🚀 WHO WE ARE
✨ TPFG Enterprises Inc. is redefining financial services through proprietary, patent-pending AI SaaS infrastructure that automates, connects, and scales how financial professionals work, grow, and serve across the multi trillion dollar U.S. financial sector.
Built on the 35+year legacy of Thompson & Company CPAs, our leadership team of CPAs, technologists, and industry innovators have engineered a NextGen AI Operating System that transforms traditional tax and accounting models into intelligent, scalable financial ecosystems.
Through our Tax Pros Express® franchise, Tax Pros Wealth Builders® network, and AI-driven SaaS platform, TPFG delivers the automation layer that empowers over 1.6 million accountants, CPAs, and financial advisors to expand beyond compliance into continuous, high-value advisory and wealth-building services.
Our Mission: To equip over 1.6 million financial professionals with turnkey and AI-driven tools that automate client acquisition, advisory delivery, and wealth growth—creating year-round revenue streams, stronger client relationships, and exponential scalability across industries.
⚙️ TPFG stands at the intersection of AI, automation, and financial empowerment, transforming how professionals and their clients experience growth in the digital economy.
🌟 WHERE WE’RE GOING
TPFG Enterprises, Inc. is evolving from a financial services platform into a NextGen AI SaaS Operating System — the automation layer powering how professionals across industries connect, grow, and scale in the digital economy.
Our roadmap is focused on transforming TPFG into a multi-sector AI infrastructure with SaaS-based recurring revenue and data-driven intelligence at its core.
🔜 Next 12–24 Months
Expand our AI SaaS OS capabilities across the full financial lifecycle—integrating tax, CFO advisory, lending, insurance, and real estate solutions into one intelligent ecosystem.
Scale nationwide adoption through the Tax Pros Express® franchise and Wealth Builders® network, positioning TPFG as the AI backbone for over 1.6 million professionals.
Launch strategic API and licensing partnerships, enabling fintechs, brokerages, and enterprises to plug into our automation and compliance engines.
3–5 Year Vision
Establish TPFG as the standard AI infrastructure for financial services, licensing our operating system across global markets.
Integrate advanced predictive analytics and agent-based automation, turning financial data into actionable intelligence.
Expand TPFG’s AI OS to adjacent verticals—legal, real estate, and healthcare—creating a scalable multi-industry growth platform.
Build a data intelligence division, monetizing insights that power better credit, lending, and investment decisions across the ecosystem.
🔗 Our destination: to be the intelligent infrastructure layer behind the multi trillion dollar financial services industry—automating the future of finance, one professional at a time.
🤝 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.
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