Eakes & Company

What Eakes & Company does

Eakes & Company is a full-service Certified Public Accounting firm headquartered in La Jolla, California, serving small to mid-sized privately owned companies and high-net-worth individuals (typically those with investable assets above $2 million) throughout San Diego County. Founded in 2013 by Thor J. Eakes, CPA — who was previously a shareholder at Murrill, Eakes & Company from 1994 until 2013 — the firm operates as an independent, privately held practice with approximately 10-11 team members, including CPAs Thor J. Eakes, Jeff T. Holmes, Ethan Harkleroad, and John O'Dea, alongside senior accountants, an enrolled agent, and administrative staff.

The firm offers an integrated suite of professional services organized into four core offerings: Business Tax Services (tax planning, strategizing, preparation, and IRS representation), Financial Reporting (reviewed and compiled financial statements, business valuation, and QuickBooks expertise), Personal Tax Services for high-net-worth clients (estate planning and investment review), and Business Consulting (strategic planning, cash flow and budget analysis, bank financing guidance, forecasting, and M&A assistance). It maintains specialized industry expertise across professional services, real estate development, construction, biotech, and manufacturing, including R&D tax credit optimization and percentage-of-completion accounting. Technology used is limited to standard tools — QuickBooks and the ClientAxcess client portal with encrypted data transmission — rather than any proprietary platform.

The business model is a relationship-based, sales-led professional services practice generating revenue through quote-based engagements; no pricing is publicly disclosed. Go-to-market is direct, relying on complimentary initial meetings, in-person appointments, word-of-mouth referrals, and professional networks (Vistage International, Provisors, AICPA, CalCPA). The firm is not backed by external investors or private equity, and revenue figures are not publicly disclosed.

Name

Eakes & Company

Legal name

Eakes and Company Certified Public Accountants

Website

https://eakescpas.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Eakes & Company is a La Jolla, California-based CPA firm providing tax, financial reporting, and business consulting services to small-to-mid-sized privately owned companies and high-net-worth individuals with $2M+ in investable assets throughout San Diego County.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Fee-Based Advisory (FSAEAAAM)

Keywords

• Tax preparation services
• Business consulting services
• Financial reporting services
• Estate planning services
• Accounting advisory services

Headquarters

HQ city

La Jolla

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 - Business Tax: Tax planning, strategizing, preparation, and IRS representation for privately owned companies throughout San Diego County
2. Financial Reporting: Reviewed and compiled financial statements, business valuation review for privately held companies
3. Personal Tax Services: Estate planning, investment review and analysis for high-net-worth individuals with $3+ million in investable assets
4. Business Consulting: Strategic planning, cash flow/budget analysis, bank financing guidance, forecasting and projections, M&A assistance

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Eakes & Company is a full-service CPA firm providing tax planning, preparation, and IRS representation for businesses, reviewed and compiled financial statements including QuickBooks expertise and business valuation, personal tax and estate planning services for high-net-worth individuals with $3M+ investable assets, and business consulting covering strategic planning, cash flow analysis, bank financing, forecasting, and M&A assistance for privately owned companies in San Diego County.

Product overview

Eakes & Company is a full-service Certified Public Accounting (CPA) firm offering a unified suite of tax, financial reporting, and business consulting services primarily for small to mid-sized privately owned companies and high-net-worth individuals. The firm operates as a single integrated practice rather than a platform-with-modules architecture. Core service offerings include Business Tax Services (tax planning, strategizing, preparation, and IRS representation), Financial Reporting (with QuickBooks expertise, reviewed and compiled statements, and business valuation), Personal Tax Services for clients with $3M+ investable assets (including estate planning and investment analysis), and Business Consulting Services (strategic planning, cash flow analysis, bank financing guidance, and M&A assistance). The firm also provides specialized expertise across professional services, real estate development, construction, biotech, and manufacturing industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Tax Services Comprehensive tax services for businesses, including tax planning, strategizing, preparation, and IRS representation, designed to minimize tax exposure year-round for privately owned companies.
• Financial Reporting Services Financial statement preparation and analysis services for privately owned companies, including QuickBooks expertise, reviewed and compiled financial statements, and business valuation review.
• Personal Tax and Estate Planning Services Tax services for high-net-worth individuals with at least $3 million in investable assets, including estate planning and investment review and analysis.
• Business Consulting Services Advisory services covering strategic planning, cash flow and budget analysis, bank financing guidance, forecasting and projections, and assistance with buying and selling companies.

Quantifiable outcome

• Industry-specific expertise in R&D tax credits for biotech and manufacturing including payroll tax offset
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered moderate and core.

• Vistage InternationalmoderateStrategic or Co-development PartnerPrestigious network of CEOs, business owners, and senior executives providing professionally facilitated peer advisory groups that help leaders become better decision-makers and achieve better results. Team members participate for professional development and networking.
• ProvisorsmoderateStrategic or Co-development PartnerNetwork of more than 2,000 top business professionals that helps the firm grow business and introduces them to individuals outside their area of expertise who can be of value to clients.
• American Institute of Certified Public Accountants (AICPA)coreOthersSets ethical standards for the accounting profession and U.S. standards for audits of private companies, nonprofits, and governments. Connected to professional network of 400,000 members.
• California Society of Certified Public Accountants (CalCPA)coreOthersIncreases and promotes the integrity of the CPA profession and helps strengthen client, employer, public, and government trust in member advice.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• BPM LLP: California-headquartered full-service accounting firm serving middle-market private businesses across multiple industries — overlapping service mix and client profile with greater geographic scale.
• Eide Bailly LLP: Top-20 U.S. accounting firm with a California presence, providing tax, audit, and advisory services to mid-market private companies — larger scale but directly overlapping service offerings.
• Withum: Large mid-market accounting and advisory firm with significant California presence offering tax, audit, and advisory services to closely held businesses and HNW clients — broader geographic reach but overlapping service mix.
• The Bonadio Group: Regional CPA firm offering tax, audit, and consulting to mid-market private businesses — comparable client segment with broader geographic coverage than Eakes.
• Moss Adams LLP: Large West Coast-based accounting and advisory firm serving mid-market private businesses with tax, audit, and consulting — directly comparable industry verticals (construction, real estate, manufacturing, biotech) at greater scale.

Direct peers

• Windes: California mid-market accounting and advisory firm providing tax, audit, and consulting services to privately held businesses and HNW clients — directly comparable service portfolio and client profile.
• Hutchinson and Bloodgood LLP: San Diego-based regional CPA firm serving privately owned mid-market businesses and HNW individuals with tax, audit, and advisory services — directly comparable geography, client segment, and service mix to Eakes & Company.
• Lavine, Lofgren, Morris & Engelberg LLP: San Diego accounting and advisory firm offering tax, audit, and consulting services to closely held businesses and individuals — comparable in scale, regional focus, and full-service CPA positioning.
• Redondo CPA Group: Southern California CPA firm offering tax, accounting, and advisory services to small and mid-sized private businesses and individuals — comparable in size, market, and service mix.
• Sensiba San Filippo LLP: California-based mid-market CPA and advisory firm with strong tax, assurance, and consulting practices serving closely held businesses — comparable mid-market client focus and multi-service model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/in/thor-j-eakes-cpa-2895aa5

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Eakes & Company