Blazek & Vetterling

What Blazek & Vetterling does

Blazek & Vetterling is a Houston-based certified public accounting firm founded in 1991, providing audit, tax, and consulting services exclusively to tax-exempt organizations across the United States. Its client base of more than 700 organizations includes private foundations, public charities, charter schools, religious institutions, social service agencies, government entities, arts organizations, and employee benefit plans. The firm is licensed to perform audits in Texas, New Mexico, California, and Connecticut, and delivers services through a professional staff of approximately 75 employees including 14+ partners, organized around three practice pillars: Audit & Assurance (financial statement audits, employee benefit plan audits, charter school audits, single audits under Uniform Guidance, and agreed-upon procedures); Tax Services (IRS Form 990 preparation, UBIT analysis, tax compliance reviews, and IRS audit support); and Consulting Services (internal controls review, indirect cost proposals, tax-exempt status applications, and grantor desk reviews).

The firm operates a paperless audit workflow on an encrypted network with proprietary file-sharing and interactive collaboration tooling, replacing manual binder-based audit processes. Its business model is professional services with custom engagement-based pricing; the firm does not publish fee schedules or standard rate cards, and engagements are scoped individually. Go-to-market is sales-led and driven by referrals, industry conference presence (AICPA Private Foundation Summit, TXCPA, ABA), teaching engagements at Rice University and UT Law's Nonprofit Organizations Institute, and WBE/HUB certification status that supports government and institutional procurement channels. The firm is independently owned as Blazek & Vetterling, LLC, with no external institutional investment or parent company, and has maintained an AICPA peer review rating of "pass" at every review since inception.

The firm's strategic position is built on exclusive vertical specialization: 30+ years of accumulated nonprofit-specific expertise in Form 990 preparation, single audit Uniform Guidance, charter school FARG compliance, DOL employee benefit plan audits, and UBIT matters, supported by a partner bench drawn from Big 4 backgrounds (Deloitte, EY, PwC, KPMG) and active involvement in AICPA NFP and Government Audit Quality Center committees. Recent operating signals — partner promotions in 2024 and 2025, sustained lateral hiring of audit managers from specialty nonprofit practices, and maintained multi-state licensing — point to incremental capacity expansion rather than geographic or product pivot.

Name

Blazek & Vetterling

Legal name

Blazek & Vetterling, LLC

Website

https://bvcpa.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

51–100 employees

Short description

Houston-based CPA firm founded in 1991, providing audit, tax, and consulting services exclusively to tax-exempt organizations. Serves 700+ clients including foundations, schools, religious organizations, government entities, arts groups, and employee benefit plans across Texas, New Mexico, California, and Connecticut.

Ownership category

akta.pro rank

Product category

Nonprofit Accounting & Audit Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

Keywords

• Nonprofit audit services
• Tax-exempt accounting
• Nonprofit tax compliance
• Audit assurance services
• Nonprofit consulting

Headquarters

HQ city

Houston

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, Infrastructure, Marketing or Sales

Revenue model

1. Audit & Assurance Services: Financial statement audits, employee benefit plan audits, charter school audits, single audits, and agreed upon procedures for tax-exempt organizations including private foundations, schools, religious organizations, and government entities.
2. Tax Services: Comprehensive tax compliance and consulting services including annual return preparation (IRS Form 990), tax compliance reviews, unrelated business income tax, IRS audit support, and tax planning for nonprofit organizations.
3. Consulting Services: Consulting services including internal controls review, indirect cost proposals, applications for tax-exempt status, grantor desk reviews, and UBIT issues for nonprofit organizations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Blazek & Vetterling is a Houston-based certified public accounting firm providing audit & assurance, tax, and consulting services exclusively to tax-exempt organizations. Service offerings include financial statement audits, employee benefit plan audits, charter school audits, single audits, Form 990 preparation, UBIT services, tax compliance reviews, IRS audit support, internal controls reviews, and applications for tax-exempt status. The firm serves over 700 nonprofit, government, and employee benefit plan clients.

