings; competes for the same value-oriented taxpayer segment.

Regional players

• Wealth Enhancement Group: Independent RIA serving clients in the Upper Midwest, including Wisconsin, with financial planning, retirement, and tax-aware wealth management. Comparable to Greenblatt's wealth management and retirement planning services; targets a similar middle-market client base in overlapping geographies.
• Wipfli: Top-20 U.S. accounting and advisory firm headquartered in Wisconsin, offering tax, audit, business consulting, and payroll services to small and mid-sized businesses. Comparable to Greenblatt's business consulting, tax preparation, and payroll setup offerings, but at substantially larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/154627977905873

Compliance3 records

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 Greenblatt Financial Services