Accounting & Consulting Group

What Accounting & Consulting Group does

Accounting & Consulting Group is a private, Milford, Connecticut-based professional services firm providing accounting, tax, and business consulting to individuals and small-to-mid-size businesses. The practice is staffed by three Certified Public Accountants (Robert Johnson, Greta Yazbec, Alexander Nestor) and one business consultant, collectively serving clients across 19 U.S. states. The current entity traces its lineage to predecessor firms Nestor, Sarka and Schurman CPAs and Nestor, Johnson and Clayton CPAs LLP in Bridgeport, with the present Milford formation established in 2001 and a recent consolidation around 2018.

The firm delivers a broad menu of core services including federal and state tax preparation across all entity types (individuals, corporations, partnerships, trusts, estates, non-profits, employee benefit plans) and all 50 states, plus tax planning, bookkeeping, accounting system setup, payroll processing, sales tax services, IRS representation, and advisory engagements such as business succession planning, estate planning, cash flow and budgeting analysis, debt and finance advising, entity selection and restructuring, and financial/retirement planning. Technology is a thin layer on top of the professional services: the firm supports QuickBooks implementation, setup, training, and review, and operates a High Tail-based client portal for document sharing alongside an online customer payment product. No AI/ML, proprietary software, or app products are evident.

Revenue is generated on a fee-for-service, quote-based professional services model with no publicly disclosed pricing or rates; client acquisition is sales-led via referrals and local networking, augmented by content marketing through tax news, IRS updates, financial calculators, and downloadable forms on the firm's website. Distribution is direct-to-client from the single Milford office, with no third-party channels. Ownership is partnership-based among the three principal CPAs, with no external investment, parent company, or institutional backing.

Name

Accounting & Consulting Group

Legal name

Accounting & Consulting Group

Website

https://acgroupct.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Accounting & Consulting Group is a Milford, Connecticut-based CPA firm of three CPAs and a business consultant providing tax preparation, accounting, bookkeeping, payroll, IRS representation, and business consulting services to individuals and small-to-mid-size businesses across 19 U.S. states.

Ownership category

akta.pro rank

Headquarters

HQ city

Milford

HQ country

United States

HQ region

North America

Offices1 record

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. Professional Accounting and Consulting Services: Fee-for-service professional services model providing accounting, tax preparation, tax planning, bookkeeping, payroll services, IRS representation, estate planning, and business consulting to individuals and businesses

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Accounting & Consulting Group provides fee-based professional accounting, tax, and business consulting services from its Milford, CT office. Offerings include federal and state tax preparation for individuals, corporations, partnerships, trusts, estates, non-profits, and employee benefit plans across all 50 states; proactive tax planning; bookkeeping and write-up; computerized payroll services; IRS representation; estate, financial, and retirement planning; business succession planning; cash flow and budgeting analysis; debt and finance advising; entity selection and restructuring; sales tax services; and QuickBooks training, setup, and support. A HighTail-based client portal and online payment link support service delivery.

