Ceschini CPAs Tax & Advisory

What Ceschini CPAs Tax & Advisory does

Ceschini CPAs Tax & Advisory, PLLC is a privately held, founder-owned professional services firm established in 2002 by Michael Ceschini, operating from Miller Place, New York. It is structured as a professional corporation with 1-10 employees and is led by Michael Ceschini in the role of Managing Member. The firm does not develop proprietary technology platforms and competes on partner-led expertise and client relationships rather than software or AI capabilities. Operating geographies span the Northeast US: Long Island, the New York City Metro Area, New Jersey, Connecticut, and New England.

The firm delivers a full-service professional services portfolio organized around five core service lines: Tax Planning, Accounting Services (outsourced bookkeeping and controller-level support), Assurance & Financial Statement Services (audit, review, compilation, internal controls), Advisory Services (strategic planning, business valuation, fractional CFO work, performance reviews), and Mergers & Acquisitions Services (financial and tax due diligence, EBITDA normalization, quality of earnings, deal structuring, post-close tax and wealth strategy). Three vertical specializations — Construction, Commercial Real Estate, and Closely Held Businesses — are layered on top of the core stack, with additional lighter emphasis on Manufacturing and Professional Services. Construction expertise is codified around WIP reports, union rules, bonding, retainage, JV structures, percentage-of-completion accounting, and IRC §460; real estate work centers on cost segregation, 1031 exchanges, and depreciation strategy.

Commercially, the firm runs a sales-led, referral-anchored go-to-market with no publicly disclosed pricing. It markets through blog/news publications, LinkedIn, and industry-earned recognition (Construction Executive Executive Insights 2025, LIBN 2025 Accounting Influencer), and closes via direct consultation requests positioned as non-sales conversations. Reported operational metrics include 23+ years operating, 90% employee retention, 91% client retention, and a 100% U.S.-based team. There are no disclosed funding events, M&A transactions, subsidiaries, or institutional investors.

Name

Ceschini CPAs Tax & Advisory

Legal name

Ceschini CPAs Tax & Advisory, PLLC

Website

https://ceschinipllc.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Ceschini CPAs Tax & Advisory is a privately held, partner-led CPA firm founded in 2002 and based on Long Island, New York. It provides tax, accounting, assurance, advisory, and M&A services to construction, commercial real estate, and closely held businesses across the Northeast US.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Management Services (8741)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ)

Keywords

• Tax planning services
• Accounting and bookkeeping
• Audit and assurance
• Mergers and acquisitions advisory
• Fractional CFO services

Headquarters

HQ city

Miller Place

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

Revenue model

1. Tax Services: Year-round tax planning, preparation, and compliance services for businesses and individuals. Includes income tax planning, tax return preparation, tax reduction planning, cost segregation studies, SALT compliance, and tax credits and incentives identification.
2. Accounting Services: Outsourced accounting and bookkeeping services including monthly/quarterly accounting support, general ledger management, account reconciliations, management financial reporting, cash flow projections, budgeting, and custom reporting design.
3. Assurance & Financial Statement Services: Audit, review, and compilation services for financial statements. Also includes internal control reviews, risk assessments, agreed-upon procedures, and financial/tax due diligence.
4. Advisory Services: Strategic planning, performance and profitability reviews, budget development, financial modeling, cost-cutting, margin improvement, sustainable growth analysis, business valuation, and fractional CFO services.
5. Mergers & Acquisitions Services: M&A guidance including financial and tax due diligence, EBITDA normalization, quality of earnings reports, deal structuring, negotiation support, business valuation, introductions to capital sources and investment bankers, and post-deal tax and wealth strategy.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Ceschini CPAs Tax & Advisory is a Long Island-based professional services firm delivering year-round tax planning, outsourced accounting, assurance (audit, review, compilation), strategic advisory, and mergers & acquisitions services. The firm specializes in serving construction companies, commercial real estate firms, and closely held/family-owned businesses across the Northeast United States, combining big-firm technical expertise with partner-led, hands-on client engagement.

Product overview

Ceschini CPAs Tax & Advisory is a full-service accounting firm offering a unified suite of professional services rather than a software product. The core portfolio consists of five interconnected service lines: Tax Planning, Accounting Services, Assurance & Financial Statement Services, Advisory Services, and Mergers & Acquisitions Services. These are complemented by three specialized industry practices covering Construction, Commercial Real Estate, and Closely Held Businesses. The firm differentiates through deep industry expertise rather than technology products.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services
• Accounting Services
• Assurance & Financial Statement Services
• Advisory Services
• Mergers & Acquisitions Services
• Construction Industry Services
• Commercial Real Estate Services
• Closely Held Business Services

Quantifiable outcome

• 90% employee retention rate indicates team stability and expertise retention
• +2 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Anchin, Block & Anchin: Mid-sized full-service CPA and advisory firm headquartered in New York, serving closely held businesses, real estate, and construction clients with tax, audit, and advisory services. Directly comparable Long Island/NY metro market overlap with mid-market focus and vertical specialization.
• Marks Paneth LLP: New York-based accounting and advisory firm serving middle-market and closely held businesses across tax, audit, and advisory. Comparable in geography, client profile, and service mix for construction and real estate verticals.
• Berdon LLP: New York-based mid-market CPA and advisory firm serving closely held businesses, real estate developers, and high-net-worth individuals. Comparable in regional footprint, client type, and emphasis on construction/real estate advisory.
• Grassi & Co. New York and New Jersey CPA firm with strong construction and real estate practices serving middle-market and family-owned businesses. Closely comparable in vertical specialization, mid-market positioning, and personal service model.
• Withum: Mid-Atlantic to Northeast regional CPA and advisory firm with established construction and real estate practices serving closely held businesses. Comparable in service breadth and middle-market construction/real estate specialization.
• Friedman LLP: New York and New Jersey-headquartered CPA firm serving closely held businesses, real estate, and construction clients with tax, audit, and advisory. Comparable in regional market presence, target clientele, and core service lines.

Broad incumbents

• Marcum LLP: Top-tier U.S. accounting and advisory firm with deep Northeast presence and large construction and real estate practices serving middle-market businesses. Overlaps on services and target clients but operates at materially larger scale and broader service portfolio.
• CohnReznick: National top-25 advisory firm with industry-specialized construction and real estate practices serving middle-market clients. Overlaps heavily on construction accounting and CRE tax advisory, though at significantly larger scale and broader geographic coverage.
• Moss Adams: Large U.S. accounting and consulting firm with one of the strongest construction industry practices in the country. Comparable in vertical specialization and contractor-focused services but operates at substantially larger scale and multi-region footprint.
• BDO USA: Top-tier global accounting network with a sizable U.S. construction and real estate industry practice serving middle-market and closely held businesses. Comparable on service breadth, vertical expertise, and middle-market positioning, but at dramatically larger scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ceschini-cpa-s

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Ceschini CPAs Tax & Advisory