Houlihan & Associates

What Houlihan & Associates does

Houlihan & Associates, P.C. is a privately held certified public accounting firm founded in 1976 by Robert Houlihan in Sioux City, Iowa, providing tax, accounting, and consulting services to individuals and small businesses across the Siouxland region and nationally. The firm operates from a single headquarters at 4240 Hickory Lane, Suite 100, with a team of nine named professionals holding credentials spanning CPA, CFP, PFS, EA, and QuickBooks ProAdvisor. Core offerings are organized into three service lines: Tax Services (federal and state preparation for individuals, trusts, estates, partnerships, and corporations, plus planning), Accounting Services (bookkeeping, payroll processing, payroll tax filings, and miscellaneous regulatory filings), and Consulting (estate planning, death taxes, asset transfers, and trust setup).

The underlying technology stack is conventional for a small CPA practice: standard tax preparation and accounting software supplemented by QuickBooks ProAdvisor tooling for client bookkeeping. The firm uses CPA Charge as its third-party payment processor to accept online client payments. There is no proprietary platform, no client-facing application, no API, and no public integrations beyond payment processing. Service delivery is direct, performed in person and via remote consultations by firm staff, with no channel partners or resellers.

The business model is professional-services based: fees are quoted per engagement with no publicly disclosed pricing tiers, and the firm bills on a pay-as-you-go cadence tied to tax season, ongoing bookkeeping, and consulting projects. Go-to-market is sales-led and referral-driven, leveraging 45+ years of local Siouxland reputation and direct outreach. There is no outside investment, no parent company, and no institutional ownership identified in the source material.

Name

Houlihan & Associates

Legal name

Houlihan & Associates, P.C.

Website

https://houlihancpa.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

1–10 employees

Short description

Houlihan & Associates, P.C. is a Sioux City, Iowa CPA firm founded in 1976 that provides tax preparation, bookkeeping/payroll, and estate planning services to individuals and small businesses across the Siouxland region and nationally.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Estate planning consulting
• Payroll processing services
• Small business advisory

Headquarters

HQ city

Sioux City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation and Planning Services: Fees for federal and state tax return preparation for individuals, trusts, estates, partnerships, and corporations. Includes tax planning and projections services.
2. Accounting and Bookkeeping Services: Ongoing bookkeeping, payroll processing, payroll tax filings, sales and use tax returns, and miscellaneous filings for businesses.
3. Estate and Trust Consulting: Estate planning, trust setup, and asset transfer planning services for individuals and families.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Houlihan & Associates, P.C. is a certified public accounting firm providing tax preparation and planning, ongoing bookkeeping and payroll processing, and estate and trust consulting services. The firm prepares federal and state tax returns for individuals, trusts, estates, partnerships, and corporations, and serves businesses across all stages with compliance filings and financial record-keeping.

Product overview

Houlihan & Associates, P.C. is a certified public accounting firm offering a unified suite of tax, accounting, and consulting services. The core offerings include Tax Services (individual, corporate/partnership, and estate/trust tax preparation and planning), Accounting Services (bookkeeping, payroll processing, and various tax filings), and Consulting Services (tax planning and estate planning). These services are delivered as integrated offerings rather than modular products, serving both individual and business clients across the Siouxland area and nationally for over 45 years.

Differentiator

Problem solved

Functional benefit

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• CPA ChargeminorOthersThird-party payment processing service used by the firm to accept client payments securely online. Clients click through to secure.cpacharge.com for payment processing.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Anders CPAs + Advisors: Mid-sized U.S. CPA and advisory firm providing tax, accounting, wealth management and technology services to businesses, individuals and families. Closely mirrors Houlihan's combined tax + bookkeeping + estate advisory model at a larger regional scale.
• CliftonLarsonAllen (CLA): Large U.S. accounting and professional services firm formed from regional CPA practices, providing tax, accounting, advisory and wealth-management services. Highly comparable to Houlihan's integrated tax + accounting + advisory service mix, just at significantly greater scale.
• Eide Bailly: Top-25 U.S. accounting firm headquartered in the upper Midwest with offices across the central U.S., offering tax, audit, advisory and wealth-planning services. Comparable to Houlihan as a regional/full-service CPA competitor serving individuals, businesses, and estates with multi-credential professionals.
• Honkamp: Iowa-headquartered regional CPA and business advisory firm offering tax, accounting, HR advisory and wealth services. Directly comparable to Houlihan on geography (Iowa and surrounding states), client mix (SMBs and individuals), and full-service offerings.

Emerging players

• Intuit (TurboTax / QuickBooks Live): Technology-enabled tax and bookkeeping platform with a growing live-expert service (TurboTax Live, QuickBooks Live) that connects consumers and small businesses to on-demand CPAs. Emerging competitor that intersects with Houlihan's individual tax and small-business bookkeeping services.

Broad incumbents

• RSM US: Global mid-market accounting and advisory network with a major U.S. presence, serving middle-market companies with audit, tax and consulting. Overlaps with Houlihan's business-tax services but operates at far greater scale and is not a direct small-firm competitor.
• H&R Block: Large national retail tax preparation chain serving individual and small-business clients across the U.S. Overlaps with Houlihan's individual tax-prep offering but competes via standardized, lower-touch delivery rather than the firm's personalized CPA/advisory approach.
• BDO USA: Top-10 U.S. accounting and advisory firm serving middle-market clients with tax, audit and consulting. Competes with Houlihan for the upper end of its business tax practice but serves a far broader and larger client base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance5 records

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 Houlihan & Associates