Weber and Company
Weber and Company is a Silicon Valley-based CPA firm providing tax, audit and attestation, business advisory, and international tax services to technology innovators, high net worth individuals, entrepreneurs, and businesses with multinational operations.
- Company typePrivate
- Founded-
- HeadquartersSan Jose, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Weber and Company does
Weber and Company, Inc. is a privately held Certified Public Accounting and business advisory firm headquartered in San Jose, California, with a second office in San Francisco. The firm was founded by Suzanne Weber (CPA, MST, TEP) and operates as a boutique practice delivering four core service lines: tax services (planning, compliance, and controversy across individual, business, trust and estate, non-profit, and state and local taxation), business advisory (early stage planning, forecasting, budgeting, internal controls, QuickBooks implementation, financial statement support), international tax services (global entity structuring, cross-border transactions, IC-DISC planning, anti-deferral regimes such as Subpart F and PFIC, FBAR/FATCA/CFC compliance, expatriate and pre-immigration planning), and financial statement attestation (audit, review, and compilation). The team combines CPAs, an Enrolled Agent, and Trust and Estate Practitioners, including senior hires with Big Four (KPMG), IRS, and bank trust department backgrounds.
The firm generates revenue through professional services fees billed on a quote-based, engagement-by-engagement basis with no publicly disclosed pricing. Its go-to-market is sales-led and relationship-driven, targeting technology innovators, high net worth individuals and families, entrepreneurs and privately held businesses, U.S.-based multinationals and foreign companies with U.S. operations, and green and eco-conscious businesses in the Bay Area and beyond. Marketing relies on organic social (LinkedIn, Facebook) and educational events/webinars, often co-sponsored with the Society of Trust and Estate Practitioners (STEP), and supported by AICPA and CalCPA professional affiliations. The firm holds no patents, has no productized software or API surface, and does not disclose financial performance, customer concentration, or scale metrics beyond a small named team.
Weber and Company firmographics
Firmographics- Name
- Weber and Company
- Legal name
- Weber and Company, Inc.
- Website
- https://weberandcompanycpa.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Weber and Company is a Silicon Valley-based CPA firm providing tax, audit and attestation, business advisory, and international tax services to technology innovators, high net worth individuals, entrepreneurs, and businesses with multinational operations.
- Ownership category
- akta.pro rank
Weber and Company industry classification
Industry- Product category
- Professional Accounting and Tax Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Audit & Assurance Services (BPAHABAA)
- akta.pro secondary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Weber and Company is headquartered
LocationHeadquarters
- HQ city
- San Jose
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Weber and Company business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Professional Services - Tax Services: Fees for tax planning, preparation, and compliance services including individual taxation, business taxation, trust and estate taxation, non-profit taxation, state and local taxation, tax controversy, and IRS audit representation.
- International Services: Fees for specialized international tax services including global business structure planning, cross border transactions, IC-DISC planning, anti-deferral regime planning, foreign tax compliance (FBAR, FATCA, CFC), and expatriate tax services.
- Business Advisory Services: Fees for business advisory services including early stage company planning, forecasting, budgeting, accounting policies, internal controls, QuickBooks implementation, and financial statement support.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Weber and Company product offering
Product offeringCore offering
Weber and Company is a Certified Public Accounting firm that delivers tax services (individual, business, trust/estate, non-profit, state and local, international, and tax controversy), business advisory services (forecasting, budgeting, internal controls, QuickBooks implementation, financial statement support), international tax services (global structuring, cross-border transactions, FBAR/FATCA compliance, IC-DISC planning, expatriate services), and financial statement attestation (audit, review, and compilation). Services are delivered by a small team of CPAs, Enrolled Agents, and Trust and Estate Practitioners based in San Jose, California.
Product overview
Weber and Company is a Certified Public Accounting firm providing integrated financial services. The firm offers three core service areas: Tax Services (covering individual, business, trust/estate, non-profit, international, and state/local taxation plus tax controversy), Business Advisory Services (strategic planning, accounting policies, internal controls, QuickBooks implementation), and International Services (global business structuring, foreign tax compliance, expatriate services). The practice is complemented by financial statement attestation services. All services are delivered by a team of CPAs, Enrolled Agents, and Trust & Estate Practitioners based in San Jose, California.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Services Comprehensive tax planning and compliance services covering individual taxation, business taxation, trust and estate taxation, non-profit taxation, state and local taxation, international taxation, non-traditional family taxation, tax controversy, and IRS audit representation for individuals, businesses, trusts, and non-profits.
- Business Advisory Services Strategic consulting services helping clients translate ideas into successful business strategies, including early stage planning, forecasting, budgeting, accounting policies, internal controls, QuickBooks implementation, and financial statement support for entrepreneurs and privately held businesses.
- International Services Expert international tax services including global business structure planning, cross border transactions, IC-DISC planning, anti-deferral regime strategies (Subpart F, PFIC), foreign tax compliance (FBAR, FATCA, CFC), expatriate tax services, and pre-immigration planning for US-based multinationals and foreign companies with US operations.
