Larson Tax Partners

What Larson Tax Partners does

Larson Tax Partners was a St. Louis-based, full-service tax, accounting, and advisory firm founded in 2021 as the dedicated tax arm of Larson Financial Holdings. The firm delivered proactive, multi-year tax planning, tax return preparation for individuals, businesses, trusts, and estates, accounting services, and specialized advisory work covering retirement tax strategies, investment tax efficiency, business owner strategies, legacy and estate planning, and integrated financial planning. The product model differentiated on integration: tax strategy was coordinated with investments, retirement, risk management, and estate planning rather than delivered as a standalone annual filing service.

The firm served a horizontally diversified set of nine client segments including individual investors, retirees, business owners, family offices and institutions, doctors, financial advisors, commercial and residential tenants, accountants, and RIA / advisor firms. Go-to-market combined direct advisory engagement with website-driven consultation booking, supported by content marketing (webinars, YouTube, LinkedIn, Facebook) and referral networks built through the broader Larson Financial platform. Tax preparation and accounting execution were delivered through a long-standing operational partnership with UHY, an international accounting network.

In February 2026, UHY acquired Larson Tax Partners for an undisclosed sum, absorbing the practice into a network of more than 40 US offices and over 2,000 professionals. The acquisition is positioned as part of UHY's broader expansion strategy across the Midwest, South Carolina, Cincinnati, and the Northeast, and supersedes the prior Larson Financial Holdings ownership structure. Post-acquisition, the firm operates as a regional tax and advisory capability inside UHY rather than as a standalone entity.

Name

Larson Tax Partners

Legal name

Larson Financial Holdings

Website

https://larsontaxpartners.com

Company type

Private

Founded year

2021

Operating status

Acquired

Headcount range

501–1,000 employees

Short description

Larson Tax Partners is a St. Louis-based tax, accounting, and advisory firm founded in 2021 as part of Larson Financial Holdings, serving individuals, business owners, retirees, and family offices with integrated tax planning. Acquired by UHY in February 2026.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Investment Advice (6282)

akta.pro primary industry

Tax-Aware Investment Planning (FSAEAAAE)

akta.pro secondary industries

Tax-Focused Wealth Management RIAs (FSAAACAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax Planning & Compliance for Family Offices (FSAAADAE), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Tax planning services
• Accounting advisory
• Retirement tax strategies
• Estate planning advisory
• Business tax consulting

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Distribution channels3 records

Marketing channels6 records

Core offering

Larson Tax Partners provides proactive tax planning, tax return preparation, and accounting services to individuals and businesses, with offerings tightly integrated into broader financial, retirement, investment, and estate planning. Tax preparation, year-end planning, audit-ready documentation, and accounting operations are executed through a long-standing partnership with UHY. Advisory engagements are delivered through direct advisor relationships under the Larson Financial Holdings platform.

Product overview

Larson Tax Partners (now part of Larson Financial Holdings) offers a comprehensive suite of tax and accounting advisory services. The core offerings include tax planning guidance, tax return preparation, and accounting services, which are delivered through a strategic partnership with UHY. The product portfolio centers on Tax Planning and Tax & Accounting Services, supplemented by specialized advisory offerings including Retirement Tax Strategies, Investment Tax Efficiency, Business Owner Tax Strategies, Legacy & Estate Planning Strategies, and Integrated Financial Planning. These services work together as an integrated financial planning approach where tax strategy is coordinated across investments, retirement, risk management, and estate planning to help clients keep more of what they earn.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning Proactive tax planning services designed to reduce lifetime tax burden through multi-year strategies, tax-saving opportunity identification, and coordination with overall financial plans. For individuals and businesses.
• Tax & Accounting Services Tax return preparation for individuals, businesses, trusts, and estates; year-end planning; filing support for complex investment portfolios; and audit-ready documentation provided through UHY partnership.
• Accounting Services Accounting advisor services, client accounting services, and software solutions provided through UHY partnership to streamline financial operations for clients.
• Retirement Tax Strategies Evaluation of strategies to improve tax efficiency before, during, and throughout retirement, addressing how to save, withdraw, and distribute retirement assets.
• Investment Tax Efficiency Portfolio positioning, asset location strategies, and coordinated planning to improve after-tax investment outcomes.
• Business Owner Tax Strategies Evaluation of entity structures, compensation strategies, retirement plans, and other tax-efficient planning opportunities for business owners.
• Legacy & Estate Planning Strategies Strategies supporting legacy goals while considering tax efficiency for future generations, coordinated with attorneys and tax professionals.
• Integrated Financial Planning Coordination of tax considerations with investments, retirement planning, risk management, and estate planning for a comprehensive financial strategy.

