Teal, Becker & Chiaramonte, CPAs

Name

Teal, Becker & Chiaramonte, CPAs

Legal name

Teal, Becker & Chiaramonte, CPAs, P.C.

Website

https://tbccpa.com

Company type

Private

Founded year

1971

Operating status

Operating

Headcount range

51–100 employees

Short description

Teal, Becker & Chiaramonte (TBC) is a full-service CPA firm founded in 1971 and headquartered in Albany, New York. The firm serves businesses, individuals, not-for-profits, and government entities across 14 industry verticals with accounting, auditing, tax, valuation, pension administration, and data automation services.

Ownership category

akta.pro rank

Headquarters

HQ city

Albany

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, Marketing or Sales, Infrastructure, Others

Revenue model

1. Accounting & Auditing Services: Comprehensive accounting, audit, and attestation services including financial statement audits, reviews, compilations, SOC examinations, and employee benefit plan audits for commercial businesses, not-for-profits, governmental units, and individuals.
2. Tax Preparation & Planning: Federal, state, and local tax return preparation and year-round tax planning services for businesses and individuals, including tax research, government audit representation, and tax compliance.
3. Business Valuation & Advisory: Business valuation services for succession planning, gift and estate tax returns, buy-sell agreements, marital dissolutions, and financial reporting. Also includes strategic advisory, CFO/COO advisory, and performance benchmarking services.
4. Pension Plan Administration: Third-party pension plan administration services including plan design, compliance testing, annual filings (Form 5500), and government audit assistance for defined contribution, defined benefit, cash balance, and combined plans.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Teal, Becker & Chiaramonte, CPAs, P.C. is a full-service CPA firm providing accounting and auditing (including SOC 1/2/3 examinations, HUD audits, single audits, and employee benefit plan audits), tax preparation and planning for businesses and individuals, third-party pension plan administration, business valuation, succession planning, and strategic advisory services. Services are delivered through dedicated industry teams across 14 verticals (Automotive Dealerships, Construction, Healthcare, Labor Organizations, Not-For-Profit, Real Estate, Manufacturing, Retailers, Technology, Hospitality, High-Net-Worth Individuals, Employee Benefit Plans, Wholesalers & Distributors, and Professional Practices) with supporting digital client tools for engagement letters, secure file transfer, electronic tax return delivery, and online bill payment.

Product overview

TBC is a full-service CPA firm offering a comprehensive suite of accounting, tax, and advisory services organized around core offerings and digital add-on modules. The core portfolio consists of Accounting & Auditing Services (including SOC examinations), Tax and Related Services, Pension Plan Administration Services, Valuation & Advisory Services, Tax Preparation and Planning for Individuals, and Industry-Specific Services across 14 sectors. Supporting the core services are digital platform modules including SafeSend Returns for electronic tax document signing, Aiwyn-powered engagement letter management and bill payment portals, and ShareFile for secure client document exchange. The firm also offers a dedicated Data Insights & Automation service for business intelligence and AI-powered process automation.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Auditing Services Broad range of accounting and audit services for commercial businesses, not-for-profits, governmental units, and individuals, including financial statement audits, reviews, compilations, certified audits, HUD audits, single audits, and SOC 1, SOC 2, and SOC 3 examinations.
• Tax and Related Services
• Tax Preparation and Planning for Individuals
• Pension Plan Administration Services
• Valuation & Advisory Services
• Partnered Accounting Solutions
• Data Insights & Automation Services
• Industry-Specific Professional Services

Segments12 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability5 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• CPAmerica, Inc.coreStrategic or Co-development Partner · 1 January 2003As a member of CPAmerica, Inc., one of the largest associations of independent CPA firms in the country, TBC offers all the advantages and resources of a national firm while maintaining focus on local business community. Provides access to experts within the United States and around the world through connection to more than 25,000 professionals.
• American Institute of Certified Public Accountants (AICPA)coreOthersProfessional affiliation providing access to AICPA Employee Benefit Plan Audit Quality Center, AICPA Government Audit Quality Center, and AICPA Information Management and Technology Assurance Division.
• New York State Society of Certified Public Accountants (NYSSCPA)coreOthersProfessional affiliation with the state-level CPA society providing networking, education, and professional development opportunities.
• International Foundation of Employee Benefit PlanscoreOthersProfessional affiliation supporting the Employee Benefit Plan Services Group with resources and education on employee benefit plan issues.
• Association of Certified Fraud ExaminersminorOthersProfessional affiliation providing resources and certification for fraud examination and prevention services.
• Capital Region Chamber of CommercecoreOthersLocal chamber membership providing networking opportunities and community engagement in the Capital Region.
• SafeSend ReturnscoreTechnology or IntegrationSecure electronic delivery and signature platform for tax returns, enabling clients to review, sign, and e-file tax documents electronically.
• AiwyncoreTechnology or IntegrationDigital engagement letter platform enabling clients to review, sign, and track engagement letters online in a secure, easy-to-use platform. Also powers the secure online bill payment portal.
• Citrix ShareFilecoreTechnology or IntegrationSecure file transfer and document management platform used for client file sharing and document requests.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• The Bonadio Group: Upstate New York regional CPA firm of comparable size offering tax, audit, advisory and industry-specialized services. Closely comparable in scale, geography, vertical strategy, and mid-market client focus.
• UHY LLP: Mid-market accounting network with US member firms similar in size to TBC, serving middle-market clients across industries with tax, audit, and advisory services. Comparable in business model and target market.
• EFPR Group (formerly Mengel Metzger Barr & Co.): Upstate New York regional CPA firm providing tax, audit, advisory, and pension services to closely-held businesses and individuals. Comparable in size, regional focus, and service mix to TBC.
• BST Group (BST & Co. CPAs): Albany/Capital Region-based CPA firm competing directly with TBC for the same regional client base, with similar tax, audit, and advisory offerings for businesses and individuals.
• Davie Kaplan, CPA, P.C. Capital Region-based CPA firm providing tax, audit, and advisory services to closely-held businesses, non-profits, and individuals in the same Albany market as TBC.
• Grossman St. Amour CPAs PLLC: Central New York regional CPA firm offering tax, audit, advisory, and valuation services with similar mid-market client focus and comparable firm size to TBC.
• Bowers & Company CPAs PLLC: Central New York regional CPA firm providing tax, audit, and advisory services to closely-held businesses, with similar industry-vertical positioning and mid-market client mix.

Broad incumbents

• BDO USA: Top-5 global accounting network with a large US mid-market practice. Competes for the same middle-market clients as TBC but at significantly larger scale, providing a ceiling benchmark for regional firms' enterprise growth.
• Marcum LLP: Top-10 US accounting firm with strong mid-market focus across tax, audit, advisory, and technology services. Directly competes with TBC for the larger end of the regional middle-market client base.

Emerging players

• Pilot.com: Tech-enabled outsourced accounting and CFO services firm targeting small businesses and startups with software-led delivery. Represents the technology-led competitive threat to traditional regional CPA firms like TBC.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/tbc_cpas
• Facebookfacebook.com/tbccpa
• Instagraminstagram.com/tbccpa

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Teal, Becker & Chiaramonte, CPAs