Wilson

What Wilson does

Wilson LLP is a boutique certified public accounting firm headquartered in Atlanta, Georgia, founded in 1990 by Wade Wilson, CPA. The firm specializes in U.S. and international tax services across three primary segments: closed-end international real estate investment funds, U.S. and international businesses with cross-border activity, and U.S. and foreign individuals, including nonresident aliens investing in U.S. real estate. Its practice is concentrated in complex international tax compliance, including Form 1040NR preparation, ITIN assistance, Section 1445 withholding, partnership taxation, and estate/gift tax planning for foreign investors. Demonstrated scale includes engagements involving funds with approximately 4,000 partners and the filing of 5,500+ nonresident alien tax returns in a single tax year.

The firm operates on a partner-led professional services model, with all client engagement delivered by credentialed CPAs rather than junior staff. Differentiated offerings include a proprietary, internally developed tax preparation, document management, and information management software system designed to handle thousands of partners within large-scale partnership funds. This technology was developed in-house from the firm's founding and is maintained by a dedicated Application Architect, allowing a small team to service enterprise-scale clients. The firm explicitly positions itself as offering partner-level attention at a fraction of the cost of larger accounting firms.

Wilson LLP is a privately held limited liability partnership, founder/partner-owned, with no external venture capital or private equity backing. Go-to-market is sales-led and relationship-based, relying on professional content (articles, RSS feed, case studies), LinkedIn and Twitter presence, and industry association membership (notably the Netherlands American Chamber of Commerce) to source international clients. Pricing is not publicly disclosed and is structured around multi-year professional service contracts. The core team includes founding partner Wade Wilson, partners Mary Ann Rosenberg and Julie Armstrong, application architect Seth Thibodeaux, and additional CPAs and tax associates, consistent with a headcount of 1-10 employees.

Name

Wilson

Legal name

Wilson LLP

Website

https://www.wilsonllp.com/

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

Wilson LLP is a boutique Atlanta-based CPA firm founded in 1990 that provides U.S. and international tax services, specializing in nonresident alien investors, international real estate investment funds, and cross-border businesses, supported by proprietary in-house tax and document management software.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Services for Real Estate Investment Funds: Tax preparation, planning and compliance services for closed-end international real estate investment funds. Services include U.S. tax preparation, foreign partnership planning, compliance and taxation.
2. Business Tax Services: Tax consulting and compliance for U.S. and international businesses, partnership planning and taxation expertise
3. Individual Tax Services: Tax filing, consulting and planning for U.S. and foreign individuals, including estate and gift tax planning

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Wilson LLP is a CPA firm providing U.S. and international tax preparation, planning, and compliance services for closed-end international real estate investment funds, U.S. and international businesses, and U.S. and foreign individuals. The firm uses internally-developed custom accounting software to scale operations for large partnership funds with thousands of partners. Services include partnership taxation, ITIN assistance, Form 1040NR preparation, estate and gift tax planning, succession planning, and proactive tax strategy.

Product overview

Wilson LLP is a certified public accounting firm offering a unified suite of tax services rather than a software product platform. The core offerings consist of Tax Services for Real Estate Investment Funds, Business Tax Consulting, and Individual Tax Services, all supported by internally-developed custom accounting software solutions. The firm specializes in international tax matters, particularly serving nonresident aliens and foreign investors in U.S. real estate and partnership investments.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services for Real Estate Investment Funds U.S. tax preparation and planning services for closed-end international real estate investment funds, including partnership taxation, foreign partnership planning, compliance, and investor-level services such as Schedule K-1 production for funds with thousands of partners.
• Business Tax Consulting Tax consulting and compliance services for U.S. and international businesses, including partnership planning, succession planning, and scalable tax solutions for both small businesses and large corporate entities with cross-border operations.
• Individual Tax Services Tax planning and preparation services for U.S. and foreign individuals, including estate and gift tax planning, proactive personal tax strategy, and long-term client advisory relationships.
• International Tax Services for Nonresident Aliens Specialized tax services for nonresident aliens including ITIN application assistance, Form 1040NR preparation, branch profits tax advisory, and U.S. real estate investment compliance for foreign individual investors.

Quantifiable outcome

• Successfully handling IRS delays for nonresident alien refunds
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Netherlands American Chamber of Commerce | Southeastern United StatesminorOthers · 1 February 2015Wilson LLP joined the Netherlands American Chamber of Commerce to connect with U.S. companies doing business with the Netherlands and Netherlands-based organizations doing business in the United States.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Withum: Mid-sized U.S. accounting firm with deep real estate fund, partnership tax, and HNW individual practices. Highly comparable specialty focus and mid-market positioning to Wilson.
• Marks Paneth: Northeast-based mid-sized accounting firm serving real estate, investment partnerships, and HNW clients with strong partnership tax expertise. Highly comparable niche and client profile to Wilson.
• Andersen (formerly Andersen Tax): Founded by former Arthur Andersen professionals (where Wilson partner Julie Armstrong trained), Andersen provides tax, advisory, and valuation services with strong international tax expertise and a similar mid-to-large market focus. Most directly comparable on heritage and international tax specialization.
• Cherry Bekaert: Mid-sized U.S. accounting firm with a real estate practice and significant international tax service line serving funds and HNW clients. Closely matches Wilson's size band and specialization in real estate fund tax.
• Anchin, Block & Anchin: Mid-sized New York CPA firm specializing in real estate, construction, and HNW/closely-held entity tax. Comparable size band and specialization in real estate partnership and HNW tax to Wilson.

Broad incumbents

• RSM US: Large mid-market-focused accounting firm with a real estate practice and significant international tax capability. Comparable on mid-market positioning and cross-border tax work for funds and HNW individuals.
• Marcum LLP: Top-20 U.S. accounting firm with strong real estate, tax, and international practices serving private equity, real estate funds, and HNW clients. Direct overlap with Wilson's fund tax and NRA services at a larger scale.
• BDO USA: Top-5 global accounting network with a sizable U.S. practice serving mid-market companies and funds. Overlaps with Wilson on international tax, partnership taxation, and real estate fund clients, though BDO serves a broader range of services and larger clients.
• Crowe LLP: Top-10 U.S. accounting firm with substantial real estate, investment fund, and tax services. Comparable on serving real estate funds and partnerships with international investors, though significantly larger.
• KPMG US: Big Four firm with a large U.S. international tax practice serving global real estate funds and HNW foreign investors. Wilson positions as a lower-cost alternative to KPMG for mid-market fund clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/wilsonllp
• LinkedInlinkedin.com/company/wade-wilson-cpa-pa

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 Wilson