Mullen, Sondberg, Wimbish, & Stone Pa

What Mullen, Sondberg, Wimbish, & Stone Pa does

Mullen, Sondberg, Wimbish & Stone P.A. is a private professional accounting firm headquartered in Annapolis, Maryland, founded in 1955 and operating for over 70 years in the Baltimore-Washington metropolitan area. The firm is structured as a Maryland professional association with five partners (Patrick M. Hantske, Michele L. Moore, John G. Wiland, Philip Wimbish, and Eric P. Siegfried), each of whom was a long-term employee before becoming partner, supported by a total staff of 11-50 professionals. It is a CPA-licensed firm in Maryland, DC, and Virginia, and participates in the AICPA Peer Review Program.

The firm delivers a full-service portfolio organized around four core offerings — Tax Services, Audit & Attestation, Accounting Services, and Consulting & Advisory — applied across six specialized industry verticals: Construction & Real Estate, DDA Agencies, Employee Benefit Plans, Nonprofits, Healthcare, and Manufacturing and Distribution. Its core technology stack consists of standard professional-services software including CCH for tax compliance, Pfx Engagement (Thomson Reuters) for audit workpapers, QuickBooks for client accounting, and a ClientAxcess portal integrated with SafeSend e-signature and CPA Charge online payments. The firm holds memberships in AICPA, MACPA, MANO, EBPAQC, and GAQC, which credential it to perform specialized ERISA and governmental audits.

The business model is professional services delivered through partner-led client relationships under annual engagement letters. Revenue is generated across tax planning/preparation, financial statement audits and attestations (including Medicare cost reports, employee benefit plan audits, and Uniform Guidance audits), bookkeeping and payroll services, and advisory engagements spanning entity selection, succession planning, cash flow analysis, fraud investigations, and grant applications. Marketing relies on content (blog, tax alerts, newsletters) and client resources rather than paid channels, and the firm has no external funding, parent company, or disclosed expansion beyond its regional footprint.

Name

Mullen, Sondberg, Wimbish, & Stone Pa

Legal name

Mullen, Sondberg, Wimbish & Stone P.A.

Website

https://mswspa.com

Company type

Private

Founded year

1955

Operating status

Operating

Headcount range

11–50 employees

Short description

Mullen, Sondberg, Wimbish & Stone P.A. is a 70-year-old Annapolis, Maryland CPA firm offering tax, audit, accounting, and advisory services across six industry verticals (including nonprofits, DDA agencies, and employee benefit plans) to clients in the Baltimore-Washington metropolitan area.

Ownership category

akta.pro rank

Headquarters

HQ city

Annapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Tax Services: Tax planning and preparation services for individuals, businesses, trusts, and estates including corporate, partnership, and nonprofit tax returns.
2. Audit & Attestation Services: Financial statement audits, reviews, and compilations providing varying levels of assurance. Specialized audits including government, employee benefit plans, and Medicare cost reports.
3. Accounting Services: Full range of accounting services including bookkeeping, financial statement preparation, payroll services, and QuickBooks support.
4. Consulting & Advisory Services: Business consulting including entity selection, strategic planning, estate planning, cash flow analysis, succession planning, fraud investigations, and grant applications.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Mullen, Sondberg, Wimbish & Stone P.A. is a full-service public accounting and consulting firm that provides tax planning and preparation, audit and attestation, accounting, and business consulting services to individuals, businesses, trusts, and nonprofit organizations. The firm delivers its professional services through partner-led engagement teams serving clients in the Baltimore-Washington metropolitan area from its Annapolis, Maryland office.

Product overview

Mullen, Sondberg, Wimbish & Stone P.A. is a full-service public accounting and consulting firm offering a unified portfolio of professional services organized around four core offerings: Tax Services, Audit & Attestation Services, Accounting Services, and Consulting & Advisory Services. These core services are delivered across six specialized industry verticals including Construction & Real Estate, DDA Agencies, Employee Benefit Plans, Nonprofits, Healthcare, and Manufacturing and Distribution. The firm was founded in 1955 and serves clients in the Baltimore-Washington metropolitan area from its Annapolis, Maryland location.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Individual and business tax planning, preparation, and compliance services including corporate taxes, partnership/LLC taxes, fiduciary taxes, nonprofit taxes, estate and trust taxes, and IRS audit support.
• Audit & Attestation Services Auditing and attestation services for organizations including audits required for government and state funders, Maryland Department of Health Cost Reports, Medicare Cost Reports, and employee pension plans.
• Accounting Services Full range of accounting services including general ledger & financial statement preparation, bookkeeping, accounting system setup, computerized payroll services, and business tax return preparation.
• Consulting & Advisory Services Business consulting services including entity selection, strategic planning, estate and trust planning, cash flow analysis, succession planning, internal control analysis, fraud investigations, and bookkeeping support.
• Construction & Real Estate Industry Services Specialized accounting and consulting for construction and real estate including government contracts accounting, tax planning, bonding assistance, cost segregation studies, and job cost systems design.
• DDA Agencies Industry Services Specialized services for Developmental Disabilities Administration agencies including funding consultation, annual cost reports, compliance reporting, and cash flow analysis under Maryland's Fee Payment System.
• Employee Benefit Plans Services Review and consultation for employee benefit plans including audit services under ERISA and IRS compliance standards for 401(k) plans, 403(b) plans, and health and welfare plans.
• Nonprofits Industry Services
• Healthcare Industry Services Specialized services for healthcare practices including financial forecasting, accounting staff training, internal policy review, practice operational review, cost management, and retirement planning.
• Manufacturing and Distribution Industry Services Services for manufacturing and distribution companies including financial statement preparation, income tax returns, activity-based job costing, inventory control policies, and business succession planning.

Named customers3 records

Segments6 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Partnerships

Six partnerships are on record, tiered core and minor.

• AICPA (American Institute of Certified Public Accountants)coreOthersMembership in the American Institute of Certified Public Accountants, the national professional organization for CPAs.
• MACPA (Maryland Association of Certified Public Accountants)coreOthersState-level professional membership in the Maryland Association of Certified Public Accountants.
• MANO (Maryland Association of Non-Profit Organizations)coreOthersSpecialized membership supporting the firm's nonprofit practice focus in Maryland.
• Employee Benefit Plan Audit Quality Center (EBPAQC)coreOthersMembers of the EPBAQC, enabling specialized auditing services for employee benefit plans including 401(k) and 403(b) plans.
• Governmental Audit Quality Center (GAQC)coreOthersMembers of the GAQC providing specialized governmental auditing and attestation services.
• MANO, MACS, ARCminorOthersAffiliations with Maryland Association of Non-Profit Organizations, Mid-Atlantic Community Services, and The Arc for DDA agency specialization.

Scale indicators2 records

Expansion highlights3 records

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/162241473803297

Compliance6 records

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 Mullen, Sondberg, Wimbish, & Stone Pa