Andersen Tax

What Andersen Tax does

Andersen Tax LLC, doing business as Andersen, is a US-headquartered professional services firm providing integrated tax, valuation, transaction advisory, private wealth, and global mobility services to middle-market and large enterprises, family offices, private equity and venture capital funds, high-net-worth individuals, and pre-IPO businesses. The firm was founded in 2002 by 23 former Arthur Andersen partners under the name WTAS, acquired the Andersen brand rights in 2014, and rebranded to simply "Andersen" in 2019. Core products span tax compliance and controversy, US international tax, state and local tax, M&A due diligence, fund formation, business and intangible asset valuation (including QSBS and 409A), outsourced accounting, alternative investment fund services, and wealth transfer and family office advisory. Andersen Global, a Swiss verein, extends the platform to 170 countries through 450 locations and 16,000 professionals, of which 2,000 are partners.

Revenue is generated through custom engagement-based professional services fees with no publicly disclosed pricing tiers, delivered directly by managing directors and partners. The go-to-market relies on enterprise field sales, thought-leadership content (The CFO Series, OBBBA insights, QSBS guides), industry conferences, webinars, and professional referrals rather than third-party distribution. In February 2025, Andersen launched Andersen Consulting globally across 66 countries with 3,000 professionals, integrating business strategy, digital transformation, AI-driven technology solutions, cybersecurity, and sustainability with the firm's tax and legal capabilities; the practice targets $1 billion in revenue within three years.

Andersen Group Inc. completed its IPO on the NYSE on December 16, 2025, under ticker ANDG, raising $176 million at a $1.75 billion valuation and debuting at a 31% premium. FY2025 revenue was $838.7 million (+14.6% YoY), Q1 2026 revenue reached $240.7 million (+15.7% YoY, entirely organic) at a 30% adjusted EBITDA margin (up 250 bps), and full-year 2026 guidance is $980 million to $1 billion. The firm served 10,870 client groups across 18,970 engagements in Q1 2026 and is pursuing acquisitions in Canada, Africa, Latin America, Ireland, New Zealand, and Switzerland.

Name

Andersen Tax

Legal name

Andersen Tax LLC

Website

https://andersen.com

Company type

Public

Founded year

2002

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Andersen is a US-headquartered, NYSE-listed professional services firm (ANDG) providing integrated tax, valuation, transaction advisory, and private wealth services to middle-market and large enterprises, PE/VC funds, family offices, and high-net-worth individuals across 170 countries through 16,000 professionals.

Ownership category

akta.pro rank

Product category

Professional Tax & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Investment Advice (6282)

akta.pro primary industry

Transaction Tax Structuring & Deal Advisory (BPAHAOAJ)

akta.pro secondary industries

Fairness Opinions & Independent Financial Advice (BPAHAOAF), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Tax advisory services
• Valuation services
• Transaction advisory
• Private wealth management
• Management consulting

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Advisory Services: Core tax advisory services including compliance, planning, controversy, international tax, state and local tax, and transaction advisory for businesses and individuals
2. Valuation Services: Business valuation, intangible asset valuation, QSBS valuations, 409A valuations, and litigation support for tax and financial reporting purposes
3. Transaction Advisory: M&A financial transactions, sell-side and buy-side advisory, financial and tax due diligence, fund formation and structuring, and real estate advisory
4. Private Wealth Services: Individual tax compliance and planning, investment consulting, wealth transfer, family office, and forensic accounting for high-net-worth individuals
5. Consulting Services: Business strategy, digital transformation, AI-driven technology solutions, cybersecurity, sustainability, and organizational transformation through Andersen Consulting

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Andersen delivers integrated tax, valuation, and financial advisory services to individuals and businesses globally. Core offerings include tax compliance and planning, business and intangible asset valuation, M&A transaction advisory, private wealth services for high-net-worth individuals, alternative investment fund services, and Andersen Consulting's digital transformation and AI-driven solutions. The firm operates through a global member network spanning 170 countries without an audit practice, positioning it as a conflict-free alternative to Big 4 firms.

