The Triton Group

What The Triton Group does

The Triton Group, CPAs (operating as The Triton Group, LLC) is a privately held Missouri-licensed CPA firm founded in 2009 and headquartered in Festus, MO, with a second office in Ellisville, MO serving the greater St. Louis metropolitan area. The firm delivers four core professional services: small business accounting (bookkeeping, account reconciliation, financial statements, sales/use tax returns), payroll preparation (weekly/monthly processing, quarterly filings, W-2/W-3, retirement plan reporting), income tax preparation (individual and business returns, amended returns, IRS audit representation), and estate and trust advisory (estate planning, business succession, fiduciary tax, charitable gifting). Its technology stack is built on third-party platforms: QuickBooks as the core accounting and training backbone (staff are QuickBooks Pro Advisor Certified), Paychex as the outsourced payroll service provider, and SmartVault as the secure document management system aligned with IRS Publication 4557 safeguarding requirements.

The firm serves small business entrepreneurs and individuals seeking wealth acquisition, preservation, and tax minimization. Customer segments are persona-based and hybrid, with no disclosed enterprise logos; engagements are quote-based professional services delivered through direct office contact, phone, and email. The business model is professional services fees across recurring (bookkeeping, payroll) and seasonal (tax) workstreams, with no publicly disclosed pricing tiers. Operational scale is modest, with headcount in the 11-50 band across two Missouri offices, and the firm is independently owned by Managing Member John T. Koreckij and Partner Tyson Eagen, CPA/PFS, CEPA, with no external investment, parent company, or M&A activity disclosed. Recognitions include consecutive SBM regional Best Accountants and Best Consulting Firms listings from 2017 through 2024.

Name

The Triton Group

Legal name

The Triton Group, CPAs

Website

https://tritoncpa.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

The Triton Group, CPAs is a privately held Missouri CPA firm founded in 2009 that provides small business accounting, payroll, income tax preparation, and estate and trust advisory services to small business entrepreneurs and individuals across two St. Louis-area offices.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Small business accounting
• Tax preparation services
• Payroll processing services
• Estate planning advisory
• Trust tax preparation

Headquarters

HQ city

Festus

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Small Business Accounting Services: Bookkeeping services including data entry, account reconciliation, financial statement preparation, and sales/use tax return preparation for small businesses.
2. Income Tax Preparation: Preparation of individual and business income tax returns, amended returns, and IRS representation during audits.
3. Payroll Preparation Services: Weekly, semi-weekly, or monthly payroll preparation, quarterly payroll tax filings, W-2/W-3 preparation, and retirement plan contribution reporting.
4. Estate and Trust Advisory: Estate planning, business succession planning, trust advisory services, fiduciary income tax preparation, and charitable gifting techniques.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

The Triton Group, CPAs is a professional services firm providing small business accounting (bookkeeping, account reconciliation, financial statement preparation, sales/use tax returns, 1099/1096 preparation), payroll preparation (weekly, semi-weekly, or monthly payroll, quarterly payroll tax filings, W-2/W-3 preparation), income tax preparation (individual and business returns with IRS representation), and estate and trust advisory (estate planning, business succession planning, fiduciary income tax preparation, charitable gifting techniques). The firm delivers these services through certified professionals (CPA/PFS, CEPA, Enrolled Agents, FPC) at its Ellisville and Festus, Missouri offices.

