Szabo Accountancy

What Szabo Accountancy does

Szabo Accountancy Corporation is a privately held certified public accounting firm headquartered in Calabasas, California, founded in 1995 by Craig A. Szabo, CPA, who serves as President and 100% owner. The firm operates as a full-service CPA and business management practice, delivering tax preparation, accounting, business management, and consulting services to over 1,000 clients across multiple verticals, notably entertainment, medical, real estate, sports, attorneys, and restaurants. The firm is anchored by Craig Szabo's 40+ years of accounting experience, including a Big Four tenure at BDO Seidman and prior leadership at Szabo & Fox CPA's, and operates with approximately 13 team members including senior accountants, business managers, bookkeepers, and administrative support.

The firm generates revenue through professional services fees across four core service lines: Tax Services (planning, return preparation, payroll, and tax authority representation for individuals, corporations, partnerships, LLCs, and LLPs), Accounting Services (bookkeeping, financial statement preparation, IRS audit representation, and business formation), Business Management (accounts payable/receivable, monthly financial statements, cash flow management, budgeting, and QuickBooks administration), and Consulting Services (advisory on asset buying/selling and financial projections). The disclosed technology stack is centered on QuickBooks Online and Desktop proficiency; no proprietary software, AI capabilities, or API integrations are mentioned. The firm operates from a single Calabasas office (23901 Calabasas Road, Suite 2018) and does not publicly disclose pricing.

The go-to-market model relies on direct client relationships, referrals, and industry reputation within the California/San Fernando Valley market, augmented by earned media coverage in local business journals and lifestyle publications. Differentiators include Craig Szabo's role as Trustee to the Deferred Sales Trust (DST), offering capital gains tax deferral solutions for high net worth clients nationally, plus advisory roles with real estate technology firms (GreatPercent Real Estate, GP Techware) and nonprofit organizations (The Giving Back Fund, College Funding Experts). The firm holds no external funding, has no subsidiaries, and generates revenue solely from professional service fees.

Name

Szabo Accountancy

Legal name

Szabo Accountancy Corporation

Website

https://szabocpa.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

A privately held CPA firm in Calabasas, California, founded in 1995, providing tax preparation, accounting, business management, and consulting services to over 1,000 clients across entertainment, medical, real estate, sports, legal, and restaurant industries.

Ownership category

akta.pro rank

Product category

Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Trust, Fiduciary, and Custody Activities (523991)

SIC

Finance Services (6199)

akta.pro primary industry

Estate, Gift & Trust Valuation (BPAHANAL)

akta.pro secondary industry

Fixed Assets Accounting (Capitalization, Depreciation, Asset Register) (BPAAAGAF)

Keywords

• Public accounting services
• Tax preparation services
• Business management services
• Bookkeeping services
• Financial planning services

Headquarters

HQ city

Calabasas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Services: Tax planning and return preparation for individuals, corporations, partnerships, and LLCs. Includes payroll services and tax authority representation.
2. Accounting Services: Financial statement preparation, bookkeeping, accounting system setup, business tax return preparation, IRS audit representation, business formation, and financial planning.
3. Business Management: Full service business management including accounts payable/receivable, monthly financial statements, bank reconciliations, cash flow regulation, budgeting, insurance reviews, and financing assistance.
4. DST Trustee Services: Craig Szabo serves as Trustee to Deferred Sales Trust, providing capital gains tax deferral solutions for high net worth clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Szabo Accountancy is a full-service Certified Public Accounting firm that prepares individual and business tax returns, delivers monthly bookkeeping and financial statement preparation, provides ongoing business management (accounts payable/receivable, bank reconciliations, cash flow management, budgeting), and offers consulting plus financial planning. The firm also acts as Trustee for the Deferred Sales Trust to provide capital gains tax deferral solutions, and serves over 1,000 clients spanning entertainment, medical, real estate, sports, attorneys, and restaurants from its Calabasas, California office.

