Mt. View CPA
Mt. View CPA is a family-owned, peer-reviewed Washington State accounting firm serving individuals, small and medium businesses, and non-profits across Lewis County with tax, audit, accounting, and business valuation services.
- Company typePrivate
- Founded2010
- HeadquartersChehalis, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Mt. View CPA does
Mountain View CPAs, PS (doing business as Mt. View CPA) is a privately held, family-owned public accounting firm domiciled in Washington State and headquartered in Chehalis. Founded in 2010 and operating under a professional corporation structure, the firm delivers tax preparation and consulting, audit and assurance, accounting and advisory, business valuation, and IRS/state tax representation services to three explicit customer segments: individual taxpayers, small and medium businesses, and non-profit organizations. The firm holds peer-reviewed status and is the only provider of formal audit services in Lewis County, Washington, a positioning that underwrites its assurance practice among non-profit and business clients.
Service delivery is built around five physical office stations in Chehalis, Centralia, Morton, Winlock, and Longview, supported by a remote Customer Portal running on ShareFile with encrypted storage and off-site backups. The core accounting technology layer is QuickBooks Online, on which the firm is a Certified Pro Advisor. Day-to-day operations are led by Director Otto Rabe (CPA, former military officer and CFO), Chief of Staff Wendy Mecham, Director of Operations John Burton, and Director of Administration Skyheart Yantis, with CPAs, enrolled agents, and accounting staff deployed across offices.
The business model is straightforward professional services: fees are earned through engagement-based tax, audit, bookkeeping, payroll, and valuation work; pricing is not publicly disclosed but free consultations and quotes are offered. The go-to-market is sales-led and overwhelmingly local, relying on the firm's Lewis County office footprint, community reputation (Best of Lewis County recognition), veteran-owned business identity, and word-of-mouth referrals rather than digital or paid acquisition. No funding rounds, institutional investors, parent company, or merger activity were disclosed.
Mt. View CPA firmographics
Firmographics- Name
- Mt. View CPA
- Legal name
- Mountain View CPAs, PS
- Website
- https://mtvcpas.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Mt. View CPA is a family-owned, peer-reviewed Washington State accounting firm serving individuals, small and medium businesses, and non-profits across Lewis County with tax, audit, accounting, and business valuation services.
- Ownership category
- akta.pro rank
Where Mt. View CPA is headquartered
LocationHeadquarters
- HQ city
- Chehalis
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Mt. View CPA business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Tax Preparation and Consulting Services: Tax return preparation and tax strategy planning for individuals, businesses, trusts, estates, and non-profits. Includes tax representation services such as installment agreements, audits, offers in compromise, and appeals.
- Audit and Assurance Services: Formal audit services including financial statement audits, reviews, projections, forecasts, and agreed-upon procedures. The firm is the only provider of audit services in Lewis County.
- Accounting and Advisory Services: Comprehensive bookkeeping services including payroll, bank reconciliation, depreciation tracking, accounts receivable/payable management, financial statement preparation, and compilation reporting.
- Business Valuation Services: Business valuation analysis including conclusion of value analysis and calculation analysis for business clients.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Mt. View CPA product offering
Product offeringCore offering
Mountain View CPAs, PS is a peer-reviewed, family-owned public accounting firm delivering tax preparation and strategy, audit and assurance, accounting/advisory/bookkeeping/payroll, and business valuation services to individuals, businesses, and non-profit organizations across Lewis County, Washington. The firm supplements these professional services with a secure ShareFile-based Customer Portal for confidential client document exchange.
Product overview
Mt. View CPA offers a unified suite of professional accounting services for individuals, businesses, and nonprofits, organized into four core service lines: Audit & Assurance Services, Accounting & Advisory Services, Business Valuation Services, and Tax Services. The firm also provides a Customer Portal for secure client file exchange. The services are delivered through multiple physical office locations across Lewis County, Washington, and are supported by a team of CPAs, enrolled agents, and accounting professionals.
Differentiator
Problem solved
Functional benefit
Products and services
- Audit & Assurance Services Assurance engagements including formal financial statement audits, reviews, projections, forecasts, and agreed-upon procedures for non-profit and business entities requiring independent verification.
- Accounting & Advisory Services Ongoing bookkeeping, payroll processing, bank reconciliation, depreciation and inventory tracking, accounts receivable/payable management, adjusting journal entries, compilation reporting, and financial statement preparation for small and mid-sized businesses.
