What Masotti & Masotti does

Masotti & Masotti is a multi-generational, family-owned CPA firm headquartered in Stamford, Connecticut, founded in 1960 by Peter V. Masotti, Lewis R. Masotti, and Robert P. Masotti. The firm delivers traditional public accounting services — business and individual tax preparation, audits, financial statement compilation and review, bookkeeping, IRS and state tax representation, litigation support, and tax and estate planning — to a diversified client base that includes small to mid-size businesses, entrepreneurs, publicly held corporations, U.S. subsidiaries of foreign-owned corporations, not-for-profit organizations, retirement plans, and ultra-high net worth families. It prepares tax returns in more than 30 states from a single headquarters office using a referral-driven, principal-led go-to-market motion.

The firm has built a distinct specialized vertical around blockchain and digital asset accounting through the MM Digital Asset Group (MMDAG), which provides Blockchain Back-Office (BBO) accounting, books-and-records for digital asset businesses, and personal cryptocurrency portfolio tracking. It also created the MM Blockchain Academy (MMBA) affiliate and the first accredited Certified Blockchain Accounting Professional designation, monetized through online courses distributed via Wiley Publishing and the Accounting Blockchain Coalition. For ultra-high net worth clients, the firm operates the M&M Family Office Group in partnership with Select Family Office, offering investment management, estate preservation, and multigenerational planning alongside its tax and accounting core.

The business model is professional services fees billed on custom-quoted engagements, supplemented by licensing/royalty revenue from MMBA courses. The firm has 20+ principals and staff, no external funding or institutional ownership, and an ecosystem of strategic technology partners (Gilded, Bitwave) that anchor its digital asset offering. Recent strategic emphasis under Managing Partner John W. Masotti — who also founded MMDAG and MMBA — has been on operational scaling, evidenced by the addition of a Chief Operating Officer and new graduate hires.

Name

Masotti & Masotti

Legal name

Masotti & Masotti LLC

Website

https://masotti.com

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

11–50 employees

Short description

Masotti & Masotti is a family-owned, multi-generational CPA firm in Stamford, CT, founded in 1960, providing tax, audit, estate planning, family office, and specialized blockchain/digital asset accounting services to SMBs, publicly held corporations, and high-net-worth individuals across 30+ U.S. states.

Ownership category

akta.pro rank

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Traditional CPA firm revenue from tax preparation, audit services, financial statement preparation, business consulting, estate planning, and representation services billed on professional service engagements.
2. Digital Asset Services: Specialized blockchain and cryptocurrency accounting services, including BBO bookkeeping for digital asset businesses and personal crypto portfolio tracking.
3. Educational Courses: Online blockchain accounting courses sold to CPA firms and universities through distribution partners Wiley Publishing and Accounting Blockchain Coalition.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Masotti & Masotti is a full-service CPA firm providing tax preparation and planning, audit, financial statement compilation/review, bookkeeping, business consulting, litigation support, IRS and state tax representation, estate planning, and family office services. Distinctively, the firm operates MM Digital Asset Group for blockchain and cryptocurrency accounting and affiliates MM Blockchain Academy for accredited crypto accounting education.

Product overview

Masotti & Masotti is a full-service CPA firm founded in 1960, offering a comprehensive portfolio of traditional accounting services alongside specialized digital asset offerings. The core service lineup includes Tax Preparation and Planning (business, individual, multi-state), Audit Services, Financial Statements (compilation/review), Bookkeeping, Business Consulting, Litigation Support, IRS & State Tax Representation, and Tax & Estate Planning. The firm operates a Family Office practice through a partnership with Select Family Office. Distinctively, the firm maintains the MM Digital Asset Group (MMDAG) providing blockchain and cryptocurrency accounting services including Blockchain Back-Office (BBO) accounting for digital asset businesses. An affiliated entity, MM Blockchain Academy (MMBA), delivers online crypto accounting education to CPA firms and universities and created the first accredited Certified Blockchain Accounting Professional designation. The firm has over 20 principals and staff serving clients throughout the U.S. and abroad.

