John F. Costello C.P.A P.A
John F. Costello C.P.A., P.A. is a Boca Raton, Florida CPA firm founded in 1987 that recovers unclaimed property, dormant accounts, and estate funds for individual property owners, heirs, and trustees nationwide, operating on a contingency fee basis with the State of Florida Bureau of Unclaimed Property.
- Company typePrivate
- Founded1987
- HeadquartersBoca Raton, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What John F. Costello C.P.A P.A does
John F. Costello C.P.A., P.A. is a privately held Florida professional CPA corporation founded in 1987 in Boca Raton, specializing in unclaimed property recovery services. The firm operates from a single headquarters at 1300 N. Federal Hwy Ste. 201, with a 16-person staff that includes the founder, a second CPA, an office manager, claims processors, account researchers, a client liaison, and receptionists. It serves individual property owners, estate heirs, beneficiaries, and trustees across the United States and internationally via mail-based claims processing.
The firm offers three interconnected service lines: Unclaimed Property Recovery (working directly with the State of Florida Bureau of Unclaimed Property to recover dormant accounts), Wills & Trusts (researching wills in courts nationwide to identify rightful beneficiaries), and Probates & Estates (providing estate reconciliation services for heirs). Claims are submitted to the State of Florida Bureau of Unclaimed Property, which has a processing time of approximately 90 days. The firm holds Florida CPA License Number AC0033145 and has cumulatively recovered over $100M for thousands of clients with no unresolved complaints.
The business model is contingency-based: the firm takes its fee directly from the total amount of funds recovered, with the State of Florida paying the firm out of the recovered proceeds. Clients pay nothing out of pocket and the firm receives no payment if funds are not recovered. Go-to-market is primarily direct mail outreach to potential claimants identified through state records, supplemented by word-of-mouth referrals, an online reviews platform, and published customer testimonials. The firm has no external investors, no technology platform, no app, and no API — operations are entirely manual and process-driven. The firm also donates 1% of proceeds to environmental causes as a corporate social responsibility initiative.
John F. Costello C.P.A P.A firmographics
Firmographics- Name
- John F. Costello C.P.A P.A
- Legal name
- John F. Costello C.P.A., P.A.
- Website
- https://cpa-costello.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- John F. Costello C.P.A., P.A. is a Boca Raton, Florida CPA firm founded in 1987 that recovers unclaimed property, dormant accounts, and estate funds for individual property owners, heirs, and trustees nationwide, operating on a contingency fee basis with the State of Florida Bureau of Unclaimed Property.
- Ownership category
- akta.pro rank
John F. Costello C.P.A P.A industry classification
Industry- Product category
- Unclaimed Property Recovery Services
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Estate Administration & Probate Services (FSAAANAE)
- akta.pro secondary industries
- Personal & Family Trust Services (FSAAANAA), Personal Trust & Fiduciary Administration (FSAEAKAA), Family & Private Client (Trusts & Estates) Law (BPAHAAAK)
Keywords
Where John F. Costello C.P.A P.A is headquartered
LocationHeadquarters
- HQ city
- Boca Raton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
John F. Costello C.P.A P.A business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Unclaimed Property Recovery - Contingency Fee: The firm works on a contingency fee basis, taking their fee directly from the total amount of funds recovered. They do not receive payment until the client receives their money. If the client does not get paid, the firm does not get paid. The fee is paid out of the recovered funds by the State of Florida.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Pay-as-you-go | Contingency-based pricing - no upfront costs to clients |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
John F. Costello C.P.A P.A product offering
Product offeringCore offering
The firm assists individuals and businesses in recovering unclaimed property, including dormant accounts held by the State of Florida. It also researches wills and trusts nationwide to determine rightful beneficiaries and provides estate reconciliation and probate services for heirs. The firm operates on a contingency fee basis, taking its fee directly from the funds recovered by the State of Florida, with no upfront cost to clients.
Product overview
John F. Costello C.P.A., P.A. is a professional services firm offering unclaimed property recovery services. The company provides three interconnected service lines: Wills & Trusts (researching and recovering unclaimed funds for beneficiaries), Unclaimed Property Recovery (working with the State of Florida to recover dormant accounts), and Probates & Estates (estate reconciliation to help heirs claim unclaimed funds). The firm operates on a contingency fee basis, with fees paid directly from recovered funds by the State of Florida.
Differentiator
Problem solved
Functional benefit
Products and services
- Wills & Trusts Researches Wills within courts nationwide to determine rightful beneficiaries of decedents' unclaimed funds. The team works with beneficiaries, Trustees, attorneys, and legal assistants to recover Trust documents and statements.
- Unclaimed Property Recovery Works directly with the State of Florida and direct sources of dormant or unclaimed assets to help recover accounts being held. Claims are prepared and submitted to the State of Florida Bureau of Unclaimed Property on behalf of clients.
