What Ross & Moncure does

Ross & Moncure is a privately-held, family-owned tax advisory and accounting firm headquartered in Alexandria, Virginia, tracing its origins to 1943 (originally Ross Accounting, renamed in 1974 when C. Braxton Moncure acquired the firm). The firm operates across nine integrated service lines: individual taxation, corporate and partnership taxation, non-profit taxation, international taxation, accounting services, payroll services, estates and trusts, retirement planning, and expedited ITIN applications. It serves over 1,400 individual tax clients annually, along with hundreds of multinational individuals, SMEs, non-profits, freelancers, and foreign corporations with US operations. Its primary differentiation is deep expertise in cross-border tax compliance (FATCA reporting, international tax treaty interpretation, foreign tax credit optimization) and HNW wealth transfer, supported by principals with 10-40 years of experience who personally prepare or review returns.

The firm runs a sales-led, relationship-driven GTM centered on the CEO (M. Rachel Moncure) as the primary point of contact for new clients, with intake via phone or email and in-person consultations at the Alexandria office. Marketing relies on educational content (blog, seminars), co-hosted events with Campbell Wealth Management and other financial professionals, and an extensive referral network spanning banking, wealth management, law, and international accounting partners in the UK, Germany, and the Netherlands. Revenue is generated primarily through annual retainers for tax preparation and project-based professional services fees for payroll, accounting, compliance, and consulting engagements; pricing is not publicly disclosed. The technology stack is conventional — tax preparation software, e-filing, ShareFile, and client portals — with the CTO function focused on privacy and data security rather than AI/ML capability development.

Ross & Moncure is a mature, debt-free, organically-funded professional services firm with no external shareholders, no funding rounds, no M&A activity beyond the 1974 acquisition, and no signs of either venture-style expansion or decline. Its growth vector is incremental — additional staff, more referral partners, expanded event programming, and modest international coverage via a UK phone line and European accounting alliances — rather than transformative.

Name

Ross & Moncure

Legal name

Ross & Moncure

Website

https://rossmoncure.com

Company type

Private

Founded year

1943

Operating status

Operating

Headcount range

11–50 employees

Short description

Ross & Moncure is a family-owned tax advisory and accounting firm founded in 1943, based in Alexandria, Virginia. It serves HNW individuals, multinational individuals, expatriates, SMEs, non-profits, and foreign corporations with US operations, specializing in cross-border and international taxation.

Ownership category

akta.pro rank

Product category

Tax Advisory & Accounting Services

NAICS

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

SIC

Finance Services (6199)

akta.pro primary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

akta.pro secondary industries

Tax Services (Withholding, Reclaims, FATCA/CRS) (FSAAAOAM), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Financial Planning–Led RIAs (FSAAACAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Tax advisory services
• Accounting services
• International taxation
• Payroll processing
• Estate planning

Headquarters

HQ city

Alexandria

HQ country

United States

HQ region

North America

Offices1 record

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. Tax Preparation Services: Annual fee for tax return preparation viewed as a retainer to maintain client relationships. Individual tax services serve over 1,400 clients annually. Services include tax planning and preparation for individuals, corporations, partnerships, trusts, and estates.
2. Payroll Processing Services: Flexible payroll preparation and processing services offered on weekly, bi-weekly, semi-monthly, monthly, quarterly, or annual schedules. Includes employer of record responsibilities, retirement plan deposits, employee benefit management, and generation of W-2, 1099, 941, 944 forms.
3. Accounting Services: Limited service (setting up accounting systems with training) and full service (complete outsourcing of accounting function). Also includes bookkeeping engagements and local compliance services.
4. Expedited ITIN Applications: IRS-registered Acceptance Agent service for ITIN applications, available only to existing tax and payroll clients. Preparation of Form W-7 applications.
5. Consulting Services: Reporting and consulting services relating to FATCA and cross-border compliance requirements, estate planning, retirement planning, and international tax matters.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Ross & Moncure is a tax advisory and accounting firm providing tax planning and preparation, accounting, payroll processing, estate and trust services, retirement planning, and cross-border/FATCA compliance. The firm serves over 1,400 individual clients annually and hundreds of multinational clients through an integrated suite of nine service areas delivered by senior principals.

Product overview

Ross & Moncure is a professional tax advisory and accounting firm offering a unified suite of tax preparation and compliance services rather than a software product. The core offering consists of nine integrated service areas: Individual Taxation, Corporate and Partnership Taxation, Non-Profit Taxation, International Taxation, Accounting Services, Payroll Services, Estates and Trusts, Retirement Planning, and Expedited ITIN Applications. These services are delivered by experienced tax professionals and are designed to serve as a comprehensive, integrated tax, payroll, and compliance solution for small and medium enterprises, high-net-worth individuals, multinational individuals, non-immigrant visa holders, freelancers, contractors, and the US operations of foreign corporations.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Taxation Income tax preparation and planning for individual taxpayers, including US citizens, residents, and nonresident aliens with Form 1040, 1040X, 1040NR, and dual-status returns.
• Corporate and Partnership Taxation Tax services for small and medium enterprises including Form 1120 (C-corp), 1120S (S-corp), 1065 (partnership), and international reporting forms 5471, 8865, and 8858.
• Non-Profit Taxation Tax compliance services for not-for-profit entities including Form 990, 990N, 990EZ, and 990PF preparation and filing.
• International Taxation Specialized tax services for multinational individuals, US expatriates, non-immigrant visa holders (A, E, F, G, H, I, J, L visa types), and US operations of foreign corporations, including FATCA compliance, international tax treaty interpretation, and cross-border pension treatment.
• Accounting Services Recordkeeping and financial statement generation offered in two tiers: limited service (accounting system setup with training) and full service (complete outsourcing of the accounting function), plus local compliance services.
• Payroll Services Flexible payroll preparation and processing on weekly, bi-weekly, semi-monthly, monthly, quarterly, or annual schedules, including employer of record responsibilities, retirement plan deposits, employee benefit management, and W-2, 1099, 941, 944 form generation.
• Estates and Trusts Intergenerational tax planning and compliance including Form 1041, Form 706, Form 709, Form 3520 preparation, annual court accounting, and wealth transfer planning.
• Retirement Planning Advisory on tax-preferred retirement vehicles including Roth and traditional 401(k) plans, IRAs, profit-sharing plans, ESOPs, defined benefit plans, and money purchase plans.
• Expedited ITIN Applications IRS-registered Acceptance Agent service for Individual Taxpayer Identification Number (ITIN) applications, greatly expediting the application process for spouses and dependent children of existing clients.

