AFTE
- Company typePrivate
- Founded1981
- HeadquartersHouston, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
AFTE firmographics
Firmographics- Name
- AFTE
- Legal name
- AFTE Financial Services
- Website
- https://afteusa.com
- Company type
- Private
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
AFTE industry classification
Industry- Product category
- Tax Preparation Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)
Keywords
Where AFTE is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AFTE business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Tax Preparation Services: Professional tax preparation services for individuals and businesses, offering accurate filing and money-saving strategies to maximize client refunds or minimize liabilities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Initial consultation |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
AFTE product offering
Product offeringCore offering
AFTE Financial Services provides full-service tax preparation and filing for individual taxpayers and small business owners in the Houston, Texas market. The firm combines a proprietary in-house tax software platform (with mistake double-checking and control over last-minute changes) with hands-on professional service delivered via in-person, phone, and email consultations. AFTE complements its core tax work with client resource documents (Personal Tax Organizer, Chart of Accounts) and a secure online file-upload portal to support accurate, on-time filing.
Product overview
AFTE Financial Services operates as a single, unified tax preparation service offering rather than a platform-plus-modules architecture. The core offering consists of full-service tax preparation for individuals and businesses, supported by proprietary tax filing software. Additionally, AFTE provides downloadable resources including the AFTE Chart of Accounts and AFTE Personal Tax Organizer to assist clients in organizing their financial information for tax preparation.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation Services
Companies that use AFTE
Customer profileSegments2 records
Ideal customer profiles2 records
AFTE technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
AFTE partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights2 records
AFTE competitors and assessment
Company assessmentDirect peers
- TaxAct: Tax preparation platform offering DIY software plus professional assisted filing for individuals and small businesses. Comparable to AFTE on the professional-filing side while also serving the DIY segment.
- Liberty Tax Service: Franchised retail tax preparation chain focused on individual and small-business returns with in-office assisted filing. Same core service category as AFTE, scaled nationally through franchisees.
- H&R Block: Largest U.S. retail tax preparation franchise; offers in-person tax filing for individuals and small businesses with both DIY software and assisted service — directly overlapping AFTE's core individual + small-business tax prep offering, but at national scale.
- Jackson Hewitt Tax Service: National retail tax preparation chain serving individuals and small businesses with assisted in-office filing. Closely comparable business model to AFTE's full-service, in-person individual and small-business tax prep.
- TaxSlayer: Tax preparation platform offering DIY and professional-assisted filing for individuals and small businesses. Comparable to AFTE via its professional-prep tier, while competing in the DIY segment AFTE does not serve.
Broad incumbents
- KPMG US: Big Four professional services firm offering individual and business tax preparation alongside audit and advisory. Comparable on the business-tax-services side of AFTE's offering, but operates at vastly larger scale and enterprise client base.
- PwC US: Big Four firm providing tax compliance and planning for individuals (high-net-worth) and businesses. Comparable to the advisory overlay of AFTE's tax-planning work, but serves much larger and more complex clients.
- Intuit TurboTax: Dominant consumer/SMB tax software product from Intuit, with an assisted 'TurboTax Live' tier that pairs customers with CPA/EA preparers. Direct competitor to AFTE's individual return segment and the largest force shaping the assisted-prep market.
- EY (Ernst & Young) US: Big Four firm delivering personal and corporate tax services globally. Comparable to AFTE's tax-planning and business-tax offerings for the larger end of the business client base, though focused on enterprise-scale engagements.
Emerging players
- 1040.com: Lower-cost tax preparation platform targeting individual filers with assisted-prep options. Comparable as an emerging force in the same individual tax-prep market AFTE serves.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
AFTE social profiles
Digital presenceAFTE financial estimates
Financial estimateRevenue estimate
Valuation estimate
AFTE leadership team
Management profileNumber of profiles
AFTE funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AFTE 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 AFTE
What does AFTE do?
AFTE Financial Services provides full-service tax preparation and filing for individual taxpayers and small business owners in the Houston, Texas market. The firm combines a proprietary in-house tax software platform (with mistake double-checking and control over last-minute changes) with hands-on professional service delivered via in-person, phone, and email consultations. AFTE complements its core tax work with client resource documents (Personal Tax Organizer, Chart of Accounts) and a secure online file-upload portal to support accurate, on-time filing.
Is AFTE a public or private company?
AFTE is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AFTE founded?
AFTE was founded in 1981. It employs 1 to 10 people.
Where is AFTE based?
AFTE is headquartered in Houston, United States, in the North America region.
How does AFTE make money?
One revenue line is on record: tax Preparation Services.
Who are AFTE's main competitors?
Direct peers on record are TaxAct, Liberty Tax Service, H&R Block, Jackson Hewitt Tax Service and TaxSlayer. Broad incumbents are KPMG US, PwC US, Intuit TurboTax and EY (Ernst & Young) US. 1040.com is listed as an emerging player.
Does AFTE have an API?
No public API is recorded for AFTE.
What industry is AFTE in?
AFTE's product category is Tax Preparation Services. Its primary akta.pro industry code is BPAHABAJ, Indirect Tax (VAT/GST/Sales & Use) Services. Its NAICS code is 54121 and its SIC code is 8700.