Four15 Advisors Llc

Name

Four15 Advisors Llc

Legal name

Four15 Advisors, LLC

Website

https://four15advisors.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Tax Preparation and Financial Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Tax preparation services
• Financial planning services
• Creative professional tax
• Freelancer tax advisory
• Personal financial advisory

Headquarters

HQ city

Brielle

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

Revenue model

1. Tax Preparation Services: Core revenue stream from preparing individual tax returns. The firm offers different service tiers: 'Movin' On Up' package and 'The Professional' package with 'Four15 Concierge' services. Pricing appears quote-based depending on tax complexity.
2. Financial Planning Services: Comprehensive financial planning including tax planning, retirement planning, student loan optimization, debt management, and cash flow analysis. Offered through Eric Feldman's affiliated firm Financial Futures, LLC.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Four15 Advisors provides tax preparation, year-round tax planning, and financial advisory services targeted at creative professionals (advertising, marketing, entertainment, media, art, sales) and freelancers. The firm offers tiered tax packages, including a 'Movin' On Up' entry-level package and 'The Professional' package with Four15 Concierge services, with pricing set on a quote basis depending on tax complexity. Complementary financial planning and wealth management services are delivered through affiliated entities Odigo Financial, LLC and Financial Futures, LLC.

Product overview

Four15 Advisors LLC operates as a boutique financial services company offering a unified tax preparation and advisory service for creative professionals. The core offering is tax preparation and year-round tax advice for professionals in advertising, marketing, entertainment, media, art, sales, and financial industries. The company has expanded to offer financial planning through two related entities: Odigo Financial (wealth management) and Financial Futures (comprehensive financial planning including retirement, debt management, and tax optimization). Additional service tiers include the Movin' On Up Package and The Professional Package with Four15 Concierge services, which provide enhanced support and referral incentives.

Differentiator

Problem solved

Functional benefit

Products and services

• Four15 Advisors Tax Preparation Services Year-round tax preparation and advisory services for creative professionals in advertising, marketing, entertainment, media, art, sales, and financial industries, including self-employed clients with sole proprietorships, LLCs, partnerships, and S-corporations. Services are delivered remotely via phone and email.
• Financial Futures Financial Planning Comprehensive financial planning services covering tax issues, retirement planning, student loan optimization, debt management, cash flow analysis, and wealth management. Provided through an affiliated fee-only planning firm connected to Four15 Advisors.
• Odigo Financial Wealth Management Financial planning and wealth management services designed to help clients take control of their financial future; delivered through an affiliated firm founded by Eric Feldman that extends Four15 Advisors' offerings into holistic financial planning.

Quantifiable outcome

• Clients have received thousands of dollars in refunds due to expert tax advice

Named customers4 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Financial Futures, LLCcoreStrategic or Co-development PartnerAffiliated fee-only financial planning firm founded by Eric Feldman. Financial Futures provides comprehensive financial planning services including tax planning, retirement planning, student loan optimization, debt management, cash flow analysis, and investment management. The partnership extends Four15 Advisors' service offerings from tax preparation to holistic financial planning.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Bench Accounting: Tech-enabled bookkeeping and tax preparation service for small businesses and self-employed — closely comparable bundled bookkeeping/tax/advisory offering delivered remotely.
• Keeper Tax: AI-powered tax filing service focused on W-2 employees, 1099 contractors, and freelancers — competes in the same creative/freelancer tax preparation segment as Four15 with a technology-first delivery model.
• Greenback Tax Services: Tax preparation firm specializing in entertainers, artists, and creative-industry professionals — the closest niche competitor to Four15's creative-professional focus.
• Pilot: Back-office accounting, bookkeeping, and tax services for startups, freelancers, and small businesses — comparable online-first professional services model targeting similar self-employed segments.
• 1-800Accountant: National virtual accounting and tax service targeting small businesses, freelancers, and self-employed professionals — directly comparable to Four15's SMB/freelancer tax and advisory offering, with similar remote delivery model.

Emerging players

• Found: Banking, bookkeeping, and tax service built specifically for self-employed individuals and freelancers — emerging digital-first competitor targeting the same self-employed segment with bundled financial tools.
• Hurdlr: Automated income, expense, and mileage tracking app with tax preparation features for freelancers and independent contractors — overlaps Four15's self-employed creative clientele with a mobile-first alternative.

Broad incumbents

• Intuit TurboTax: Dominant consumer and self-employed DIY tax software — sets the price floor for digital tax preparation and represents the primary technology-driven alternative to Four15's full-service offering.
• H&R Block: Large national tax preparation chain offering DIY software, retail offices, and online advisory — represents the scaled incumbent against which boutique firms like Four15 compete on personalization and niche expertise.

Others

• New York Society of CPAs Tax Referral Service: Professional CPA society referral network connecting consumers to local tax and accounting professionals — relevant ecosystem peer for client acquisition and competitive benchmarking in the professional tax services space.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/four15advisors
• LinkedInlinkedin.com/company/3335433

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Four15 Advisors Llc