KDP Certified Public Accountants

What KDP Certified Public Accountants does

KDP Certified Public Accountants is a regional accounting and advisory firm founded in 1979, headquartered in Medford, Oregon, with additional offices in Bend, Oregon, and Boise, Idaho. In May–June 2025, KDP merged with 12 other like-minded firms to form Sorren, a Top 50 national accounting and advisory firm with more than 1,000 professionals operating across nine states under an alternative practice structure comprising Sorren CPAs, P.C. (licensed CPA entity providing attest services) and Sorren, Inc. (tax and consulting). The firm serves businesses across five primary verticals — Nonprofit, Construction, Healthcare, Real Estate, and Government — as well as high-net-worth individuals and family offices.

KDP/Sorren delivers a full-service professional offering organized into five core service lines: Assurance (audit, review, compilations, agreed-upon procedures, Section 42 and HUD audits), Tax (federal/state/local, affordable housing, international, estate/trust/gift, nonprofit, tax authority representation, plus specialized credits such as 179D, cost segregation, R&D tax credit, and opportunity zones), Accounting (bookkeeping, controller, and CFO services), Advisory (business valuations, transaction advisory, exit planning, forensic and litigation support, strategic planning), and Private Client Services (family office, financial and income tax planning, succession and transfer planning, closely-held business advisory). The firm has no proprietary technology platform and operates a traditional people-delivered service model augmented by BDO Alliance USA membership for national reach.

The business model is professional services fee-for-service, with revenue generated through billable hours, project-based engagements, and retainer arrangements priced via quote-based scoping per engagement, billed monthly. GTM is sales-led and relationship-driven, delivered through direct in-person engagement at client sites and firm offices. Customer concentration appears low, with a long-tail of clients spread across multiple verticals and a separate private-client segment; no anchor logos or revenue concentration data is disclosed. Headcount at the standalone KDP level was 51-100 employees; the combined Sorren platform is materially larger, providing expanded specialty expertise while preserving the local teams and decades-long client relationships KDP had built.

Name

KDP Certified Public Accountants

Legal name

Sorren CPAs, P.C. and Sorren, Inc.

Website

https://kdpllp.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

51–100 employees

Short description

KDP Certified Public Accountants, now part of Sorren, is a Top 50 national accounting and advisory firm providing assurance, tax, accounting, advisory, and private client services to businesses across nonprofit, construction, healthcare, real estate, and government verticals and to high-net-worth individuals across nine U.S. states.

Ownership category

akta.pro rank

Product category

Accounting and Auditing Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

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

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Tax Return Filing, Processing & Assessment (BPAIADAC)

Keywords

• Audit and assurance services
• Tax preparation and planning
• Business advisory services
• Accounting and bookkeeping
• Private client services

Headquarters

HQ city

Medford

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Services Fees: Fee-for-service model for assurance (audit, review, compilations), tax preparation and planning, accounting/bookkeeping, and advisory services. Revenue generated through billable hours, project-based fees, and potentially retainer arrangements for ongoing client relationships.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

KDP Certified Public Accountants provides audit and assurance, tax preparation, tax planning, accounting and bookkeeping, and advisory services to mid-market businesses in nonprofit, construction, healthcare, real estate, and government sectors, plus private client services to high-net-worth individuals. The firm now operates as part of Sorren following a May 2025 combination.

Product overview

KDP Certified Public Accountants has merged into Sorren, a unified platform offering five core service lines: Assurance, Tax, Advisory, Accounting, and Private Client Services. The firm operates as a full-service accounting and advisory practice serving individuals and businesses across multiple industries (Nonprofit, Construction, Healthcare, Real Estate, Government). Assurance services include audit, review, and compilations. Tax services span federal/state/local, international, estate planning, and specialized credits like R&D and 179D deductions. Advisory covers business valuations, transactions, and litigation support. Accounting provides bookkeeping through CFO-level services. Private Client Services target high-net-worth individuals with family office and succession planning. The portfolio is delivered through a network of offices across Oregon and Idaho, backed by BDO Alliance USA membership.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services Audit and assurance engagements for businesses and nonprofit, government, and other regulated entities in Oregon and Idaho.
• Tax Services Tax preparation, planning, and compliance for businesses and individuals, covering federal, state, and multi-entity filings.
• Accounting and Bookkeeping Services Outsourced accounting, bookkeeping, and financial reporting support for mid-market organizations.
• Business Advisory Services Advisory engagements including strategic, operational, and financial consulting for business clients across KDP's industry verticals.
• Private Client Services Wealth, tax, and advisory services for high-net-worth individuals and families, including estate and personal financial planning.

