Sitz Tax & Sitz Investments

What Sitz Tax & Sitz Investments does

Sitz Tax & Sitz Investments operates as SitzTax PLLC, a privately-held professional services firm headquartered at 252 West Main Street, Gaylord, Michigan. The firm delivers personal and business tax preparation, year-round tax consulting and planning, IRS audit representation, business consulting, buying/selling advisory, business cleanup, entity selection, bookkeeping/write-up, payroll, retirement planning, accounting software selection and implementation, and estate and trust tax preparation. Service delivery is relationship-based, executed through in-person consultation at the single office (Monday–Friday 9am–3pm by appointment), phone-based intake and consulting (989-732-7489), and a secure client portal for existing clients. Pricing is quote-based with no publicly listed tiers; revenue mechanics are professional-services billings against engagement complexity.

The firm employs 1–10 people per its firmographic profile and targets a long tail of individuals plus small-to-mid-sized businesses across twelve named verticals: Real Estate Investors & Property Managers, Building Contractors & Construction, E-Commerce & Marketing, Physician Practices, Dental Practices, Restaurants & Food & Beverage, Attorneys & Law Practices, HVAC & Plumbing Contractors, Auto Repair Shops, Engineering Services, Management Consulting Services, and Landscaping Services. Geographic reach is local/regional within Michigan; there is no evidence of multi-state, national, or international operations, institutional backing, M&A activity, or external funding.

The technology stack is described as standard accounting and tax preparation software with no proprietary features, no public API, no disclosed integrations, and no AI/ML capabilities. Marketing and client-development channels are a GoDaddy-hosted website, educational content sections (Tax Wiki, Tax Tips, Tax Essentials, newsletters), direct phone outreach, and a self-serve client portal. There are no disclosed patents, awards, regulatory actions, partnerships, or third-party endorsements in the input data.

Name

Sitz Tax & Sitz Investments

Legal name

SitzTax PLLC

Website

https://sitztax.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

SitzTax PLLC is a small, Gaylord, Michigan-based professional services firm delivering personal and business tax preparation, year-round tax consulting, IRS representation, bookkeeping, payroll, and related advisory services to individuals and small-to-mid-sized businesses across twelve industry verticals in the Michigan region.

Ownership category

akta.pro rank

Product category

Tax Preparation and Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219), Portfolio Management and Investment Advice (523940)

SIC

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

akta.pro primary industry

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

akta.pro secondary industry

Sell-Side Business Brokerage (FSAEAIAC)

Keywords

• Tax preparation services
• Business tax planning
• IRS audit representation
• Bookkeeping and payroll
• Small business advisory

Headquarters

HQ city

Gaylord

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. Professional Tax Services: Revenue generated through professional tax preparation and planning services for individuals and businesses. Services include tax consulting, IRS representation, and ongoing advisory throughout the year.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Sitz Tax & Sitz Investments (SitzTax PLLC) is a professional tax and business services firm offering year-round tax preparation, tax planning, and tax consulting for individuals and small to mid-sized businesses. The firm delivers 12 core service lines including IRS audit representation, business consulting, bookkeeping, payroll management, retirement planning, accounting software selection, estate and trust tax preparation, and advisory for business transactions and entity selection.

Product overview

Sitz Tax is a professional tax preparation and business services firm offering a comprehensive suite of services primarily for small to medium-sized businesses and individuals. The firm operates as a single-service business rather than a platform-based architecture, providing 12 core service offerings including tax preparation and planning, tax consulting, business consulting, IRS representation, business transactions (buying/selling), business cleanup, entity selection, bookkeeping, payroll services, retirement planning, accounting software implementation, and estate/trust tax preparation. These services are delivered through personalized, one-on-one client relationships with tax professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Planning
• Tax Consulting & Advice
• Business Consulting
• IRS Representation
• Buying or Selling a Business
• Business Cleanup
• Business Entity Selection
• Bookkeeping/Write-Up
• Payroll Services
• Retirement Planning
• Accounting Software Selection & Implementation
• Estate & Trust Tax Preparation

Segments12 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Regional players

• Rea & Associates: Ohio/Michigan-based regional CPA firm providing tax, accounting, and business advisory to small and mid-sized businesses across similar verticals (construction, healthcare, real estate, professional services).
• Plante Moran: Large Michigan-based CPA and advisory firm serving privately-held businesses and individuals across the Midwest; competes for the same upper-end SMB tax and advisory engagements in Michigan that SitzTax targets.
• Doeren Mayhew: Michigan-based top-100 CPA and advisory firm providing tax, accounting, and business advisory to Michigan SMBs across many of the same verticals (construction, real estate, professional services) SitzTax serves.

Direct peers

• Padgett Business Services: A North American franchise network of small-business accounting, tax, and payroll firms targeting SMBs with verticalized tax planning and bookkeeping — the closest direct comparable to SitzTax's SMB-vertical, one-stop-service model.

Broad incumbents

• H&R Block: National retail tax preparation chain offering individual and small-business tax services; competes for the same consumer and SMB clients that SitzTax serves, but at vastly larger scale with a retail delivery model rather than relationship-based advisory.
• Jackson Hewitt: National tax preparation franchise with a strong SMB and self-employed focus, including bookkeeping and year-round services — overlapping with SitzTax's individual and small-business tax-prep and bookkeeping offerings.
• Edward Jones: Large US financial-services firm with a deep branch network offering investment advisory combined with local, relationship-based service — directly comparable to SitzTax's combined tax-and-investment advisory positioning for individuals and small-business owners.
• BDO USA: Top-5 US accounting firm with a dedicated private business and tax practice serving SMBs and owner-operated businesses, including the same physician, dental, contractor, and real estate verticals targeted by SitzTax.
• Andersen Tax (Andersen Consulting): Global tax and advisory firm with a strong US private-client and SMB practice offering cross-border and domestic tax planning — a competitor for higher-end individual and business advisory engagements that SitzTax targets.
• Intuit TurboTax / QuickBooks: DIY tax preparation and small-business accounting software used by SitzTax's target SMB and individual clients; represents the primary commoditization threat to fee-based preparation services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/sitztax
• LinkedInlinkedin.com/company/sitztax

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 Sitz Tax & Sitz Investments