Capitol Tax and Accounting Group

What Capitol Tax and Accounting Group does

Capitol Tax & Accounting Group, LLC is a privately held accounting and tax services firm founded in 2013 by Patrick Paulus, CPA and headquartered at 740 Regent Street, Suite 106, Madison, Wisconsin. The firm operates three offices across the Madison metro area (Madison, Middleton, and Cottage Grove) with a stated headcount of ten professionals, including multiple CPAs, an Enrolled Agent, a tax manager, senior accountants, and support staff. Its service portfolio spans seven lines: income tax preparation and e-filing, year-round tax planning, monthly and quarterly bookkeeping with payroll processing, financial consulting, QuickBooks Desktop and Online setup and consultation, full-service IRS audit representation, and certified notary services. The firm targets small and medium-sized businesses, individual taxpayers, closely held and family businesses, non-profit organizations, and trusts and estates across Madison, WI and surrounding areas.

The firm's technology foundation is built on standard professional accounting tools rather than proprietary platforms: QuickBooks Desktop and Online for bookkeeping and payroll, top-of-the-line commercial tax preparation software, and e-filing infrastructure. Differentiated offerings center on service depth rather than technology, including IRS representation handling end-to-end audit communications, QuickBooks setup with accounting method selection and chart-of-accounts design, and secure online payroll processing. The firm emphasizes the credentials of its senior team, citing over 25 years of combined professional experience across CPA credentials, QuickBooks Pro Advisor certifications, and trust/estate expertise.

Commercially, the firm operates a sales-led, direct consultation model with quote-based pricing that is not publicly disclosed. Clients schedule financial consultations across its three locations, with the Madison/East Broadway office extending hours to 8:00 AM to 7:00 PM during tax season (February 1 through April 17) to accommodate peak demand. Marketing is primarily through the company website (cap-tag.com) and word-of-mouth referrals within the Madison business community. The firm is independently owned with no parent company, no external institutional investment, and no disclosed funding rounds, operating as a single Wisconsin LLC.

Name

Capitol Tax and Accounting Group

Legal name

Capitol Tax & Accounting Group, LLC

Website

https://cap-tag.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Capitol Tax & Accounting Group is a privately held Wisconsin CPA firm founded in 2013, serving small and medium-sized businesses, individuals, non-profits, and trusts/estates across the Madison metro with tax preparation, bookkeeping, payroll, IRS representation, and QuickBooks consulting from three office locations.

Ownership category

akta.pro rank

Product category

Professional Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG)

Keywords

• Tax preparation services
• Accounting bookkeeping
• Payroll processing
• IRS audit representation
• QuickBooks consulting

Headquarters

HQ city

Madison, WI

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Income Tax Preparation and Filing: Preparation and e-filing of both business and personal income tax returns, maximizing deductions and lowering taxable income.
2. Tax Planning: Proactive tax saving strategies and year-round tax minimization services beyond compliance.
3. Accounting, Bookkeeping, and Payroll: Monthly or quarterly bookkeeping services including general ledger review, balance sheet and income statement preparation, bank account reconciliation, and payroll processing.
4. Financial Consulting: Cash flow management including lines of credit assistance, cash collection acceleration, and payment policy implementation.
5. QuickBooks Services: Setup, installation, and ongoing consultation for QuickBooks Desktop and QuickBooks Online.
6. IRS Representation: Complete audit representation services handling IRS communications from beginning to end.
7. Certified Notary Public: Document witnessing and identity verification services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Capitol Tax & Accounting Group is a Madison, WI-based CPA firm that prepares and e-files federal and state income tax returns for individuals and businesses, delivers year-round tax planning, and provides monthly/quarterly bookkeeping, payroll processing, and cash flow/financial consulting. The firm also supports clients with QuickBooks Desktop and QuickBooks Online setup and ongoing consultation, full-service IRS audit representation, and certified notary public services.

Product overview

Capitol Tax & Accounting Group offers a unified suite of financial services for residential and commercial clients. The core portfolio centers on income tax preparation and filing, tax planning, and accounting/bookkeeping services with payroll processing. QuickBooks consulting (Desktop and Online) is offered as a specialized add-on, along with notary services and IRS representation. The firm uses latest technology and top tax software with e-filing capability. The services are positioned for small and medium-sized businesses and individuals in Madison, WI and surrounding areas.

Differentiator

Problem solved

Functional benefit

Named customers3 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

Integration2 records

Feature3 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving SMBs, individuals, and non-profits with tax, audit, wealth advisory, and consulting. Closely comparable in service mix and SMB focus but at significantly larger scale.
• RSM US: Major mid-market accounting firm with tax, audit, and consulting services targeting middle-market businesses and their owners. Competes for the same closely-held business and high-net-worth individual clients.
• Baker Tilly: Major accounting and advisory firm also headquartered in Wisconsin with deep tax, audit, and consulting capabilities. A direct larger-scale competitor for Madison-area SMB and individual tax/compliance work.
• BDO USA: Global accounting network with significant U.S. mid-market practice covering tax, advisory, and accounting services. Overlaps with Capitol Tax in serving privately-held businesses and individuals needing integrated tax and accounting.
• Wipfli: Top-25 U.S. accounting and advisory firm headquartered in Wisconsin, offering tax, audit, and consulting to SMBs and individuals across the region. Overlaps directly with Capitol Tax's client base but at a much larger scale and broader service portfolio.
• Eide Bailly: Top-25 U.S. accounting firm with strong tax, audit, and advisory practices serving SMBs, non-profits, and individuals across the Midwest and beyond. Comparable service mix with a regional rather than local footprint.

Direct peers

• H&R Block: Largest U.S. retail tax preparation chain offering individual and small-business tax filing plus related financial services. Direct competitor for the personal tax preparation portion of Capitol Tax's book.
• Padgett Business Services: Franchise network of accounting firms serving small businesses with bookkeeping, tax, payroll, and advisory services. Closely mirrors Capitol Tax's SMB-focused, full-service local firm model.
• Liberty Tax: Franchise-based retail tax preparation chain serving individual taxpayers and small businesses. Directly comparable on the individual/small-business tax preparation service line.
• Jackson Hewitt: National retail tax preparation franchise focused on individual and small-business tax returns with in-person and online options. Competes for the same seasonal and individual taxpayer segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/capitol-tax-and-accounting-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Capitol Tax and Accounting Group