Peterson & Associates

What Peterson & Associates does

Peterson & Associates, P.S. is a privately held Certified Public Accounting firm headquartered in Vancouver, Washington, founded in 1962 by Vernon F. Peterson and operating continuously for over 60 years. The firm provides tax preparation and planning, full-service accounting (including audits, reviews, compilations, personal financial statements, and QuickBooks support), and business consulting (entity selection, buying/selling businesses, retirement planning, estate and trust planning), along with IRS and state representation. It self-describes as among the largest CPA firms in Southwest Washington and serves a horizontal mix of individual taxpayers, small-to-medium businesses, regional corporations, non-profits, and estates/trusts across Clark County and the greater Portland area.

The firm's underlying technology is conventional CPA-software infrastructure: QuickBooks for client accounting, ShareFile for a secure client portal, and a Truss-based workflow for 8879 e-file form upload. There is no proprietary platform, no API surface, and no mobile app. Service delivery is relationship-led, with direct phone lines into Vancouver and Portland offices, in-person consultations at the headquarters suite, and a content channel through the firm's Advice Blog covering IRS notices and Washington/OBBBA tax-law updates.

Peterson & Associates monetizes through fee-based professional services engagements across its three practice areas, with pricing set per engagement based on complexity and scope (no public rate card). Go-to-market is sales-led and referral-driven, supported by community involvement, client testimonials, and local SEO targeting "CPA Vancouver WA" search queries. Ownership remains a traditional multi-shareholder professional-services partnership (Marci White-Stumpf identified as a current shareholder), with no venture capital or private equity involvement disclosed.

Name

Peterson & Associates

Legal name

Peterson & Associates, P.S.

Website

https://vancouvercpa.com

Company type

Private

Founded year

1962

Operating status

Operating

Headcount range

11–50 employees

Short description

Peterson & Associates, P.S. is a 60-plus-year-old CPA firm in Vancouver, WA, providing tax preparation, accounting, and business consulting services to individuals, small businesses, regional corporations, non-profits, and estates across the greater Portland area.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Tax preparation services
• Accounting services
• Business consulting
• Estate planning
• Financial statement preparation

Headquarters

HQ city

Vancouver

HQ country

United States

HQ region

North America

Offices2 records

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 - Tax Preparation and Planning: Fee-based tax preparation and planning services for individuals and businesses throughout the year, not just during tax season. Services include tax return preparation, proactive planning, and identifying opportunities to reduce current and future tax liabilities.
2. Accounting Services: Full range of accounting services including financial statement preparation (audits, reviews, compilations), personal financial statements, and accounting system advisement for new businesses.
3. Business Consulting: Advisory services including entity selection, buying/selling businesses, retirement planning, estate and trust planning, and strategic business consulting.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Peterson & Associates is a CPA firm that provides tax preparation and proactive tax planning, full-service accounting (including financial statement preparation, audits, reviews, compilations, and QuickBooks support), and business consulting services covering entity selection, buying/selling businesses, retirement planning, and estate/trust planning. The firm serves individuals, families, small businesses, regional corporations, and non-profits across Southwest Washington and the greater Portland area.

Product overview

Peterson & Associates is a Certified Public Accounting firm offering a unified suite of professional services organized around three core practice areas: Tax Services, Accounting Services, and Business Consulting. The firm provides tax planning and preparation, estate and trust planning, IRS representation, business and personal accounting, financial statement preparation, and business advisory services. The integrated service model allows the firm to serve individuals, families, corporations, non-profits, and estates with consistent expertise across tax compliance, accounting, and strategic business guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning and Preparation Services

Quantifiable outcome

• Over 3,000 tax preparations completed annually

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Regional players

• Clark Nuber PS: Clark Nuber is a CPA and advisory firm based in the Pacific Northwest serving privately held businesses and their owners. It is comparable to Peterson & Associates as a regional CPA firm offering tax, accounting, and business consulting services in the same geographic market, though at larger scale.
• Moss Adams: Moss Adams is one of the largest accounting and business advisory firms in the West, headquartered in the Pacific Northwest. It is comparable to Peterson & Associates as a regional CPA firm serving SMBs and mid-market clients with tax, accounting, and consulting services, though at significantly larger scale.

Direct peers

• Delap LLP:
• Geffen Mesher & Company: Geffen Mesher is a Portland, Oregon-based CPA and business advisory firm serving closely held businesses, family-owned enterprises, and individuals. It is directly comparable as a Pacific Northwest CPA firm offering tax, accounting, and business consulting to a similar client mix in the same geographic market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 Peterson & Associates