Ellsworth & Associates

What Ellsworth & Associates does

Ellsworth & Associates, Inc. CPAs is a privately held accounting firm headquartered at 9624 Cincinnati Columbus Road, Suite 209, in West Chester, Ohio, serving clients in the Cincinnati metropolitan area. The firm operates as a traditional professional services practice, offering tax preparation and strategy, accounting and bookkeeping, outsourced accounting, financial planning, and business consulting. Its client base spans individuals, small and mid-size businesses, real estate investors, clergy, churches, and non-profits, with dedicated service tracks for each vertical. Operations are sales-led and relationship-driven, with personalized in-person and phone consultations, a secure client portal for document exchange, and online bill pay. Marketing is primarily local, conducted through the firm's website (ellsworthcpa.com), Facebook presence, and an email newsletter, supplemented by tax blog content and an online tax calendar.

The firm bills clients on a quote-based professional services model, with no publicly disclosed fee schedules; engagements are scoped per client after consultation. Technology infrastructure is standard for the industry: commodity accounting and tax preparation software with electronic federal and state filing, a secure file-sharing client portal (ellsworthcpa.securefilepro.com), and a tax refund status tracking tool that integrates with IRS and state agency systems. No proprietary technology platform, AI/ML capabilities, or software products are offered or referenced; the practice is service-based rather than product-based. A minor referral partnership with Buildium extends the firm's value to real estate investor clients but does not represent a strategic technology buildout.

The firm is independently owned with no disclosed parent company, institutional investors, or venture backing. No acquisitions, funding rounds, leadership changes, regulatory actions, or restructuring events are referenced in the source data. Operating geographies are limited to Ohio, with no global footprint claims. Headcount, founding year, ownership structure, and revenue figures are not publicly disclosed, which materially constrains any quantitative assessment of scale or trajectory.

Name

Ellsworth & Associates

Legal name

Ellsworth & Associates, Inc.

Website

https://ellsworthcpa.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

1–10 employees

Short description

Ellsworth & Associates is a privately held Cincinnati-area CPA firm providing tax preparation, accounting, financial planning, and consulting services to individuals, small and mid-size businesses, and niche verticals including clergy, churches, real estate investors, and non-profits.

Ownership category

akta.pro rank

Headquarters

HQ city

Cincinnati

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. Professional Services Fees: Billing for accounting, tax preparation, financial planning, and business consulting services. Clients can pay bills online through the website.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Ellsworth & Associates is a Cincinnati-based CPA firm that provides tax preparation, accounting, financial planning, and business consulting services to individuals, businesses, and organizations. The firm delivers personalized accounting solutions including outsourced accounting, bookkeeping, e-filing, and specialized tax services for segments such as real estate investors, clergy, and professionals.

Product overview

Ellsworth & Associates is a CPA firm offering a unified suite of accounting and tax preparation services rather than a software platform. The core offering centers on Tax Strategy Network and Financial Planning for strategic guidance, supported by Accounting and Outsourced Accounting services for ongoing financial management. The firm serves distinct client segments including Individuals (with specialized tracks for Real Estate Investors, Clergy, Business Owners, and Professionals), Businesses (Small and Mid-Size), and Organizations (Churches and Non-Profits). Additional services include Business Consulting, E-File for electronic tax filing, and Tax Calendar & Resources for client education. The product portfolio is service-based rather than software-based, with no modular product architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Strategy Network

Quantifiable outcome

• Less expensive than hiring an internal accountant for small businesses

Segments9 records

Ideal customer profiles7 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.

• BuildiumminorGTM or Marketing PartnerBuildium is a rental management software provider referenced in Ellsworth & Associates' Real Estate Resources page. The partnership provides property management software recommendations to real estate investor clients, with Ellsworth potentially receiving referral consideration for directing clients to Buildium's platform.

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Direct peers

• Liberty Tax: Tax preparation franchise serving individual and small business clients with both office-based and digital service models. Overlaps with Ellsworth's individual tax prep and small business offerings.
• H&R Block: National tax preparation chain offering individual and small business tax services through retail and digital channels. Competes directly with Ellsworth's core tax preparation offerings, though at a different scale and price point.
• Bench: Tech-enabled outsourced bookkeeping and accounting service for small businesses. Directly comparable to Ellsworth's Outsourced Accounting service for SMBs, though delivered via a SaaS-plus-human model.
• Pilot: Outsourced accounting and bookkeeping provider targeting startups and SMBs. Overlaps with Ellsworth's Outsourced Accounting offering for small and mid-size business clients.
• Jackson Hewitt: National tax preparation franchise serving individual taxpayers, including small business clients. Comparable to Ellsworth's individual and small business tax preparation service lines.

Broad incumbents

• BDO USA: Global accounting and advisory network with significant U.S. mid-market practice. Provides overlapping tax, accounting, and consulting capabilities and competes for the same larger mid-size business segment Ellsworth targets.
• KPMG: Big Four global professional services firm offering tax, audit, and advisory services across all business sizes. Represents the upper-bound competitor for clients that scale beyond regional firm capacity.
• Marcum LLP: Top-15 U.S. accounting firm providing tax, audit, advisory, and outsourced accounting services. Competes for Ellsworth's mid-size business clients that may outgrow a local firm.

Regional players

• Clark Schaefer Hackett: Cincinnati-based CPA and business advisory firm serving the Ohio and Midwest market with tax, audit, and consulting services. Directly comparable as a same-geography competitor for Ellsworth's mid-size business segment.
• Rea & Associates: Ohio-based regional CPA firm offering accounting, tax, and advisory services across multiple Ohio markets. Comparable to Ellsworth in service mix and Ohio-centric geography, though larger in scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/ellsworthcpa
• Xx.com/EllsworthCPA

Revenue estimate

Valuation estimate

Number of profiles

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 Ellsworth & Associates