De Haan

What De Haan does

de Haan, PLLC is a privately-held, Washington-formed professional limited liability company operating as a boutique CPA and tax advisory firm based in Seattle's Uptown neighborhood. Founded in 2008 by Julia de Haan after a partnership tenure at Moss Adams LLP, the firm serves individuals and families, closely-held businesses, trusts and estates, and a secondary base of non-profit organizations including family foundations. Its stated service menu spans Tax Compliance (individuals, businesses, estates & trusts, gifting, non-profits), Tax Planning (succession, estate & gift, retirement), and operational/advisory services including small-business accounting, payroll support, business entity selection, small-business restructuring, litigation support, and advisory around family-life transitions.

The firm operates on a team-based professional services model with no proprietary technology platform — service delivery is conducted directly by credentialed practitioners. The team of approximately 8 includes the founder, CPAs, Enrolled Agents, a JD/LLM in Taxation CPA, and client-services staff, several with prior Moss Adams or large-firm backgrounds. Pricing is not publicly disclosed and engagements are tailored to each client, consistent with custom project-based billing rather than standardized tiers. Geographic footprint is a single Seattle office, with services delivered to clients primarily in Washington state and beyond. Revenue is generated solely through professional-services fees; there are no funding rounds, no institutional investors, no subsidiaries, and no public-market presence. Marketing is relationship-driven, relying on referrals and a basic informational website rather than scaled digital or partner-channel programs.

Name

De Haan

Legal name

de Haan, PLLC

Website

https://dehaancpa.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

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 and Advisory Services: Professional services revenue generated through tax compliance, planning, and advisory engagements for individuals, closely held businesses, trusts, and estates. Services include tax compliance for individuals, businesses, estates and trusts; gifting; non-profit organizations; succession planning; estate and gift planning; retirement planning; payroll support; small business accounting; entity selection; and litigation support.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels2 records

Core offering

de Haan, PLLC is a boutique Seattle-based CPA firm providing tax compliance, tax planning, and advisory services to individuals, closely held businesses, trusts, and estates. Core offerings include tax preparation for individuals, businesses, estates, trusts, gifting, and non-profits; strategic planning such as succession, estate and gift, and retirement planning; plus supporting services like payroll, small business accounting, entity selection, and litigation support.

Product overview

de Haan, PLLC is a boutique Seattle-based CPA firm offering a unified suite of tax and advisory services for individuals, closely held businesses, trusts, and estates. The firm combines Tax Compliance Services (individual, business, estate & trust, gifting, and non-profit tax preparation) with Tax Planning Services (succession, estate & gift, and retirement planning). Supporting these core offerings are Small Business & Trust Accounting Support, Small Business Restructuring, Business Entity Selection, Payroll Support, and Litigation Support. The firm was founded in 2008 and operates as a team-based practice, drawing on collective expertise across individual taxation, trust and estate taxation, and business taxation to serve clients holistically.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Compliance Services

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Expansion highlights3 records

Broad incumbents

• Moss Adams LLP: Top-15 U.S. accounting and business advisory firm where de Haan's founder was previously a partner. Competes for the same Seattle-area individuals, closely held businesses, and trust/estate clients but with vastly larger headcount, specialty depth, and geographic footprint.
• BDO USA: Top-5 global accounting network with a Seattle presence serving middle-market businesses and individuals on tax, advisory, and assurance. Competes for the same closely held business and high-net-worth client base with greater specialty depth.
• Plante Moran: Large U.S. CPA and advisory firm with significant private client and closely held business practices. Represents the type of mid-tier firm that boutique Seattle CPAs compete against for scaled advisory engagements.
• Eide Bailly LLP: Top-25 U.S. accounting firm providing tax, advisory, and wealth planning services to individuals, businesses, and trusts. Comparable service lines with broader geographic reach.
• KPMG US Tax Practice: Big 4 firm with a substantial private client services and trust/estate tax practice. Competes for high-net-worth individual and family foundation work in the Pacific Northwest with much larger resources.
• WithumSmith+Brown PC: Mid-tier U.S. CPA and advisory firm with a strong private client services and closely held business practice. Comparable service orientation and target market at larger scale.

Direct peers

• Clark Nuber PS: Seattle-based CPA and advisory firm serving closely held businesses, nonprofit organizations, and high-net-worth individuals. Highly comparable in service mix, client segment, and boutique positioning within the same Seattle market.
• Peterson Sullivan LLP: Seattle-based mid-sized CPA firm providing tax, audit, and advisory services to closely held businesses and individuals. Comparable in client mix and regional scope, with somewhat larger scale.
• Sweeney Conrad CPAs PS: Bellevue/Seattle-area CPA firm focused on closely held businesses, real estate, and high-net-worth individuals. Directly comparable boutique competitor with similar service portfolio and target clientele.
• Regnier & Associates CPAs: Boutique CPA firm serving closely held businesses and high-net-worth individuals with tax and advisory services. Comparable boutique scale and similar target client profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/de-haan-pllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about De Haan