Sedita Kilton

What Sedita Kilton does

Sedita Kilton & Company, CPA's, P.L. is a privately held financial advisory and accounting firm headquartered at 133 West Herring Street, Plant City, Florida, founded in October 1977 by Joe Sedita and transitioned to sole ownership by Nate Kilton in 2012. The firm serves individuals and small-to-medium-sized businesses across the United States — including manufacturing, construction, wholesale, retail, government contracting, not-for-profits, and employee benefit plans — with two integrated practice areas: Comprehensive Financial Planning (investment, retirement, business succession, estate, insurance, education, debt management, and asset protection) and Tax & Accounting Services (corporate and individual tax compliance, QuickBooks-based bookkeeping, audits/reviews/compilations, and payroll). Securities are offered through Cetera Wealth Services, LLC (member FINRA/SIPC) and advisory services through Cetera Investment Advisers LLC under a "We to Them" channel partnership.

The firm operates a traditional consultative service model — there is no proprietary technology platform, no mobile app, no published API, and no disclosed software IP. Operational tooling centers on QuickBooks (the team holds QuickBooks Pro Advisor certification) and external FINRA-provided financial calculators linked from the firm website. A six-person team (Owner/Financial Advisor Nate Kilton, Senior Audit Manager Ryan Bontrager, Tax Manager Sally, Wealth Management Assistant Kathleen, Accountant Karen Singletary, and Admin Carol) delivers all engagements, with services priced on a custom quote basis per engagement rather than through published tiers or SaaS subscriptions. Revenue is generated through three streams: fee-based financial advisory services (via Cetera), professional-services fees for tax preparation/compliance, and professional-services fees for accounting and bookkeeping. The GTM motion is sales-led and consultative: clients initiate contact via phone or email and are onboarded through scheduled in-person or remote meetings where analysis, recommendations, and implementation plans are presented and monitored over multi-year engagements. The firm supplements this with an active content marketing blog (dated through 2026) covering retirement, estate, tax, investment, and succession topics, plus curated links to FINRA calculators and reference sites.

Name

Sedita Kilton

Legal name

Sedita Kilton & Company, CPA's, P.L.

Website

https://seditakilton.com

Company type

Private

Founded year

1977

Operating status

Operating

Headcount range

1–10 employees

Short description

Sedita Kilton is a privately held, six-person CPA and financial advisory firm in Plant City, Florida, founded in 1977, offering integrated financial planning, tax, and accounting services to individuals and SMBs nationwide through Cetera Wealth Services partnerships.

Ownership category

akta.pro rank

Product category

Financial Advisory and Accounting Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Retirement Income Planning & Decumulation Advisory (FSAEABAD), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Financial advisory services
• Tax preparation services
• Accounting and bookkeeping
• Retirement planning
• Business succession planning

Headquarters

HQ city

Plant City

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Fee-based financial planning and investment advisory services including investment planning, retirement planning, estate planning, and asset protection. Securities offered through Cetera Wealth Services LLC.
2. Tax Preparation and Compliance: Tax return preparation and filing services for individuals and businesses, including corporate tax compliance and payroll services.
3. Accounting and Bookkeeping Services: Write-up, bookkeeping services, and financial statement preparation including audits, reviews, and compilations.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Sedita Kilton is a financial advisory and accounting firm that delivers two core service lines: Comprehensive Financial Planning (investment planning, retirement planning, business succession planning, estate planning, insurance solutions, education planning, debt management, and asset protection) and Tax & Accounting Services (corporate tax compliance, write-up and bookkeeping, audits/reviews/compilations, payroll services, and individual tax filing). Services are delivered through personalized advisory engagements coordinated with Cetera Wealth Services, LLC and Cetera Investment Advisers LLC.

Product overview

Sedita Kilton is a financial advisory and accounting firm offering a comprehensive suite of services under two primary categories: Comprehensive Financial Planning and Tax & Accounting Services. The Financial Planning division includes investment planning, retirement planning, business succession planning, estate planning, insurance solutions, education planning, debt management, and asset protection. The Tax & Accounting division covers corporate tax compliance, QuickBooks-based bookkeeping services, audit/review/compilation services, payroll processing, and individual tax filing. The firm operates as a traditional service-based advisory rather than a technology platform, with all offerings delivered through personalized client engagements.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Nearly 40 years of helping individuals and businesses manage financial needs across generations

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Two partnerships are on record, tiered core.

• Cetera Wealth Services, LLCcoreChannel Partner/ Reseller/ DistributorSecurities offered through Cetera Wealth Services, LLC, a member of FINRA and SIPC. This partnership allows Sedita Kilton to offer investment products and services through a registered broker-dealer while maintaining independence from other named entities.
• Cetera Investment Advisers LLCcoreChannel Partner/ Reseller/ DistributorAdvisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Provides the regulatory framework and oversight for the firm's investment advisory offerings.

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Cetera Advisor Networks: Large IBD/RIA network that Sedita Kilton already partners with for broker-dealer and RIA services; comparable as the broad incumbent platform enabling small advisory practices to offer securities and investment advisory under one roof.
• Edward Jones: National financial advisory firm serving individuals and small businesses with integrated planning and retirement offerings; comparable as a broad incumbent in the personal advisory and wealth management space Sedita Kilton targets.
• H&R Block: Large national tax preparation and advisory firm serving individuals and small businesses with tax, bookkeeping, and financial products; comparable as a broad incumbent competitor in retail tax and basic financial services.
• Baker Tilly US: Large accounting and advisory firm providing tax, audit, wealth management, and consulting to middle-market businesses and high-net-worth individuals; broad incumbent comparable to Sedita Kilton at a much larger scale.
• Plante Moran: Large U.S. accounting, tax, and wealth management firm serving middle-market businesses and individuals; broad incumbent offering an integrated service model similar to Sedita Kilton's value proposition.
• CliftonLarsonAllen (CLA): Major U.S. accounting and advisory firm offering tax, audit, wealth advisory, and consulting to SMBs, government, and high-net-worth individuals; broad incumbent comparable to Sedita Kilton's integrated model at significantly greater scale.

Emerging players

• Cresset Wealth Advisors: Wealth and tax-integrated advisory firm serving high-net-worth individuals and business owners; comparable as an emerging player focused on tax-aware wealth management for entrepreneur and multi-generational clients, similar to Sedita Kilton's positioning.

Direct peers

• Anders CPAs + Advisors: Mid-market CPA and advisory firm offering tax, audit, wealth management, and business advisory to individuals and SMBs; one of the closest direct peers to Sedita Kilton's integrated CPA + financial planning model.
• Eide Bailly: Top-25 U.S. accounting and advisory firm offering tax, audit, wealth management, and consulting to SMBs and individuals; directly comparable regional-scale CPA-plus-advisory competitor.
• Wipfli LLP: Top-20 U.S. accounting and advisory firm providing tax, audit, wealth management, and business advisory to SMBs and individuals; directly comparable mid-market integrated CPA + advisory competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Sedita Kilton