Taylor's Financial

What Taylor's Financial does

Taylor's Financial is a fee-only, values-based financial planning and tax preparation firm headquartered at 4025 Automation Way D3, Fort Collins, Colorado. Founded circa 2019 (with a separate firmographic metadata field indicating 2003, which conflicts with the company's own website copyright), the firm is led by Jason Taylor, a Certified Financial Planner, and operates with 1–10 employees serving individuals, families, small businesses, and ESG-focused investors in the Fort Collins area. Core services include personal and business tax preparation, coordinated financial plans, ESG/socially responsible investing, charitable gift planning, business formation, insurance and investment review, retirement planning, and business employee benefit plans, all delivered via appointment-based engagement scheduled through Calendly.

The firm's underlying technology is light and non-proprietary: it uses TaxDome as an all-in-one platform for client management, document workflows, and e-signatures (adopted in 2025 for the affiliated tax firms 365 Tax Strategy and Taylor's Accounting, replacing a prior Box.com workflow), and integrates Charles Schwab for client custodial login and brokerage access. The revenue model combines recurring/advisory fees (described as fee-only, with no disclosed pricing for planning or tax services and quote-based engagement) with episodic personal and business tax preparation work. A secondary, immaterial revenue stream comes from self-published educational books (e.g., Nickels & Newlyweds at $2.50 per PDF download, plus children's titles) sold through the firm's own storefront and Lulu.com.

Go-to-market is sales-led and local: lead generation relies on organic social (LinkedIn, Facebook), a Wix-based website with educational content, Calendly-driven direct appointments, and community referrals. There are no disclosed enterprise customers, no named institutional clients, and no funding history. Strategic emphasis appears to be on ecosystem cohesion across the three affiliated entities (Taylor's Financial, 365 Tax Strategy, Taylor's Accounting) and on operational modernization through TaxDome rather than on scaling headcount or geographic footprint.

Name

Taylor's Financial

Legal name

Taylor's Financial

Website

https://taylorsfinancial.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Taylor's Financial is a fee-only, values-based financial planning and tax preparation firm in Fort Collins, Colorado, serving individuals, families, small businesses, and ESG-focused investors with coordinated financial plans, tax services, retirement and benefit planning.

Ownership category

akta.pro rank

Product category

Personal Financial Planning and Tax Preparation Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Fee-only financial planning
• Tax preparation services
• Retirement planning
• ESG investing advisory
• Small business tax services

Headquarters

HQ city

Fort Collins

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Fee-Only Financial Planning: Values-based, fee-only financial planning services where the company helps clients discover their goals and values, then builds coordinated financial plans to achieve them. Revenue is generated through advisory fees, likely on a retainer or hourly basis.
2. Personal Tax Preparation: Individual tax preparation services for personal taxes.
3. Business Tax Preparation: Business tax preparation services for small businesses and entrepreneurs.
4. Financial Education Books: Sale of educational books including 'Nickels & Newlyweds' (financial harmony tips for newlyweds) priced at $2.50 per digital download. Books are sold through their own shop and Lulu.com.
5. Insurance and Investment Review: Review services for insurance and investment products as part of comprehensive financial planning.
6. Business Employee Benefit Plans: Consulting and planning services for business employee benefit plans.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Taylor's Financial is a fee-only financial planning and tax preparation firm based in Fort Collins, Colorado, serving individuals, families, and small businesses. The firm offers personal and business tax preparation, coordinated financial plans, ESG/socially responsible investing guidance, charitable gift planning, insurance and investment reviews, retirement planning, business formation support, and business employee benefit plans. In addition, the firm publishes and sells a small catalog of educational children's books through an online shop.

Product overview

Taylor's Financial is a values-based, fee-only financial planning firm in Fort Collins, CO offering a portfolio of financial services including personal and business tax preparation, coordinated financial planning, ESG/socially responsible investing, charitable gift planning, business formation assistance, insurance and investment reviews, retirement planning, and business employee benefit plans. Additionally, the company has published a series of educational books including 'Nickels & Newlyweds' (financial guidance for newlyweds at $2.50) and children's educational books ('Color & Learn With Lemonade'). The service architecture is organized around personalized financial planning with tax coordination as a core component.

