Track
Track LLC is a founder-owned CPA firm in Arden Hills, Minnesota, founded in 2023, providing tax preparation, year-round tax planning, bookkeeping, and business advisory services to individuals, SMBs, and financial advisors through a consultative model and the Sync advisor partnership program.
- Company typePrivate
- Founded2023
- HeadquartersArden Hills, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Track firmographics
Firmographics- Name
- Track
- Legal name
- Track LLC
- Website
- https://trackcpa.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Track LLC is a founder-owned CPA firm in Arden Hills, Minnesota, founded in 2023, providing tax preparation, year-round tax planning, bookkeeping, and business advisory services to individuals, SMBs, and financial advisors through a consultative model and the Sync advisor partnership program.
- Ownership category
- akta.pro rank
Where Track is headquartered
LocationHeadquarters
- HQ city
- Arden Hills
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Track business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Tax Preparation Services: Professional tax preparation and filing for individuals and businesses. Services range from basic tax prep to complex tax situations including crypto, equity compensation, international assets, and multi-state filings. Revenue is generated per engagement with pricing based on complexity.
- Tax Planning & Strategy: Year-round strategic tax planning integrated with preparation services. Includes optimization strategies, year-round consultation, and proactive tax planning throughout the year rather than just at tax time.
- Bookkeeping Services: Ongoing bookkeeping and book review services for businesses. Can be weekly, monthly, or quarterly engagements, with options for DIY support or fully outsourced bookkeeping.
- Sync Advisor Partnership Platform: Annual platform subscription ($5,000) plus per-client fees ($300) for financial advisors accessing integrated tax services for their clients. Advisors can choose shared investment or full coverage billing models.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Tax Prep Only - Essential professional preparation and filing |
| Subscription | Annual | Tax Prep + Planning - Preparation with strategic year-round planning |
| Subscription | Annual | Sync Platform - Advisor partnership program |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Track product offering
Product offeringCore offering
Track is a CPA firm that delivers professional tax preparation, year-round tax planning and strategy, bookkeeping/book review, and business startup services to individuals, families, small-to-medium businesses, and non-profits. It also operates the Sync advisor partnership program that bundles its tax and accounting services for financial advisors to offer to their clients.
Product overview
Track is a CPA firm providing tax and accounting services as a unified offering rather than a modular software platform. The core service portfolio includes four interconnected service lines: Annual Tax Preparation for compliance filing, Future Ready Tax Planning + Strategy for year-round optimization, Business Start-Up + Ongoing Services for entity formation and business support, and Bookkeeping + Book Review for financial record maintenance. The Sync Advisor Partnership Program extends these services to financial advisors seeking a tax and accounting partner for their practice, integrating Track's core capabilities into the advisor's client service workflow.
Differentiator
Problem solved
Functional benefit
Products and services
- Annual Tax Preparation Professional tax preparation and filing services for personal and business tax returns, including compliance and maximization of available tax opportunities. Aimed at individuals, families, and small-to-medium businesses, including complex situations such as multi-state filings, crypto, equity compensation, and international assets.
- Future Ready Tax Planning + Strategy Year-round strategic tax planning and strategy services to navigate specific tax complexities and optimize financial positions throughout the year, not only at tax time. Includes ongoing consultation, optimization strategies, and proactive planning for individuals and businesses.
- Business Start-Up + Ongoing Services Business formation and ongoing support including entity type selection, S-Corp election timing, and payroll and bookkeeping software decisions, plus ongoing compliance for established small-to-medium businesses.
- Bookkeeping + Book Review Bookkeeping services delivered on a weekly, monthly, or quarterly basis, with options for DIY support or fully outsourced bookkeeping, supplemented by book review engagements for business clients.
- Sync Advisor Partnership Program An advisor partnership program that integrates Track's tax planning and preparation services into financial advisors' practices, with dedicated tax team support, CPA office hours, co-branded materials, prospect reviews, and client onboarding. Advisors pay an annual platform fee of $5,000 plus $300 per client.
Companies that use Track
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles3 records
Track technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Track partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered minor.
