What Tavola Group does

Tavola Group, operating through the legal entity Tavola Accounting LLC, Inc., is a Chicago-based professional services firm founded in 1986 that delivers integrated accounting, tax, business advisory, and financial solutions to small and mid-sized businesses, entrepreneurs, professional service providers, and foreign companies entering the U.S. market. The firm operates a multi-disciplinary service portfolio spanning business advisory and fractional CFO services, accounting and bookkeeping, tax planning (with a library of 125+ strategies) and tax preparation, business brokerage for buyers and sellers, recruitment, legal services via tavolalaw.com, ERC claim assistance, and international market entry through its Tavola International sub-brand. In 2025 the firm extended this portfolio through the acquisition of West Peak Collective and the launch of Tavola Creative, a creative and marketing services division.

Tavola's underlying technology stack is composed entirely of third-party SaaS integrations rather than proprietary systems: Canopy provides the secure client portal for document exchange; QuickBooks Online and Xero handle cloud-based bookkeeping; Avalara and TaxJar manage multi-state sales tax compliance with Shopify for e-commerce clients; RightSignature handles engagement letter e-signature; and Zoom supports consultations. The firm holds a registered Tavola Group trademark and maintains a content-marketing presence across a blog, webinar/video library, LinkedIn, YouTube, Facebook, and Instagram to drive top- and mid-funnel demand.

The firm monetizes through custom engagement-based pricing under multi-year engagement letters, with fees billed on completion or against work-in-progress and ACH debit available; specific fees are not publicly disclosed and a 2% monthly service charge applies to late payments after 15 days. Go-to-market is sales-led, built on free consultations, gated content such as "The Growth Blueprint" ebook, and referral channels, with a stated target buyer base of business owners ranging from early-stage entrepreneurs to companies approaching or surpassing seven-figure revenue and facing multi-state complexity. The firm is privately held with no disclosed institutional ownership, no parent company, and no external funding rounds; operating geographies are described as North America with select international engagements facilitated through Tavola International.

Name

Tavola Group

Legal name

Tavola Accounting LLC, Inc.

Website

https://tavola.group

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

Tavola Group is a Chicago-based professional services firm (founded 1986) delivering integrated accounting, tax planning, fractional CFO, business brokerage, recruitment, legal, and U.S. market entry services to SMBs, entrepreneurs, and foreign companies expanding into the United States.

Ownership category

akta.pro rank

Product category

Professional Tax & Advisory Services

NAICS

Legal Services (5411)

SIC

Services-Management Consulting Services (8742), Services-Legal Services (8111)

akta.pro primary industry

Estate, Gift & Trust Valuation (BPAHANAL)

akta.pro secondary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Business tax services
• Fractional CFO advisory
• Business brokerage services
• International market entry
• Professional recruitment services

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Planning Services: Advanced tax planning engagements including 125+ strategies for individuals and businesses, proactive mid-year and year-end planning, multi-state nexus compliance, and entity optimization.
2. Accounting Services: Comprehensive accounting including detailed financial reports, precise bookkeeping, payroll management, and financial statement preparation.
3. Business Advisory & CFO Services: Fractional CFO services, debt management, capital raises, investor relations, and board member support for growing businesses.
4. Business Brokerage: Business valuations, due diligence, buy-side and sell-side advisory, and transition planning for business owners selling or acquiring companies.
5. Recruitment Services: Staffing and recruitment connecting growing companies with qualified talent across various industries.
6. International/U.S. Market Entry Services: End-to-end U.S. market entry support for foreign companies including entity formation, compliance, banking setup, tax registration, payroll, and ongoing operational advisory.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Tavola Group is a professional services firm that provides business advisory, tax preparation and planning, fractional CFO services, business brokerage, international market entry consulting, Employee Retention Credit (ERC) claims processing, and professional recruitment. The firm primarily serves business clients across multiple industries while also offering personal income tax preparation for individuals, with a focus on supporting growing and transitioning companies.

Product overview

Tavola Group is a unified professional services firm offering integrated business, tax, and financial solutions. The core portfolio includes Advisory/CFO Services, Accounting Services, Tax Planning Services, Taxation Services, Business Brokerage, Recruitment Services, Legal Services, and ERC Claim Assistance. The firm operates two specialized sub-brands: Tavola International for international/U.S. market entry services and Tavola Creative (launched via acquisition of West Peak Collective) for creative services. Services are delivered through a collaborative model with a client portal for secure document exchange, and integrations with accounting platforms (QuickBooks Online, Xero) and tax compliance tools (Avalara, TaxJar).

