What DDK & Company LLP does

DDK & Company LLP is a New York-based certified public accounting and financial advisory firm operating as a limited liability partnership, with offices in Manhattan (1 Penn Plaza) and Long Island (Jericho). Founded approximately in 1970, the firm employs 101–250 people and operates across four service pillars — Audit + Assurance, Tax Compliance, Advisory, and Outsourced + Managed Services — covering more than 17 industry verticals. Primary client segments are high-net-worth individuals, closely-held and family-owned businesses, real estate investors and developers, and specialized sectors including healthcare, legal, sports and entertainment, private equity and investment partnerships, manufacturing, jewelry, fashion, distribution, insurance, construction, restaurants, art galleries, not-for-profits, and technology startups. Engagements are partner-led with cross-selling across tax, audit, and advisory service lines.

The firm's revenue model is traditional professional services billings: hourly rates for partners and staff, fixed fees for defined engagements, and project-based pricing, with QuickFee-powered payment plans offered to clients. In 2025, DDK launched DDKinfotech, a wholly owned managed services subsidiary that provides IT infrastructure management, cybersecurity and compliance support (HIPAA, NYDFS, SOC 2 readiness), cloud migration and management (Microsoft 365, hosted desktops), automated data backup and recovery, and business continuity planning to small and mid-sized businesses. International capability is delivered through DDK's membership in DFK International. The firm also publishes The Rubin Report, a recurring tax legislative and planning newsletter authored by Tax Partner Michael L. Rubin, functioning as a top-of-funnel content marketing and thought-leadership channel.

The firm's competitive position rests on institutional continuity and vertical specialization. Multiple partners report 20–45+ years of tenure (Richard S. Klinghoffer 45+ years; Michael L. Rubin 30+; Jeffrey Zukoff 30+; Clifford J. Maldow 17+; Seth Schwartz 22+), supported by director-level specialists in tax operations, IT, and people operations. Marketing is content- and referral-driven (newsletter, blog, LinkedIn/Facebook/X, industry events), with no paid acquisition, resellers, or third-party distribution channels. Recognitions include Crain's Notable Women in Accounting and Consulting (2021) and Long Island Business News Influencer in Accounting (2024, 2025), Top 40 Under 40 (2025), Who's Who in Accounting (2025), and Emerging Leaders Under 30 (2025).

Name

DDK & Company LLP

Legal name

DDK & Company LLP

Website

https://ddkcpas.com

Company type

Private

Founded year

1970

Operating status

Operating

Headcount range

101–250 employees

Short description

DDK & Company LLP is a New York-based CPA firm providing audit, tax, advisory, and managed IT services to high-net-worth individuals, closely-held businesses, and specialized industries across 17+ verticals in the NYC metro area.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Audit and Assurance Services: Audit, review, and compilation engagements for financial statements, providing attestation services to clients across various industries
2. Tax Compliance and Planning: Federal, state, and local tax return preparation, planning, and controversy representation services for individuals and businesses
3. Business Advisory and Consulting: Strategic business consulting, financial planning, succession planning, and management advisory services
4. Outsourced and Managed Services: Outsourced accounting, bookkeeping, controllership services, and technology services including IT managed services through DDKinfotech

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

DDK & Company LLP is a New York-based CPA and financial advisory firm providing audit and assurance, tax compliance and planning, business advisory, outsourced accounting/managed services, and trust and estate planning for individuals and businesses. Through its DDKinfotech subsidiary, the firm also delivers managed IT, cybersecurity, cloud, data backup, and business continuity services to small and mid-sized businesses across the Northeast US.

Product overview

DDK & Company LLP is a full-service accounting and advisory firm offering a unified portfolio of professional services organized around four core pillars: Audit + Assurance, Tax Compliance, Advisory, and Outsourced + Managed Services. Tax Compliance encompasses sub-services including Business Tax, Individual Tax, International Tax, State and Local Tax (SALT), Tax Controversy, and Trust & Estate Planning. The Outsourced + Managed Services pillar includes Bookkeeping & Accounting and a dedicated Technology division. Within Technology, DDK offers Managed IT Services, Cybersecurity & Compliance, Cloud Services, Data Backup and Recovery, and Business Continuity as distinct service offerings. DDK also operates DDKinfotech as a managed services sub-brand providing IT and cybersecurity support to external clients. Together, these services form an integrated advisory platform serving clients across diverse industries including real estate, healthcare, legal, manufacturing, sports and entertainment, technology, and not-for-profit organizations.

