Wolff & Taylor

What Wolff & Taylor does

Wolff & Taylor, P.C. is a privately held, full-service CPA firm founded in 1966 and headquartered in a single downtown Saint Louis, Missouri office at 222 South Central Avenue, Suite 402. The firm is family-controlled, with founding partner Richard E. Wolff, his son Larry E. Wolff (Managing Partner since 2005), and Sarah S. Taylor (Tax Partner since 2000) comprising the senior leadership. Its product mix spans tax planning and preparation (business and individual income, property, sales, and payroll tax), accounting and bookkeeping services, assurance (audits, reviews, compilations), business valuations, forensic accounting and litigation support, trusts and estates planning, QuickBooks support/training, and financial and retirement planning for individuals. The client roster consists of more than 700 companies and 1,500 families across the United States and a few foreign countries.

The firm's underlying technology stack is deliberately conventional: client bookkeeping is supported on QuickBooks (with the firm offering training, installation, setup, and review as paid services), and client interactions are handled via a secure client portal (SSPortal / NetLink). There are no proprietary software products, APIs, AI/ML systems, or data products in the offering. Pricing is quote-based and engagement-specific, with no publicly disclosed rate card and billing structured around professional-services norms (hourly or fixed fee, often multi-year client relationships). The go-to-market model is relationship-led and referral-driven: the firm emphasizes being the "first call" for clients' accounting, tax, reporting, and valuation needs across generations, supplemented by community event sponsorships (St. Louis Half Marathon / Special Olympics Missouri, St. Louis Bombers Rugby, Bike MS) and a content marketing blog rather than paid digital acquisition. The firm holds AICPA membership and is subject to the AICPA Private Practice Companies Peer Review program on a triennial cycle, which underpins assurance-service credibility.

Name

Wolff & Taylor

Legal name

Wolff & Taylor, P.C.

Website

https://wolffandtaylor.com

Company type

Private

Founded year

1966

Operating status

Operating

Headcount range

1–10 employees

Short description

Wolff & Taylor, P.C. is a privately held, full-service CPA firm founded in 1966 in Saint Louis, Missouri, providing tax, accounting, audit, business consulting, and estate planning services to over 700 businesses and 1,500 families across the United States.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services (CPA Services)

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Audit & Assurance Services (BPAHABAA)

Keywords

• Tax preparation services
• Accounting services
• Audit and assurance
• Business consulting
• Financial planning

Headquarters

HQ city

Saint Louis

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. Accounting Services: Ongoing accounting support, bookkeeping, and financial statement preparation services billed on a recurring basis for business and individual clients
2. Tax Services: Tax planning, preparation, and compliance services for businesses and individuals, including income tax, property tax, sales tax, and payroll tax services
3. Assurance Services: Audit, review, and compilation services providing varying levels of assurance on financial statements for business clients
4. Business Consulting: Strategic advisory services including business succession planning, valuations, cash flow management, and strategic business planning
5. Trusts & Estates: Estate planning, trust management, and wealth transfer advisory services

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Wolff & Taylor, P.C. is a full-service CPA firm providing tax planning and preparation, accounting and bookkeeping, audits/reviews/compilations, business valuations, forensic accounting and litigation support, trusts and estates advisory, business consulting, and financial and retirement planning services to business owners and individuals. The firm combines tax compliance, assurance, advisory, and personal wealth planning under one AICPA-accredited practice, using standard accounting software such as QuickBooks as implementation support rather than as a standalone product.

