The Tax Shop

Name

The Tax Shop

Legal name

The Tax Shop

Website

https://thetaxshop.net

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Tax Preparation & Accounting Services

NAICS

Tax Preparation Services (541213), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Tax preparation services
• Bookkeeping services
• Financial planning
• Estate planning
• Small business accounting

Headquarters

HQ city

Moultrie

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel

Revenue model

1. Tax Preparation Services: Income tax preparation for individuals, corporations, LLCs, partnerships, estates, trusts, and fiduciaries. Electronic filing included free. Revenue generated through service fees for tax return preparation and filing.
2. Bookkeeping and Accounting Services: Full-charge bookkeeping services including accounts payable/receivable, payroll functions, bank reconciliation, financial statements, and business tax reports. Billed as service fees based on scope of work.
3. Financial Advisory and Consulting: Advisory/consultation services for business setup, organizational structure, financial software support, and ongoing business problem solving. Also includes estate/gift planning and investment review services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

The Tax Shop is a tax preparation and accounting firm that prepares and e-files federal and state income tax returns for individuals, corporations, LLCs, partnerships, estates, trusts, and fiduciaries, and provides ongoing bookkeeping, payroll, financial statements, and business advisory. It also delivers investment review, retirement and estate/gift planning, and IRS-authorized services including ITIN acceptance agent work and taxpayer representation. The firm offers QuickBooks and Peachtree software setup/support as a Peachtree Partners Accountant and QuickBooks Professional Advisors Program member.

Product overview

The Tax Shop is a Georgia-based tax and accounting firm operated by Dennis W. Futch, Enrolled Agent. The company offers a comprehensive suite of tax and financial services rather than a software product. Core offerings include tax planning and filing (with free electronic filing), bookkeeping, general accounting services, investment review, financial planning, and estate/gift planning. The company provides financial software support as Peachtree Partners Accountant and QuickBooks Professional Advisors Program members, offering consultation on software selection and training. Additional services include business problem solving, advisory/consultation, and IRS-authorized ITIN acceptance agent services. The company also offers mobile applications for iPhone and Android devices. The Tax Shop positions itself as providing quality financial services with a focus on long-term financial security for clients in Colquitt County, Georgia.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning and Filing

Quantifiable outcome

• Audit rate reduced 40-60% with electronic filing
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• IRS (Internal Revenue Service)coreOthersIRS Authorized ITIN (Form W-7) Acceptance Agent. Authorized to represent taxpayers before the IRS. Participated in IRS Practitioner Secure Messaging System Pilot in 2007 as one of only 10 practitioners selected nationally.
• National Society of AccountantsminorOthersProfessional membership organization for accountants. Dennis W. Futch is a member.
• National Association of Enrolled Agents (NAEA)coreOthersProfessional membership organization for Enrolled Agents. Dennis W. Futch is a member. The NAEA sets standards for the enrolled agent profession.
• National Association of Tax PractitionersminorOthersProfessional membership organization for tax practitioners. Dennis W. Futch is a member.
• Georgia Association of Public AccountantsminorOthersState-level professional association for public accountants in Georgia. Dennis W. Futch is a member.
• Georgia Association of Enrolled Agents (South GA Chapter)coreOthersState-level association for Enrolled Agents. Dennis W. Futch serves as Vice President of the South Georgia chapter.
• Republic BankminorOthersAwarded The Tax Shop its five-star Responsible Refund Anticipation Loan Award; one of only 164 tax preparers to receive this recognition.

Scale indicators4 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Padgett Business Services: Franchised accounting and tax services network targeting small and mid-sized businesses, offering bookkeeping, payroll, tax prep, and advisory. Closely comparable to The Tax Shop's small-business bookkeeping + tax prep + advisory mix; differs in franchise distribution and broader geographic footprint.
• Liberty Tax Service: U.S. tax preparation franchise serving individual and small-business clients through neighborhood offices with seasonal staffing. Comparable product offering (tax prep + e-file + refund loans) and customer profile; competes in adjacent counties where it might overlap with The Tax Shop's rural catchment.
• H&R Block: Largest U.S. tax preparation retail chain; offers individual and small-business tax prep with electronic filing, plus bookkeeping and advisory services through its Wave and Block Advisors units. Direct comparable in core service mix and customer base, but operates at national scale with franchised offices rather than a sole-proprietor local model.
• Jackson Hewitt Tax Service: National tax preparation franchise focused on individual filers, particularly lower-to-middle-income households; offers in-office and online filing. Comparable in core service (seasonal tax prep + e-file) and target customer, though delivers through a franchise model with thousands of locations rather than a single owner-operated office.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services firm targeting small and growing businesses with subscription pricing. Overlaps with The Tax Shop's bookkeeping + tax + advisory offering but competes on technology, scalability, and remote delivery rather than local in-person service.
• 1-800Accountant: Virtual accounting and tax services firm serving small businesses and individuals nationwide with bundled bookkeeping, payroll, and tax preparation. Competes with The Tax Shop for small-business clients via a remote, technology-enabled delivery model; partial overlap rather than direct local competition.

Broad incumbents

• Intuit (TurboTax / QuickBooks Live): Owner of TurboTax (DIY tax prep) and QuickBooks Live (human-assisted bookkeeping + tax), plus a Professional Advisor program of which The Tax Shop is a member. Sets the technology standard for tax/bookkeeping and offers a competing assisted-service channel that competes for the same small-business and individual clients.
• BDO USA: Top-tier U.S. accounting and advisory firm providing tax compliance, planning, and consulting to individuals, businesses, and HNW clients. Overlaps with The Tax Shop's tax + planning + advisory value proposition at the high end; does not target rural small-business filers directly.
• Cherry Bekaert: Regional U.S. accounting and advisory firm with strong Southeast presence, providing tax, advisory, and accounting services to mid-market businesses and HNW individuals. Comparable service mix and southeastern U.S. footprint; differs in scale and CPA-led delivery model.
• RSM US: Large U.S. middle-market accounting firm offering tax compliance, planning, and advisory across individual, business, and HNW segments. Comparable in tax advisory + accounting breadth, but operates at national scale with CPA partners rather than Enrolled Agent credentials and serves larger client profiles.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/The_Tax_Shop
• Facebookfacebook.com/thetaxshopGA
• LinkedInlinkedin.com/company/the-tax-shop_2

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 The Tax Shop