Empowered Finances
- Company typePrivate
- Founded-
- HeadquartersDallas, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Empowered Finances firmographics
Firmographics- Name
- Empowered Finances
- Legal name
- Empowered Finances, LLC
- Website
- https://empoweredfinancesllc.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Empowered Finances industry classification
Industry- Product category
- Tax Preparation and Financial Planning Services
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industry
- Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)
Keywords
Where Empowered Finances is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Empowered Finances business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Personal Tax Preparation and Planning Services: Tax preparation and strategic planning services for individuals including couples, singles, and families to minimize tax burden and maximize returns
- Business Tax Planning and Preparation Services: Strategic tax planning and tax return preparation for businesses to minimize tax liability and support effective business decisions
- Business Accounting Services: Timely and accurate business accounting services to support financial planning and business growth
- Retirement and Estate Planning: Wealth management and estate planning strategies for families to plan their financial futures
- Military Financial Planning: Specialized financial planning services for military service members including budgeting, money management, and debt reduction
- Life Insurance Quoting: Free instant life insurance quotes provided as a complementary service
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free Consultation |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
Empowered Finances product offering
Product offeringCore offering
Empowered Finances is a Dallas, Texas-based financial services firm that provides personal and business tax preparation and planning, business accounting, retirement and estate planning, finance consulting, and specialized military financial planning. The firm operates as a multi-disciplinary practice serving individuals, families, and small business owners primarily in the Dallas-Fort Worth metroplex, with a free initial consultation offered to prospective clients.
Product overview
Empowered Finances is a financial services firm offering a multi-disciplinary approach to financial planning. The core portfolio consists of Personal Tax Preparation, Business Tax Planning and Preparation, Business Accounting, Retirement and Estate Planning, Finance Consulting, and Military Financial Planning. The company operates as a unified service offering without a modular platform architecture, providing integrated financial planning and tax services primarily for individuals, families, and small businesses in the Dallas, Texas area.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Tax Preparation
- Business Tax Planning and Preparation
- Business Accounting
- Retirement and Estate Planning
- Finance Consulting
- Military Financial Planning
- SMS Alerts Subscription
- Life Insurance Quoting
Quantifiable outcome
- 3375 completed cases and 1581 satisfied customers served
Companies that use Empowered Finances
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Empowered Finances technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Empowered Finances partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Tax Hardship CenterminorTax Hardship Center is referenced as a partner offering for clients facing tax difficulties. They provide tax resolution services including wage garnishment assistance, penalty abatement, and tax audit defense. The partnership extends the services offered to clients dealing with IRS tax hardship situations.
- Advisors Management GroupminorAdvisors Management Group is referenced in content about IRS paycheck withholdings. They provide advisory services and are mentioned as a content source for tax-related educational materials distributed through the Empowered Finances platform.
Scale indicators3 records
Recent moves5 records
Expansion highlights3 records
Empowered Finances competitors and assessment
Company assessmentDirect peers
- Liberty Tax: Franchise-based tax preparation chain offering personal and small-business tax services with comparable in-office consultation and assisted-filing model; a direct head-to-head competitor for individual taxpayers.
- H&R Block: Largest U.S. retail tax preparation chain with assisted tax filing for individuals and small businesses — directly competes with Empowered Finances for the same consumer and small-business tax-prep customer base in the DFW market.
- 1-800Accountant: Virtual accounting and tax services firm serving small businesses and entrepreneurs with bookkeeping, tax preparation, and advisory — directly comparable service mix to Empowered's business tax and business accounting offerings.
- Jackson Hewitt: National tax preparation franchise serving individual and small-business taxpayers with assisted filing; competes head-to-head with Empowered Finances' personal and business tax services in shared local markets.
- Intuit TurboTax Live: Intuit's assisted tax-preparation service combining DIY software with access to credentialed tax experts; competes with Empowered on assisted personal tax prep while leveraging a much larger platform and customer base.
Broad incumbents
- Fisher Investments: Large wealth and investment management firm serving high-net-worth individuals with retirement and estate planning — broader incumbent whose planning services compete for Empowered's retirement and estate-planning clientele, though typically at higher asset thresholds.
- LPL Financial: Largest U.S. independent broker-dealer supporting thousands of financial advisors across retirement, wealth, and financial planning — many of its independent advisors operate as small local practices directly comparable to Empowered's planning services.
- Edward Jones: National financial advisory firm offering retirement, estate, and wealth planning to individuals and families; competes with Empowered's retirement and estate planning arm, though its scale and branch footprint dwarf a local six-person practice.
- Charles Schwab: Large brokerage and wealth management platform with financial planning services for individuals and families — broad incumbent offering retirement and financial planning that overlaps Empowered's planning-and-advisory services.
Emerging players
- Ramsey Solutions: Financial education and coaching brand offering budgeting, debt reduction, and financial planning content and SmartVestor advisor referrals — adjacent competitor for the financial-coaching and personal-finance-education elements of Empowered's value proposition.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks6 records
Key highlights7 records
Customer concentration
Empowered Finances social profiles
Digital presenceEmpowered Finances financial estimates
Financial estimateRevenue estimate
Valuation estimate
Empowered Finances leadership team
Management profileNumber of profiles
Profiles1 record
Empowered Finances funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Empowered Finances M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Empowered Finances
What does Empowered Finances do?
Empowered Finances is a Dallas, Texas-based financial services firm that provides personal and business tax preparation and planning, business accounting, retirement and estate planning, finance consulting, and specialized military financial planning. The firm operates as a multi-disciplinary practice serving individuals, families, and small business owners primarily in the Dallas-Fort Worth metroplex, with a free initial consultation offered to prospective clients.
Is Empowered Finances a public or private company?
Empowered Finances is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Empowered Finances founded?
Empowered Finances was founded in -1. It employs 1 to 10 people.
Where is Empowered Finances based?
Empowered Finances is headquartered in Dallas, United States, in the North America region.
How does Empowered Finances make money?
Six revenue lines are on record. Personal Tax Preparation and Planning Services are the primary driver. The others are business Tax Planning and Preparation Services, business Accounting Services, retirement and Estate Planning, military Financial Planning and life Insurance Quoting.
Who are Empowered Finances's main competitors?
Direct peers on record are Liberty Tax, H&R Block, 1-800Accountant, Jackson Hewitt and Intuit TurboTax Live. Broad incumbents are Fisher Investments, LPL Financial, Edward Jones and Charles Schwab. Ramsey Solutions is listed as an emerging player.
Does Empowered Finances have an API?
No public API is recorded for Empowered Finances.
What industry is Empowered Finances in?
Empowered Finances's product category is Tax Preparation and Financial Planning Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of EDAAAJAN, Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors). Its SIC code is 8700.