Product overview

Blazek & Vetterling is a professional services firm offering a unified portfolio of audit, tax, and consulting services specifically designed for tax-exempt organizations. The service offering comprises three core pillars: Audit & Assurance Services (including financial statement audits, employee benefit plan audits, charter school audits, single audits, and agreed upon procedures), Tax Services (annual tax return preparation, UBIT services, tax compliance reviews, and IRS audit support), and Consulting Services (internal controls review, indirect cost proposals, applications for exemption, grantor desk reviews, and UBIT consulting). The firm serves over 700 nonprofit clients including private foundations, social service agencies, religious organizations, schools, government entities, arts organizations, and employee benefit plans.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Statement Audits Independent audit engagements reviewing financial statements, internal controls, and compliance with accounting principles and regulations to provide stakeholders with confidence in responsible financial management for tax-exempt organizations.
• Employee Benefit Plan Audits Specialized audits for 401(k), pension, and health plans conducted in accordance with Department of Labor requirements to protect plan participants and ensure compliance with applicable laws.
• Charter School Audits Financial accountability audits for charter schools compliant with the Texas Financial Accountability Resource Guide, including annual audits, financial statements, and compliance with internal controls.
• Single Audits Audits for entities expending $750,000 or more in federal funds per year, conducted under Title 2 U.S. Code of Federal Regulations Part 200, covering local governments, state governments, nonprofit organizations, and higher education institutions.
• Agreed Upon Procedures Customized examination and review engagements including due diligence, compensation arrangements, and compliance attestation for specific client needs without requiring a full audit.
• Annual Tax Return Preparation Preparation of IRS Form 990 and other annual tax returns for tax-exempt organizations, ensuring accuracy, completeness, and compliance with applicable regulations.
• Unrelated Business Income Tax (UBIT) Services Evaluation of income sources to identify unrelated business income subject to UBIT, including assessment of available exceptions under the tax code for nonprofits.
• Tax Compliance Reviews Reviews of tax reporting requirements for employment, sales, property, and other tax purposes to ensure compliance with federal and state requirements for tax-exempt organizations.
• IRS Audit Support Assistance responding to IRS audits and inquiries, including developing compliance strategies and communicating effectively with IRS agents on behalf of tax-exempt organizations.
• Internal Controls Review Documentation and evaluation of internal control systems for nonprofit organizations to identify weaknesses and provide recommendations for strengthening financial management and compliance.
• Indirect Cost Proposal Review Review and analysis of indirect cost proposals to identify potential enhancements and ensure consistency with applicable cost accounting principles for nonprofits.
• Applications for Tax-Exempt Status Consulting for new nonprofit formation including mission and vision definition, preparation of IRS application documents, and navigation of federal tax-exempt status requirements.
• Grantor Desk Review Support Support for organizations selected for grantor desk reviews, including scope understanding, response development, and addressing compliance issues.

Named customers16 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• CapinCrouse: National CPA firm exclusively dedicated to serving nonprofit organizations and church/faith-based clients with audit, tax, and consulting services — directly comparable mission, client base, and service mix to Blazek & Vetterling.
• Councilor, Buchanan & Mitchell (CBM): Mid-Atlantic CPA firm with a longstanding dedicated nonprofit and government practice offering audit, tax, and consulting — closely mirrors Blazek & Vetterling's vertical focus and service portfolio.
• PBMares: Mid-Atlantic CPA firm with a dedicated nonprofit practice providing audit, tax, and consulting to foundations, associations, and social services — closely analogous niche specialization and service model.

Broad incumbents

• Eide Bailly: Top-25 U.S. regional CPA firm with a significant dedicated nonprofit practice; competes for the same mid-sized nonprofit audit/tax work but operates at much greater scale and geographic breadth across multiple states.
• Plante Moran: Large U.S. accounting and consulting firm with a sizable nonprofit, government, and higher education practice serving multi-state clients — represents the larger incumbent competitor archetype for Blazek & Vetterling's specialty clients.
• Withum: National accounting and advisory firm with a dedicated Not-for-Profit practice serving foundations, associations, and religious organizations — overlaps directly with Blazek & Vetterling's nonprofit tax-exempt niche at a larger scale.
• BDO USA: Top-tier U.S. accounting firm with an established nonprofit and government practice offering audit and tax services to foundations, social service agencies, and educational institutions — a top-of-market competitor for larger nonprofit engagements.
• Carr, Riggs & Ingram (CRI): Top-25 U.S. accounting firm with substantial audit, tax, and consulting services to nonprofit and governmental entities — directly competitive in the Southeast/Texas region and with staff lateral movements in Blazek & Vetterling's bios showing overlap.
• Burr Pilger Mayer (BPM): West Coast regional CPA and advisory firm with a dedicated nonprofit practice serving foundations, schools, and healthcare organizations — competes for multi-state nonprofit audit work overlapping Blazek & Vetterling's licensure footprint.

Regional players

• HoganTaylor: Houston-based regional CPA and advisory firm serving nonprofit, energy, healthcare, and private business clients — a same-metro peer competing for the Houston nonprofit and tax-exempt audit market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Blazek & Vetterling