What Marks Paneth & Shron LLP does

Marks Paneth & Shron LLP is a New York-based certified public accounting and financial services firm founded in 1907, operating as a partnership within the broader professional services network. The firm maintains a regional footprint of seven offices spanning Manhattan (685 Third Avenue; 1065 Avenue of the Americas; 730 Third Avenue), Melville (Long Island), Purchase (Westchester), and Riverhead (Eastern Long Island), with 501–1,000 employees delivering localized service to clients in the New York metropolitan area.

The firm's core offerings, as represented in the available source material, span Accounting (Audit & Attest, Financial Reporting), Tax (Business, International, Private Client, Specialized, State & Local, Opportunity Zones), Advisory (M&A, Transaction Advisory, Forensic & Litigation, Valuation, Private Equity Advisory, Risk Management, Human Capital, Compensation Consulting, Tariff Solutions), Benefits (Actuarial, Retirement Plan Administration, HR Services), Insurance (Business, Individual, Specialty, Risk Management), and Technology (Artificial Intelligence, Cloud & Infrastructure, Cybersecurity, Managed Services, Payroll & HR Technology). This service catalog positions the firm as a full-stack middle-market provider rather than a single-line audit or tax practice.

The primary source material predominantly describes the parent professional services organization (headquartered in Cleveland, OH, with 9,500+ team members across 140+ locations in 23 major U.S. markets) rather than Marks Paneth specifically, indicating the firm is now part of a larger multi-service national platform post-acquisition. Revenue is generated through professional service fees across accounting, tax, advisory, benefits, insurance, and technology service lines, delivered via a direct, relationship-led sales motion targeting middle-market enterprise and private clients. Pricing is not publicly disclosed. Industry-specific content marketing and thought leadership (covering Capital Markets, NFP & Education, Construction, Private Equity, Consumer & Industrial Products, Real Estate, and other verticals) support top-of-funnel demand generation, while service delivery is anchored in local partner-led client engagement.

Name

Marks Paneth & Shron LLP

Website

https://markspaneth.com

Company type

Private

Founded year

1907

Headcount range

501–1,000 employees

Short description

Marks Paneth & Shron LLP is a New York-based CPA and financial services firm founded in 1907, delivering audit, tax, advisory, benefits, insurance, and technology services to middle-market clients across seven offices in the NYC metro.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services: Provides professional services including accounting, tax, advisory, benefits, insurance, and technology solutions to middle-market clients. Revenue generated through professional service fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Marks Paneth & Shron LLP is a New York-based certified public accounting and financial services firm founded in 1907. The firm provides audit, tax, advisory, and related professional services to middle-market businesses and individuals through multiple offices across the New York metropolitan area. Note: a substantial portion of the input data filed under this firm references CBIZ (a separate, much larger organization with 9,500+ team members across 140+ locations); the firmographic block identifies Marks Paneth as a 501-1000 employee CPA firm.

Product overview

CBIZ provides integrated professional services through multiple service lines including Accounting, Tax, Advisory, Benefits, Insurance, and Technology. The Technology division offers AI, cloud infrastructure, cybersecurity, emerging technology, enterprise performance, managed services, and HR/payroll technology solutions. Services are delivered through a network of 140+ locations across 23 major markets.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting
• Tax
• Advisory

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Grant Thornton: US middle-market-focused accounting and advisory firm with national footprint. Competes for the same middle-market audit, tax, and advisory engagements with greater scale and brand recognition.
• Baker Tilly US: Top-10 US accounting and advisory firm serving middle-market clients across industries including real estate, construction, and private equity. Comparable service portfolio and customer segment with broader geographic coverage.
• RSM US: Largest US-focused middle-market audit, tax, and consulting firm serving private equity-backed and privately held businesses. Direct overlap on service mix and middle-market positioning with greater scale.
• BDO USA: Top-10 global accounting network with a strong US middle-market practice offering audit, tax, and advisory services. Larger and broader geographic reach but overlaps directly on target clients and service lines.
• Crowe LLP: Top-10 US public accounting and consulting firm serving middle-market and large clients with audit, tax, and advisory services. Comparable on service breadth and customer segment with greater scale and industry depth.
• CBIZ: National professional services provider of accounting, tax, advisory, benefits, and insurance services to middle-market clients. Closely aligned service model and customer profile; larger and publicly traded.

Direct peers

• Anchin, Solon & Co. NY-based mid-market CPA and advisory firm serving closely held businesses, private equity, and high-net-worth individuals. Directly comparable in size tier, service portfolio, and NY metro focus.
• Marcum LLP: Top-15 US accounting firm headquartered in NY providing audit, tax, and advisory services to middle-market clients across similar industries. Closely comparable in service mix, customer segment, and geographic footprint.
• Withum: Mid-market CPA and advisory firm based in the NY/NJ region providing accounting, tax, and consulting services to similar middle-market verticals including private equity, real estate, and technology.
• EisnerAmper LLP: Multi-discipline professional services firm headquartered in NY metro offering accounting, tax, advisory, and technology services to middle-market clients. Highly comparable on service breadth and target customer profile.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/markspaneth
• Facebookfacebook.com/markspaneth
• LinkedInlinkedin.com/company/marks-paneth-

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Marks Paneth & Shron LLP