- Financial Statement Attestation Audit, review, and compilation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for clients requiring GAAP-compliant financial reporting.
Companies that use Weber and Company
Customer profileSegments5 records
Ideal customer profiles5 records
Weber and Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Weber and Company partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered supporting.
- STEP SV (Society of Trust and Estate Practitioners - Silicon Valley Chapter)supportingCo-sponsored event on US Estate and Income Tax Planning for International Families with US Children and Grandchildren. Held at Pillsbury Winthrop Shaw Pittman LLP in Palo Alto, CA.
- AICPA (American Institute of Certified Public Accountants)supportingProfessional membership affiliation. Weber and Company displays AICPA membership logo on their website indicating professional standing and adherence to industry standards.
- STEP (Society of Trust and Estate Practitioners)supportingProfessional membership affiliation providing extended services through premier international organizations. Several team members hold TEP designation. Firm provides services aligned with STEP standards for trust and estate work.
- CalCPA (California Society of Certified Public Accountants)supportingProfessional membership affiliation. Multiple team members are members of CalCPA, including Suzanne Weber, Trevor Thomas, and Amanda Guo.
- STEP (Society of Trust and Estate Practitioners)supportingFirm provides extended services through affiliations with STEP for international estate and trust matters. Several team members serve on STEP boards and committees.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Weber and Company competitors and assessment
Company assessmentDirect peers
- Armanino LLP: Large California-based CPA and business advisory firm serving technology and entrepreneur clients across the Bay Area. Highly comparable in service mix (tax, audit, advisory, international) and Silicon Valley client focus.
- Sensiba San Filippo LLP: Bay Area-based CPA firm offering tax, audit, advisory, and sustainability/ESG services to technology and growth-stage companies. Comparable in regional footprint, service breadth, and tech-oriented client base.
- Frank, Rimerman + Co. LLP: Silicon Valley-rooted CPA and advisory firm with strong technology, venture, and HNW client practices. Directly comparable in Bay Area positioning, founder-driven culture, and service scope.
- Moss Adams LLP: West Coast-headquartered CPA and advisory firm with tax, audit, and wealth services for privately held businesses and HNW individuals. Comparable in mid-market focus and West Coast geographic overlap.
- Baker Tilly US: Top-15 U.S. accounting firm offering tax, audit, and advisory services to mid-market and privately held clients. Comparable in mid-market positioning and broad tax/advisory service mix.
- WithumSmith+Brown, PC: Mid-market CPA and advisory firm with strong tax, international tax, and HNW practice. Comparable in mid-size firm positioning and international tax depth.
- RSM US LLP: Mid-market-focused CPA and consulting firm with international tax, audit, and advisory services for privately held businesses. Comparable in middle-market client orientation.
- BDO Seidman / BPM (now Forvis Mazars): Combined Bay Area-rooted CPA practice (formerly BPM) under Forvis Mazars, serving technology, life sciences, and HNW clients with tax, audit, and advisory services. Direct comparable in Silicon Valley client base and service mix.
Broad incumbents
- KPMG US: Big Four accounting firm with extensive international tax, transfer pricing, and HNW family office practices globally. Relevant given that several Weber and Company partners (notably Shirley Lee) previously served at KPMG.
- BDO USA: Top-tier global accounting and advisory firm with international tax, cross-border, and HNW practices. Comparable in international tax service breadth, though BDO operates at significantly greater scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Weber and Company social profiles
Digital presenceWeber and Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Weber and Company leadership team
Management profileNumber of profiles
Profiles6 records
Weber and Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Weber and Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Weber and Company
What does Weber and Company do?
Weber and Company is a Certified Public Accounting firm that delivers tax services (individual, business, trust/estate, non-profit, state and local, international, and tax controversy), business advisory services (forecasting, budgeting, internal controls, QuickBooks implementation, financial statement support), international tax services (global structuring, cross-border transactions, FBAR/FATCA compliance, IC-DISC planning, expatriate services), and financial statement attestation (audit, review, and compilation). Services are delivered by a small team of CPAs, Enrolled Agents, and Trust and Estate Practitioners based in San Jose, California.
Is Weber and Company a public or private company?
Weber and Company is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Weber and Company founded?
Weber and Company was founded in -1. It employs 11 to 50 people.
Where is Weber and Company based?
Weber and Company is headquartered in San Jose, United States, in the North America region.
How does Weber and Company make money?
Three revenue lines are on record. Professional Services - Tax Services are the primary driver. The others are international Services and business Advisory Services.
Who are Weber and Company's main competitors?
Direct peers on record are Armanino LLP, Sensiba San Filippo LLP, Frank, Rimerman + Co. LLP, Moss Adams LLP, Baker Tilly US, WithumSmith+Brown, PC, RSM US LLP and BDO Seidman / BPM (now Forvis Mazars). Broad incumbents are KPMG US and BDO USA.
Does Weber and Company have an API?
No public API is recorded for Weber and Company.
What industry is Weber and Company in?
Weber and Company's product category is Professional Accounting and Tax Services. Its primary akta.pro industry code is BPAHABAA, Audit & Assurance Services, with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211 and its SIC code is 8700.