What Tapp & Associates does

Tapp & Associates, Inc. is a privately held Certified Public Accounting and financial services firm headquartered at 1227 Grand Avenue, Glenwood Springs, Colorado. Founded in 2004, the firm operates as a small professional services practice (1-10 employees) led by Donald L. Tapp, CPA/PFS, CFP®, serving individuals, families, business owners, professionals, and investors across four integrated service lines: Tax Compliance Services (business, individual, estate and gift, multi-state, trust, payroll, sales, HOA, and not-for-profit tax preparation), Consulting Services (business intelligence, entity selection, transition planning, estate, and tax planning), Financial Services (financial and investment management, retirement, education, legacy, and special situations planning), and Accounting Services (cloud accounting, bookkeeping, payroll, compilation and review). Financial and investment services are delivered through an affiliation with Cetera Wealth Services LLC (formerly Avantax), the broker-dealer and registered investment adviser through which securities and advisory products are offered.

The firm sells professional services on a quote-based, fee-for-engagement model with no publicly disclosed pricing; Donald Tapp's positioning emphasizes independent, quota-free, personalized advice. The go-to-market motion is consultative and relationship-driven, supported by content marketing through a website Resource Center, financial calculators, tax resources, and a 200+ term glossary, with social presence on LinkedIn, Facebook, and Twitter. Service delivery combines in-person consultations (Monday-Thursday, with Friday-Saturday by appointment) and remote engagement via the ClientAxcess portal and ShareSafe file upload system. The technology stack is minimal—QuickBooks setup/support, the ClientAxcess portal, and standard interactive financial calculators—with no proprietary software, AI/ML capabilities, API surface, or digital product offering. Marketing is top-of-funnel content-driven, with the client portal serving bottom-of-funnel retention.

Name

Tapp & Associates

Legal name

Tapp & Associates, Inc.

Website

https://tappcpa.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Tapp & Associates, Inc. is a Glenwood Springs, Colorado-based CPA firm led by Donald L. Tapp, CPA/PFS, CFP®, providing integrated tax compliance, financial planning, wealth management, accounting, and business consulting services to individuals, families, business owners, professionals, and investors.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Tax-Aware Investment Planning (FSAEAAAE), Business Owner & Executive Financial Planning (FSAEAAAO), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Tax compliance services
• Wealth management advisory
• CPA accounting services
• Financial planning services
• Business tax consulting

Headquarters

HQ city

Glenwood Springs

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, Infrastructure

Revenue model

1. Tax Compliance Services: Tax preparation services including business tax, individual tax, estate and gift tax, multi-state taxation, trust tax, payroll tax, and sales tax preparation.
2. Financial Planning & Wealth Management: Comprehensive financial services including financial planning, investment management, retirement planning, education planning, estate planning, and legacy planning. These services are offered through Donald Tapp's affiliation with Avantax/Cetera Wealth Services.
3. Consulting Services: Business intelligence and strategic planning, business entity selection, divorce financial planning, marriage financial planning, and tax planning services.
4. Accounting Services: Full service bookkeeping, cloud accounting, compilation and review of financial statements, and payroll services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Tapp & Associates provides tax preparation and compliance, full-service accounting and bookkeeping, financial planning and investment management, and business consulting services. The firm combines CPA-led tax planning with wealth management capabilities delivered through its affiliation with Cetera Wealth Services (formerly Avantax), targeting individuals, families, entrepreneurs, professionals, business owners, and investors primarily in Colorado.

