Accounting and Tax Services

What Accounting and Tax Services does

Accounting and Tax Services, operating under the brand ATS Tax Pros, is a family-owned Certified Public Accounting firm founded in 1982 and headquartered in Irvine, California. The firm delivers comprehensive tax preparation and accounting services to individuals, families, and small businesses across Orange County through a direct professional services model. Its core offerings include tax preparation (individual, corporate, partnership, trust, and amended returns, including foreign income and FBAR/FATCA reporting), ongoing bookkeeping and financial statement preparation, payroll processing and government reporting, IRS audit representation, incorporation services, and specialty services such as FAFSA and college financial aid consulting. All work is performed by licensed CPAs—principals Sitara Mamdani (40+ years of experience) and Tazin Yunis (25+ years, bilingual English/Spanish), supported by a CTEC Registered Tax Preparer and additional staff for a total team of approximately nine.

The firm operates without proprietary technology platforms, APIs, or digital products; it relies on industry-standard accounting and tax preparation software and delivers services via phone, email, Zoom, and in-person consultation. Revenue is generated primarily through recurring monthly or annual engagements (bookkeeping, payroll, tax season filings) supplemented by event-driven services (audit representation, incorporation) and professional services consulting. Pricing is quote-based and not publicly disclosed; a free initial consultation serves as the primary acquisition mechanism. Marketing is conducted through SEO-optimized website content, a monthly educational tax-update blog, and direct outreach, with no paid advertising, partnerships, or referral networks disclosed. The firm is bootstrapped and family-controlled, with no external investors, parent company, or acquisition history.

Name

Accounting and Tax Services

Legal name

Accounting and Tax Services

Website

https://atstaxpros.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1–10 employees

Short description

Accounting and Tax Services (ATS Tax Pros) is a family-owned CPA firm in Irvine, CA, founded in 1982, serving individuals, families, and small businesses in Orange County with tax preparation, bookkeeping, payroll, IRS audit representation, and specialty services.

Ownership category

akta.pro rank

Product category

Tax Preparation & Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Tax preparation services
• Small business accounting
• Bookkeeping and payroll
• IRS audit representation
• Foreign income reporting

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices1 record

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: Individual, corporate, partnership, trust, and amended returns including foreign income and FBAR reporting. Core recurring revenue stream from annual tax season filings.
2. Accounting and Bookkeeping: Monthly/quarterly bookkeeping, financial statements, income statements, balance sheets, and general ledger services. Recurring revenue from ongoing bookkeeping engagements.
3. Payroll Services: Complete payroll processing, quarterly tax filings (941/940/DE9/DE9C), year-end reporting (W-2, W-3, 1099, 1096). Recurring service for small business clients.
4. IRS Audit Representation: Representation through audits, notices, offers in compromise, and appeals. Event-driven service as needed.
5. Incorporation Services: Formation of LLCs, corporations, S-corps with compliance support, bylaws, tax elections. One-time service with compliance ongoing.
6. FAFSA and College Financial Aid: Financial aid consulting, planning, and FAFSA preparation. Specialty service for families in Orange County.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Accounting and Tax Services is a family-owned CPA firm delivering comprehensive tax preparation, accounting, bookkeeping, payroll, and IRS audit representation services for individuals, families, and small businesses in Orange County, CA. Specialized offerings include FBAR/FATCA foreign income reporting, incorporation services, and FAFSA/college financial aid consulting. All services are rendered directly by licensed CPAs through recurring monthly/quarterly engagements and annual tax-season filings rather than software or digital products.

