Pulakos CPAs PC

What Pulakos CPAs PC does

Pulakos CPAs PC is a privately held, locally owned Certified Public Accounting firm headquartered at 6753 Academy Road NE in Albuquerque, New Mexico. Founded in 1960, the firm provides a unified suite of professional accounting services — tax planning and preparation, financial audits and special assurance services, managed accounting/bookkeeping, business advisory, and business valuations — delivered primarily on-site at client premises or at the firm office. Its customer base consists of small-to-medium businesses and nonprofit organizations across the state of New Mexico, with a secondary offering to individual tax clients. The firm has no proprietary software product; technology use is limited to a ShareFile-based client portal for document exchange and a QuickFee integration for online payments, with AI/ML capabilities not disclosed.

The firm's revenue model is a hybrid of project-based professional services (tax, audit, valuation, advisory) and recurring managed accounting engagements on monthly or annual contracts. Go-to-market is sales-led and consultative, drawing on referrals, community involvement (Albuquerque and Hispano Chambers of Commerce, New Mexico Business Coalition, Presbyterian Healthcare Foundation), radio show sponsorships, and free educational webinars on tax legislation. Pricing is quote-based and not publicly disclosed. The firm holds membership in CPAmerica International, providing indirect affiliation with Crowe Horwath International's global network of 200+ firms in 130+ countries.

In August 2016, Pulakos combined with Satter & Hiller (FY16 combined revenue base of $4.4M) and absorbed partner Russ Hiller as shareholder, broadening the partnership and capacity. Headcount sits in the 11–50 employee range; the firm is led by Managing Shareholders Brad Steward and Russ Hiller alongside Partners Jake Dopson, Ryan Thorpe, and Robert A. De Pasquale. Recognition includes 2022 Albuquerque Journal Readers' Choice Awards for Tax Services and Corporate Accounting Firm, and 2022 Inside Public Accounting placements on the Top 500, Best of the Best, and Fastest Growing Firms lists.

Name

Pulakos CPAs PC

Legal name

Pulakos CPAs PC

Website

https://pulakos.com

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

11–50 employees

Short description

Pulakos CPAs PC is a privately held Albuquerque-based CPA firm founded in 1960, providing tax, audit, managed accounting, advisory, and business valuation services to small-to-medium businesses and nonprofit organizations across New Mexico.

Ownership category

akta.pro rank

Headquarters

HQ city

Albuquerque

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Services: Tax preparation and planning services for businesses and individuals. One-time and annual recurring engagements.
2. Audit & Assurance Services: Financial audits and special services for businesses. Project-based engagements.
3. Managed Accounting & Bookkeeping: Ongoing managed accounting services providing consistent financial oversight. Recurring monthly or annual engagements.
4. Business Advisory Services: Strategic business advisory and consulting engagements.
5. Business Valuations: Business valuation services for various purposes.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Pulakos CPAs PC is a New Mexico-based Certified Public Accounting firm providing tax preparation and planning, financial audit and assurance, managed accounting and bookkeeping, business advisory, and business valuation services. The firm primarily serves small-to-medium-sized businesses, nonprofit organizations, and individuals across New Mexico from its Albuquerque headquarters. Engagements are delivered as professional service projects with recurring managed accounting relationships for ongoing bookkeeping and financial reporting.

Product overview

Pulakos CPAs PC is a professional accounting firm offering a unified suite of financial services. The core offerings include Tax Planning & Services (tax preparation and planning), Audit & Special Services (financial audits with on-site project management), Business Advisory Services (strategic consulting), Managed Accounting & Bookkeeping Services (outsourced accounting support), and Business Valuations. These services are delivered as integrated professional offerings rather than modular software products, providing comprehensive tax, audit, and business advisory support primarily to businesses and nonprofit organizations in New Mexico.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Services Professional tax preparation and planning services for businesses and individuals in New Mexico, focused on accurate, timely, and efficient tax compliance.

