View details of this raise on Seedstage

Brooklyn, NY

Expanding a tech-enabled franchise and SaaS platform for financial professionals to offer year-round advisory services.

• AI-powered platform: Automates financial services including tax, wealth, and CFO-level advisory.
• Franchise strategy: Launching nationwide Tax Pros Express locations to scale market reach.
• Recurring revenue model: Subscription-based Wealth Builders Club provides leads, training, and tools.
• Industry crossover: Licensing platform tech to sectors beyond finance like legal and retail.
• Proven foundation: Built on a 33-year CPA firm with a national expansion plan underway.
• Acquisition strategy: Targeting profitable firms in accounting, insurance, and asset management.

TPFG Enterprises is raising funds to scale its tech-enabled platform that empowers tax professionals, CPAs, and financial advisors to expand beyond seasonal services into year-round revenue generation. Built on the 33-year foundation of Thompson & Company CPAs, TPFG has developed a proprietary AI-driven SaaS ecosystem that integrates tax preparation, wealth management, CFO-level advisory, and real estate investment into one unified solution. The company’s goal is to provide tools and infrastructure for professionals to evolve into full-service financial firms using its Tax Pros Express franchise model, Wealth Builders Club, and platform licensing opportunities.

Funds from this offering will support TPFG’s national franchise rollout, onboard new financial professionals, license its software to adjacent industries, and accelerate mergers and acquisitions in complementary sectors. With a growing network and robust compliance infrastructure, TPFG aims to capitalize on the $135 billion U.S. accounting market and the 1.32 million accountants nationwide. Its AI tools automate client onboarding, marketing, compliance, and lead generation, giving franchisees and partners the resources to grow efficient, diversified firms.

Company Info

TPFG Enterprises provides AI-driven SaaS tools and services to help tax professionals expand into full-spectrum financial advisory through a national franchise and licensing model.

TPFG Enterprises, Inc. is a technology-focused financial services company built upon the 33-year foundation of Thompson & Company CPAs. It offers a comprehensive ecosystem for accountants, CPAs, and tax professionals to expand into wealth management, CFO services, real estate investment, and asset management. Through its proprietary AI-driven SaaS platform and scalable business model, TPFG enables professionals to shift from seasonal to year-round revenue by automating workflows, improving compliance, and integrating new service offerings under one brand. The company supports these efforts through branded programs like Tax Pros Express® and the Tax Pros Wealth Builders network.

The firm’s strategic initiatives include launching over 100 franchise locations across all 50 states, offering subscription-based marketing and training tools, acquiring related firms, and licensing its platform to adjacent sectors such as legal and retail. Its target is to generate $718.5 million in revenue within five years. As a Reg CF equity offering, TPFG is seeking investment to accelerate its national rollout and technology licensing. With a team of experienced CPAs and advisors, and a focus on innovation and compliance, TPFG aims to reshape how financial professionals deliver value and generate income in a $135 billion U.S. accounting market.