SourcingSourcing

CERTIFIED TAX SERVICE, INC.

B58
CRD 110960·SEC 801-25781·CHICAGO, IL
AUM
$313.9M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$942K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CERTIFIED TAX SERVICE, INC.
CRD
110960
SEC file #
801-25781
EIN
—
DBA names
Cts Financial Planning, Inc.

Economics

AUM
$313.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$267.2M → $313.9M▲ +17%
Client mix
Individuals Other160
Individuals High Net Worth89

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
12/23/2025
ADV-W filed at
—
Website
linkedin.com/company/1311857(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARIEN, CHARLES, ANTHONY
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MARIEN, CHARLES, ANTHONY
MUCH, TODD, WAYNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1391828
Trust Company Affiliate
No

People (4)

4
MARIEN, CHARLES, ANTHONY
IAR · Direct Owner · 37.5%
1391828
MUCH, TODD, WAYNE
IAR · Direct Owner · 37.5%
712126
MUCH, CHRISTOPHER, TODD
IAR · Direct Owner · 17.5%
4693343
MUCH, JONATHON, COREY
IAR · Direct Owner · 17.5%
5871153