Intrepid Advisors

Marlborough, United States Founded: 1986 • Age: 40 yrs Acquired By Source Advisors
Provider of tax consultancy firm that expert advice and advisory services

About Intrepid Advisors

Intrepid Advisors was founded in 1986 in Marlborough, United States, within the tax consultancy sector. Services are focused on research and development tax credits, cost segregation, and related tax strategies. Collaboration with CPA firms is maintained to support clients in identifying and recovering applicable credits. Assistance is given in navigating regulatory complexities, ensuring compliance, and addressing tax liabilities across operations.

Key Metrics

Investors in Intrepid Advisors

Intrepid Advisors has secured backing from 1 investor. Prominent investors backing the company include Source Advisors.

All
InvestorDescriptionFounded YearDomainLocation
Provider of accounting and tax consulting services
1983sourceadvisors.comFort Worth, United States
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Investor details for Intrepid Advisors

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Timeline of Intrepid Advisors

2 dated milestones of Intrepid Advisors across 34 years, from founding to its latest funding, stage changes and deals.

  1. Founded Intrepid Advisors is founded.
  2. Exit Acquired by Source Advisors.

Similar companies to Intrepid Advisors

10 companies that operate in the same segment as Intrepid Advisors (Finance & Accounting Services), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Software-based tax filing services for individuals and small businesses
1955Kansas City, Missouri, United States–USD 3.95 B70,100
Business advisory, finance, and accounting services are provided to clients.
1910Anchorage, Alaska, United StatesUSD 2.76 BUSD 54.77 M2,097
Tax consulting services are provided to clients by Ryan.
1991Dallas, Texas, United StatesUSD 317 MUSD 14.03 M1,111
Provider of financial services
1978Los Angeles, California, United StatesUSD 249.55 M–1,736
Accounting services are provided by Accordion to business clients.
2009New York, New York, United StatesUSD 165 K–351
Cloud-based accounting software is offered for business operations.
2002Tampa, Florida, United StatesUSD 24.33 M–166
Provider of financial management services
1998Johannesburg, Gauteng, South Africa–USD 14.3 B44,916
Financial services in insurance are provided to individuals and businesses.
2019Jaipur, Rajasthan, IndiaUSD 115.63 MUSD 55.59 M280
Business advisory services
1952Atlanta, Georgia, United States––762
Audit, tax, and advisory services are provided in the UK.
1983Bolton, Greater Manchester, United KingdomUSD 6.73 M––
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Frequently Asked Questions about Intrepid Advisors

Intrepid Advisors was founded in 1986.

Intrepid Advisors is headquartered in Marlborough, United States. It is registered at Marlborough, Massachusetts, United States.

Intrepid Advisors was founded in 1986 in Marlborough, United States, within the tax consultancy sector. Services are focused on research and development tax credits, cost segregation, and related tax strategies. Collaboration with CPA firms is maintained to support clients in identifying and recovering applicable credits. Assistance is given in navigating regulatory complexities, ensuring compliance, and addressing tax liabilities across operations.

Intrepid Advisors has 1 investor. Key investors include Source Advisors.

Yes. Intrepid Advisors was acquired by Source Advisors in December 2020.

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