Segments2 records

Ideal customer profiles2 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.

• BDO Alliance USAcoreChannel Partner/ Reseller/ DistributorIndependent member of BDO Alliance USA, a national association of accounting firms that provides access to resources, expertise, and best practices from a network of independent CPA firms. This alliance enables Sorren (including legacy KDP) to offer capabilities comparable to larger national firms while maintaining local focus.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Plante Moran: Top 15 U.S. accounting, tax, and consulting firm with significantly larger scale than Sorren/KDP but highly comparable service portfolio and mid-market focus. Serves as a benchmark for the Top 50 trajectory Sorren is pursuing and represents the kind of larger national firm KDP competes against for enterprise and complex advisory engagements.
• CliftonLarsonAllen (CLA): Top 10 U.S. accounting firm with comparable full-service model (audit, tax, advisory, wealth advisory, outsourced accounting) and similar mid-market and HNW client focus. Strong nonprofit and construction industry practices directly overlap with KDP/Sorren verticals. Represents a larger-scale version of the same business model.
• BDO USA: Top 10 global accounting network with which Sorren (including legacy KDP) holds an alliance membership via BDO Alliance USA. While not a direct competitor (the alliance relationship is cooperative rather than competitive), BDO USA represents the closest large-firm analog in service mix and target client, and is the network whose resources KDP can access.
• Baker Tilly US: Top 15 U.S. accounting and advisory firm offering assurance, tax, advisory, and consulting services with strong overlap in private client services, transaction advisory, and industry verticals including real estate, construction, and government. Comparable business model with broader geographic footprint.
• Crowe LLP: Top 10 U.S. public accounting and consulting firm with comparable audit, tax, advisory, and consulting services. Strong overlap in industries including healthcare, financial services, and government, with similar mid-market and enterprise client mix that KDP/Sorren targets.
• FORVIS (formerly FORVIS Mazars): Top 10 U.S. accounting firm formed from a similar merger-of-equals strategy (combining two legacy firms), making it a structural analog to Sorren's 13-firm combination. Comparable service portfolio, mid-market and HNW client focus, and post-merger integration trajectory.

Direct peers

• Eide Bailly LLP: Top 25 U.S. accounting and advisory firm with similar full-service model across tax, audit, advisory, and outsourced accounting. Comparable in size, geographic breadth across multiple states, and industry vertical mix including nonprofit, government, healthcare, and construction. Closely aligned mid-market and HNW client orientation.
• Aldrich CPAs + Advisors: Mid-sized Pacific Northwest-based CPA and advisory firm offering a comparable five-line service stack (assurance, tax, advisory, outsourced accounting, wealth services) to similar mid-market and HNW clients. Closely comparable in scale (several hundred professionals) and regional West Coast positioning, making it a strong size-matched and geography-matched peer.
• Wipfli LLP: Top 20 U.S. accounting and consulting firm with comparable five-line service offering and multi-state presence. Comparable business model spanning audit, tax, advisory, outsourcing, and private client services to mid-market organizations, with similar industry concentration in nonprofit, healthcare, manufacturing, and construction.
• Moss Adams LLP: Top 20 U.S. accounting firm with deep Pacific Northwest presence (headquartered in Seattle, with major offices in Portland and Boise). Provides the same five-line service stack (assurance, tax, advisory, accounting, private client) to mid-market and HNW clients in industries overlapping KDP/Sorren's nonprofit, construction, healthcare, and real estate verticals. Most directly comparable regional peer given geographic overlap.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@SorrenAdvisors
• Facebookfacebook.com/kdpllp
• LinkedInlinkedin.com/company/kdpllp
• Instagraminstagram.com/sorrenadvisors
• Xx.com/kdp_cpa

Revenue estimate

Valuation estimate

Number of profiles

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 KDP Certified Public Accountants