PaulHood
PaulHood is a privately held U.S. tax preparation, planning, and accounting firm serving 20,000+ individual and small business clients across 30+ states via a 12-month subscription model and a 17-office regional footprint anchored in Oklahoma.
- Company typePrivate
- Founded1992
- HeadquartersBartlesville, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What PaulHood does
PaulHood is a privately held U.S. tax preparation, planning, and accounting services firm founded in 1992 by CPA Paul Hood as Hood & Associates and headquartered in Bartlesville, Oklahoma. The firm serves individual consumers, families, and small business owners across more than 20,000 client relationships spanning 30+ states, delivering year-round tax preparation and planning, tax resolution (audit representation, back taxes, penalty abatement, liens/levies, offers in compromise), bookkeeping and payroll, retirement planning, and QuickBooks Online training. Its core delivery model is the PaulHood Plan, a 12-month subscription with monthly billing that assigns each client a dedicated Client Success Manager and bundles tax preparation, proactive planning, audit coverage, mobile app access, secure portal document exchange, and entry to a vetted professional network (financial planning, insurance, attorneys, wealth advisors, HR consulting).
The business operates a tiered subscription pricing architecture: individual PaulHood Plans start at $50/month with customization based on personal tax complexity, while business-owner plans are quote-based on entity type, number of businesses, and service breadth. A three-tier accounting suite (Accounting Assist at $329/month, Accounting Advance at $649/month, Accounting Complete at $1,199/month) covers bookkeeping, AR/AP management, sales tax, payroll review, financial forecasting, and quarterly tax projections. A limited-time $1 first-month promotion on accounting services is active through June 30, 2026.
PaulHood is a founder-owned rollup. Paul Hood has acquired 25+ accounting firms over the company's history, building a 17-office footprint across Oklahoma, Kansas, Texas, Missouri, and Tennessee, and has been twice honored as a top 10 OSU-owned business in growth. The senior team includes President and Co-Founder Suzi Sosa (Harvard MPA, prior founder of Verb, acquired by Paycor in 2023) plus SVP- and VP-level leadership across Professional Services, People & Operations, Technology, Finance, Sales, Marketing, Client Experience, Accounting & Payroll, and Tax Resolution. Revenue is not publicly disclosed, the firm has no external institutional funding, and its customer base is a diversified long-tail of SMBs and individual consumers with no concentrated enterprise dependency.
PaulHood firmographics
Firmographics- Name
- PaulHood
- Legal name
- PaulHood
- Website
- https://paulhood.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- PaulHood is a privately held U.S. tax preparation, planning, and accounting firm serving 20,000+ individual and small business clients across 30+ states via a 12-month subscription model and a 17-office regional footprint anchored in Oklahoma.
- Ownership category
- akta.pro rank
Where PaulHood is headquartered
LocationHeadquarters
- HQ city
- Bartlesville
- HQ country
- United States
- HQ region
- North America
Offices17 records
Markets served
PaulHood business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- PaulHood Plan Subscription: PaulHood operates primarily on a 12-month subscription model (PaulHood Plan) billed monthly. Plans are customized based on a discovery questionnaire covering business entity type, number of businesses owned, services required (individual taxes, business taxes, accounting & payroll, tax resolution), and personal tax complexity factors. Pricing starts at $50/month for individuals and varies for business owners based on the number of businesses, entity type, and selected services. The subscription includes year-round tax planning, preparation, audit coverage, retirement planning, a mobile app, secure portal access, and a dedicated Client Success Manager.
- Accounting & Payroll Services: Tiered bookkeeping and accounting packages billed monthly on top of or independently from the core PaulHood Plan. Three tiers: Accounting Assist (starting at $329/month), Accounting Advance (starting at $649/month), and Accounting Complete (starting at $1,199/month). Add-on services include payroll support, sales tax services, accounting clean-ups, and 1099/W-2 support. These are sold as add-ons to bookkeeping packages or as standalone services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Individual PaulHood Plan — entry-level subscription for personal tax needs |
| Subscription | Monthly | Business Owner PaulHood Plan — customized subscription for business and personal tax needs |
| Subscription | Monthly | Accounting Assist — basic bookkeeping for small businesses |
| Subscription | Monthly | Accounting Advance — full-service bookkeeping for growing businesses |
| Subscription | Monthly | Accounting Complete — full-service bookkeeping with finance guidance for established businesses |
| Unit Pricing | Monthly | Add-on Services — payroll, sales tax, clean-ups, 1099/W-2 |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels8 records
PaulHood product offering
Product offeringCore offering
PaulHood is a tax and accounting professional services firm that delivers year-round tax preparation, planning, bookkeeping, payroll, and tax resolution through a 12-month subscription called the PaulHood Plan. The firm serves both individual taxpayers and small business owners with proactive tax strategy, audit coverage, retirement planning, secure client portal access, and a mobile app, backed by a dedicated Client Success Manager and a team of 40+ CPAs.
Product overview
PaulHood is a professional services firm offering a unified subscription-based model (PaulHood Plan) that provides year-round tax preparation, planning, and financial services. The portfolio consists of core tax services (Business and Personal Taxes, Individual Taxes, Family Taxes, Tax Resolution), accounting services (Accounting and Payroll with three tiered packages: Accounting Assist, Accounting Advance, and Accounting Complete), and supplementary modules (Secure Client Portal, Mobile App, QuickBooks Training, Retirement Planning). The company operates on a 12-month subscription model providing proactive support throughout the year, supplemented by access to a vetted professional network and technology tools for document management and client communication.
