Advanced Accounting & Tax Services

What Advanced Accounting & Tax Services does

Advanced Accounting & Tax Services, Inc. is a privately-held professional services firm headquartered in Mesa, Arizona, operating within the Phoenix metropolitan area. The firm provides accounting, tax preparation, and consulting services to both individual taxpayers and small business owners, addressing tax compliance, bookkeeping, and financial record management needs. It positions itself around a 'low-pressure' service approach and claims strong client retention as a differentiator.

The firm's product and service offering is anchored on professional tax preparation for individuals and businesses, supported by a developed client-resource ecosystem. This ecosystem includes a secure online Client Portal for document exchange, an extensive Client Library of articles, guides, white papers, and on-demand videos, a 14-category suite of financial calculators, an IRS Withholding Calculator, a tax-deadline calendar subscription service, and a recurring email newsletter. The underlying technology stack is described as standard accounting and tax preparation software with no proprietary components, and the firm holds no patents, trademarks, or formal certifications beyond professional association membership.

Revenue is generated through per-engagement and seasonal annual professional services fees typical of regional CPA practices; no pricing is publicly disclosed. The go-to-market model is direct-to-consumer, relying on the firm's website for appointment scheduling, client inquiries, and content-driven engagement. Distribution is domestic and confined to Arizona. The firm maintains membership in the National Association of Tax Professionals and operates without disclosed institutional investors, parent entities, or M&A activity.

Name

Advanced Accounting & Tax Services

Legal name

Advanced Accounting & Tax Services, Inc.

Website

https://kfsaz.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Advanced Accounting & Tax Services is a privately-held Mesa, Arizona accounting firm providing tax preparation, bookkeeping, and consulting services to individual taxpayers and small businesses, supported by a content-rich client portal and resource ecosystem.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

Keywords

• Tax preparation services
• Accounting services
• Bookkeeping services
• Small business tax filings
• Personal tax compliance

Headquarters

HQ city

Mesa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: The firm generates revenue through providing accounting and tax preparation services to individuals and businesses, likely on a per-engagement or recurring annual basis for tax season services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Advanced Accounting & Tax Services is a professional accounting and tax preparation firm that provides personal and business tax preparation, bookkeeping, and financial record management services to individuals and small businesses in the Phoenix Metropolitan Area. The core service is delivered via direct client engagement, supported by an online resource ecosystem including a Client Library, Financial Calculators, and a Secure Client Portal. Services are delivered in-person or remotely, typically on a per-engagement or recurring annual basis.

Product overview

Advanced Accounting & Tax Services offers a single unified service combining professional tax preparation and accounting services with an integrated online client resource ecosystem. The core offering consists of personal and professional tax services, supported by the Client Library (providing educational content, white papers, and videos), Financial Calculators (spanning 14 categories from automobile to young adults), and a Secure Client Portal for document access. Additional self-service tools include an IRS Withholding Calculator and Tax Calendar subscription service with calendar app integrations. The firm also provides client communication through a regular newsletter and appointment scheduling capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Professional tax preparation services for individuals and businesses, providing accurate and timely filing assistance.

Quantifiable outcome

• Excellent client-retention rate

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• National Association of Tax Professionals (NATP)minorOthersThe firm maintains membership in the National Association of Tax Professionals, a professional organization for tax preparers. Membership provides access to resources, continuing education, and professional standards in the tax preparation industry.

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Emerging players

• TaxAct: Lower-cost DIY tax preparation platform targeting price-sensitive individual filers and small businesses — competes for the same customers via a fully digital model.
• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services for small businesses and startups — comparable in serving small-business tax and accounting needs through a hybrid tech-and-human delivery model.
• Bench (by Employ Inc.): Tech-enabled bookkeeping and accounting service for small businesses — competing for the same small-business segment through a subscription software-plus-human model.

Direct peers

• H&R Block: National tax preparation chain with company-owned and franchise offices offering individual and small-business tax filing — directly comparable in service mix and direct-to-consumer delivery model.
• Liberty Tax: Franchise-based retail tax preparation chain offering individual and small-business tax filing — directly comparable in store-based, consumer-facing tax preparation.
• 1-800Accountant: Virtual accounting and tax preparation firm serving small businesses and individuals nationwide — directly comparable service mix delivered through a remote/virtual channel.
• Jackson Hewitt: Retail tax preparation chain with seasonal offices serving individual taxpayers, including refund advance products — directly comparable in individual-focused seasonal tax services.

Broad incumbents

• Marcum LLP: Top-20 U.S. accounting firm providing tax, advisory, and audit services to individuals and businesses — comparable in tax preparation and small-business accounting scope.
• Intuit TurboTax: Market-leading DIY tax preparation software from Intuit, serving the same individual and small-business tax filers via a self-service digital channel — competing for the same end customers through a different delivery model.
• CBIZ, Inc. National provider of accounting, tax, and advisory services to mid-market and small businesses — operates in the same professional-services category with overlapping individual/SMB tax offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Advanced Accounting & Tax Services