- 7SaturdaysminorFinancial advisor partner participating in Track's Sync program. 7Saturdays refers clients to Track for integrated tax services as part of their comprehensive financial planning offerings.
- Modern Wealth BuildersminorFinancial advisor partner in Track's Sync program. Modern Wealth Builders collaborates with Track to provide tax planning and preparation services to their clients.
- AbundominorFinancial advisor partner in Track's Sync advisor partnership program, utilizing Track's tax services to complement their financial advisory practice.
- ExhaleminorFinancial advisor partner in Track's Sync program, integrating Track's tax preparation and planning services into their client offerings.
- TilliminorFinancial advisor partner in Track's Sync program, referring clients for comprehensive tax and accounting services.
- TrucourseminorFinancial advisor partner in Track's Sync program, collaborating on client tax planning and preparation services.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
Track competitors and assessment
Company assessmentDirect peers
- NorthRock Partners: Minneapolis-based tax and wealth advisory firm where Track's founder previously worked. Comparable in client segment (HNW individuals and families) and integrated tax + financial advisory model.
- Anders CPA: Twin Cities-based CPA and advisory firm serving individuals, families, and businesses with tax, accounting, and wealth advisory services. Directly comparable in market geography, service mix, and mid-market HNW client focus.
- Boulay Group: Minneapolis-based accounting and advisory firm offering tax, bookkeeping, and business consulting to closely held businesses and high-net-worth individuals. Directly comparable in Twin Cities market, service portfolio, and client segment.
Broad incumbents
- BDO USA: Global accounting network with substantial U.S. tax practice serving private businesses and high-net-worth individuals. Overlaps with Track's complex tax positioning (international, equity comp, multi-state).
- Wipfli: Top-20 U.S. accounting and advisory firm with a significant Minneapolis presence and deep HNW/individual tax practice. Overlaps heavily with Track's tax, planning, and bookkeeping offerings at much greater scale.
- Plante Moran: Major U.S. accounting and advisory firm with tax services for HNW individuals, closely held businesses, and financial institutions. Comparable HNW tax expertise at significantly larger scale.
- Eide Bailly: Top-30 U.S. accounting firm with regional Minnesota presence serving closely held businesses, HNW individuals, and financial advisors. Overlaps with Track's service mix and advisor partnership thesis.
- RSM US: Large U.S. accounting and advisory firm with individual tax, private business, and financial-advisor-facing service lines. Competes for the same HNW and SMB tax engagements Track targets.
- KPMG: Big 4 firm where Track's founder and several team members trained. Sets the bar for HNW, international, and complex tax advisory work that Track aspires to deliver at boutique scale and price.
- CliftonLarsonAllen (CLA): National accounting firm with strong Twin Cities presence serving private businesses, individuals, and advisors with tax, advisory, and wealth services. Comparable client overlap at significantly larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Track social profiles
Digital presenceTrack financial estimates
Financial estimateRevenue estimate
Valuation estimate
Track leadership team
Management profileNumber of profiles
Profiles13 records
Track funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Track 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 Track
What does Track do?
Track is a CPA firm that delivers professional tax preparation, year-round tax planning and strategy, bookkeeping/book review, and business startup services to individuals, families, small-to-medium businesses, and non-profits. It also operates the Sync advisor partnership program that bundles its tax and accounting services for financial advisors to offer to their clients.
Is Track a public or private company?
Track is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Track founded?
Track was founded in 2023. It employs 1 to 10 people.
Where is Track based?
Track is headquartered in Arden Hills, United States, in the North America region.
How does Track make money?
Four revenue lines are on record. Tax Preparation Services are the primary driver. The others are tax Planning & Strategy, bookkeeping Services and sync Advisor Partnership Platform.
Who are Track's main competitors?
Direct peers on record are NorthRock Partners, Anders CPA and Boulay Group. Broad incumbents are BDO USA, Wipfli, Plante Moran, Eide Bailly, RSM US, KPMG and CliftonLarsonAllen (CLA).
Does Track have an API?
No public API is recorded for Track.