Haskell & White

What Haskell & White does

Haskell & White LLP is a Southern California-based certified public accounting firm founded in 1988, headquartered in Irvine, California, with a second office in San Diego. The firm employs between 101 and 250 professionals and provides customized audit, tax, and advisory services to middle-market public and private companies, as well as nonprofit organizations. It is registered with the Public Company Accounting Oversight Board (PCAOB), enabling it to serve SEC-reporting issuers.

The firm's service portfolio spans three practice areas: Audit & Assurance (including PCAOB audits, SOX compliance, and SEC consulting), Tax Planning & Compliance (federal, state, multi-state, international tax, and estate planning), and Business Advisory (M&A advisory, due diligence, and strategic consulting). The firm operates dedicated industry practices across real estate and construction, life sciences and medical devices, technology (with capability in ASC 606 software revenue recognition), manufacturing and distribution, community services, and business services. International capability is delivered through the firm's membership in the Leading Edge Alliance (LEA), a global CPA network spanning 100+ countries and 450+ offices. Named NASDAQ-listed audit clients include Fennec Pharmaceuticals, Flux Power Holdings, Aethlon Medical, and Moving iMage Technologies.

The business model is professional services engagement-based, with revenue generated through hourly and project-based fees on audit, tax, and advisory engagements. The go-to-market is sales-led and relationship-driven, primarily through direct engagement, RFP processes via the firm website, and partner-led business development targeting companies too small for Big 4 firms but requiring sophisticated PCAOB-registered audit and SEC reporting capability. Pricing is not publicly disclosed; the firm emphasizes a "no surprises" fee philosophy and projects delivered on-time and on-budget. The firm operates as a privately held limited liability partnership with no disclosed external ownership, funding events, or parent company, and has maintained five consecutive clean AICPA Peer Review reports alongside a track record of outstanding PCAOB inspection results.

Name

Haskell & White

Legal name

Haskell & White LLP

Website

https://hwcpa.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

101–250 employees

Short description

Haskell & White LLP is a Southern California-based CPA firm founded in 1988, providing audit, tax, and advisory services to middle-market public and private companies. It operates from Irvine and San Diego with PCAOB-registered audit capabilities spanning real estate, life sciences, technology, and manufacturing sectors.

Ownership category

akta.pro rank

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Audit & Assurance Services: Audit and assurance services for public companies (PCAOB registered) and private companies, including SOX compliance and SEC consulting
2. Tax Planning & Compliance: Tax planning, consulting, compliance, and international tax services
3. Business Advisory: Business advisory services including M&A advisory, due diligence, and strategic consulting

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Haskell & White LLP is a Southern California-based CPA firm providing tax, audit, and advisory services to middle-market companies. Founded in 1988, the firm delivers PCAOB-registered audit and assurance, tax planning and compliance, SEC consulting, SOX compliance, M&A advisory, international tax, and business advisory services. It operates from offices in Irvine (headquarters) and San Diego, serving public companies, private companies, and nonprofits across real estate, life sciences, technology, manufacturing, and business services sectors.

