What Seiler & Company, LLP does

Seiler & Company, LLP was a Redwood City, California–based limited liability partnership providing advisory, tax, and accounting services to high-net-worth and ultra-high-net-worth individuals, family offices, privately-held businesses, and not-for-profit organizations. Founded in 1957 (per firmographics; the corporate history section cites 1959), the firm operated for roughly 65 years as an independent regional boutique, building its reputation serving "visionary and influential" clients in the San Francisco Bay Area. Its service offering spanned Family Office Services, Individual Income Tax Planning & Compliance, Outsourced Accounting, Private Wealth advisory, and Tax Services, delivered through direct, relationship-driven engagements rather than a technology platform.

The firm's go-to-market was enterprise field sales targeting HNW clients via personalized advisory relationships; pricing was quote-based and not publicly disclosed. Operationally, Seiler used third-party tooling including GoFileRoom for client document exchange, Suralink for audit workflow management, and referenced Addepar as a wealth management platform for comprehensive portfolio oversight. There is no evidence of proprietary technology, AI/ML capabilities, patents, or recurring software revenue — the business is a pure professional services model monetized through billable advisory hours and engagement fees.

Effective July 1, 2024, Seiler was acquired by Baker Tilly Advisory Group, LP (the 6th-largest U.S. accounting firm, with 11,000+ professionals and 70+ offices nationwide), ceasing to operate as an independent entity. The combination was positioned as a strategic expansion of Baker Tilly's Bay Area footprint and a reinforcement of its family office / UHNW capabilities. Following the transaction, Seiler's partners (George Marinos, Ron L. LaVelle, Chaka Lockhart) continued as Principals within the Baker Tilly platform.

Name

Seiler & Company, LLP

Legal name

Seiler & Company, LLP

Website

https://seiler.com

Company type

Private

Founded year

1959

Operating status

Acquired

Headcount range

251–500 employees

Short description

Seiler & Company, LLP was a Redwood City-based advisory, tax, and accounting firm serving high-net-worth individuals, family offices, and not-for-profit organizations in the San Francisco Bay Area. Effective July 1, 2024, it was acquired by and integrated into Baker Tilly Advisory Group, LP.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), 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

Payroll & Employment Tax Services (BPAHABAD)

akta.pro secondary industries

Estate Administration & Probate Services (FSAAANAE), Payroll Tax Filing, Compliance & Remittance (BPACAIAC)

Keywords

• Tax planning services
• Family office advisory
• Private wealth management
• Outsourced accounting
• High net worth advisory

Headquarters

HQ city

Redwood City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory, Tax and Accounting Services: Professional services revenue generated through advisory, tax preparation, compliance, and accounting services to high-net-worth individuals, family offices, and not-for-profit organizations.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Seiler & Company, LLP delivers advisory, tax, and accounting professional services to high-net-worth individuals, family offices, ultra-high-net-worth clients, private businesses, and not-for-profit organizations. Core offerings include family office services, individual income tax planning and compliance, outsourced accounting, private wealth services, and broader tax services, all delivered through direct professional engagements following the firm's combination with Baker Tilly.

Product overview

Seiler & Company, LLP provides advisory, tax and accounting services through a unified offering of professional services. The company operates as a single integrated practice serving high-net-worth clients, family offices, and ultra-high-net-worth individuals. Services include Family Office Services, Individual Income Tax Planning & Compliance, Outsourced Accounting, Private Wealth, and Tax Services—all delivered through Baker Tilly following the July 2024 combination. This is a professional services firm offering, not a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Combines professional expertise with forward-thinking strategy to help family office clients build a legacy and vision unique to their family. Served under the Baker Tilly platform after July 1, 2024 combination.
• Individual Income Tax Planning & Compliance Private wealth tax professionals optimize tax strategy and provide proactive individual income tax compliance and planning for high-net-worth individuals.
• Outsourced Accounting Transforms financial management by providing accounting data that drives strategic planning, guides business decisions, and supports overall growth for private businesses and family offices.
• Private Wealth Delivers bespoke, advanced family office and tax solutions with personalized service to ultra-high-net-worth individuals.
• Tax Services Contributes to clients' success by accelerating tax deductions, increasing tax credits, reducing cash taxes, and mitigating tax-related risks for businesses and high-net-worth clients.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• Baker Tilly US, LLPflagshipStrategic or Co-development Partner · 1 July 2024Seiler has joined forces with Baker Tilly effective July 1, 2024. This combination expands the Baker Tilly footprint in the San Francisco Bay Area, reinforcing dedication to delivering unparalleled service to family offices and ultra-high-net-worth clients. The combination provides expansive resources, technical expertise, and service lines that benefit clients and employees.

Scale indicators5 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• BDO USA: Top-10 U.S. accounting and advisory firm with a significant Private Wealth practice serving HNW individuals, family offices, and private businesses. Directly comparable to Seiler's combined Baker Tilly service lines across tax, advisory, and outsourced accounting.
• RSM US: Mid-tier national accounting firm with a strong Private Client Services practice serving HNW individuals, family offices, and private equity-backed businesses. Comparable in scale and HNW service mix to Seiler's combined Baker Tilly platform.
• Marcum LLP: Top-15 U.S. accounting firm with a dedicated Private Client Services group serving HNW individuals, family offices, and closely-held businesses. Closely comparable in service portfolio to Seiler's tax, advisory, and outsourced accounting offerings.
• Crowe LLP: Top-10 U.S. accounting firm with private client and family office services. Comparable in scale and service breadth to Baker Tilly's combined platform and Seiler's HNW focus.
• Withum: Mid-tier national accounting and advisory firm serving HNW individuals, family offices, and private businesses. Comparable in service mix and HNW/private wealth client focus to Seiler.

Direct peers

• Andersen (formerly Andersen Tax): Independent tax and advisory firm with a strong HNW/private client and family office practice. Comparable to Seiler in serving ultra-wealthy individuals with bespoke tax planning, estate strategies, and private wealth solutions.
• Citrin Cooperman: Mid-sized accounting and advisory firm with a dedicated Private Client Services practice serving HNW individuals, family offices, and entrepreneurs. Closely comparable in service mix and target client profile to Seiler.
• Marks Paneth: Northeast-based accounting firm with a significant private client and family office practice serving HNW individuals. Directly comparable in HNW specialization, though geographically distinct from Seiler's Bay Area focus.

Regional players

• Eide Bailly: Top-25 U.S. accounting and advisory firm with a private client services group. Comparable in HNW service offering and regional-to-national growth trajectory similar to Seiler's combination with Baker Tilly.
• Whitley Penn: Texas-based accounting and advisory firm serving HNW individuals, family offices, and private businesses. Comparable in private client service mix, with geographic differentiation from Seiler's pre-acquisition Bay Area footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/115934952704
• LinkedInlinkedin.com/company/seiler-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Seiler & Company, LLP