Bregante & Company

Name

Bregante & Company

Legal name

Bregante+Company LLP

Website

https://bcocpa.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

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

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Tax compliance services
• Business accounting services
• Mergers acquisitions advisory
• Nonprofit audit services
• Estate planning services

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Tax and Accounting: Revenue generated from providing tax compliance, advisory, and accounting services to closely held businesses, high net worth individuals, and nonprofit organizations. Services include tax compliance, mergers and acquisitions advisory, retirement plans, business succession planning, and strategic consultation.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Bregante+Company LLP is a Certified Public Accounting firm providing tax compliance, accounting, and business strategy advisory services through three core service lines: closely held businesses (tax, M&A, retirement plans, succession planning), high net worth individuals (tax compliance, stock options, real estate, estate planning), and nonprofit organizations (audits, budgeting, fundraising). Services are delivered through direct partner and staff engagement from offices in San Francisco, Novato, and Pleasanton.

Product overview

Bregante+Company LLP is a Certified Public Accountants firm offering accounting, taxation, and business strategy services through three core service lines: Closely Held Businesses Services (tax compliance, mergers and acquisitions, retirement plans, business succession planning), High Net Worth Individuals Services (tax compliance, stock option planning, real estate transaction analysis, estate planning), and Nonprofit Organizations Services (audits, tax compliance, budgeting, fundraising). The firm supplements these core services with a Payment Portal for online invoice payments (including Electronic Funds Transfer, credit card processing, and QuickFee payment plans) and a Client Portal for secure document exchange. The firm also maintains a blog (BCo Blog) as a knowledge resource for clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Closely Held Businesses Services
• High Net Worth Individuals Services
• Nonprofit Organizations Services
• Payment Portal
• Client Portal Secure ShareFile-based client portal for document exchange and collaboration between the firm and its clients.

Named customers1 record

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

One partnership is on record.

• BDO USA AlliancecoreStrategic or Co-development PartnerBregante+Company LLP is a proud independent member of the BDO Alliance USA. The firm leverages the BDO alliance to provide comprehensive resources to clients, including access to BDO's industry research, tax planning guides, and professional development. The firm distributes BDO-authored content on topics including real estate trends, tax planning strategies, and industry predictions.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Moss Adams LLP: Large West Coast CPA firm with deep Bay Area presence serving closely held businesses, HNW individuals, and nonprofits across tax, audit, and consulting. Larger and broader portfolio than Bregante, but overlapping client base and service lines.
• Plante Moran: Large U.S. CPA and business advisory firm with tax, audit, and consulting practices serving closely held businesses and nonprofit organizations. Comparable service mix but operates nationally with much larger headcount than Bregante.
• EisnerAmper LLP: National full-service CPA and advisory firm serving closely held businesses, HNW individuals, and nonprofit organizations with tax, audit, and consulting. Larger scale and broader service portfolio, but comparable client base in the middle market.
• Crowe LLP: Major national CPA firm with audit, tax, and advisory practices serving closely held businesses, HNW individuals, and nonprofits. Overlapping service offerings and client types, but with substantially greater scale and resources.
• Withum: Top-30 U.S. accounting and advisory firm with strong tax, audit, and business consulting practices serving closely held businesses, HNW individuals, and nonprofits. Similar practice composition, but rapidly scaled via organic growth and M&A.
• Marcum LLP: Top-10 U.S. accounting firm providing tax, audit, advisory, and consulting to closely held businesses, HNW individuals, and nonprofit organizations. Comparable client segments, but significantly larger scale and geographic breadth than Bregante.

Direct peers

• Armanino LLP: One of the largest independent CPA and business consulting firms in the San Francisco Bay Area, serving closely held businesses, HNW individuals, and nonprofits with tax, advisory, and audit services—directly comparable in geography and client segments to Bregante.
• BPM LLP: Bay Area-headquartered CPA and advisory firm (formed from the merger of Burr Pilger Mayer and Picconi Day) serving closely held businesses, HNW clients, and nonprofits with tax, audit, and consulting—same geographic footprint and practice mix as Bregante.
• Frank, Rimerman + Co. LLP: Silicon Valley-based CPA and advisory firm focused on closely held businesses, HNW individuals, venture-backed companies, and nonprofits. Comparable mid-size Bay Area competitor with overlapping tax compliance and business advisory practice.

Emerging players

• Pilot.com: Tech-enabled accounting, tax, and bookkeeping service for small businesses and startups. Represents the AI- and software-driven competitive threat to traditional CPA firms like Bregante serving the closely held business segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/bcocpa
• LinkedInlinkedin.com/company/bregante-company-llp
• Xx.com/BreganteCPA

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Bregante & Company