What MVA does

MVA Tax & Advisors is a family-owned Pennsylvania CPA firm founded in 2015 by Michael V. Arcieri and operated from a single office at 341 Old Bethlehem Road, Quakertown, PA. The firm serves owner-led businesses across the Mid-Atlantic and Northeast (Pennsylvania, New Jersey, New York, Delaware) under a partner-led engagement model in which the partner conducting the initial 30-minute strategy consultation also executes the engagement rather than handing off to junior staff. Service delivery is structured around a unified platform that bundles core tax planning and preparation, accounting and assurance (audit, review, compilation, agreed-upon procedures), and advisory/estate/trust work with five in-house specialty divisions: cost segregation studies, Section 41 R&D tax credits, IC-DISC export planning, fractional CFO, and benefits strategy. HGF PC was absorbed under the MVA umbrella in 2024 to deepen the tax and assurance bench.

The proprietary operational construct is the year-round advisory cadence: quarterly projections, multi-state nexus analysis, entity structuring, and specialty tax elections are coordinated inside a single partner-led engagement rather than referred to outside specialists, with documented outcomes including 5-15% movement in total tax via owner-compensation and entity-mix optimization and fractional CFO pricing at roughly one-third of a comparable in-house seat. The technology stack is a modern third-party cloud accounting deployment — QuickBooks or Xero for the ledger, Bill.com for AP automation, Ramp for expense management, Gusto or Rippling for payroll, and Karbon for practice management and client portal — assembled as the MVA Connect outsourced controllership service that replaces 1-2 in-house accounting hires at near-bookkeeper cost. No proprietary software, patents, or AI/ML capabilities are disclosed.

Revenue mechanics are private and undisclosed. Pricing is custom engagement-based and bundled across core and specialty services, with a free 30-minute partner strategy consultation as the entry point (routed through Microsoft 365 Bookings, Microsoft Teams live chat, or detailed intake forms). Go-to-market is sales-led and partner-led rather than channel-led, with acquisition driven by referrals from attorneys and financial advisors, SEO for local and specialty-service search terms, and a monthly newsletter ("MVA Briefing"). Customer segments are horizontally diversified across construction, manufacturing, real estate, distribution, and professional services, with secondary nonprofit, educational institution, and family business practices. No public customer logos or revenue concentration are disclosed.

Name

MVA

Legal name

MVA Tax & Advisors LLC

Website

https://mvacpa.us

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

MVA Tax & Advisors is a family-owned Pennsylvania CPA firm providing partner-led tax planning, accounting, assurance, advisory, and specialty tax services — including cost segregation, R&D credits, IC-DISC, fractional CFO, and benefits — to owner-led businesses across the Mid-Atlantic from a single Quakertown office.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Tax planning services
• Accounting assurance
• Estate trust advisory
• Fractional CFO services
• Cost segregation studies

Headquarters

HQ city

Quakertown

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Planning & Preparation: Year-round tax planning, quarterly projections, entity structuring, multi-state nexus analysis, and annual return preparation. Core recurring engagement with quarterly working sessions and year-round partner accessibility.
2. Accounting & Assurance: Monthly accounting, bank reconciliations, financial statement preparation at audit, review, compilation, or agreed-upon procedures levels. Partner-reviewed monthly close with monthly financial statements delivery.
3. Advisory, Estate & Trust: Fiduciary tax services including Form 1041, Form 706, Form 709, Pennsylvania inheritance tax (REV-1500), trust accountings, succession planning, and annual estate plan reviews.
4. MVA Connect (Outsourced Accounting): Outsourced controllership and cloud accounting with monthly close, systems integration, AP automation, and reporting packages. Replaces 1-2 accounting hires at roughly the cost of a single bookkeeper.
5. Cost Segregation Studies: Tax-focused property depreciation analysis for accelerated depreciation on bought or improved commercial real estate.
6. R&D Tax Credits: Section 41 research and development credit documentation and computation, including four-part test documentation, wage and cost allocation, and payroll tax offset for qualified small businesses.
7. IC-DISC Export Planning: Interest Charge Domestic International Sales Corporation structure for permanent federal rate arbitrage on qualified export income, including annual commission calculations and Form 1120-IC-DISC filing.
8. Fractional CFO: Embedded financial leadership at 1-4 days per week for owner-led businesses scaling beyond controller level. Includes weekly cash management, monthly close review, KPI dashboards, covenant tracking, and transaction readiness support.
9. Benefits Strategy: Health, dental, vision, disability, life insurance coordination, PEO solutions, spending accounts (HSA, FSA, HRA), and wellness programs coordinated with tax treatment.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

MVA Tax & Advisors is a partner-led CPA firm delivering year-round tax planning and preparation, accounting and assurance, advisory/estate/trust services, and outsourced controllership (MVA Connect). Five specialty divisions — cost segregation, R&D tax credits, IC-DISC export planning, fractional CFO, and benefits strategy — are bundled into client engagements rather than referred out. The firm serves owner-led businesses across Pennsylvania, New Jersey, New York, and Delaware.

