Scott & Baldwin

What Scott & Baldwin does

Scott & Baldwin (operating as Scott CPAs) is a private accounting and consulting firm headquartered in Roseville, California. Founded in 1979, the firm provides professional services — including accounting and assurance, tax planning and preparation, consulting, and mergers and acquisitions advisory — to businesses and individuals across the West Coast United States. The M&A advisory practice specifically markets West Coast companies for sale, recapitalization, or new investment, layering transaction advisory on top of the traditional CPA service stack.

The firm's technology footprint is modest: a WordPress-based website at scottcpas.cpa, a secure client portal, and third-party payment processing. There is no evidence of proprietary platforms, API integrations, or in-house AI/ML capabilities in the source data. Service delivery follows a traditional professional services model centered on the Roseville office.

Revenue is generated through project-based accounting, tax, and consulting engagements, supplemented by M&A advisory fees. Pricing is custom and quote-based with no public rate cards. Go-to-market is regional, relying primarily on referrals and direct client engagement rather than digital marketing or outbound sales infrastructure. The customer base is horizontally segmented across business and individual clients.

Name

Scott & Baldwin

Legal name

Scott CPAs

Website

https://scott-baldwin.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

11–50 employees

Short description

Scott & Baldwin (dba Scott CPAs) is a Roseville, California-based accounting, tax, and consulting firm founded in 1979, serving businesses and individuals across the West Coast United States, with an additional M&A advisory practice targeting West Coast transactions.

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

Distribution channels2 records

Marketing channels3 records

Core offering

Scott & Baldwin, also known as Scott CPAs, is a CPA and professional-services firm founded in 1979. It provides tax, accounting and assurance, mergers and acquisitions, and consulting services to business and individual clients, with its office in Roseville, California and a West Coast company focus for mergers and acquisitions services.

Product overview

Scott CPAs provides a unified suite of professional accounting and consulting services organized around four core offerings: Accounting & Assurance, Tax Services, Mergers & Acquisitions, and an Info Center/Client Portal for secure online access. The firm operates as a single-service practice rather than a platform-plus-modules architecture, with services designed to work together to satisfy both short- and long-term financial goals for businesses and individuals. The Info Center and Client Portal provide the digital interface layer through which clients access services, while the core service lines (Accounting & Assurance, Tax, and M&A) deliver the specialized expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Assurance Accounting and assurance services provided by the firm to its clients.
• Tax Services Tax services provided by the firm to business and individual clients.
• Mergers and Acquisitions Mergers and acquisitions services provided by the firm, with a stated focus toward West Coast companies.
• Consulting Professional consulting services provided to the firm's clients.

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights4 records

Direct peers

• Armanino LLP: California-based full-service accounting and advisory firm with M&A consulting and tax services serving middle-market businesses. Highly comparable due to overlapping California geographic focus, integrated tax/assurance/advisory mix, and M&A practice.
• Moss Adams LLP: Pacific Northwest and California accounting firm providing tax, assurance, and M&A advisory to middle-market companies. Directly comparable service offering and regional West Coast footprint with similar mid-market client orientation.
• BPM LLP: California-based full-service accounting firm offering tax, audit, and advisory including M&A consulting to businesses and individuals. Comparable as a multi-line California CPA firm with advisory capabilities.

Broad incumbents

• Wipfli LLP: National top-20 accounting firm providing tax, audit, and advisory services to mid-market companies across multiple U.S. regions. Comparable mid-market professional services mix but with national scale and broader geographic reach.
• Plante Moran: National mid-market accounting and advisory firm with tax, audit, and consulting services for growing businesses. Overlapping service portfolio targeting middle-market clients, but operates at substantially larger scale nationally.
• Eide Bailly LLP: National CPA firm providing tax, audit, and advisory services to middle-market and growing companies. Comparable mid-market professional services positioning with broader geographic and capability footprint.
• Baker Tilly US, LLP: National advisory, tax, and assurance firm serving middle-market clients across industries. Comparable in target customer segment (mid-market businesses) and integrated tax/advisory service model, but at materially larger scale.
• Crowe LLP: National public accounting and consulting firm with mid-market focus offering audit, tax, and advisory. Comparable mid-market client orientation and integrated service lines, but operates nationally with much larger resources.
• Marcum LLP: National accounting and advisory firm serving middle-market businesses with tax, audit, and consulting services. Comparable professional services offering for similar client base, though at substantially larger scale and broader geographic presence.
• Cherry Bekaert LLP: National accounting and advisory firm providing tax, assurance, and consulting services to middle-market and growth-oriented businesses. Overlapping service mix and mid-market client targeting, but with broader national footprint and capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/scottbaldwincpa

Revenue estimate

Valuation estimate

Number of profiles

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 Scott & Baldwin