Liberty Financial Solutions

What Liberty Financial Solutions does

Liberty Financial Solutions is a Texas-based CPA firm operating from Arlington (2317 Roosevelt Dr Ste. D) under the legal entity Liberty Financial Solutions, LLC, with an affiliated operating subsidiary, Horton & Dennis, LLC. The firm is led by Founder & CEO Brad Horton (CPA, CFE, MST) — who spent nearly 15 years inside the IRS before private practice — and CFO Wade A. Dennis (CPA, MST), with combined experience exceeding 45 years in tax compliance, IRS controversy, and forensic accounting. It operates under multiple DBAs (Liberty Financial Solutions, LF Solutions, Liberty Tax Defenders, Horton & Dennis CPA) to segment IRS resolution services from general accounting services, and serves clients nationwide on a remote-delivery model despite its single Texas office.

The firm's product portfolio spans four interconnected revenue streams: (1) IRS Tax Resolution Services ("Tax Defenders") — representation and negotiation for back taxes, audits, wage garnishment, liens, levies, installment agreements, offers in compromise, and penalty abatement, priced via free consultation; (2) Tax Preparation Packages for individuals ($275-$1,200+) and businesses ($650-$6,500+), covering Forms 1040, 1120, 1065 and multi-state filings; (3) Bookkeeping & Payroll subscriptions at $600-$2,500/month (Essential Compliance, Growth & Advisory, Full Service CFO) providing the firm's recurring-revenue base; and (4) CPA Consulting & Advisory including fractional CFO, tax planning/forecasting, business entity setup, and specialized services for high-net-worth individuals (estate planning, equity compensation) and international filers (FBAR, FATCA, FEIE, PFIC). A free Form 4868 extension service and a free tax/accounting course function as lead-generation tools.

The business model is a sales-led, consultative professional services model with no software platform. Distribution runs through direct phone (817-274-9985) and website contact forms, supported by a content marketing and SEO engine (educational blog targeting IRS resolution keywords, a free eBook lead magnet). The firm reports saving clients nearly $2 million in IRS-claimed amounts and removing over $120,000 in penalties for at least one client. Customer base is a long-tail mix of individuals with IRS problems, small/mid-sized businesses, high-net-worth families, real estate investors, and multi-state/international taxpayers — all served through high-touch, CPA-led engagements rather than self-serve or productized delivery.

Name

Liberty Financial Solutions

Legal name

Liberty Financial Solutions, LLC

Website

https://lfsolutions.us

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Liberty Financial Solutions is a Texas-based CPA firm led by former-IRS specialists Brad Horton and Wade Dennis, providing IRS tax resolution, tax preparation, bookkeeping/payroll subscriptions, and fractional CFO services to individuals and small businesses nationwide.

Ownership category

akta.pro rank

Headquarters

HQ city

Arlington

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, Others

Revenue model

1. Tax Preparation Services: CPA-led tax preparation for individuals and businesses, including personal income tax returns (Form 1040), business and corporate filings (Forms 1120, 1065), and multi-state filings. Revenue is generated through tiered service packages ranging from basic to premium offerings.
2. IRS Resolution Services: Expert representation and negotiation services with the IRS for back taxes, audits, wage garnishment relief, installment agreements, offers in compromise, and penalty abatement. Services are priced based on complexity and include free initial consultations.
3. Bookkeeping & Payroll Services: Monthly bookkeeping, payroll processing, and compliance support for Texas businesses. Offered through tiered monthly packages (Essential Compliance, Growth & Advisory, Full Service CFO) with recurring monthly revenue.
4. CPA Consulting & Advisory: Fractional CFO services, tax planning and forecasting, business entity setup, and consulting engagements. These strategic advisory services complement core compliance work.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Liberty Financial Solutions is a CPA-led firm that provides IRS tax resolution (negotiation of back taxes, audits, liens, levies, wage garnishment, penalty abatement, offers in compromise, and installment agreements), tax preparation for individuals and businesses (Forms 1040, 1120, 1065, multi-state), monthly bookkeeping and payroll, fractional CFO and CPA consulting, business entity setup, free federal tax extension filing, and specialized services for high-net-worth individuals, estate planning, and international tax reporting (FBAR/FATCA/FEIE).

Product overview

Liberty Financial Solutions is a CPA-led financial services firm offering a comprehensive suite of tax resolution and accounting services. The core offering centers on IRS Tax Resolution Services (Tax Defenders) for resolving back taxes, audits, notices, penalties, liens, levies, and wage garnishment. Complementary services include H&D Accounting for CPA accounting, tax preparation, and bookkeeping/payroll services organized in tiered packages (Basic through Full Service), along with specialized offerings like Fractional CFO Services, High Net Worth Tax Prep, Estate Tax Planning, and International Tax Reporting (FBAR, FATCA, FEIE). The portfolio also includes add-on services such as CPA Consulting, Business Entity Setup, Tax Planning & Forecasting, and a Free Tax Extension Filing service. The firm operates on a service-delivery model without a software product platform.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Saved clients nearly $2 million that the IRS claimed they owed
• +2 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Top-tier accounting and tax advisory firm serving mid-market and high-net-worth clients with tax preparation, international reporting, and advisory services. Comparable on the higher-end of Liberty's tax prep and advisory practice, with far greater scale and resources.
• Jackson Hewitt Tax Service: Large national tax preparation chain with retail locations and assisted filing for individuals and small businesses. Comparable to Liberty on individual tax prep, though Liberty has deeper IRS resolution specialization.
• H&R Block: National tax preparation giant offering retail tax filing plus premium services for small businesses and complex returns. Overlaps with Liberty's tax preparation and small-business bookkeeping offerings, but at vastly larger scale and with a retail footprint.

Direct peers

• Tax Defense Network: National IRS tax resolution company offering back-tax relief, levy/lien release, and audit representation for individuals and small businesses. Competes head-to-head with Liberty on IRS negotiation services, with similar use-case focus.
• Community Tax Relief: Tax resolution firm offering IRS settlement, lien removal, and wage garnishment relief for distressed taxpayers. Comparable to Liberty's core IRS representation practice, with a similar consultative sales model.
• Optima Tax Relief: One of the largest U.S. tax resolution firms, specializing in IRS back-tax negotiation, penalty abatement, and installment agreements for individuals and businesses. Directly comparable to Liberty Financial Solutions' Tax Defenders service line, with broader scale and national brand recognition.
• Anthem Tax Services: Tax resolution firm specializing in IRS and state tax debt resolution for individuals and businesses. Directly comparable to Liberty on the IRS negotiation side, with similar consultative intake and penalty-abatement services.
• Greenback Tax Services: Tax resolution and preparation firm focused on IRS back taxes, audits, and penalty reduction for individuals and small businesses. Overlapping service mix and customer base with Liberty Financial Solutions.
• Larson Tax Relief: National tax resolution company providing offers in compromise, installment agreements, and penalty abatement. Comparable IRS-focused practice targeting individual and small-business taxpayers in distress.

Emerging players

• Intuit TurboTax Live: Tech-enabled tax preparation product with on-demand CPA/EA support for assisted filing. Adjacent to Liberty's tax prep business, with a software-first delivery model that threatens traditional CPA pricing.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/liberty-financial-solutions-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

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 Liberty Financial Solutions