Defender
Growing and highly profitable tax resolution and preparation business helping clients resolve noncompliant tax liabilities and to remain compliant post-resolution.
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Overview
2024 Revenue
$19.5 million
2024 EBITDA (adj.)
$7.8 million
2025 Revenue
$43.7 million
2025 EBITDA (adj.)
$13.8 million
001
Overview
Rapidly growing tax resolution, tax preparation and related accounting services provider with national coverage and disciplined, scalable delivery model that produced $43.7 million of revenue and $13.8 million of EBITDA in 2025 is seeking majority investment partner.
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Sec. 01 // Fast Client Adoption
Overview
Sec. 01 // Fast Client Adoption
Rapid Growth
Customer Centric
Founded in 2022, the industry-veteran leadership team launched a high efficiency tax resolution service with a customer centric sales process that consistently produces significant client adoption and rapid growth. Defender 2022 – 2025 CAGR is 92%
Sec. 02 // Industry Expertise
Sec. 02 // Industry Expertise
Experienced Management Team
Depth of Talent
The team brings decades of combined industry experience with strong innovation tendencies and leadership skills. A key philosophy for the leadership team is that they develop their respective teams to have replacements for all key roles, including their own, in development.
Sec. 03 // Technology Forward
Sec. 03 // Technology Forward
Agentic AI Powered
Resiliency
Use of BOTS and other AI functionality for scheduling, team production analytics, compliance monitoring and customer services, improves speed, accuracy and effectiveness, requiring fewer staff than typical tax resolution firms.
Sec. 04 // Strong Brand
Sec. 04 // Strong Brand
Disciplined Execution
Strong Process
Processes are fully documented, staff are trained, and “no-exceptions” culture eliminates conflict of interest and provides clear transparency to the team. The W2 status team of enrolled agents, accountants and tax lawyers produce high quality resolution plans that match client resources and meet IRS standards. They have an A+ rating with the Better Business Bureau, exceeding those of competitors.
Sec. 05 // Strong Client Adoption
Sec. 05 // Strong Client Adoption
Differentiated Selling
Multi-channel Marketing
Efficient use of multi-channel marketing generates strong client interest. Enrolled agents work with the client and IRS as an initials step in the sales process so that a logical resolution plan can be established and agreed to promptly, and resolution work can begin quickly. Clients pay 100% of the fees upfront for the resolution package.
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Interest & Inquiry
Interested in learning more?
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