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Raised to Date
$1,000

2%
Pledged:
ID:
CR-FG-2025
Exemption:
REG-CF
Issue Type:
Equity
Common Class A Shares.
Accredited Only:
No
Financials:
Audited
Audited By:
GAAS
Price per Share:
$1.00
Minimum Investment:
$100
Requested Investment:
$500
Investment Increments:
$1
Minimum Goal:
$50,000
Stretch Goal:
$200,000
Maximum Goal:
$5,000,000
Valuation:
40000000
Raise Start Date:
March 25th, 2025
Raise Target Date:
March 24th, 2026
Raise End Date:
March 24th, 2026
Form C
Pitch Deck


🚀 WHO WE ARE


✨ TPFG Enterprises, Inc. is a tech-driven financial powerhouse built on the 33-year legacy of Thompson & Company CPAs. Our team of 8 industry veterans—including CPAs, advisors, and tech leaders—has created a dynamic ecosystem that supports accountants, CPAs, and tax professionals in expanding beyond traditional services. By leveraging proprietary AI platforms and a unique business model, TPFG empowers these professionals to offer tax, wealth management, CFO-level advisory, real estate investment, and asset management services—all under one umbrella.

⚙️ We stand at the forefront of innovation with our Tax Pros Express® franchise, Tax Pros Wealth Builders network, and patent-pending AI SaaS platform. Our mission is to bridge the gap for the 1.32 million accountants and 350,000 CPAs in the U.S. market—helping them transform from seasonal to year-round revenue generators through scalable, secure, and sustainable services.


🌟 WHERE WE’RE GOING


🔜 In Q1 2025, TPFG plans to onboard 8–10 new franchisees, marking the first wave in our nationwide expansion. Our five-year target: $718.5 million in revenue—driven by our comprehensive Tax Pros Wealth Builders platform, Tax Pros Express® outlets, and nationwide network of vetted financial partners.

🌱 Our growth engine is powered by four key strategies:

  • Franchise Expansion: Launching 100+ Tax Pros Express® franchises to serve clients in all 50 states.
  • Wealth Builders Club: Offering monthly subscription access to AI-powered marketing, leads, and learning tools.
  • Mergers & Acquisitions: Acquiring profitable firms in accounting, insurance, business financing, and asset management to accelerate growth.
  • Platform Licensing: Licensing our patent-pending SaaS technology to other industries—legal, architecture, retail, and beyond—unlocking additional revenue streams.

🔗 With 137,371 tax prep service providers and a $135 billion U.S. accounting market, TPFG’s AI-driven SaaS portal helps franchisees capture new leads, expand their offerings, and seamlessly integrate financial services—all while automating repetitive tasks and ensuring full compliance.


🤝 HOW YOU CAN SHARE THE JOURNEY


🔒 As an SEC-registered enterprise, TPFG invites investors to join us through direct equity shares based on current valuation—offering returns through dividend distributions and exit strategies such as private sale or IPO. Our transparent Reg CF approach opens the door to global investors and upholds rigorous legal and ethical standards.

🏛️ Our core principles—Community, Innovation, Transparency, and Security—ensure that as we grow, we’re building a network rooted in trust and driven by shared success. With 25 million potential clients through strategic partnerships and a proven track record, TPFG is primed to lead the next wave of financial services evolution.

🌍 Our proprietary AI business portal already supports 7-point marketing strategies, optimized compliance, and revenue growth for franchisees—turning our vision into a tangible, investable reality. We’re not just building a business; we’re creating a new standard for how financial professionals thrive.

🚀 Be part of TPFG Enterprises, Inc.’s journey—invest in a future of smarter, faster, and more secure financial services. Let’s grow together.
 


đź”® Pitch Deck