ITX Holdings owns and operates a focused group of businesses in financial services and small-business growth — patient capital, long-horizon ownership, no exits chasing the next quarter.
ITX Holdings is not a private equity fund. We don't flip companies. We own them, operate them, and compound the value of what we build over decades, not quarters.
Each portfolio company solves a specific, durable problem in a market we understand deeply — helping families resolve crushing IRS debt, helping CPA firms scale advisory practice growth, and building custom finance solutions for small and mid-sized enterprises.
We bring shared infrastructure — finance, technology, marketing, operations — to every company we own, so each one stays focused on its customers while benefiting from the scale of the group.
Focused operating businesses in tax resolution, CPA practice growth, and small-business finance.
A nationwide tax-resolution firm helping families and businesses resolve IRS debt — stopping wage garnishments and bank levies, negotiating Offers in Compromise, and ending audit nightmares.
Visit i-taxplan.comA coaching and growth platform for CPA firms — helping them incorporate advanced tax-planning strategies, build advisory revenue, and scale past $1M in annual practice income.
Visit i-taxplangrowth.comAn innovative finance and investment firm building custom capital solutions for small and mid-sized enterprises — with over $250M in the asset portfolio.
Visit closehaulcapital.com
Sets the strategy and direction for the ITX Holdings portfolio. Leads partnerships, capital allocation, and the long-term vision for each operating company.
Runs operations and delivery across the portfolio. Keeps every company on track from strategy to execution — technology, growth, and day-to-day operations.
ITX Holdings does not solicit outside investment. For inquiries, reach the office directly.
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