Insightful Tax & Advisory Services PC
How we got $229K
Based on its 2 employees and its payroll, both reported for PPP in 2020 and brought up to date.
Estimated value over time
▲ 24% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
What we know
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| INSIGHTFUL TAX & ADVISORY SERVICES PC this business | $340K | — |
| TIRESOFT, LLC Edmond · 1 employees | $271K | 0.2 mi |
| Arledge John M & Assoc Edmond | $735K | 0.4 mi |
| Jackson Hewitt Tax Service Edmond | $1.1M | 0.5 mi |
| JCEA TAX SERVICE OF CENTRAL OKLAHOMA INC Edmond · 12 employees | $755K | 0.5 mi |
| ACCOUNTING SOLUTIONS Edmond · 3 employees | $849K | 0.6 mi |
| THOMAS G SCHADEGG CPA INC Edmond · 2 employees | $481K | 0.6 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $231K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $384K |
| Estimate: the two combined (geometric mean) | $340K |
| EBITDA margin (industry, adjusted for size) | 23% |
| EBITDA = revenue × margin | $79K |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $229K |
| Multiple for this size and industry | 2.9× |
| Value range | $121K – $314K |
| Revenue range | $224K – $388K |
| EBITDA range | $52K – $90K |
| Industry (NAICS) | Tax Preparation Services (541213) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
History & advisors
Advisors
- BankingFirst United Bank and Trust CompanyPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| First United Bank and Trust Company PPP 2020 | All 2,229 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/5/2020 | first | $12K | 2 |
2 locations
| 1019 WATERWOOD PKWY | Edmond | This listing |
| 3037 Nw 63rd St Ste 205 | Oklahoma City | View |
Revenue, profit and value are for the whole company.
About Insightful Tax & Advisory Services PC
Insightful Tax & Advisory Services PC is an accounting & tax company in Edmond, Oklahoma. Its estimated annual revenue is about $340K, with roughly $79K of EBITDA. It has about 2 employees. Its estimated business value is $229K (likely range $121K–$314K). It has 2 locations.
Common questions
- Who owns Insightful Tax & Advisory Services PC?
- The owner of Insightful Tax & Advisory Services PC isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Insightful Tax & Advisory Services PC make?
- SeeBITDA estimates Insightful Tax & Advisory Services PC's annual revenue at about $340K (likely between $224K and $388K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Insightful Tax & Advisory Services PC worth?
- About $229K, roughly 2.9× its estimated EBITDA of $79K, typical for a accounting & tax company its size. Likely range: $121K–$314K.
- How many employees does Insightful Tax & Advisory Services PC have?
- About 2, as reported on its PPP loan.