Differentiator

Problem solved

Functional benefit

Brands

• DDKinfotech: Managed services arm providing IT, cybersecurity, and compliance support to small and mid-sized businesses
• The Rubin Report

Products and services

• Audit + Assurance

Quantifiable outcome

• Trusted by clients for over 50 years
• +1 more outcomes

Segments18 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature5 records

Partnerships

Four partnerships are on record, tiered core and minor.

• DFK InternationalcoreStrategic or Co-development PartnerDDK is a member firm of DFK International, a global association of independent accounting firms and business advisors. DFK provides DDK with access to a worldwide network of professional resources, allowing DDK to serve clients with international business interests and provide referrals to member firms globally.
• QuickFeeminorGTM or Marketing PartnerQuickFee provides payment processing services for DDK clients, offering flexible payment plans for professional services invoices. QuickFee enables DDK to offer clients convenient online payment options including electronic funds transfer and credit card payments with a 3% convenience fee.
• Accounting TodayminorGTM or Marketing PartnerAccounting Today is featured on DDK's website footer as a media partner, suggesting mutual promotional or advertising relationships within the accounting industry media space.
• CloudflareminorOthersCloudflare provides web performance and security solutions for DDK's website, including bot management, content delivery optimization, and DDoS protection.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Global top-10 accounting network with a substantial New York office. Competes with DDK in the mid-market audit, tax, and advisory space, particularly for PE-backed and growth-stage businesses.
• RSM US LLP: Top-5 U.S. accounting and advisory firm with significant New York metro presence serving middle-market companies. Comparable to DDK as a competitor in the same mid-market and closely-held business segment, but with national scale and broader service portfolio.
• CBIZ, Inc. National professional services firm delivering accounting, tax, advisory, and technology services to middle-market clients. Comparable to DDK in target market and service mix, with broader geographic footprint.

Direct peers

• WithumSmith+Brown (Withum): Northeast-based accounting and advisory firm with both traditional CPA services and a notable technology/cybersecurity managed services practice. Closely comparable to DDK in bundling IT and advisory services with core accounting.
• Citrin Cooperman: Mid-market CPA and advisory firm with strong Northeast presence serving closely-held businesses, real estate, professional services, and HNW individuals. Comparable to DDK in scale, vertical mix, and integrated advisory positioning.
• Marcum LLP: One of the largest U.S.-based accounting and advisory firms with a deep New York and Long Island presence. Directly comparable to DDK as a top-20 U.S. firm serving closely-held businesses, HNW individuals, real estate, manufacturing, and nonprofit clients with audit, tax, advisory, and outsourced accounting services.
• Anchin, Block & Anchin LLP: Mid-sized New York-based CPA and advisory firm with overlapping verticals including real estate, closely-held businesses, and professional services. Direct competitor in the NYC mid-market segment with comparable service lines.
• PKF O'Connor Davies: Northeast-focused accounting and advisory firm headquartered in New York. Directly comparable in serving mid-market closely-held businesses, nonprofits, real estate, and professional services with audit, tax, and advisory offerings.
• Grassi & Co. New York-based CPA and advisory firm serving closely-held businesses, real estate, construction, and nonprofit clients. Comparable to DDK in scale, vertical specialization, and relationship-driven service model.
• Eisner Amper: Major New York-headquartered accounting firm with similar service breadth across audit, tax, advisory, and technology services. Directly comparable to DDK in serving HNW individuals, financial services, real estate, sports & entertainment, and not-for-profit verticals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks1 record

Key highlights7 records

Customer concentration

• Xx.com/ddkcpas
• Facebookfacebook.com/ddkcpas
• LinkedInlinkedin.com/company/ddk-&-company

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries1 record

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 DDK & Company LLP