Differentiator

Problem solved

Functional benefit

Brands

• Tavola International: International services division assisting foreign companies with U.S. market entry, entity formation, compliance, accounting, tax, and payroll services.
• Tavola Creative

Products and services

• Business Tax Planning Tax preparation and planning services designed for business clients, including compliance, strategy, and entity structuring. Targeted at business owners and operators across industries.
• Personal Income Tax Preparation Individual federal and state income tax return preparation services for individual taxpayers, often bundled with business-owner personal filings.
• Fractional CFO Services Part-time chief financial officer advisory for small and mid-sized businesses that need executive-level financial leadership without a full-time hire. Includes financial reporting, cash flow management, and strategic planning.
• Business Advisory Consulting services supporting business growth, transitions, and operational decision-making for entrepreneurs and business owners.
• Business Brokerage Business sales, mergers, and acquisitions advisory helping business owners prepare, value, market, and transition their companies.
• International Market Entry Consulting and tax advisory services for businesses expanding into international markets, led by the Managing Director of International Tax.
• ERC Claims Processing Employee Retention Credit (ERC) claim preparation and processing for businesses that may qualify for pandemic-era tax credits, including eligibility analysis and filing support.
• Professional Recruitment Recruiting and placement services for professional and executive roles, supporting client companies with talent acquisition needs.

Quantifiable outcome

• Tax savings of tens of thousands of dollars through immediate implementation of tax strategies
• +1 more outcomes

Named customers6 records

Segments4 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

Feature1 record

Partnerships

One partnership is on record.

• US Bank Private Wealth ManagementminorStrategic or Co-development PartnerCollaboration in webinar format where US Bank Private Wealth Management team members (Jenifer Raby, Adrienne DiGiorgio, Andrea Younghouse) joined Matt Schumacher, Director of Tax Planning at Tavola Group, to discuss private banking and tax-efficient wealth strategies. US Bank provides lending solutions and wealth management expertise that complements Tavola's tax planning services.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Porte Brown LLC: Chicago-area accounting, tax, and business advisory firm serving closely held businesses across Illinois — strongest geographic and size-level peer to Tavola Group.
• ANDERS CPA + Advisors: Mid-market accounting, tax, technology, and wealth advisory firm with a multi-service platform aimed at closely held businesses and their owners — strong direct comp.
• WithumSmith+Brown (Withum): Mid-market accounting, advisory, and technology services firm with strong practice serving entrepreneurial businesses; directly comparable integrated-services mix to Tavola.
• Wipfli LLP: Top-20 U.S. accounting and advisory firm focused on mid-market businesses with integrated tax, audit, advisory, and outsourced CFO services — directly comparable integrated-services model to Tavola Group's core offering.
• PKF O'Connor Davies: Mid-market accounting and advisory firm offering tax, audit, wealth management, and business advisory to closely held businesses and their owners, mirroring Tavola's owner-centric integrated service approach.
• GRF CPAs & Advisors: Mid-Atlantic-based CPA and advisory firm serving small to mid-sized nonprofits, government entities, and businesses with audit, tax, and outsourced CFO services — comparable scope and customer profile.

Broad incumbents

• Plante Moran: Top-twenty U.S. accounting and business advisory firm serving closely held and middle-market companies; comparable mid-market and integrated advisory positioning to Tavola.
• RSM US LLP: Top-five U.S. accounting firm focused exclusively on the middle market with audit, tax, and consulting services; a much larger incumbent operating adjacent to Tavola's target client profile.
• Crowe LLP: Top-ten U.S. public accounting and consulting firm serving mid-market companies across audit, tax, advisory, and risk — broad incumbent peer with overlapping service lines including CFO advisory.
• BDO USA: Global accounting network's U.S. member firm offering assurance, tax, and advisory to mid-market and large clients; broad incumbent with services spanning the same functional categories as Tavola's.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@Tavolagroup
• Facebookfacebook.com/TavolaGroup
• LinkedInlinkedin.com/company/tavola-group
• Instagraminstagram.com/tavola.group
• Xx.com/Tavola_Group

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Tavola Group