Product overview

Haskell & White is a Southern California CPA firm offering a comprehensive suite of professional accounting and advisory services primarily serving middle-market companies. The firm's core offerings include Tax Planning & Consulting, Tax Compliance, International Tax, Audit & Assurance, SEC Consulting, PCAOB Audit, SOX Compliance, M&A Advisory, Real Estate Accounting, Business Advisory, Employee Benefit Plans, and Talent Solutions. The services are delivered as professional consulting offerings rather than a software product, with specialized industry expertise across Real Estate & Construction, Life Sciences & Medical Devices, Technology, Manufacturing & Distribution, Community Services, and Business Services sectors. The firm serves Public Companies, Private Companies, and Nonprofit Organizations with customized support at every stage of client development.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Consulting Tax minimization strategies, capital gains planning, income tax preparations, multi-state filings, and estate planning services for middle-market companies and individuals tied to client engagements.
• Tax Compliance Tax return preparation and filing services ensuring compliance with federal, state, and local tax requirements for businesses and organizations.
• International Tax Inbound and outbound tax obligation services for international companies expanding their global footprint, including compliance and comprehensive international tax planning and preparation.
• Audit & Assurance Comprehensive audit and assurance services combining advanced accounting expertise with personalized attention to provide timely, flexible, and thorough audits for public and private companies.
• Real Estate Accounting Expert real estate accounting services supplemented with continual in-depth real estate training sessions for clients in all facets of the real estate industry.
• Business Advisory Advisory services helping clients navigate complex business challenges with trusted business advisors providing strategic guidance on growth, profit, and operational decisions.
• SEC Consulting Services helping clients navigate complex SEC regulatory environments, from completing compliant audits to preparing for mergers and acquisitions, with robust technical expertise and personal attention.
• PCAOB Audit Public Company Accounting Oversight Board registered audit services ensuring compliance with PCAOB standards for publicly traded companies.
• SOX Compliance Sarbanes-Oxley compliance services helping public companies establish, maintain, assess, and report on the effectiveness of their internal control over financial reporting.
• M&A Advisory Mergers and acquisitions advisory services from due diligence to budget forecasting, helping clients navigate public offerings or seek seed capital.
• Employee Benefit Plans Expert services for employee benefit plans ensuring compliance with state and federal guidelines for 401(k)s and profit-sharing plans.
• Talent Solutions Recruitment and career development solutions for finding talented professionals and providing career opportunities at the firm.

Quantifiable outcome

• Five consecutive clean AICPA Peer Review reports
• +2 more outcomes

Named customers4 records

Segments8 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Leading Edge Alliance (LEA)coreStrategic or Co-development PartnerGlobal alliance of CPA firms spanning over 100 countries, over 450 offices, and more than 16,000 professionals. Through this membership, Haskell & White can conduct inventory observations, audits that roll up to parent organizations, and access specialized knowledge through affiliate special interest groups. The alliance provides global resources while maintaining small-firm agility and cost structures.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• CliftonLarsonAllen LLP (CLA): Top-10 U.S. accounting firm with extensive mid-market practice across audit, tax, and advisory; broader geographic footprint but overlapping mid-market positioning with Haskell & White.
• RSM US LLP: Top-5 U.S. audit firm with explicit mid-market focus and global network; comparable PCAOB-registered audit, tax, and consulting offerings for growth-oriented public companies.
• Marcum LLP: Top-10 U.S. accounting firm with strong PCAOB-registered middle-market practice and life-sciences/tech specializations comparable to Haskell & White's verticals.
• BDO USA: Global mid-market-focused accounting network with a substantial U.S. practice serving middle-market public and private companies; overlapping audit/tax/advisory lines and client profile with Haskell & White.

Direct peers

• Eide Bailly LLP: Top-25 U.S. CPA firm with a national mid-market practice including PCAOB audit, tax, and advisory services; comparable business model serving growing public and private companies outside the Big 4.
• Holthouse Carlin & Van Trigt LLP (HCVT): Southern California-based CPA firm with comparable headcount, mid-market focus, and audit/tax/advisory service lines; competes head-to-head for SoCal middle-market engagements.
• Armanino LLP: One of the largest U.S. based accounting and business consulting firms, headquartered in San Ramon, CA. Directly comparable mid-market CPA firm serving California public and private companies with audit, tax, advisory, and technology-enabled consulting practices.
• Moss Adams LLP: Top-15 U.S. CPA firm with deep West Coast presence and significant PCAOB-registered practice serving middle-market public companies in technology, life sciences, and real estate—overlapping verticals and audit/tax service mix with Haskell & White.
• Windes Accountancy Corporation: California-based mid-size CPA firm providing audit, tax, and advisory services; smaller scale but directly comparable regional professional-services model.

Emerging players

• WithumSmith+Brown PC: Top-25 U.S. CPA firm with notable life sciences and technology practices; comparable mid-market positioning though based in the Northeast rather than California.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCRf4QJgu9yqUf7Qejs_QO6w
• Facebookfacebook.com/haskellandwhite
• LinkedInlinkedin.com/company/haskellwhite/mycompany/?viewAsMember=true
• Instagraminstagram.com/haskellandwhite
• Xx.com/haskellandwhite

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Haskell & White