Product overview

Szabo Accountancy is a full-service Certified Public Accounting firm offering a comprehensive suite of professional services. The firm operates four core service lines: Tax Services (tax planning, return preparation, payroll, and tax authority representation), Business Management (accounts payable/receivable, financial statements, cash flow management, and QuickBooks support), Accounting Services (bookkeeping, financial statement preparation, IRS audit representation, and business formation), and Consulting Services (asset buying/selling advice and financial projections). The firm specializes in serving clients in the entertainment, medical, real estate, sports, attorneys, and restaurant industries, with a particular concentration on high net worth individuals and professional athletes.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services
• Business Management
• Accounting Services
• Consulting Services

Quantifiable outcome

• Over 1,000 clients served across multiple industries
• +1 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Estate Planning Team / Deferred Sales TrustcoreStrategic or Co-development Partner · 16 August 2018Craig Szabo elected as Trustee to the Deferred Sales Trust (DST). DST is a flexible 1031 Exchange alternative providing capital gains tax deferral. Estate Planning Team is a membership organization with a network of experienced professionals including financial advisors, insurance and real estate professionals, business brokers, attorneys, CPAs, Qualified Intermediaries, and other professional partners. EPT's organization stretches throughout the United States.
• GreatPercent Real EstateminorStrategic or Co-development Partner · 21 June 2016Craig Szabo serves as Partner/Advisor for GreatPercent Real Estate, an innovative real estate technology company that developed an internet-based bidding platform enabling homeowners to save thousands in commissions by comparing offers from competing agents. Szabo was featured in SFV Business Journal article about this real estate strategy.
• GP Techware, LLCminorStrategic or Co-development PartnerCraig Szabo serves in an advisory role for GP Techware, LLC, a real estate technology company.
• College Funding ExpertsminorStrategic or Co-development PartnerCraig Szabo serves as Advisory Board Member for College Funding Experts, which provides services from prep/admissions to college funding in the most efficient way considering financial aid, tax planning, and finding dollars to help pay for college.
• The Giving Back FundminorOthersCraig Szabo serves as Board of Directors and Treasurer of The Giving Back Fund, a national nonprofit organization that encourages and facilitates charitable giving by professional athletes, celebrities, high net worth individuals, existing nonprofit organizations, corporations and others who truly desire to give back.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Mann, Weitz & Associates: Long-established entertainment business management and CPA firm based in the LA area; directly comparable to Szabo in serving entertainment professionals, athletes, and HNW individuals with tax, business management, and financial planning services.
• Gelfand, Rennert & Feldman: Major entertainment-focused CPA and business management firm serving performers, producers, and athletes; directly comparable in client mix (entertainment, music, sports) and service suite (tax, royalty accounting, business management).
• Savitsky, Satin & Bacon: Business management and accounting firm serving entertainment industry clients including actors, musicians, and athletes; comparable to Szabo in combining tax preparation with full-service business management for creatives.
• Freemark Financial: HNW-focused CPA and advisory firm serving entertainers, athletes, and high-net-worth individuals; comparable in vertical specialization and personalized service model.
• Nassau, Solomon, Ben Nathan (NSBN): Beverly Hills CPA firm serving entertainment, real estate, and professional services clients; comparable in Southern California geographic footprint and entertainment/HNW client mix.
• Berson, Perdiue & Sacks (BPS): LA-based CPA firm specializing in entertainment industry accounting and tax; closely comparable in target client (entertainment professionals) and tax-heavy service mix.

Broad incumbents

• Withum: Large Top-30 US accounting and advisory firm offering tax, accounting, and business management to entertainment and HNW clients among many other industries; comparable in service breadth but at much larger scale and broader industry mix.
• CBIZ: National business advisory and accounting firm providing tax, bookkeeping, and financial planning to SMBs and HNW individuals; overlapping service suite but serving a much wider industry base than Szabo's specialized verticals.
• Marcum LLP: Top-20 US accounting firm with dedicated entertainment, sports, and HNW practice groups offering tax and business management; comparable in client segments but at significantly larger scale and broader geographic footprint.

Regional players

• Anchin, Block & Anchin: Mid-sized NYC-based accounting and advisory firm serving entertainment, real estate, and HNW clients; comparable in vertical specialization and tax/business management services, though primarily serving the East Coast market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/SzaboAccountant
• LinkedInlinkedin.com/company/szabo-accountancy-corporation

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Szabo Accountancy