Stephens Tax Services

What Stephens Tax Services does

Stephens Tax Services is a privately held tax preparation and planning firm headquartered in Santa Rosa, California, that has been in continuous operation since its founding in 1983. The firm serves individuals, businesses, and corporations, offering tax preparation and planning services spanning personal and commercial filers. Its public-facing description indicates a multi-segment service approach with no disclosed product specialization beyond core tax work.

Operationally, the firm is a very small practice with between 1 and 10 employees and no disclosed revenue, funding, or management team information in the available source data. The firm's website (stephenstaxservices.com) appears to render only a verification/loading page, providing no additional context on technology stack, pricing model, service tiers, or proprietary tools. No product catalog, partnerships, certifications, awards, patents, or technology platform details are documented. There is no evidence of software products, mobile applications, API integrations, AI capabilities, or proprietary tax technology—the offering appears to be a traditional professional services engagement model.

The business model is consistent with a local CPA/tax practice: fee-for-service tax preparation and advisory work for nearby individuals and small-to-mid businesses in the Santa Rosa market. No headcount growth, geographic expansion, capital raise, M&A, or leadership change signals are documented; no parent company, subsidiary, or alternative brand structure is identified. The firm's 40+ year operating history since 1983 is the principal documented strategic fact, and the overall evidence base is thin.

Name

Stephens Tax Services

Website

https://stephenstaxservices.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

Stephens Tax Services is a privately held tax preparation and planning firm in Santa Rosa, California, founded in 1983, serving individuals, businesses, and corporations with traditional professional tax services.

Ownership category

akta.pro rank

Product category

Tax Preparation & Planning Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

Keywords

• Tax preparation services
• Tax planning services
• Business tax services
• Individual tax filing
• Corporate tax advisory

Headquarters

HQ city

Santa Rosa

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Core offering

Stephens Tax Services provides tax preparation and tax planning services to individuals, businesses, and corporations. The firm is a small, locally focused practice headquartered in Santa Rosa, California that has been operating since 1983, delivering professional tax compliance and advisory engagements for a diverse client base.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Preparation of tax returns for individuals, businesses, and corporations, covering annual compliance and filing requirements.
• Tax Planning Services Advisory tax planning services for individuals, businesses, and corporations to manage tax positions and obligations throughout the year.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Ernst & Young (EY) Tax: EY's tax practice is a broad incumbent — delivers tax compliance and planning for corporations and individuals, including a Private Client Services group that maps to Stephens' individual/higher-net-worth segments at the upper end of the market.
• KPMG Tax: KPMG Tax is a broad incumbent — provides corporate and personal tax compliance and advisory services across the US, comparable to Stephens' higher-end corporate filings and business tax engagements in service category, though at vastly different scale.
• PwC Tax Services: PwC's tax practice is a broad incumbent — offers federal, state, and international tax compliance and planning for corporate and individual clients, providing an enterprise-scale reference point for the corporate-side segment Stephens claims to serve.
• Deloitte Tax LLP: Deloitte Tax is a broad incumbent — it provides tax preparation, planning, and compliance services to corporations and high-net-worth individuals, overlapping with Stephens' 'businesses, corporations, and more' service line at a much larger scale and with broader advisory capability.
• Intuit (TurboTax): Intuit/TurboTax is a broad incumbent — while not a direct office-based competitor for Stephens' in-person engagements, TurboTax defines the self-service alternative that anchors the same individual tax-preparation market Stephens serves, and Intuit also offers Live/Full Service tiers that touch professional-prep territory.

Direct peers

• Liberty Tax Service: Liberty Tax Service is a direct peer — an office-based tax preparation franchise serving individual and small-business filers, comparable to Stephens in service mix, delivery model, and target customer.
• H&R Block: H&R Block is a direct peer — both Stephens Tax Services and H&R Block deliver consumer-facing tax preparation and filing services to individuals and small businesses; H&R Block is the scaled national counterpart operating company-owned and franchise offices in the US.
• Jackson Hewitt Tax Service: Jackson Hewitt is a direct peer — it provides retail and online tax preparation services for individuals and small businesses, mirroring Stephens Tax Services' core personal and small-business tax filing proposition through a similar seasonal retail/office model.

Emerging players

• Marcum LLP: Marcum LLP is an emerging mid-market accounting and tax services firm that serves small and mid-sized businesses and high-net-worth individuals in similar service categories to Stephens; its aggressive growth and Northern California presence makes it a relevant peer for Stephens' business-client segment.
• CLA (CliftonLarsonAllen): CLA is a top-10 US accounting and advisory firm focused on small/mid-sized businesses and individuals; comparable to Stephens as a competitor for the same small-business and individual tax-compliance clients, but at materially larger scale and geographic breadth.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights4 records

Customer concentration

• Facebookfacebook.com/stephenstaxservices
• LinkedInlinkedin.com/company/stephens-tax-services

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 Stephens Tax Services