Differentiator

Problem solved

Functional benefit

Brands

• MM Digital Asset Group: Blockchain Back-Office (BBO) accounting services including digital asset business bookkeeping, cryptocurrency portfolio tracking, and blockchain accounting education through MMBA.
• MM Blockchain Academy (MMBA)
• M&M Family Office Group

Products and services

• Business & Individual Tax Preparation Multi-state business and individual tax preparation, planning, and compliance services for entrepreneurs, small to mid-size businesses, publicly held corporations, and U.S. subsidiaries of foreign-owned corporations.
• Audit Services Intensive examination of company systems and records providing the highest level of assurance for financial statements, subject to AICPA Peer Review Program and serving publicly held and complex private companies.
• Financial Statement Compilation & Review Compilation and review services for unaudited financial statements providing varying levels of assurance for privately held businesses and not-for-profit organizations.
• Tax & Estate Planning Monitoring of legislative, regulatory, and judicial developments affecting tax liabilities and estate planning for orderly asset transfer and business succession.
• Business Consulting Sounding board for management on growth, profitability, mergers, acquisitions, and sale of businesses for small to mid-size companies and entrepreneurs.
• IRS & State Tax Representation Representation before federal and state tax agencies including experience at all IRS levels such as the Audit Division, Regional Appeals Office, and the National Office.
• Litigation Support CPA litigation support for law firms and publicly held corporations, including tax fraud case work and DOJ negotiation support.
• Family Office Services Family office services delivered in strategic partnership with Select Family Office including investment management, estate preservation, multigenerational planning, and personal financial management for ultra-high net worth families.
• MM Digital Asset Group (MMDAG) Specialized blockchain and cryptocurrency accounting services including Blockchain Back-Office (BBO) accounting, books and records maintenance for digital asset businesses, and personal cryptocurrency portfolio tracking for crypto investors.
• MM Blockchain Academy (MMBA) Online blockchain accounting education platform creating and selling crypto accounting courses to CPA firms and universities; originator of the first accredited Certified Blockchain Accounting Professional designation.
• Bookkeeping / Write-Up Services Day-to-day bookkeeping tasks, transaction recording, and financial record organization for small businesses and individuals.

Quantifiable outcome

• Prepares income tax returns in more than 30 states
• +1 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core, major and strategic.

• MM Blockchain Academy (MMBA)coreStrategic or Co-development PartnerAffiliate of Masotti & Masotti created by John W. Masotti. MMBA is a blockchain accounting academy that creates and sells online crypto accounting courses. They created the first accredited Certified Blockchain Accounting Professional designation.
• Wiley PublishingcoreChannel Partner/ Reseller/ DistributorDistribution partner for MM Blockchain Academy online crypto accounting courses sold to CPA firms and universities throughout the United States.
• Accounting Blockchain Coalition (ABC)majorChannel Partner/ Reseller/ DistributorDistribution partner for MM Blockchain Academy courses, promoting blockchain accounting education to CPA professionals and accounting students.
• GildedstrategicTechnology or IntegrationLeading digital asset payment and accounting solution partner backed by the AICPA and CPA.com. Provides technology integration for MM Digital Asset Group's BBO accounting services.
• BitwavestrategicTechnology or IntegrationLeader in crypto accounting software for digital asset businesses. Strategic partner for MM Digital Asset Group's blockchain Back-Office (BBO) accounting services.
• Select Family OfficecoreStrategic or Co-development PartnerStrategic partnership with Select Family Office, an advisor for prominent ultra-high net worth families. Boutique multi-family office offering traditional family office services. Firm provides income tax, estate planning, and accounting expertise while Select Family Office provides investment management and planning, estate preservation, and personal financial management.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries3 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 Masotti & Masotti