Sooner Tax Service Inc
- Bruce KastelicManaging Director · Company website
How we got $447K
Based on its 6 employees and its payroll, both reported for PPP in 2021 and brought up to date.
What we know
Signs of a sale Likely to sell
- In business 56 years (since 1970)
- Founder still runs it after 56 years
- Family in the business (Bruce Kastelic, Managing Director)
From public records and the company's website, not a statement that it's for sale.
What they do
Sooner Tax Service Inc. provides accounting and tax preparation services to both individuals and businesses, giving the same attention to all clients regardless of size.
From the company's website. Industry: Accounting & tax.
Estimated value over time
▲ 18% since 2021Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| SOONER TAX SERVICE INC this business | $778K | — |
| BR ACCOUNTING & CONSULTING SERVICES INC Tulsa · 3 employees | $453K | 0.1 mi |
| Kerry John Patten Cpa Broken Arrow | $736K | 0.8 mi |
| SOUTHWESTERN PAYROLL SERVICE, INC. Tulsa · 40 employees | $8.9M | 0.8 mi |
| Walters & Owens, CPA's, PLLC Tulsa | $736K | 1.0 mi |
| C & M TAX SERVICES LLC Tulsa · 2 employees | $190K | 1.0 mi |
| GARDNER'S TAX SERVICE, INC. Tulsa · 11 employees | $942K | 1.0 mi |
The full calculation
| Employees reported to the SBA | 6 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $478K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $973K |
| Estimate: the two combined (geometric mean) | $778K |
| EBITDA margin (industry, adjusted for size) | 20% |
| EBITDA = revenue × margin | $154K |
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 | $447K |
| Multiple for this size and industry | 2.9× |
| Value range | $235K – $612K |
| Revenue range | $511K – $887K |
| EBITDA range | $101K – $176K |
| Industry (NAICS) | Tax Preparation Services (541213) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
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
- BankingThe First National Bank and Trust Company of Broken ArrowPPP / 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
| The First National Bank and Trust Company of Broken Arrow PPP 2021 | All 149 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 2/10/2021 | first | $39K | 6 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Sooner Tax Service Inc
Sooner Tax Service Inc is an accounting & tax company in Tulsa, Oklahoma, in business since 1970. It is owned by Alice Kastelic (Founder). Its estimated annual revenue is about $778K, with roughly $154K of EBITDA. It has about 6 employees. Its estimated business value is $447K (likely range $235K–$612K).
Common questions
- Who owns Sooner Tax Service Inc?
- Sooner Tax Service Inc is owned by Alice Kastelic (Founder), according to public sources such as the company's website or filings.
- How much revenue does Sooner Tax Service Inc make?
- SeeBITDA estimates Sooner Tax Service Inc's annual revenue at about $778K (likely between $511K and $887K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Sooner Tax Service Inc worth?
- About $447K, roughly 2.9× its estimated EBITDA of $154K, typical for a accounting & tax company its size. Likely range: $235K–$612K.
- How many employees does Sooner Tax Service Inc have?
- About 6, as reported on its PPP loan.
- When was Sooner Tax Service Inc founded?
- Sooner Tax Service Inc has been in business since 1970.
- Is Sooner Tax Service Inc for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 56 years (since 1970); founder still runs it after 56 years; family in the business (bruce kastelic, managing director).