Product overview

Accounting and Consulting Group is a professional services firm offering a comprehensive suite of accounting, tax, and business consulting services delivered through individual service modules. The core offerings include Tax Preparation (federal and state returns for individuals, corporations, partnerships, trusts, estates, and non-profits), Tax Planning, Accounting Services, Bookkeeping, and Payroll Services. The firm also provides specialized consulting services including Business Succession Planning, Cash Flow and Budgeting Analysis, Debt and Finance Advising, Entity Selection and Restructuring, Estate Planning, Financial and Retirement Planning, and IRS Representation. An add-on service offering includes QuickBooks Accounting Help and Assistance. The firm operates from Milford, CT and serves clients across 19 states.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Financial record-keeping and support services including general ledger preparation, financial statement preparation, bookkeeping, accounting system setup, cash flow budgeting and forecasting, and business tax return preparation for clients.
• Tax Preparation Federal and state tax return preparation services for individuals, corporations, partnerships, trusts, estates, non-profit organizations, and employee benefit plans across all 50 states.
• Tax Planning Proactive tax planning services to help clients minimize current and future tax liabilities by alerting them to new developments in tax laws.
• Bookkeeping/Write-Up Record-keeping and day-to-day bookkeeping organization services to produce accurate records that assist in making the best business decisions.
• Business Succession Planning Planning services to replace key leaders in organizations in the event of retirement, death, or disability, helping solve complex business continuation issues.
• Cash Flow and Budgeting Analysis Cash management services to improve liquidity, reduce costs, and increase profitability through tracking, forecasting, and budgeting.
• Debt and Finance Advising Financial consulting to help sort out debt management and financing options to lower payments and reduce total interest paid for both corporate and personal needs.
• Entity Selection and Restructuring Advisory services for choosing the optimal business entity type (S corporation, sole proprietor, LLC, etc.) and restructuring when advantageous.
• Estate Planning Estate and trust planning services to ensure financial security for loved ones and reduce taxes on the transfer of business and other assets.
• Financial and Retirement Planning Planning services to help clients reach financial goals and maintain financial independence throughout retirement, including asset allocation, investment monitoring, and education funding.
• IRS Representation Professional representation services before federal and state tax agencies for IRS audits and other regulatory matters.
• Payroll Services Computerized payroll system development and implementation including check processing, direct deposit, W-2 and 1099 processing, and quarterly/annual tax filing.
• QuickBooks Accounting Help and Assistance QuickBooks software support including personal training, installation, setup, support, and review services for QuickBooks users, delivered one-on-one or in groups at the client's location.
• Sales Tax Services Sales tax return compilation and preparation services with up-to-date knowledge of changing sales tax rules and regulations.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Three partnerships are on record, tiered minor.

• Connecticut Society of Certified Public AccountantsminorOthersProfessional membership organization for CPAs in Connecticut. The firm's professionals are members of this society.
• American Institute of CPA'sminorOthersNational professional organization for certified public accountants. The firm's professionals are members of this institute.
• Institute of Managing AccountingminorOthersProfessional accounting organization. Alexander Nestor is a member.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Whitley Penn: Mid-tier Texas-headquartered accounting and advisory firm serving SMBs with full tax, audit, and consulting services. Comparable as a firm of comparable scale and service breadth pursuing multi-state client relationships.
• CohnReznick: Top-30 U.S. advisory, audit, and tax firm with strong Northeast presence and a notable family-office, estate, and succession practice. Comparable as a multi-state operator serving owners and family businesses on tax + advisory engagements similar to ACG's menu.
• RSM US: Mid-tier 'second-tier Big 4' accounting firm with a strong SMB and middle-market focus across tax, audit, and consulting. Comparable because both serve SMB and owner-led businesses requiring tax compliance plus advisory (succession, entity, financial planning) services.
• Withum: Northeast-based top-30 accounting and advisory firm with longstanding SMB and family-business practice plus emerging tech/AI advisory. Comparable on regional orientation, owner-led client base, and breadth of accounting + advisory services.
• Marcum LLP: Northeast-headquartered top-15 U.S. accounting firm with strong Connecticut and tri-state presence serving SMBs and family-owned businesses. Comparable on geography, target client profile, and full-service tax + advisory model.
• CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm built largely through roll-ups of regional CPA practices; serves SMB and mid-market clients with combined tax, accounting, wealth advisory, and consulting. Comparable as a scaled version of the multi-discipline local CPA + advisor model.
• BDO USA: Top-tier global accounting network with deep U.S. SMB and middle-market practice and significant tax-planning capabilities. Comparable as a larger-scale operator delivering the same core menu (tax, accounting, advisory, succession) to the same owner-led business segment.
• Aprio: Top-50 U.S. advisory and accounting firm actively acquisitive in the SMB/CPA roll-up space, with strong tax, cloud accounting, and advisory practices. Comparable as both a competitor to ACG's mid-market clients and a possible acquirer type for the firm over time.
• PKF O'Connor Davies: Northeast-rooted, mid-tier accounting and advisory firm built through combination of regional CPA practices. Comparable on target segment (closely-held businesses and high-net-worth individuals) and breadth of tax, succession, and advisory services.

Regional players

• Anchin, Block & Anchin: Mid-sized New York-based accounting and advisory firm serving closely-held businesses and high-net-worth individuals with tax, succession, and wealth planning services. Comparable on target clientele, service mix, and personalized partner-led delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Accounting & Consulting Group