Product overview

The Triton Group is a CPA firm offering four core professional services: Small Business Accounting (leveraging QuickBooks), Payroll Preparation (via in-house processing and Paychex outsourcing), Estate and Trust Advisory (including business succession planning), and Income Tax Preparation (individual returns with SmartVault document management). These services are designed for small business entrepreneurs and individuals seeking wealth acquisition, preservation, and tax minimization.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Business Accounting Comprehensive bookkeeping and accounting services for small business owners, including data entry, account reconciliation, financial statement preparation, sales/use tax return preparation, and 1099/1096 preparation, delivered on the QuickBooks platform by QuickBooks Pro Advisor certified staff.
• Payroll Preparation Full-service payroll processing for small businesses including weekly, semi-weekly, or monthly payroll preparation, quarterly payroll tax filings, Form 941/940 filings, and W-2/W-3 preparation, delivered through in-house processing combined with Paychex outsourced services and HR/benefit planning support.
• Estate and Trust Advisory Estate and business succession planning services for individuals and families, including beneficiary designations, business sale and asset transfer planning, trust and estate advisory, fiduciary income tax preparation, and charitable gifting techniques.
• Income Tax Preparation Individual and business income tax return preparation, amended returns, IRS representation during audits, and year-round tax planning, supported by SmartVault for secure document upload and storage consistent with IRS Safeguarding Taxpayer Data requirements.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• PaychexcoreTechnology or IntegrationPaychex is utilized as the outsourced payroll service provider for The Triton Group's payroll services department. The firm leverages Paychex for additional human resource elements and benefit planning from a tax compliance standpoint. Contact: Dan Doherty, cell (636) 866-1881, [email protected]
• SmartVaultcoreTechnology or IntegrationSmartVault is used as the secure document management platform for tax document handling, enabling clients to securely upload and store tax information consistent with IRS Safeguarding Taxpayer Data requirements.
• QuickBooks (Intuit)coreTechnology or IntegrationQuickBooks accounting software is the cornerstone of small business accounting services. The firm provides QuickBooks training and utilizes QuickBooks payroll services. Staff are QuickBooks Pro Advisor Certified.
• American Institute of Certified Public Accountants (AICPA)minorOthersFirm and staff maintain membership in the American Institute of Certified Public Accountants, providing access to resources, continuing education, and professional standards.
• Missouri Society of Certified Public AccountantsminorOthersFirm maintains membership in the Missouri Society of CPAs for state-level professional resources and networking.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• RubinBrown: St. Louis-headquartered CPA and advisory firm providing tax, audit, and consulting to mid-market and small businesses as well as individuals. Directly comparable as a competing Missouri-based full-service CPA practice targeting a similar SMB client base.
• Anders CPAs + Advisors: St. Louis-based regional CPA and advisory firm offering tax, accounting, and wealth advisory services to closely held businesses and individuals. Directly comparable as a mid-sized Missouri-headquartered CPA firm serving the same SMB and high-net-worth individual market as The Triton Group.
• Wipfli LLP: Top-20 U.S. accounting firm with a strong Midwest presence providing tax, accounting, payroll, and advisory services to small and mid-sized businesses. Comparable service mix and SMB client focus, though significantly larger in scale.
• Brown Smith Wallace (now part of Aprio): St. Louis-based CPA and advisory firm serving closely held businesses and individuals with tax, accounting, and wealth advisory services. Comparable geography and client profile; recently merged into Aprio, illustrating the consolidation path available to Triton.

Emerging players

• Pilot: Tech-enabled bookkeeping, accounting, and tax services firm targeting small businesses and startups. Comparable SMB bookkeeping and tax client base but leverages proprietary software platform rather than traditional CPA-led delivery.
• Botkeeper: Automated bookkeeping platform combining AI/ML with human accountants to serve small businesses. Comparable target segment (SMB bookkeeping and accounting) but competes on price and automation rather than traditional CPA-led advisory relationships.

Broad incumbents

• RSM US LLP: Large U.S. audit, tax, and consulting firm serving middle-market businesses. Comparable in offering core tax, accounting, and payroll services to SMBs, though with substantially greater scale, broader geographic reach, and enterprise-grade capabilities.
• FORVIS (formerly BKD CPAs & Advisors): Major U.S. accounting firm headquartered in Springfield, MO, with deep Midwest roots and broad tax, audit, and advisory offerings for businesses and individuals. Comparable geography and SMB focus but materially larger scale and broader service portfolio.
• KPMG US LLP – Small Business Services: Big Four firm with dedicated small business accounting, tax, and advisory practices serving U.S. SMBs and individuals. Comparable service categories but vastly larger scale, brand recognition, and technology investment.

Regional players

• Ehrhardt Keefe Steiner & Hottman PC (EKS&H): Mid-sized regional CPA firm offering tax, accounting, and advisory to closely held businesses and individuals, similar to Triton but headquartered in Denver rather than St. Louis. Comparable service mix and client profile in a different geographic market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/TritonCPA

Compliance1 record

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 The Triton Group