Product overview

Tapp & Associates is a Certified Public Accounting firm offering a comprehensive suite of financial services through four core service areas: Tax Compliance Services, Consulting Services, Financial Services, and Accounting Services. The firm operates as a unified practice where these services are interconnected—tax planning integrates with financial planning and investment management, while accounting services support both tax compliance and business consulting. Clients access services through a ClientAxcess online portal with secure file sharing. The firm provides educational resources including financial calculators, a resource center with articles and videos covering tax, investment, retirement, estate, and insurance topics, tax preparation tools including IRS forms and a tax calendar, and a 200+ term financial glossary. Financial Services are offered through the firm's affiliation with Avantax (Cetera Wealth Services), providing access to investment management and comprehensive financial planning capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Compliance Services Tax preparation and compliance services covering business tax, individual tax, estate and gift tax, multi-state taxation, payroll tax, sales tax, trust tax, HOA tax, and not-for-profit tax preparation, for individuals and businesses.
• Consulting Services Strategic and planning consulting services including business intelligence, business planning, business entity selection, estate planning, tax planning, and transition planning for divorce and marriage, for entrepreneurs, professionals, business owners, and individuals.
• Financial Services Comprehensive financial planning and wealth management services including cash flow and debt management, education planning, family risk management, financial planning, investment management, legacy planning, retirement planning, and special situations. Offered through the firm's affiliation with Avantax (Cetera Wealth Services), for individuals, families, and investors.
• Accounting Services Full-service accounting support including cloud accounting, compilation and review of financial statements, full-service bookkeeping, payroll processing, and QuickBooks setup and support, for small businesses and individuals.

Segments4 records

Ideal customer profiles3 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.

• Cetera Wealth Services LLCcoreGTM or Marketing Partner · 1 January 2023Tapp & Associates operates through an affiliation with Cetera Wealth Services LLC, a registered broker-dealer (member FINRA/SIPC) and registered investment adviser. Securities are offered through Cetera, and advisory services through Cetera Investment Advisers LLC. In 2023, Avantax (their primary affiliation platform) joined Cetera, strengthening the network of over 3,000 financial professionals and approximately $107 billion in assets under administration as of June 2025.
• AvantaxcoreGTM or Marketing Partner · 1 January 2019Avantax is the tax-focused financial planning community that Tapp & Associates operates within. Founded in 1983, Avantax (formed from HD Vest and 1st Global unification in 2019, with HK Financial Services added in 2020) provides advisors with tools, processes, and platforms for tax-intelligent wealth management. Tapp offers Financial Planning and Investment Management services through this affiliation.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• H&R Block: Largest retail tax preparation provider in the U.S., directly comparable on the tax-compliance and tax-preparation services Tapp provides. A scaled incumbent competing for the same individuals, families, and small-business tax clients.
• Ameriprise Financial: National financial advisory firm with a large captive advisor force serving individuals and small businesses across retirement, investment, and financial planning needs. Overlaps with Tapp's holistic planning, investment management, and tax-aware retirement offering.
• Cetera Advisor Networks: The parent broker-dealer/RIA platform (Cetera Holdings) under which Tapp operates. Comparable as the broader enterprise hosting thousands of independent advisors with similar product shelf, compliance stack, and tax-aware planning positioning.
• BDO USA: Top-tier accounting and advisory firm providing tax, accounting, and consulting services to individuals and businesses. Comparable in delivering integrated tax compliance, accounting (bookkeeping, payroll), and business consulting as Tapp does, but at enterprise scale.

Emerging players

• Empower (Personal Capital): Hybrid digital wealth management and personal-finance platform offering investment advisory, retirement planning, and financial tools to individuals. An emerging competitor targeting the same investor/retiree client that Tapp serves, with differentiated technology and lower price points.
• 1-800Accountant: Virtual accounting and tax services firm targeting small businesses and entrepreneurs with bookkeeping, payroll, tax preparation, and advisory. Comparable to Tapp's small-business accounting and tax services, but delivered virtually rather than through a local CPA.

Direct peers

• Edward Jones: Large network of locally embedded financial advisors serving individuals, families, and small-business owners with financial planning and investment services. Closely comparable to Tapp's relationship-driven, geographically rooted advisory model serving non-institutional clients.
• Jackson Hewitt: National retail tax preparation chain competing head-to-head with Tapp's tax compliance practice for individual and small-business filers, including seasonal tax preparation and refund products.
• Northwestern Mutual: Mutual company with a vast local-advisor network delivering integrated financial planning, investment, and insurance solutions to individuals and business owners. Comparable relationship-driven model where advisors own client relationships end-to-end.
• Avantax: The tax-focused CPA-led wealth advisory network that Tapp & Associates operates within. Avantax-affiliated firms share the same CPA + financial planning integration model, Cetera platform, and target client (tax-aware individuals and business owners), making them the most direct functional peers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/DonTappCPA
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/don-tapp-cpa-inc.

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 Tapp & Associates