Tate & Tryon, CPAs & Consultants

What Tate & Tryon, CPAs & Consultants does

Tate & Tryon, P.C., operating as Tate & Tryon, CPAs & Consultants, was a privately held accounting and consulting firm founded in 1995 and headquartered in Washington, D.C. The firm specialized exclusively in serving the nonprofit industry, with a particular focus on professional associations, trade associations, membership associations, and charitable organizations. Service lines included audit, tax, and advisory work tailored to nonprofit-specific regulatory, fund-accounting, and association-management requirements. The firm also operated a wholly owned subsidiary, T3 Information Systems, LLC, which delivered information systems services aligned with the same nonprofit client base.

The firm employed approximately 153 people in total, comprising 11 partners, 2 principals, and nearly 140 professionals, operating from a single office at 2021 L Street NW, Suite 400, in downtown Washington, D.C. Its go-to-market was relationship-based enterprise field sales — typical of professional-services firms — with revenue generated through professional-services engagements (project-based and recurring audit/advisory fees) rather than product or platform sales. No pricing, revenue, or AI/technology stack information was publicly disclosed.

As of January 1, 2020, RSM US LLP acquired substantially all the assets of Tate & Tryon, P.C. and T3 Information Systems, LLC. The transaction transferred all 11 partners, 2 principals, and nearly 140 professionals into RSM and added a second downtown Washington, D.C. location. The acquisition deepened RSM's nonprofit-industry vertical capability and its D.C. metro footprint, while clients continued to be served by familiar leaders under the RSM brand. Tate & Tryon no longer operates as an independent entity.

Name

Tate & Tryon, CPAs & Consultants

Legal name

Tate & Tryon, P.C.

Website

https://tatetryon.com

Company type

Private

Founded year

1995

Operating status

Acquired

Headcount range

101–250 employees

Short description

Tate & Tryon was a Washington, D.C.-based CPA and consulting firm specializing in audit, tax, and advisory services for nonprofit organizations, including professional, trade, and membership associations and charitable organizations. Founded in 1995, it was acquired by RSM US LLP in January 2020.

Ownership category

akta.pro rank

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Professional Services Revenue: Tate & Tryon generated revenue through professional accounting and consulting services delivered to nonprofit organizations. Services included audit, tax, and advisory services tailored for the nonprofit sector.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Tate & Tryon is a Washington, D.C.-based CPA and consulting firm that provides audit, tax, and advisory services tailored to nonprofit organizations, including professional associations, trade associations, membership associations, and charitable organizations. The firm also operated a wholly owned subsidiary, T3 Information Systems, LLC, focused on information systems services for clients. As of January 1, 2020, the firm's assets were acquired by RSM US LLP.

Product overview

Tate & Tryon, P.C. was a CPA and consulting firm that specialized in serving the nonprofit industry, including professional associations, trade associations, membership associations, and charitable organizations. The firm operated T3 Information Systems, LLC as a wholly owned subsidiary. As of January 1, 2020, Tate & Tryon and its subsidiary joined forces with RSM US LLP through an asset acquisition.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit Services
• Tax Services
• Advisory and Consulting Services
• Information Systems Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• RSM US LLPcoreStrategic or Co-development Partner · 1 January 2020Tate & Tryon, P.C. and its wholly owned subsidiary T3 Information Systems, LLC joined forces with RSM US LLP. As of January 1, 2020, RSM acquired substantially all the assets of Tate & Tryon. The transaction deepens RSM's focus on serving the nonprofit industry, particularly professional, trade and membership associations and charitable organizations, and expands RSM's presence in the Washington D.C. metro area.

Scale indicators2 records

Recent moves4 records

Direct peers

• GRF CPAs & Advisors: GRF CPAs & Advisors is a Washington DC-area CPA firm specializing in nonprofit, association, and government contracting clients. Directly comparable to Tate & Tryon in geographic focus, vertical specialization, and service offerings (audit, tax, advisory).
• Withum: Withum is a top 30 US accounting firm with a strong nonprofit practice serving associations, charities, and foundations. Comparable to Tate & Tryon in serving nonprofit clients with audit, tax, and advisory services.
• Wipfli: Wipfli is a major US accounting firm with a dedicated nonprofit practice serving associations, religious organizations, and charities. Comparable to Tate & Tryon in size, services, and nonprofit specialization.

Broad incumbents

• CliftonLarsonAllen (CLA): CLA is one of the largest US accounting firms with a strong nonprofit practice serving associations, healthcare nonprofits, and charities. Has a broader portfolio than Tate & Tryon but directly competes for similar nonprofit audit and advisory engagements.
• Plante Moran: Plante Moran is a major US accounting firm with a significant nonprofit and association practice. Comparable to Tate & Tryon in serving nonprofit clients with audit, tax, and consulting services.
• Moss Adams: Moss Adams is a top 15 US accounting firm with a dedicated nonprofit practice serving associations, foundations, and charities. Comparable to Tate & Tryon in services and client focus, though with broader geographic reach.
• Baker Tilly: Baker Tilly is a major US accounting firm with a strong nonprofit practice serving associations, healthcare, and educational institutions. Comparable to Tate & Tryon in services and nonprofit specialization.
• BDO USA: BDO USA is a top 5 global accounting firm with a dedicated nonprofit practice. Much larger than Tate & Tryon but directly competes for nonprofit association and charity clients.
• Marcum LLP: Marcum LLP is a top 20 US accounting firm with a strong nonprofit practice serving associations and charities. Comparable to Tate & Tryon in services but with substantially broader geographic reach and service offerings.
• Forvis: Forvis is a top 10 US accounting firm formed by the merger of BKD and Dixon Hughes Goodman, with a dedicated nonprofit practice. Comparable to Tate & Tryon in serving nonprofit clients with audit, tax, and advisory services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/tatetryon
• Facebookfacebook.com/nonprofitcpafirm

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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M&A

Investments

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

Frequently asked questions about Tate & Tryon, CPAs & Consultants