Product overview

Andersen Tax operates as a unified professional services firm offering integrated tax, valuation, and financial advisory solutions. The core portfolio includes Tax Services (compliance, controversy, international, state/local), Transaction Advisory (M&A, due diligence, fund formation), Valuation Services (business valuation, IP valuation, litigation support), Private & Outsourced Accounting, Private Wealth Management, and Alternative Investment Fund Services. Additionally, Andersen Consulting provides AI-driven digital transformation and business strategy consulting services. The firm serves individuals, families, businesses (from middle-market to large companies), and alternative investment funds through a global platform spanning over 170 countries.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Comprehensive tax advisory and compliance services including tax compliance, accounting for income taxes, U.S. international tax, state and local tax, tax controversy, credits and incentives, compensation and benefits, tax transformation and innovation, and global mobility services for businesses and individuals.
• Transaction Advisory M&A and transaction-related advisory services including M&A financial transactions, sell-side advisory, buy-side advisory, financial and tax due diligence, fund formation and structuring, and real estate advisory for businesses and funds.
• Valuation Services Professional valuation services for tax planning and compliance, wealth transfer, financial reporting, asset valuations and analysis, litigation and dispute support, and specialized analysis for businesses, individuals, and legal matters.
• Private & Outsourced Accounting Outsourced accounting services including temporary staffing assistance, financial statement administration, financial planning and analysis, cash and asset management, controls/processes/procedures advisory, and personal accounting and bill pay services.
• Private Wealth Services Wealth management and advisory services for high-net-worth individuals including individual tax compliance and planning, investment consulting, wealth transfer, international and cross border services, family office, forensic accounting, and tax advisory services.
• Andersen Consulting Global consulting practice delivering business strategy, digital transformation, and AI-driven technology solutions. Offers services in business transformation, artificial intelligence, cybersecurity, sustainability, and digital strategy integrated with tax and legal capabilities for multinational enterprises.
• Alternative Investment Fund Services Specialized services for alternative investment funds including private equity, venture capital, real estate, hedge funds, fund of funds, and distressed assets.

Quantifiable outcome

• 15.7% revenue growth in Q1 2026 driven entirely by organic growth
• +2 more outcomes

Named customers13 records

Segments8 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

18 partnerships are on record, tiered core.

• Andersen Group Inc. (NYSE:ANDG)coreOthers · 12 May 2026Publicly traded parent company of Andersen Tax LLC, listed on NYSE in December 2025. The holding company manages the US tax practice and is part of Andersen Global association.
• A3SeccoreStrategic or Co-development Partner · 27 March 2026Spain-headquartered cybersecurity firm with over 180 professionals and offices in Latin America, bringing threat detection, incident response, and managed detection and response services to Andersen Consulting's global platform.
• Ambit IberiacoreStrategic or Co-development Partner · 14 March 2026Spain-based consulting firm founded in 2003 with 200+ professionals, providing regulatory affairs, compliance, and digital transformation services to pharmaceutical, biotechnology, and medical device companies.
• OpinnocoreStrategic or Co-development Partner · 6 March 2026Global consultancy headquartered in Spain specializing in digital transformation and corporate innovation with hybrid consulting model combining design thinking, agile methodologies, and AI capabilities.
• Reach ConsultingcoreStrategic or Co-development Partner · 4 March 2026UAE-based digital transformation and advisory firm with presence across Saudi Arabia, Oman, Qatar, and Jordan, delivering integrated advisory, digital, and operational solutions in the Middle East.
• AesyscoreTechnology or Integration · 27 February 2026Italian-based firm founded in 2013 providing end-to-end IT solutions including software development, cloud computing, machine learning, and cybersecurity with expertise in banking and automotive systems integration.
• Assure ConsultingcoreStrategic or Co-development Partner · 25 February 2026Germany-based management consulting firm specializing in project management, scaling project delivery and agile transformation capabilities.
• GrinitycoreStrategic or Co-development Partner · 20 February 2026Built-asset consultancy operating across Czech Republic and Slovakia with 130+ professionals, combining project management, technical advisory, ESG consulting, and energy optimization capabilities.
• Insight ConsultingcoreStrategic or Co-development Partner · 19 February 2026Data and digital strategy consultancy with operations in South Africa, Mozambique, and the UK, offering digital strategy, enterprise AI, custom software development, data integration, and analytics.
• Lansdowne Executive SearchcoreStrategic or Co-development Partner · 19 February 2026Dublin-based executive search firm founded in 2015, providing C-level executive search, fractional executives, and board placement services across financial services, construction, nonprofit, and TMT sectors.
• KezbercoreTechnology or Integration · 12 February 2026Canadian-based IT services firm founded in 1996, specializing in managed IT, cybersecurity, cloud services, custom software development, business intelligence, and AI services.
• Lighthouse ConsultantscoreStrategic or Co-development Partner · 11 February 2026London-based forensic accounting and financial investigations firm founded by Managing Director Kingsley Bye, providing fraud investigations, bribery inquiries, and compliance reviews.
• Africa International AdvisorscoreStrategic or Co-development Partner · 11 February 2026Johannesburg-based pan-African management consulting firm founded in 2002, with sector expertise spanning energy, oil and gas, infrastructure, financial services, banking, and telecom.
• SHMAcoreStrategic or Co-development Partner · 7 February 2026UAE-based actuarial and financial advisory firm expanding Andersen Consulting's services globally with expertise in actuarial, insurance, and employee benefits.
• Saratoga SoftwarecoreTechnology or Integration · 7 February 2026Software delivery and specialist technology solutions provider founded in 1998, with offices in South Africa and the UK, serving financial services and fintech clients.
• Silver CreekcoreTechnology or Integration · 23 January 2026Technology services firm based in Alberta, Canada, specializing in data strategy, analytics, application development, and AI-powered automation services for public sector, financial services, and transportation.
• Internet & IdeecoreStrategic or Co-development Partner · 22 January 2026Italian-based digital consulting agency founded in 1998, specializing in digital strategy, software development, e-commerce, and sector-specific solutions for banking, insurance, and luxury e-commerce.
• Jakarta Consulting GroupcoreStrategic or Co-development Partner · 16 January 2026Indonesian advisory firm specializing in organizational transformation and human capital strategy, expanding Andersen Consulting's capabilities in Southeast Asia.

