SeeBITDAOklahoma

Tax Matters People

Finance and insurance
  • 2964 Via Esperanza, Oklahoma City, OK
  • Since 2017
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Jeremy Adam
Founder · source

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner named

What they do

Tax Matters People is a tax accounting firm offering tax preparation, payroll, advisory, bookkeeping and cash management services to individuals, business owners, nonprofits and independent professionals.

Products & services
Payroll solutionsAdvisoryBookkeepingCash ManagementNew Business FormationBank Account ReconcilationQuarterly Financial ReportsGeneral Ledger Analysis
Markets served
IndividualsBusiness ownersNonprofitsIndependent professionalsBanking & Financial ServicesConstructionMilitaryDentistry

From the company's website. Industry: Finance and insurance.

Customers & suppliers

Possible customers nearby

The largest businesses within about 60 miles in the markets its website says it serves.

Churches & nonprofits

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Tax Matters People
this business
$1.1M$439K—
STERLING MANAGEMENT GROUP, LLC
Edmond · 14 employees
$5.6M$1.5M0.0 mi
Cornerstone Wealth Services
Edmond
$2.1M$795K0.0 mi
WealthTrust Oklahoma
Edmond
$1.1M$439K0.0 mi
5 Years, Llc.
Edmond
$1.1M$439K0.0 mi
Fleetwood Benefit Services, Inc.
Edmond
$1.1M$439K0.0 mi
THOMPSON CATTLE, INC
Edmond · 2 employees
$1.3M$491K0.0 mi

The full calculation

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$1.3M
Multiple for this size and industry3×
Value range$437K – $2.1M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range$443K – $1.4M
EBITDA range$182K – $596K
Industry (NAICS)Finance and insurance (52)

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. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Tax Matters People

Tax Matters People is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2017. It is owned by Jeremy Adam (Founder). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Tax Matters People?
Tax Matters People is owned by Jeremy Adam (Founder), according to public sources such as the company's website or filings.
How much revenue does Tax Matters People make?
SeeBITDA estimates Tax Matters People's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Tax Matters People worth?
About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
When was Tax Matters People founded?
Tax Matters People has been in business since 2017.