Tax Advisor

What Tax Advisor does

Tax Advisor, Inc., operating as Tax Advisor Pro, is a Massachusetts-based professional services firm founded in 2017 that provides tax preparation, bookkeeping, payroll processing, company formation, and ITIN application services to small businesses and individuals. The firm operates four physical offices in Framingham, Brockton, Danvers, and Hyannis, and serves a multicultural, multilingual clientele with documented named staff including Tax Director Marcelo Franco (Hyannis) and accountants Joao Paixao, Ana Bezerra, Fabio Gomes, and Fernanda F. Revenue mechanics combine transactional, per-filing pricing (individual tax prep from $199, sole proprietor $599, corporate $850, LLC $900, non-profit $1,200; company formation from $350) with recurring monthly subscription bundles (Venture $199/mo, Corporate $299/mo, Enterprise $449/mo) that bundle bookkeeping, business tax filing, and company formation. The underlying technology stack is standard third-party accounting software supplemented by 10to8.com and Microsoft Outlook for online appointment scheduling, with Google, Facebook, and X (Twitter) OAuth for account authentication and a SOC 2 Type II compliance badge displayed on the website. GTM combines sales-led direct consultations and phone inquiries at each office, content marketing through an educational tax blog plus Instagram and Facebook, and self-serve website signup forms with online booking. The firm has no external funding rounds, no disclosed revenue, 1-10 employees, no awards or patents, and competes principally on multilingual service, year-round availability versus seasonal tax preparers, and bundled pricing in a single-state footprint.

Name

Tax Advisor

Legal name

Tax Advisor, Inc.

Website

https://taxadvisorpro.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Tax Advisor, Inc. (dba Tax Advisor Pro) is a Framingham, MA-based professional services firm providing tax preparation, bookkeeping, payroll, company formation, and ITIN services to small businesses and individuals across Massachusetts through four offices and a multicultural multilingual team.

Ownership category

akta.pro rank

Product category

Tax Preparation & Small Business Accounting Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Payroll Services (541214)

SIC

Services-Miscellaneous Business Services (7380)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Payroll & Employment Tax Services (BPAHABAD), Tax Return Filing, Processing & Assessment (BPAIADAC)

Keywords

• Tax preparation services
• Small business bookkeeping
• Payroll processing
• Company formation services
• Small business accounting

Headquarters

HQ city

Framingham

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: One-time tax preparation fees for individuals and businesses, including individual returns, sole proprietor filings, corporation tax, LLC tax, and non-profit tax preparation. Revenue is generated per filing with pricing based on complexity.
2. Monthly Bookkeeping Subscriptions: Recurring monthly subscription bundles (Venture at $199/mo, Corporate at $299/mo, Enterprise at $449/mo) that include ongoing bookkeeping, tax filing, and additional services like company formation and payroll setup.
3. Company Formation Services: One-time fees for business formation including Corporation ($575), LLC ($625), and DBA ($350) registrations, plus applicable state fees. Revenue generated at point of service for new business setup.
4. Payroll Services: Payroll processing included as part of bundle packages or as standalone service. Handles wage calculations, tax withholdings, direct deposits, and compliance for small to mid-sized businesses.
5. ITIN Application Services: Free ITIN application or renewal services offered bundled with tax return filing ($249). Additional ITINs in same application are $80 each. Revenue is embedded in tax preparation service pricing.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

Tax Advisor provides professional tax preparation, bookkeeping, payroll processing, company formation, and ITIN application services to individuals and small businesses in Massachusetts. Services are delivered through a combination of cloud-based accounting software and in-person professional support across four office locations, offered both as one-time engagements and as monthly subscription bundles.

Product overview

Tax Advisor is a small business accounting and tax services firm offering a suite of professional services rather than a unified software platform. The core offerings include Tax Preparation (individual, sole proprietor, corporation, LLC, and non-profit), Bookkeeping (ongoing financial tracking and reporting), Payroll Processing, Company Formation (Corporation, LLC, S-Corp, DBA registration), and ITIN Application services. These services are offered both à la carte and through bundled monthly subscription tiers—Venture ($199/mo), Corporate ($299/mo), and Enterprise ($449/mo)—which combine bookkeeping, business tax filing, and company formation with increasing scope. The company combines cloud-based accounting software with professional human support, targeting small businesses and individuals seeking an alternative to DIY accounting software.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Expert tax preparation services for individuals and businesses covering W-2, 1099, self-employment, sole proprietor, corporation (Form 1120/1120-S), LLC (Form 1065), and non-profit (Form 990) returns with federal and state e-filing compliance.
• Bookkeeping Ongoing online bookkeeping service that tracks income, manages expenses, categorizes and reconciles financial transactions, and generates monthly or quarterly financial statements for small businesses and busy professionals.
• Payroll Payroll processing service for small and growing businesses covering wage calculation, tax withholdings, direct deposits, federal and state compliance, and end-of-year reporting.
• Company Formation Business formation service assisting entrepreneurs with Corporation, LLC, S-Corp establishment, and DBA registration, including Articles of Incorporation filing, EIN obtaining, and tax election setup.
• ITIN Application Individual Taxpayer Identification Number (ITIN) application and renewal service for non-citizens required to file U.S. taxes, including documentation preparation and IRS form submission.

Named customers6 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Intuit TurboTax Live: Intuit's hybrid DIY-plus-expert product offering real CPA review of self-prepared returns; directly competes for Tax Advisor's individual tax clients by combining software convenience with human expertise.
• H&R Block: Largest U.S. retail tax preparation chain with national office footprint and bundled small business services; competes head-on with Tax Advisor's individual and small business tax preparation offerings, but at vastly larger scale.
• Jackson Hewitt: National seasonal tax preparation chain operating in Walmart and standalone locations; serves similar individual/SMB clientele with comparable filing fees and franchise model analogous to a multi-office tax firm.
• Liberty Tax: National retail tax preparation franchise with brick-and-mortar locations serving individual and small business filers; directly comparable office-based service model to Tax Advisor's Massachusetts footprint.

Direct peers

• Pilot: Outsourced bookkeeping, tax, and CFO services for startups and small businesses with subscription pricing; competes for the same entrepreneur/startup segment that uses Tax Advisor's Venture/Corporate/Enterprise bundles.
• 1-800Accountant: Virtual accounting and tax firm targeting small businesses and entrepreneurs with bookkeeping, tax, payroll, and advisory services; closely comparable multi-service SMB back-office bundle model delivered without physical offices.
• Bench (by Kruze): Tech-enabled bookkeeping service for small businesses pairing software with dedicated accountants; directly comparable to Tax Advisor's bookkeeping+human-support offering and operating in similar SMB target segment.
• Incfile: Online company formation service offering LLC, corporation, and S-Corp filings at comparable price points ($575-$625 corp/LLC); overlaps directly with Tax Advisor's company formation product line for entrepreneurs.

Emerging players

• SurePayroll: Online payroll service for small businesses offering wage calculation, tax filing, and direct deposit; competes with Tax Advisor's payroll offering as a more scalable technology-only alternative.

Others

• Drake Software: Professional tax preparation software provider used by independent tax firms and accountants; analogous 'back-office stack' enabler to whatever Tax Advisor's accountants run, and indirect competitor for DIY-shifting client behavior.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/taxadvisorpro
• Instagraminstagram.com/taxadvisorpro
• LinkedInlinkedin.com/company/tax-advisor-inc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Tax Advisor