Thompson Tax Llc

What Thompson Tax Llc does

Thompson Tax LLC is a privately held California limited liability company founded in 2017, headquartered in Roseville, California. The firm provides outsourced financial services to small businesses, entrepreneurs, franchise owner-operators, and start-up founders in the United States. Its core service portfolio spans Virtual CFO services, bookkeeping, payroll, accounting, tax strategy, and financial advisory, all delivered by a single integrated team under CPA- and EA-led oversight. The company's stated differentiator versus traditional accounting firms is the bundling of these functions into one relationship, supplemented by monthly strategic reviews and proactive (rather than reactive) advisory engagement.

The underlying technology stack is described in general terms as "technology-driven processes with human expertise," with no disclosed proprietary platforms, APIs, SDKs, integrations, or AI/ML components. Pricing is not publicly disclosed, and the firm does not publish a fee schedule; engagements are initiated through 30-minute CFO consultations booked via Calendly. Revenue mechanics appear relationship-based, with recurring strategic reviews indicating a retainer-like model rather than transactional per-return tax work.

The go-to-market motion is sales-led and bottom-of-funnel: prospective clients self-qualify and schedule consultations directly from the firm website. The company has 1-10 employees, no disclosed funding, no acquisitions or partnerships, no patents or trademarks, and no published awards or certifications. Operating geographies are limited to the United States, with no claim of global footprint. Overall, Thompson Tax LLC operates as a small, bootstrapped professional services firm whose strategic posture emphasizes integrated advisory positioning over scale or technology differentiation.

Name

Thompson Tax Llc

Legal name

Thompson Tax LLC

Website

https://thompsontaxllc.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Thompson Tax LLC is a Roseville, California-based outsourced financial services firm providing Virtual CFO, bookkeeping, payroll, accounting, tax strategy, and advisory to small businesses, entrepreneurs, franchise owners, and start-up founders across the United States.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

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

akta.pro industry

PRIMARYBPAHABAE

Outsourced Finance & CFO Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHABAJ

Indirect Tax (VAT/GST/Sales & Use) Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

Keywords

• Tax preparation services
• Virtual CFO services
• Bookkeeping and payroll
• Small business accounting
• Tax strategy planning

Headquarters

HQ city

Roseville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial Services Revenue: Thompson Tax LLC generates revenue through providing integrated financial services including Virtual CFO services, bookkeeping, payroll, accounting, tax strategy, and advisory services. The engagement model is relationship-based with monthly strategic reviews, suggesting recurring service arrangements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Thompson Tax LLC provides an integrated suite of financial services for small businesses and entrepreneurs, functioning as an outsourced CFO. Core offerings include Virtual CFO services, bookkeeping, payroll, accounting, tax strategy, and financial advisory, all managed by one team with CPA- and EA-led oversight and monthly strategic reviews.

Product overview

Thompson Tax LLC offers a unified, integrated suite of financial services under one roof rather than separate offerings. The core portfolio consists of Virtual CFO Services, Bookkeeping, Payroll, Accounting, Tax Strategy, and Financial Advisory—all managed by a single team with CPA- and EA-led oversight. The company positions itself as an 'Outsourced CFO' that integrates these services into one relationship, combining technology-driven processes with human expertise to provide monthly strategic reviews and proactive guidance rather than just reactive compliance. Customers receive a complete financial function managed by one team rather than coordinating multiple accounting firms.

Differentiator

Problem solved

Functional benefit

Products and services

• Virtual CFO Services Provides executive financial leadership for small businesses and entrepreneurs without the cost of hiring a full-time CFO, integrating with bookkeeping, payroll, accounting, tax, and advisory functions to deliver clarity for growth.
• Bookkeeping Ongoing financial record maintenance provided as part of the integrated financial function managed by one team, serving small businesses and entrepreneurs.
• Payroll Services Integrated payroll processing delivered as part of the complete financial function management for small business clients.
• Accounting Comprehensive accounting services managed by the same team and integrated with other financial functions for small businesses and entrepreneurs.
• Tax Strategy Proactive tax planning and strategy services with CPA- and EA-led oversight on every engagement, moving beyond reactive compliance for small businesses.
• Financial Advisory Monthly strategic reviews and advisory services providing proactive guidance for business growth, led by CPA and EA professionals for small business clients.

Quantifiable outcome

• Franchise owners achieve better processes for long-term growth
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Bench: Subscription-based bookkeeping and tax services targeted at small businesses. Directly competes with Thompson Tax's core bookkeeping and tax offerings, with a stronger technology platform and brand.
• CFOshare: Fractional and outsourced CFO services for SMBs and growth-stage companies. Direct overlap with Thompson Tax's Virtual CFO offering, focused on companies that cannot afford a full-time CFO.
• Collective: All-in-one financial back-office solution for SMBs and entrepreneurs, combining bookkeeping, tax, and advisory under one platform. Directly comparable in target customer and service bundling.
• Xendoo: Online accounting, bookkeeping, tax, and CFO services for small businesses. Competes head-to-head with Thompson Tax on integrated SMB financial services delivered virtually.
• Pilot.com: Tech-enabled bookkeeping, tax, and CFO advisory for startups and small businesses in the U.S. Closest comparable to Thompson Tax's outsourced CFO + bookkeeping + tax model, with significantly greater scale and venture backing.

Emerging players

• Botkeeper: Automated bookkeeping platform augmented by human accountants, serving SMBs and accounting firms. Comparable via its blend of technology and human oversight for SMB bookkeeping workflows.
• Kickstart Accounting: Cloud-based bookkeeping and accounting firm serving small businesses and startups with virtual services. Comparable in virtual delivery model and SMB target customer.

Regional players

• Bean Ninjas: Outsourced bookkeeping and financial management services for e-commerce and SMB clients, primarily serving Australia-based customers. Comparable in integrated bookkeeping + advisory model for growing businesses.

Broad incumbents

• 1-800Accountant: National accounting and tax services firm serving SMBs and individuals with on-demand CPA access. Overlaps with Thompson Tax across tax, bookkeeping, and advisory for small businesses.
• BDO USA Small Business Services: Large national CPA firm with SMB-focused outsourced accounting, tax, and advisory practices. Competes in the same SMB outsourcing segment with broader resources and brand recognition.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/thompson-tax-llc

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 Thompson Tax Llc