Quantifiable outcome

• Nearly 500-700 attendees at annual Green Chile Cheeseburger Day community events
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Six partnerships are on record, tiered core, minor and moderate.

• CPAmerica InternationalcoreOthersMember of CPAmerica International, an accounting association of independent CPA firms providing practice management support, continuing education, marketing, and online services. Through this affiliation, Pulakos is part of Crowe Horwath International with over 200 firms in 130+ countries and combined revenue exceeding $3 billion.
• Crowe Horwath InternationalminorOthersInternational accounting network affiliated through CPAmerica membership, providing global reach and resources.
• Albuquerque Hispano Chamber of CommercemoderateStrategic or Co-development PartnerCommunity partner and sponsor of chamber events and initiatives supporting the local Hispanic business community.
• New Mexico Business CoalitionmoderateStrategic or Co-development PartnerCommunity partner and sponsor of the annual BASH event. Tax partners present educational sessions on tax legislation to coalition members.
• Albuquerque Chamber of CommercemoderateStrategic or Co-development PartnerActive member and community partner supporting local business development initiatives.
• Presbyterian Healthcare FoundationminorStrategic or Co-development PartnerCommunity sponsor supporting healthcare foundation initiatives.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Carr, Riggs & Ingram (CRI): Top-25 U.S. CPA firm built largely through regional firm combinations, offering tax, audit, and advisory to middle-market and SMB clients. Comparable growth model (acquisition-led roll-up of regional firms) and service mix to Pulakos, though at much larger cumulative scale.
• Moss Adams LLP: Top-15 U.S. CPA firm focused on the West, offering tax, audit, and advisory services to middle-market businesses. Comparable to Pulakos on service lines and middle-market client focus, but at substantially larger scale and geographic reach.
• Crowe LLP: Top-10 U.S. CPA and advisory firm that is Pulakos's international affiliate through CPAmerica International. Directly comparable service mix (tax, audit, advisory) but at vastly larger scale with national and global delivery.
• Eide Bailly LLP: Top-25 U.S. CPA firm with offices across the West and Midwest, including presence in the Southwest. Comparable to Pulakos on core tax/audit/advisory services, but operates at significantly larger scale and broader geographic footprint.
• Wipfli LLP: Top-25 U.S. CPA and advisory firm serving middle-market businesses and nonprofits with tax, audit, and consulting services. Comparable to Pulakos on customer segments (SMB, nonprofits) and service mix, but operates across many states at much larger scale.
• FORVIS LLP: Top-10 U.S. CPA firm formed from the merger of BKD and Dixon Hughes Goodman, serving middle-market clients with tax, audit, and advisory. Comparable service portfolio and middle-market focus, with a national footprint that contrasts with Pulakos's single-state presence.
• CliftonLarsonAllen (CLA): Top-10 U.S. CPA firm with deep middle-market and nonprofit practice, providing tax, audit, and advisory services. Comparable to Pulakos especially on nonprofit audit and outsourced accounting, but at a national scale.

Direct peers

• REDW LLC: Phoenix-based CPA and business advisory firm serving the Southwest, including tribal, nonprofit, and commercial clients. Comparable to Pulakos as a regional CPA with similar service lines and similar SMB/nonprofit customer base, just anchored in Arizona rather than New Mexico.
• Atkinson & Co., CPAs: Albuquerque-headquartered CPA firm serving New Mexico businesses and nonprofits with tax, audit, and advisory services. Directly comparable to Pulakos on geography, service mix, and customer segment (NM SMBs and nonprofits).

Regional players

• HintonBurdick CPAs & Advisors: Regional CPA firm serving the Southwest (offices in Utah, Arizona, Nevada) with tax, audit, and advisory services for SMBs and government entities. Comparable service mix and regional mid-market positioning to Pulakos, but with a multi-state rather than single-state footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/PulakosCPAs
• Facebookfacebook.com/pages/Pulakos-CPAs/151254945073652?ref=br_tf
• LinkedInlinkedin.com/company/pulakos-cpas-pc

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pulakos CPAs PC