Product overview

Wolff & Taylor is a full-service CPA firm offering a comprehensive suite of accounting, tax, and financial services primarily for businesses and individuals. The firm's portfolio centers on four core service areas: Tax Planning & Preparation (covering business and individual income taxes, property taxes, sales tax, payroll tax), Accounting Services (including bookkeeping, write-up, and QuickBooks support), Audits/Reviews/Compilations (assurance services at varying levels), and Financial/Retirement Planning. Additional specialized services include Business Valuations, Forensic Accounting & Litigation Support, Trusts & Estates planning, and Business Consulting. The firm serves over 700 companies and 1,500 families across the U.S. and several foreign countries. The product architecture is a traditional service-based model rather than a software platform, with QuickBooks support offered as a complementary add-on to their accounting services.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Preparation Services Comprehensive tax planning and preparation services for businesses and individuals, including income tax planning, property taxes, sales tax, payroll tax, unemployment taxes, business depreciation, and tax notice support. Designed for businesses and individuals needing year-round and seasonal tax compliance and optimization.
• Accounting Services Full-service accounting including bookkeeping, write-up services, cash flow management, cash flow and budgeting analysis, and accounting software selection and implementation support. Targeted at small and medium-sized businesses needing ongoing financial recordkeeping.
• Audits, Reviews and Compilations Assurance services offering different levels of financial statement verification for business clients. Audits provide the highest level of assurance with in-depth examination and confirmation of account balances, inventories, and selected transactions; reviews offer limited assurance; and compilations are prepared for internal-use purposes.
• Business Valuations Business and estate valuation services including business succession planning, projections, sales and purchases, and divorce-related valuation matters. Serves business owners, family enterprises, and individuals needing formal valuation work.
• Forensic Accounting and Litigation Support Forensic accounting services and litigation support including expert calculations and testimony on wrongful real estate foreclosures and IRS matters. Targets attorneys, parties to litigation, and clients with IRS disputes requiring expert analysis.
• Trusts & Estates Estate and trust planning services designed to ensure financial security for loved ones, maintain smooth business succession, and minimize beneficiary tax liability by navigating complex and shifting tax laws. For both business owners and high-net-worth individuals and families.
• Financial and Retirement Planning Holistic financial planning guidance covering asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax and estate planning. Designed for individual clients and families building long-term financial plans.
• Business Consulting Services Strategic business consulting including strategic business planning, new business formation, non-profit organization services, pension and profit sharing plans, and cash flow and budgeting analysis. Targeted at owners of small to medium-sized and non-profit enterprises.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Three partnerships are on record, tiered minor.

• Special Olympics MissouriminorGTM or Marketing PartnerWolff & Taylor sponsors the St. Louis Half Marathon & Clayton Police 5K which supports Special Olympics Missouri
• St. Louis Track ClubminorGTM or Marketing PartnerSponsorship of the St. Louis Half Marathon event organized by St. Louis Track Club
• St. Louis Bombers Rugby Football ClubminorGTM or Marketing PartnerSponsorship of St. Louis Bombers Rugby Football Club, a 501(c)(3) not-for-profit organization established in 1962

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Anders CPAs + Advisors: St. Louis-based full-service CPA and advisory firm serving businesses and high-net-worth individuals with tax, accounting, and consulting services. Directly comparable to Wolff & Taylor in geography, client mix (SMB + individuals/families), and full-service model.
• RubinBrown: St. Louis-headquartered CPA firm offering tax, assurance, business advisory, and wealth management to privately held businesses and individuals. Comparable in regional focus, service breadth, and family-owned / closely held client base.
• Brown Smith Wallace (FORVIS): St. Louis-based accounting and advisory firm (now part of FORVIS) serving closely held businesses and individuals with tax, audit, and consulting services. Strong overlap in SMB and individual client segments, though significantly larger scale.
• Wipfli LLP: Top-20 U.S. accounting and advisory firm focused on middle-market businesses and individuals, with strong tax, audit, and outsourced accounting practices. Comparable in serving SMB and family-owned clients, though at substantially greater scale.
• Eide Bailly LLP: Regional CPA and advisory firm serving closely held businesses, family enterprises, and high-net-worth individuals across tax, assurance, and consulting. Comparable mid-market service mix and SMB / individual client orientation.
• CliftonLarsonAllen (CLA): National accounting and advisory firm specializing in closely held businesses, family offices, and individuals. Overlaps with Wolff & Taylor's SMB + family-client model across tax, audit, and wealth advisory, though at much larger scale.

Broad incumbents

• Plante Moran: Large U.S. accounting, tax, and consulting firm serving closely held and middle-market businesses plus high-net-worth individuals. Comparable service categories, but operates at significantly greater scale and geographic breadth.
• BDO USA: Top-10 global accounting network serving U.S. middle-market businesses and individuals with assurance, tax, and advisory. Overlaps with Wolff & Taylor's SMB tax/audit work but covers a much broader market and capability set.
• Marcum LLP: National accounting and advisory firm with strong middle-market and closely held business focus, plus tax, assurance, and wealth advisory. Comparable client base orientation, though substantially larger and more diversified than Wolff & Taylor.

Emerging players

• H&R Block: Mass-market tax preparation and financial services firm with both retail and digital offerings. Adjacent rather than directly competitive, as it primarily serves individual tax-prep clients via a technology-enabled, scaled model rather than relationship-based CPA advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Wolff & Taylor