Compass US Accountants & Advisors

Name

Compass US Accountants & Advisors

Legal name

PT&C Group, LLC

Website

https://compassusadvisors.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

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

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Fairness Opinions & Independent Financial Advice (BPAHAOAF)

Keywords

• Tax compliance services
• Audit and attest services
• Outsourced CFO services
• Payroll processing services
• Nonprofit accounting services

Headquarters

HQ city

Annapolis

HQ country

United States

HQ region

North America

Offices3 records

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: Tax filing, compliance, planning, and IRS representation services for individuals, businesses, and non-profit entities. Includes estate, gift, and trust return preparation.
2. Audit & Attest Services: Audit, review, compilation, and agreed-upon procedures engagements. All attest services are performed by Platform CPAs, LLP.
3. CFO Outsourcing & Outsourced Accounting: CFO and outsourced accounting services delivered through cloud-based technology platforms.
4. Payroll Services: Payroll processing, administration, and strategic decision support.
5. New Business Services: Entity selection, accounting system setup, and business formation services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Compass US Accountants & Advisors is a full-service professional services firm providing tax filing and compliance, tax planning, audit and attest services, outsourced CFO and accounting, payroll administration, IRS representation, estate/gift/trust return preparation, new business setup, and industry-specific management consulting to businesses, nonprofits, and high-net-worth individuals. Attest services are performed by affiliated Platform CPAs, LLP, while tax and business consulting are delivered through PT&C Group, LLC under an alternative practice structure.

Product overview

Compass US Accountants & Advisors operates as a full-service professional services firm offering a comprehensive suite of tax, accounting, audit, and advisory services. The firm's portfolio centers on core compliance and advisory offerings including Tax Filing & Compliance, Tax Planning, Audit & Attest Services (performed by Platform CPAs, LLP), CFO/Outsourced Accounting, IRS Representation, Payroll Services, and Estate/Trust Return Preparation. These core services are delivered alongside specialized Management Consulting Services spanning nine industry verticals: Travel & Tourism, Not-for-Profit, Labor Unions, Food & Beverage, Real Estate, Printing & Packaging, Franchisors, Construction, and Government Contractors. The firm also leverages strategic partnerships including Platform Advisors for specialized industry expertise and Platform Accounting Group as the parent collective. All services are delivered through an alternative practice structure where Platform CPAs, LLP provides attest services and PT&C Group, LLC provides tax and business consulting.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Filing & Compliance Comprehensive tax compliance services covering individuals, businesses, non-profit entities, foreign asset reporting, sales and use tax, and property tax preparation and compliance.
• Tax Planning Strategic tax planning services including estate and gift taxes, stock option compensation, real estate transactions, multi-state planning, and tax credit utilization.
• Audit & Attest Services Business assurance services including audits, reviews, compilations, and agreed-upon procedures engagements, performed by affiliated Platform CPAs, LLP.
• CFO Outsourcing Outsourced Chief Financial Officer and accounting services for tax-exempt and for-profit organizations, with sensitivity to industry-specific intricacies and regulatory requirements.
• Outsourced Accounting Cloud-based outsourced accounting services enabling simplified record keeping and collaborative strategic decision-making across multiple platforms.
• IRS Representation IRS tax resolution and representation services for both small and large tax issues, leveraging decades of IRS experience through Enrolled Agents.
• Payroll Services Full-service payroll processing and administrative management with strategic decision support, including AMS and other payroll platforms.
• Estate, Gift & Trust Return Preparation Estate, gift, and trust tax return preparation services to preserve legacies and minimize taxation for wealth transfers.
• New Business Services New business setup services including entity selection guidance and accounting system implementation.
• Management Consulting Services Industry-specific management consulting across Travel & Tourism, Not-for-Profit, Labor Unions, Food & Beverage, Real Estate, Printing & Packaging, Franchisors, Construction, and Government Contractors sectors.
• Printing & Packaging Industry Consulting Specialized management consulting for printing and packaging industries including strategic planning, M&A advisory, succession planning, and industry-specific tax strategies, led by Bart Krupnick, CPA, CVA with 60+ years of industry guidance via the Becker division.

Segments11 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability2 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Platform CPAs, LLPcoreStrategic or Co-development PartnerLicensed independent CPA firm that provides attest services (audits, reviews, compilations) within the alternative practice structure. Operates separately from PT&C Group, LLC but both operate under the Compass US brand.
• PT&C Group, LLCcoreStrategic or Co-development PartnerEntity providing tax and business consulting services under the Compass US Accountants & Advisors brand. Not a licensed CPA firm. Part of Platform Accounting Group collective.
• Platform Accounting GroupcoreStrategic or Co-development PartnerParent organization; a next-gen accounting collective created to help boutique firms thrive. Comprised of Platform CPAs, LLP and PT&C Group, LLC and their subsidiaries.
• Platform AdvisorscoreStrategic or Co-development PartnerStrategic partnership providing additional tax, accounting, and consulting services with specialized industry expertise. One team approach for streamlined communication and holistic advice.
• Maryland Nonprofits Standards for Excellence InstituteminorStrategic or Co-development PartnerProfessional development institute providing exclusive training for nonprofit consultants. Compass US has two graduates of the program.

Scale indicators1 record

Recent moves8 records

Expansion highlights5 records

Direct peers

• Ellin & Tucker: Baltimore-based full-service CPA and advisory firm serving Mid-Atlantic businesses and nonprofits with tax, audit, and outsourced CFO services. Highly comparable in geography, service mix, and mid-market client profile to Compass US.
• KatzAbosch: Maryland-based CPA and business advisory firm providing tax, audit, accounting, and CFO services to closely held businesses, nonprofits, and government contractors. Direct competitor with overlapping vertical coverage and similar headcount scale.
• Gross Mendelsohn & Associates: Mid-Atlantic CPA firm offering tax, audit, accounting, and consulting to businesses, nonprofits, and individuals across the Baltimore/DC region. Comparable in regional footprint, full-service model, and SMB/mid-market client base.
• Councilor, Buchanan & Mitchell (CBM): Bethesda, Maryland-based CPA firm delivering tax, audit, and advisory services to closely held businesses, nonprofits, and government contractors. Directly comparable to Compass US in geography and vertical mix, including government contractor specialization.

Broad incumbents

• BDO USA: Top-tier U.S. accounting and advisory firm with broad service lines including tax, audit, and consulting for mid-market and government contractor clients. Represents the scaled-incumbent competition Compass US faces for larger engagements.
• RSM US: Global mid-market-focused accounting and consulting firm with deep government contractor and nonprofit practices. Direct competitor for larger engagements in Compass US's core verticals.
• Marcum LLP: Top-10 U.S. accounting firm providing tax, audit, advisory, and outsourced CFO services to mid-market companies and nonprofits nationwide. Comparable in outsourced accounting/CFO model and broad service mix.
• Withum: Mid-Atlantic-headquartered top-30 U.S. accounting and advisory firm with strong government contractor, nonprofit, and real estate practices. Geographic and vertical overlap make it a clear comparable.

Emerging players

• Aprio: Fast-growing national CPA and advisory firm built on a platform model with multi-vertical expertise and outsourced CFO offerings. Comparable in growth orientation, technology adoption, and multi-vertical GTM strategy.
• Citrin Cooperman: Top-30 U.S. accounting and advisory firm built via acquisitions of boutique CPA practices, with strong mid-market and nonprofit practices. Directly comparable as a CPA-platform consolidator with similar service mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/compass-us-accountants-advisors

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 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 Compass US Accountants & Advisors