Scale indicators13 records

Recent moves10 records

Expansion highlights6 records

Broad incumbents

• Deloitte: Largest of the Big 4 with integrated audit, tax, consulting, and advisory practices globally. Directly competes with Andersen across tax advisory, transaction advisory, valuation, and consulting, but with a much larger bench and incumbent audit relationships.
• PricewaterhouseCoopers (PwC): Big 4 firm providing tax, advisory, and assurance services. Overlaps directly with Andersen's tax compliance, international tax, transaction advisory, and private client services; offers deeper scale and global brand recognition.
• Ernst & Young (EY): Big 4 firm with strong tax and transaction advisory practices. Competes head-to-head with Andersen in M&A tax structuring, international tax, and valuation, and recruits from the same talent pool.
• KPMG: Big 4 firm with tax, advisory, and audit practices. Comparable in mid-market tax compliance, valuation, and private wealth services; competes for the same HNW and family office client base.

Direct peers

• BDO USA: Top-tier mid-market accounting and advisory firm. Directly comparable in transaction advisory, valuation, and tax services to middle-market businesses and family enterprises—Andersen's core client segments.
• RSM US: Leading middle-market professional services firm focused on privately-held businesses. Closely comparable in tax, valuation, and consulting delivered to PE-backed and family-owned companies.
• Grant Thornton: Major US tax, audit, and advisory firm serving dynamic mid-market and large enterprises. Comparable in transaction tax, valuation, and private client services; Andersen actively recruits Grant Thornton MDs.
• Baker Tilly US: Top-10 US advisory firm providing tax, valuation, transaction advisory, and consulting. Comparable in middle-market tax advisory, alternative investment fund services, and private wealth services.
• Alvarez & Marsal: Global professional services firm specializing in turnaround, transaction advisory, and valuation. Highly comparable in M&A financial and tax due diligence, restructuring, and dispute support work.
• CBIZ: US professional services provider of tax, advisory, and outsourcing to mid-market businesses and individuals. Comparable in tax compliance, transaction advisory, and outsourced accounting services for middle-market clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AndersenTax
• Facebookfacebook.com/AndersenTaxLLC
• LinkedInlinkedin.com/company/andersen-tax

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A6 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Andersen Tax