Quantifiable outcome

• Serves over 1,400 individual tax clients annually
• +1 more outcomes

Named customers5 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

14 partnerships are on record, tiered core and minor.

• Campbell Wealth ManagementcoreGTM or Marketing PartnerLong-term partnership with Campbell Wealth Management of Old Town Alexandria. Firms co-host educational events for clients including tax education workshops, year-end planning sessions, Social Security and tax planning seminars, and 'A Wise Woman's Guide to Financial Planning' events. Both firms share commitment to retirement certainty for clients.
• Burke & Herbert BankminorGTM or Marketing PartnerBanking relationship manager Anne-Marie Moore available to refer clients needing banking services. Burke & Herbert Bank is a local Alexandria bank at 100 S. Fairfax Street, Alexandria, VA 22314.
• FBB Capital PartnersminorGTM or Marketing PartnerFee-based investment advisor in Bethesda, MD providing referrals to clients needing investment advisory services.
• Folger Nolan Fleming Douglas Capital ManagementminorGTM or Marketing PartnerInvestment management firm in Washington, DC providing referrals for investment advisory needs.
• Hemington Wealth ManagementminorGTM or Marketing PartnerWealth management firm in Falls Church, VA with contacts Michael Byman and Paige Mabry providing referrals.
• RMB CapitalminorGTM or Marketing PartnerInvestment advisor in Washington, DC with contact Barbara Black providing referrals.
• Economic Group Pension ServicesminorGTM or Marketing PartnerPension consultant in New York City providing referrals for pension and retirement planning needs.
• Retirement Planners and AdministratorsminorGTM or Marketing PartnerPension consultant in Falls Church, VA providing referrals for retirement planning services.
• Tansill & Associates, PLLCminorGTM or Marketing PartnerLaw firm in McLean, Virginia providing legal referrals to clients needing legal services.
• Friedman, Grimes, Meinken & Leischner, PLLCminorGTM or Marketing PartnerLaw firm in Alexandria, Virginia providing legal referrals.
• Law Office of Rupal G. KothariminorGTM or Marketing PartnerImmigration law practice in Washington, DC providing referrals for immigration-related tax matters.
• Capital Asset Management GroupminorGTM or Marketing PartnerCo-hosted TCJA tax planning event with Capital Asset Management Group in Washington, DC for families and individuals.
• HW Fisher & CompanyminorGTM or Marketing PartnerUK accounting firm (London, NW1 3ER) providing referrals for international clients with UK tax needs.
• Marcus Wilp GmbHminorGTM or Marketing PartnerGerman accounting firm (Hamburg, Germany) providing referrals for international clients with German tax needs.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Regional players

• HW Fisher & Company: UK chartered accountancy firm referenced as a referral partner for Ross & Moncure's UK clients. Comparable in professional services and SME/HNW client mix but operating in the UK market.

Broad incumbents

• Andersen (formerly Andersen Tax): Global tax and advisory firm with a strong international tax practice serving HNW individuals and multinational clients. Comparable to Ross & Moncure in cross-border tax specialization but operates at significantly larger scale across many geographies.
• RSM US: Mid-market-focused accounting and advisory firm serving private businesses and HNW clients. Comparable in SME/private client tax focus, though broader in service breadth and geographic reach than Ross & Moncure.
• BDO USA: Large US accounting and advisory network with a private client services and international tax practice. Overlaps Ross & Moncure's HNW and cross-border tax capabilities at meaningfully larger scale.
• Marcum LLP: Top-15 US accounting firm with significant private client, international tax, and SME practices. Comparable in client mix to Ross & Moncure, operating at much larger scale.
• CohnReznick: Mid-Atlantic rooted advisory firm with HNW, family office, and international tax capabilities. Comparable in cross-border and private client focus, though broader portfolio than Ross & Moncure.

Emerging players

• TaxAct Professional: Digital tax preparation platform serving individuals and small businesses. Adjacent competitor in individual tax preparation, though not addressing the HNW, cross-border, or principal-led niche where Ross & Moncure competes.

Direct peers

• Cherry Bekaert: Top-30 US accounting firm with strong private client, international tax, and SME practices. Directly comparable in serving HNW and mid-market clients with cross-border tax needs.
• Withum: Mid-Atlantic headquartered CPA and advisory firm serving private clients, SMEs, and non-profits with personal, corporate, and international tax services. Strong overlap with Ross & Moncure in segment and geographic profile.
• PKF O'Connor Davies: Mid-Atlantic accounting and advisory firm providing tax, audit, and advisory services to HNW individuals, SMEs, and non-profits. Comparable client mix and regional professional services profile to Ross & Moncure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Ross & Moncure