Propp Christensen Caniglia

Name

Propp Christensen Caniglia

Legal name

Propp Christensen Caniglia LLP

Website

https://pccllp.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Roseville

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. Professional Services Revenue: Revenue generated from providing CPA and consulting services including tax planning and preparation, financial reporting (audits, reviews, compilations), and business advisory services to businesses and individuals.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Propp Christensen Caniglia LLP is a CPA and consulting firm delivering tax planning and preparation, financial reporting (audits, reviews, compilations, and preparation engagements), and business advisory services to businesses and individuals. The firm specializes by industry, with deep vertical expertise in affordable housing tax credits, not-for-profit organizations, closely-held businesses, and property owners associations. Service delivery is direct, relationship-based, and performed by licensed CPAs and an Enrolled Agent.

Product overview

Propp Christensen Caniglia LLP is a CPA and consulting firm offering a unified suite of financial and advisory services. The core service portfolio comprises three main offerings: Tax Services (planning and return preparation), Financial Reporting (audits, reviews, compilations), and Business Advisory Services. The firm also provides specialized industry-specific services for Affordable Housing, Not-for-Profit Organizations, Closely Held Businesses, and Property Owners Associations. A Client Portal (ClientAxcess) enables secure document exchange with clients. All services are delivered by certified professionals including CPAs and an Enrolled Agent.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax planning and return preparation services for individuals, corporations, partnerships, LLCs, estates, trusts, and not-for-profit organizations, including taxing authority representation and analysis of tax effects of buying or selling a business.
• Financial Reporting Comprehensive financial reporting services including audits, reviews, compilations, and preparation engagements with professional attestation following industry standards.
• Business Advisory Services Consulting and advisory services covering entity selection, business acquisition and disposition, financial and retirement planning, estate/trust/gift planning, and software selection and implementation.
• Affordable Housing Industry Services Specialized services for affordable housing developers and operators including audits, tax preparation, project cost certifications, tax credit applications, bond applications, financial projections, tax-exempt financing, and strategic year 15 exit analysis.
• Not-for-Profit Organization Services Financial statement audits, reviews, compilations, tax preparation and planning, federal and state award program audits, attestations on special reports, and management consulting for not-for-profit organizations.
• Closely Held Business Services Bookkeeping and accounting, business acquisition and sale advisory, cash flow and budgeting analysis, entity selection consulting, payroll and tax reporting, software implementation, and succession planning for closely held businesses.
• Property Owners Associations Services Audits and reviews of financial statements and accounting and tax services for common interest realty associations, including residential and commercial property developments.
• ClientAxcess Client Portal Secure, password-protected portal for clients to temporarily store and access financial and accounting documents anytime, providing secure document exchange with the firm.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor and core.

• American Institute of Certified Public AccountantsminorOthersProfessional membership organization providing industry resources, standards, and professional development opportunities for CPAs.
• California Society of Certified Public AccountantsminorOthersState-level professional membership organization for CPAs in California, providing advocacy, resources, and networking opportunities.
• Council for Affordable and Rural HousingcoreOthersNational organization dedicated to affordable housing. Firm provides services aligned with this sector and maintains membership for industry knowledge and networking.
• California Council for Affordable HousingcoreOthersState-level organization focused on affordable housing issues. Strategic alignment with firm's affordable housing service vertical.
• Roseville Chamber of CommerceminorOthersLocal business organization supporting the business community in Roseville, California. Firm maintains membership for local business networking.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Novogradac & Company LLP: National CPA firm that is the dominant accounting and audit provider in the LIHTC and affordable housing space, with deep expertise in cost certifications, tax credit applications, and HUD/USDA reporting — directly overlapping PCC's primary service line.
• CohnReznick LLP: Top-tier national accounting firm with a recognized affordable housing and real estate practice serving LIHTC sponsors, developers, and syndicators; offers tax, audit, and advisory services closely parallel to PCC's affordable housing portfolio.
• Reznick Group (now FORVIS): Created by the merger of BKD and Dixon Hughes Goodman, FORVIS has a substantial affordable housing and LIHTC audit practice serving developers, syndicators, and lenders nationwide — a direct competitor for PCC's target client base.
• WithumSmith+Brown (Withum): Mid-Atlantic-headquartered CPA and advisory firm with a dedicated affordable housing and community development practice providing LIHTC audit, tax credit, and HUD-related services similar to PCC.
• Eide Bailly LLP: Top-20 U.S. CPA firm with an affordable housing services group offering LIHTC audits, tax credit certifications, and HUD/RD reporting; competes for similar nonprofit and affordable housing clients as PCC in the Western U.S.
• Wipfli LLP: Large U.S. accounting and consulting firm with a community development and affordable housing practice providing audit, tax, and advisory services to LIHTC developers, nonprofits, and housing authorities.

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving a wide range of nonprofit, affordable housing, and closely held business clients with audit, tax, and advisory services — broader portfolio but overlaps materially on PCC's nonprofit and housing engagements.

Regional players

• Moss Adams LLP: Largest West Coast-based CPA firm headquartered in Seattle with strong California presence, serving closely held businesses, real estate, and nonprofit clients; a regional incumbent competing for similar Sacramento and Northern California clients.
• Boutin Jones Inc. Sacramento-based full-service CPA and advisory firm serving closely held businesses, nonprofit organizations, and real estate developers in the greater Sacramento region — direct regional competitor for PCC.
• Gilbert Associates: Sacramento-based CPA firm providing audit, tax, and advisory services to nonprofit, governmental, and business clients in Northern California — a nearby regional peer competing for similar Sacramento-metro engagements.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

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 Propp Christensen Caniglia