Product overview

Accounting and Tax Services (ATS Tax Pros) is a family-owned CPA firm providing comprehensive tax and accounting services through a unified service offering rather than a software platform. The firm delivers eight distinct but interconnected service lines: Tax Preparation Services covering all return types (individual, corporate, partnership, trust, amended); IRS Audit Representation; Accounting & Bookkeeping; Payroll & Government Reporting; Foreign Income & Asset Reporting (FBAR/FATCA); FAFSA & College Financial Aid Consulting; Incorporation Services; and Tax Consultation & Planning. All services are delivered directly by licensed CPAs through traditional consulting engagements, with no software products, APIs, or digital platforms involved.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Comprehensive tax preparation for individual, corporate, partnership, trust, and amended returns, including foreign income and FBAR/FATCA reporting. Targeted at individual taxpayers and small business entities in Orange County.
• IRS Audit Representation & Correspondence Representation and support through income tax, sales tax, payroll tax, and workers compensation audits, IRS notices, offers in compromise, appeals, and tax liability resolution. Targeted at individuals and small businesses facing IRS or state tax actions.
• Accounting & Bookkeeping Full-service bookkeeping including monthly and quarterly services, financial statements with comparative data, balance sheets, general ledgers, financial planning, cash-flow analysis, and budgeting. Targeted at small business clients.
• Payroll & Government Reporting Complete payroll processing with quarterly returns (941, 940, DE9, DE9C), sales and excise tax filings, and year-end reporting including W-2, W-3, 1099, and 1096 forms. Targeted at small business clients.
• Foreign Income & Asset Reporting FBAR (Foreign Financial Account Reporting), FATCA compliance, and foreign gifts reporting for individual and entity clients with international financial interests. Targeted at Orange County clients with cross-border tax obligations.
• FAFSA & College Financial Aid Consulting Financial aid consulting, eligibility planning, and FAFSA form preparation services for families navigating college financing. Targeted at Orange County families.
• Incorporation Services Entity formation for LLCs, corporations, and S-corps including federal and state ID numbers, corporate seals, stock certificates, S-Corp elections, bylaws, and annual meeting minutes. Targeted at small business clients and entrepreneurs.
• Tax Consultation & Planning Proactive tax planning strategies delivered through office, phone, and on-site consulting, including income and expense analysis. Targeted at individuals and small businesses seeking year-round tax advice.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Bench: Tech-enabled bookkeeping and accounting service for small businesses combining software with a dedicated team. Comparable because it targets the same small business bookkeeping and financial statements workflow as ATS, but with a software-led, scalable model.
• Botkeeper: AI-augmented bookkeeping service combining automated data capture with human accountants. Comparable as a technology-driven disruptor to traditional manual bookkeeping services like ATS's recurring bookkeeping engagements.
• Pilot: Tech-enabled bookkeeping, tax, and CFO services primarily for startups and small businesses. Comparable because it offers the same recurring monthly bookkeeping and tax stack as ATS, but with a software-first delivery model and tech-oriented client base.

Broad incumbents

• Wipfli: Major U.S. accounting and advisory firm focused on small and mid-sized businesses with tax, accounting, payroll, and audit services. Comparable as a direct competitor to ATS for small business tax, payroll, and bookkeeping engagements, though at significantly larger scale.
• BDO USA: Large national accounting and tax advisory firm serving middle-market businesses with audit, tax, and advisory services. Comparable as a CPA-led tax and accounting services provider, though operating at a much larger scale and serving larger SMB and middle-market clients than ATS.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm providing tax, audit, advisory, and outsourced accounting services to SMB and middle-market clients. Comparable because it competes for small business tax, bookkeeping, and payroll work similar to ATS, but with national reach and a more diversified service portfolio.
• Intuit TurboTax: Dominant DIY tax preparation software used by tens of millions of individual filers, with small business and self-employed tiers. Comparable as the primary substitute product for ATS's individual tax prep services and a persistent pricing/cost-pressure competitor.
• Liberty Tax: Franchised tax preparation chain serving individual taxpayers with both in-office and digital channels. Comparable as a competitor for entry-level and middle-market individual tax clients, though lacking ATS's CPA-licensed, family-owned positioning.
• Jackson Hewitt: National franchised tax preparation chain offering individual and small business tax services, often positioned toward underserved middle-income taxpayers. Comparable to ATS as a direct competitor for similar client segments, though operating through a franchise model rather than a local CPA firm.
• H&R Block: National tax preparation and financial services chain offering individual and small business tax filing, bookkeeping, and adjacent services. Comparable because it directly competes for the same individual and SMB tax clients as ATS, but at vastly larger scale and with retail plus digital distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/atstaxpros

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Accounting and Tax Services