Differentiator

Problem solved

Functional benefit

Brands

• Nickels & Newlyweds: A financial harmony guide for newlyweds by Jason Taylor, a certified CFP in Colorado.
• Color & Learn with Lemonade
• Little Sue's Pink & Blue Shoes
• Baby Frog's Big Bounce
• Ah! Ah! Ah! The Attack

Products and services

• Personal Tax Services Tax preparation and filing services for individuals and families, coordinated with the client's overall financial plan to ensure tax efficiency. Delivered to individual consumers and households.
• Business Tax Services Tax preparation and filing for small businesses, owners, and self-employed individuals, including business formation-related tax support.
• Coordinated Financial Plans Comprehensive, fee-only financial planning that integrates investments, retirement, insurance, tax, and charitable strategies into a single coordinated plan for individuals and families.
• ESG / Socially Responsible Investing Advisory service guiding clients on socially responsible and ESG-aligned investment choices as part of their broader financial plan.
• Charitable Gift Planning Planning service that helps individuals incorporate charitable giving strategies into their overall financial and tax plan.
• Insurance and Investment Review Review of clients' existing insurance coverage and investment portfolio to identify gaps, inefficiencies, and improvement opportunities.
• Retirement Planning Retirement-readiness planning for individuals and couples, including savings strategy, income projection, and withdrawal planning.
• Business Formation Services Guidance and support for entrepreneurs and small business owners on entity selection and formation considerations.
• Business Employee Benefit Plans Design, implementation, and ongoing support of employee benefit plans (such as retirement plans) for small businesses.
• Nickels & Newlyweds Educational children's book authored by Jason Taylor covering basic personal finance and money concepts for kids and families.
• Color & Learn With Lemonade Children's coloring and learning book published by Taylor's Financial, written and illustrated by Jason Taylor.
• Little Sue's Pink & Blue Shoes Children's picture book written and illustrated by Jason Taylor, sold through the Taylor's Financial online shop.
• Baby Frog's Big Bounce Children's picture book written and illustrated by Jason Taylor, sold through the Taylor's Financial online shop.
• Ah! Ah! Ah! The Attack Children's picture book written and illustrated by Jason Taylor, sold through the Taylor's Financial online shop.

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

Four partnerships are on record, tiered core.

• TaxDomecoreTechnology or Integration · 23 January 2025TaxDome is an all-in-one software platform adopted by Taylor's Financial's affiliated tax firms (365 Tax Strategy and Taylor's Accounting) for firm organization, workflows, client communication, e-signatures, and tax season management. Clients upload documents via TaxDome organizer instead of previous Box.com system.
• SchwabcoreTechnology or IntegrationSchwab is integrated as the platform for client login access, allowing Taylor's Financial clients to access their accounts through Schwab's brokerage platform. This indicates a custodial partnership where client investment accounts are held at Schwab.
• 365 Tax StrategycoreOthersAffiliated tax firm that operates alongside Taylor's Accounting as part of Taylor's Financial's ecosystem of services. All three entities share the same office location and transition together to TaxDome platform.
• Taylor's AccountingcoreOthersAffiliated accounting firm operating as part of the Taylor's Financial service ecosystem. Along with 365 Tax Strategy, this firm is transitioning to TaxDome for the 2025 tax season.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: A large national RIA providing fee-only financial planning and investment advice to individuals and small businesses, comparable in service mix (planning + employer benefit plans) and customer segments.
• Fisher Investments: A large independent RIA providing investment management and financial planning to individuals and institutions, comparable as a fee-based advisory competitor targeting similar household-balance clients.
• Empower (formerly Personal Capital): A large hybrid digital + human-advisor wealth management platform offering financial planning and investment advisory services, overlapping with Taylor's Financial's planning + investment review offering but at national scale.
• Vanguard Personal Advisor: Vanguard's hybrid robo + human-advisor service providing fee-based financial planning and investment management, competing for the same fee-conscious retirement and wealth planning clients.
• Charles Schwab Wealth Advisory: Schwab's in-house advisory service offering financial planning and investment management; comparable to Taylor's Financial given Schwab's role as Taylor's custodian and the overlap in target clientele.

Direct peers

• Facet Wealth: A fee-only digital financial planning firm serving individuals and households nationally with flat-fee advice, similar in mission to Taylor's Financial's fee-only values-based model but operating at significantly greater scale and with a remote-first delivery model.
• Ellevest: A values-driven (gender-focused, ESG-aware) financial planning and investment platform, comparable to Taylor's Financial's values-based and ESG investment positioning.
• Zoe Financial: A curated marketplace connecting clients with fee-only financial advisors, directly competing for the same values-oriented, fiduciary-driven customer segment Taylor's Financial serves, with broader geographic reach.

Others

• XY Planning Network: A network and support organization for fee-only financial advisors serving Gen X and Y clients, comparable as peer-to-peer infrastructure for firms like Taylor's Financial that operate small-scale fee-only practices.

Emerging players

• Betterment Premium: A digital wealth management platform offering automated investing with optional access to human financial advisors; competes for the same fee-conscious, planning-oriented client base Taylor's Financial targets, with stronger technology and lower fees.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/TaylorsFinancial
• LinkedInlinkedin.com/in/jctcfp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 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 Taylor's Financial