Differentiator
Problem solved
Functional benefit
Products and services
- PaulHood Plan A 12-month subscription providing year-round tax planning, tax preparation, financial guidance, audit coverage, retirement planning, mobile app access, secure client portal, and a dedicated Client Success Manager. Offered in tailored configurations for individuals and business owners with customized pricing based on tax complexity, entity type, and services selected.
- Business and Personal Taxes Tax preparation, filing, and proactive year-round tax strategy for business owners and their personal returns, covering entity types such as sole proprietorships, S-Corps, partnerships, C-Corps, non-profits, estates, and trusts.
- Accounting and Payroll Comprehensive bookkeeping, financial reporting, payroll processing, tax planning, and compliance services for businesses, delivered as part of the PaulHood Plan or as standalone tiered monthly packages.
- Tax Resolution Specialized service to resolve tax issues including audit representation, back tax filings, tax penalty abatement, liens and levies resolution, and offers in compromise for individuals and businesses facing IRS or state tax authority enforcement.
- Individual Taxes Professional tax solutions for individuals covering tax preparation, audit coverage, retirement planning, mobile app access, and catching up on past-due returns across all life stages.
- Family Taxes Personalized family tax solutions covering filing jointly vs. separately guidance, child tax credit optimization, claiming dependents, student loan interest deduction, divorce tax planning, and newlywed tax guidance.
- Retirement Planning Expert retirement planning services integrated with tax optimization strategies, including Roth IRA conversion analysis and other tax-aware retirement planning for individuals and business owners.
Quantifiable outcome
- 20,000+ individual and business clients served across 30+ states
- +2 more outcomes
Companies that use PaulHood
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles3 records
PaulHood technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
PaulHood partnerships and signals
Strategic signalScale indicators7 records
Recent moves4 records
Expansion highlights6 records
PaulHood competitors and assessment
Company assessmentDirect peers
- H&R Block: National tax preparation giant offering both DIY software and assisted/full-service tax filing with year-round support. Directly comparable to PaulHood on core tax prep, audit representation, and SMB focus, though at vastly larger scale and broader geography.
- Liberty Tax: Retail tax preparation franchise competing for individual and small business filers with assisted filing services. Closely comparable service mix and SMB-focused positioning to PaulHood.
- Pilot: Tech-enabled bookkeeping, tax, and CFO services targeting startups and growing SMBs. Comparable subscription model and bundled services approach with stronger tech-forward brand.
- 1-800Accountant: Subscription-based virtual accounting and tax service targeting small businesses and individuals. Near-direct match to PaulHood's bundled subscription model spanning tax, bookkeeping, payroll, and advisory services.
- Bench: Subscription bookkeeping service for SMBs with bundled tax preparation. Comparable on subscription economics, SMB target, and integrated bookkeeping-plus-tax positioning.
- Botkeeper: AI-driven bookkeeping and accounting service for SMBs with human oversight. Comparable subscription bookkeeping tier structure (Assist/Advance/Complete-like) and SMB target customer.
- Jackson Hewitt: Direct competitor in retail and assisted tax preparation, with strong SMB and self-employed segment focus. Comparable to PaulHood's small business owner offerings and bundled services positioning.
Broad incumbents
- Intuit TurboTax Live: Intuit's full-service assisted tax product bundled with TurboTax, offering live CPA expertise on demand. Comparable year-round tax help and SMB tier, backed by massive brand and platform reach.
- BDO USA: Top-tier professional services firm offering tax, accounting, and advisory to private businesses. Comparable SMB/mid-market tax and accounting services, with much broader scale and advisory portfolio.
- Cherry Bekaert: Mid-market professional services firm offering tax, assurance, advisory, and accounting for SMBs and private clients. Comparable SMB-focused tax, accounting, and advisory service mix at larger regional scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
PaulHood social profiles
Digital presencePaulHood financial estimates
Financial estimateRevenue estimate
Valuation estimate
PaulHood leadership team
Management profileNumber of profiles
Profiles11 records
PaulHood funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PaulHood 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 PaulHood
What does PaulHood do?
PaulHood is a tax and accounting professional services firm that delivers year-round tax preparation, planning, bookkeeping, payroll, and tax resolution through a 12-month subscription called the PaulHood Plan. The firm serves both individual taxpayers and small business owners with proactive tax strategy, audit coverage, retirement planning, secure client portal access, and a mobile app, backed by a dedicated Client Success Manager and a team of 40+ CPAs.
Is PaulHood a public or private company?
PaulHood is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PaulHood founded?
PaulHood was founded in 1992. It employs 101 to 250 people.
Where is PaulHood based?
PaulHood is headquartered in Bartlesville, United States, in the North America region.
How does PaulHood make money?
Two revenue lines are on record. PaulHood Plan Subscription is the primary driver. The others are accounting & Payroll Services.
Who are PaulHood's main competitors?
Direct peers on record are H&R Block, Liberty Tax, Pilot, 1-800Accountant, Bench, Botkeeper and Jackson Hewitt. Broad incumbents are Intuit TurboTax Live, BDO USA and Cherry Bekaert.
Does PaulHood have an API?
No public API is recorded for PaulHood.