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• UHYcoreStrategic or Co-development Partner · 1 February 2026UHY acquired Larson Tax Partners as part of its strategy to deepen presence in the US Midwest and enhance its national tax service capabilities. The acquisition expands UHY's Midwest market presence and tax service line. Following the acquisition, UHY now employs over 2,000 professionals across more than 40 offices in the United States. Larson Tax Partners previously operated as part of Larson Financial Holdings.
• UHYcoreStrategic or Co-development PartnerLarson Financial has worked with UHY for many years to provide tax and accounting services for clients. UHY tax professionals handle tax preparation including individual, business, trust, and estate tax return preparation, year-end planning, filing support for complex investment portfolios, and audit-ready documentation. The relationship provides clients access to UHY's accounting professionals for streamlining financial operations.

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Andersen (formerly Andersen Tax): National tax, advisory, and wealth planning firm offering integrated tax services for individuals, businesses, and family offices. Directly comparable to Larson Tax Partners in scope of tax planning plus adjacent advisory offerings.
• Anders CPAs + Advisors: Mid-market-focused CPA and advisory firm providing tax planning alongside wealth, estate, and business advisory. Comparable integrated tax-and-advisory model targeting business owners and high-net-worth individuals.
• Wipfli: Top-20 US accounting and advisory firm with a strong Midwest presence and tax practice serving business owners and individuals. Comparable in regional Midwest overlap and mid-market tax-and-advisory positioning.
• CBIZ MHM: US professional services firm providing tax, accounting, and advisory services to middle-market businesses and individuals. Comparable in tax planning plus advisory integration and similar mid-market client focus.
• Eide Bailly: Large regional CPA and advisory firm serving mid-market businesses, individuals, and family offices with integrated tax and wealth services. Comparable client mix and integrated planning approach, with similar regional focus.

Broad incumbents

• BDO USA: Top-10 global accounting network with a substantial US tax practice serving mid-market and family-office clients. Comparable as a tax-and-advisory platform with similar client profiles, though much larger and broader in service scope.
• RSM US: Mid-market-focused accounting and advisory firm with a strong US tax planning practice for business owners and high-net-worth individuals. Directly comparable client base and integrated tax-and-advisory model, with significantly larger scale.
• CliftonLarsonAllen (CLA): Large US accounting and advisory firm serving private businesses, family offices, and high-net-worth individuals with integrated tax and wealth advisory. Closely comparable to Larson in client segments and integrated tax-plus-financial-planning approach.
• KPMG US Tax Practice: Big Four tax practice serving large enterprises, family offices, and high-net-worth individuals with sophisticated tax planning. Comparable at the upper end of Larson's client base, particularly for complex multi-year planning.

Regional players

• Boulay: Midwest-based CPA and advisory firm offering tax planning and business advisory services. Comparable as a regional tax-and-advisory peer operating in overlapping Midwest geography with similar mid-market clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCkVF-IxDxOgPls95WHgX9LA
• Facebookfacebook.com/larsonfinancial
• LinkedInlinkedin.com/company/larsontaxpartners

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 Larson Tax Partners