- Probates & Estates Provides estate reconciliation to assist rightful heirs in claiming their portion of decedents' unclaimed funds. The probate team works with clients worldwide to settle estates throughout the nation.
Quantifiable outcome
- Over $100,000,000 recovered for clients
- +2 more outcomes
Companies that use John F. Costello C.P.A P.A
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles1 record
John F. Costello C.P.A P.A technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
John F. Costello C.P.A P.A partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- State of Florida Bureau of Unclaimed PropertycorePrimary working relationship with the State of Florida Bureau of Unclaimed Property. The firm prepares and submits completed claim packages to the state for review. Fees are paid directly by the state from recovered funds. The Bureau takes approximately 90 days to process claims submitted by the firm.
Scale indicators4 records
Recent moves3 records
Expansion highlights3 records
John F. Costello C.P.A P.A competitors and assessment
Company assessmentEmerging players
- Mintz Group: Mintz Group provides asset tracing and recovery for individuals, heirs, and estates. Comparable in solving for unclaimed or hidden assets, though typically focused on higher-value and cross-border matters.
- Kroll Asset Recovery: Kroll's asset recovery practice helps individuals and estates locate and recover dormant or unclaimed assets globally. Comparable in mission but operates at materially larger scale with a more international footprint.
Broad incumbents
- Ryan, LLC: Ryan runs a dedicated unclaimed property tax practice serving corporate holders and large estates. Comparable domain expertise in unclaimed property, but anchored to corporate compliance rather than consumer claim recovery.
- BDO USA (Unclaimed Property Services): BDO operates an unclaimed property advisory practice for holders and businesses. Operates in the same unclaimed property domain as CostellóöÛ¡ÌÓås core service, but as a broader professional services firm rather than a dedicated individual-claimant recovery firm.
- Ernst & Young (Unclaimed Property Practice): Big Four firm running a dedicated unclaimed property consulting and compliance practice for corporate holders. Overlaps with CostellóöÛ¡ÌÓås unclaimed property focus but serves large enterprises rather than individual claimants.
Others
- Heffler Claims Group: Heffler is a claims administration firm handling class action and settlement disbursements. Adjacent professional services to CostellóöÛ¡ÌÓås estate and beneficiary disbursement work but serves legal settlement contexts rather than state-held unclaimed property.
Direct peers
- Kelmar Associates (SGG Group): Kelmar is one of the largest dedicated unclaimed property compliance and recovery firms, working with holders and claimants to locate and return dormant assets. Most comparable to CostellóöÛ¡ÌÓås specialized unclaimed property recovery niche, though larger and more institutional.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
John F. Costello C.P.A P.A social profiles
Digital presenceJohn F. Costello C.P.A P.A financial estimates
Financial estimateRevenue estimate
Valuation estimate
John F. Costello C.P.A P.A leadership team
Management profileNumber of profiles
Profiles7 records
John F. Costello C.P.A P.A funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
John F. Costello C.P.A P.A M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about John F. Costello C.P.A P.A
What does John F. Costello C.P.A P.A do?
The firm assists individuals and businesses in recovering unclaimed property, including dormant accounts held by the State of Florida. It also researches wills and trusts nationwide to determine rightful beneficiaries and provides estate reconciliation and probate services for heirs. The firm operates on a contingency fee basis, taking its fee directly from the funds recovered by the State of Florida, with no upfront cost to clients.
Is John F. Costello C.P.A P.A a public or private company?
John F. Costello C.P.A P.A is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was John F. Costello C.P.A P.A founded?
John F. Costello C.P.A P.A was founded in 1987. It employs 11 to 50 people.
Where is John F. Costello C.P.A P.A based?
John F. Costello C.P.A P.A is headquartered in Boca Raton, United States, in the North America region.
How does John F. Costello C.P.A P.A make money?
One revenue line is on record: unclaimed Property Recovery - Contingency Fee.
Who are John F. Costello C.P.A P.A's main competitors?
Emerging players on record are Mintz Group and Kroll Asset Recovery. Broad incumbents are Ryan, LLC, BDO USA (Unclaimed Property Services) and Ernst & Young (Unclaimed Property Practice). Heffler Claims Group is listed as an others. Kelmar Associates (SGG Group) is listed as a direct peer.
Does John F. Costello C.P.A P.A have an API?
No public API is recorded for John F. Costello C.P.A P.A.
What industry is John F. Costello C.P.A P.A in?
John F. Costello C.P.A P.A's product category is Unclaimed Property Recovery Services. Its primary akta.pro industry code is FSAAANAE, Estate Administration & Probate Services, with a secondary code of FSAAANAA, Personal & Family Trust Services. Its NAICS code is 523991 and its SIC code is 8111.