- Business Valuation Services Business valuation analyses providing conclusion of value and calculation of value reports for business owners requiring formal valuation work.
- Tax Services Tax consultation and strategy planning, tax return preparation for individuals, businesses, trusts/estates, and non-profits, plus IRS and state tax representation covering installment agreements, audits, offers in compromise, and appeals.
- Customer Portal (ShareFile) Secure online client portal enabling encrypted upload and download of sensitive financial documents, invoice access, and remote communication with the firm.
Companies that use Mt. View CPA
Customer profileSegments3 records
Ideal customer profiles3 records
Mt. View CPA technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature2 records
Mt. View CPA partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights4 records
Mt. View CPA competitors and assessment
Company assessmentBroad incumbents
- Wipfli LLP:
- CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm specializing in closely-held businesses, non-profits, and small/mid-market companies. Strong overlap in non-profit audit and small-business tax services, with growing PNW footprint.
- Moss Adams LLP: Largest headquartered-in-the-West CPA and business advisory firm, with offices across Washington State including PNW markets adjacent to Lewis County. Comparable as a regional full-service CPA providing tax, audit, and advisory to businesses and non-profits, though at materially larger scale and broader geographic scope.
- RSM US LLP: National CPA and advisory firm focused on the middle market, with offices across the U.S. including Pacific Northwest. Comparable tax, audit, and business advisory services to mid-sized companies and non-profits.
- BDO USA: Global accounting and advisory network with significant U.S. presence including Washington State. Provides tax, audit, and advisory services to mid-market businesses and non-profits, overlapping with Mt. View's core offerings at a much larger scale.
Regional players
- Peterson & Associates CPAs LLP: Regional CPA firm serving small to mid-sized businesses and individuals in the Pacific Northwest with tax preparation, accounting, and audit services. Comparable full-service CPA model and similar SMB/non-profit customer focus.
Direct peers
- Local Solo CPA Practitioners (Lewis County): Individual CPAs and small practices operating in Lewis and Cowlitz Counties. While not a single company, this group represents Mt. View's most direct local competition for tax preparation, bookkeeping, and individual accounting services in the same geography.
- Clark Nuber PS: PNW-based CPA firm serving closely-held businesses and non-profits with tax, audit, and advisory services. Direct comparable in service mix and customer segment (non-profit, mid-market business), with overlapping presence in Western Washington markets.
Others
- Intuit QuickBooks (Pro Advisor Network): Owner of the QuickBooks Online platform on which Mt. View is a Certified Pro Advisor. Functions as an ecosystem partner and enabling technology rather than a competitor, though Intuit's broader ecosystem (Live Tax, QuickBooks Live) creates adjacent competition for bookkeeping and basic tax services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Mt. View CPA social profiles
Digital presenceMt. View CPA financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mt. View CPA leadership team
Management profileNumber of profiles
Profiles4 records
Mt. View CPA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mt. View CPA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mt. View CPA
What does Mt. View CPA do?
Mountain View CPAs, PS is a peer-reviewed, family-owned public accounting firm delivering tax preparation and strategy, audit and assurance, accounting/advisory/bookkeeping/payroll, and business valuation services to individuals, businesses, and non-profit organizations across Lewis County, Washington. The firm supplements these professional services with a secure ShareFile-based Customer Portal for confidential client document exchange.
Is Mt. View CPA a public or private company?
Mt. View CPA is a private company. It is classified as family owned and is currently operating.
When was Mt. View CPA founded?
Mt. View CPA was founded in 2010. It employs 11 to 50 people.
Where is Mt. View CPA based?
Mt. View CPA is headquartered in Chehalis, United States, in the North America region.
How does Mt. View CPA make money?
Four revenue lines are on record. Tax Preparation and Consulting Services are the primary driver. The others are audit and Assurance Services, accounting and Advisory Services and business Valuation Services.
Who are Mt. View CPA's main competitors?
Broad incumbents on record are Wipfli LLP, CliftonLarsonAllen (CLA), Moss Adams LLP, RSM US LLP and BDO USA. Peterson & Associates CPAs LLP is listed as a regional player. Direct peers are Local Solo CPA Practitioners (Lewis County) and Clark Nuber PS. Intuit QuickBooks (Pro Advisor Network) is listed as an others.
Does Mt. View CPA have an API?
No public API is recorded for Mt. View CPA.