Product overview

MVA Tax & Advisors is a Pennsylvania CPA firm offering a unified service platform built around five specialty divisions for owner-led businesses. The core offering combines Tax Planning & Preparation, Accounting & Assurance, and Advisory/Estate & Trust services, with three integrated specialty divisions (Cost Segregation Studies, R&D Tax Credits, IC-DISC Export Planning) bundled into client engagements rather than referred out. Supporting specialty services include Fractional CFO (providing embedded financial leadership), MVA Connect (outsourced cloud accounting with QuickBooks/Xero/Bill.com/Ramp/Gusto/Rippling/Karbon integration), and Benefits Strategy (coordinating insurance with tax and advisory work). The firm also provides a Capital Gains Estimator planning tool. Founded in 2015 and expanded through the 2024 acquisition of HGF PC, MVA operates from one Quakertown office with a partner-led model where the same partner meets clients and runs their engagement year-round.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Preparation Year-round tax planning and preparation including quarterly projections, entity strategy, multi-state nexus analysis, and return filing for business and personal clients. Includes quarterly working sessions and year-round partner accessibility.
• Accounting & Assurance Partner-reviewed monthly accounting, bank reconciliations, and full assurance practice offering audits, reviews, compilations, and agreed-upon procedures for businesses, nonprofits, schools, and employee benefit plans. Monthly financial statements delivered with senior review.
• Advisory, Estate & Trust Generational transfer planning, fiduciary tax preparation (Form 1041, 706, 709, PA REV-1500), trust accountings, and succession planning coordinated with clients' attorneys. Includes annual estate plan reviews and Pennsylvania inheritance tax discount capture.
• MVA Connect Outsourced controllership and cloud accounting service providing monthly close, integrated systems (QuickBooks, Xero, Bill.com, Ramp, Gusto, Rippling, Karbon), real-time financial reporting, AP automation, and back-office scale without adding headcount. Replaces 1-2 accounting hires at roughly the cost of a single bookkeeper.
• Cost Segregation Studies Tax-focused engineering-based property depreciation analysis accelerating depreciation on bought or improved commercial real estate through cost segregation studies.
• R&D Tax Credits Federal and state research & development tax credit capture under Section 41, with four-part-test documentation, wage and cost allocation, and coordination with Section 174A R&E treatment and payroll tax offset for qualified small businesses.
• IC-DISC Export Planning Interest Charge Domestic International Sales Corporation (IC-DISC) structure for pass-through exporters, converting qualified export income to permanent federal rate arbitrage through dividend treatment, including annual commission calculations and Form 1120-IC-DISC filing.
• Fractional CFO Embedded financial leadership at 1-4 days per week for owner-led businesses scaling beyond controller level, including weekly cash management, monthly close review, KPI dashboards, covenant tracking, capital structure decisions, and M&A transaction readiness at one-third the cost of a full-time CFO.
• Benefits Strategy Benefits coordination service integrating health, dental, vision, disability, and life insurance, PEO solutions, spending accounts (HSA, FSA, HRA), and wellness programs with tax treatment and advisory planning.

Quantifiable outcome

• Owner compensation and entity mix move total tax 5-15% when modeled proactively
• +4 more outcomes

Segments10 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Scale indicators5 records

Recent moves3 records

Expansion highlights5 records

Broad incumbents

• EisnerAmper: Large Mid-Atlantic-based CPA and advisory firm with construction, real estate, and owner-led business practices — relevant incumbent competitor across MVA's verticals.
• Andersen: National tax and advisory firm with a strong specialty tax practice — competes with MVA for owner-operators seeking integrated tax and specialty services, but at significantly larger scale.
• CohnReznick: Top-20 U.S. CPA firm with a Mid-Atlantic presence and significant closely-held/owner-led business practice — competes for MVA's mid-market clients as they grow past the small-firm threshold.
• Withum: Large Mid-Atlantic CPA and advisory firm with deep owner-led business, construction, real estate, and manufacturing practices — a relevant incumbent competitor for MVA's target client profile.
• Frazier & Deeter: National CPA with strong specialty tax practices (R&D credits, cost segregation) and mid-market owner-led business focus — relevant competitor for MVA's higher-end specialty engagements.
• Citrin Cooperman: Mid-Atlantic CPA firm serving closely-held businesses and high-net-worth individuals across tax, advisory, and assurance — competes directly with MVA in the same owner-operator segment but at substantially larger scale.
• BDO USA: Top-5 global CPA with deep Mid-Atlantic presence serving owner-led and mid-market businesses — represents the upper-bound competitor MVA faces as its clients scale.

Direct peers

• KBKG: National cost segregation, R&D credit, and fixed asset services firm — directly competes with MVA's in-house specialty divisions on the same service lines.
• Alliant Group: Specialty tax credit firm focused on R&D credits, cost segregation, and IC-DISC for owner-led businesses — directly comparable to MVA's specialty tax divisions.
• Boulay Group: Mid-sized CPA and advisory firm serving closely-held and owner-led businesses with tax, accounting, and CFO advisory services — closely comparable in size, client mix, and service breadth to MVA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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 MVA