PKS & Company

What PKS & Company does

PKS & Company, P.A. is a privately held Certified Public Accounting and business consulting firm founded in 1978, headquartered in Salisbury, Maryland, with additional offices in Ocean City, MD and Lewes, DE, serving the Delmarva Peninsula. The firm delivers traditional accounting, tax preparation and planning, financial statement and employee benefit plan audits, payroll, business consulting, business valuations, fraud and forensic accounting, litigation support, and estates and trusts services to a diversified base of small and mid-sized businesses, individuals, nonprofit organizations, and government entities across nine verticals including agribusiness, construction, healthcare, hospitality, nonprofit, and professional services.

The firm does not operate a proprietary technology platform and relies on industry-standard accounting software alongside a client portal for document exchange, online payments, and eFile submission. Revenue is generated primarily through professional service engagements, with ongoing accounting and bookkeeping providing recurring retainer-style income and tax, audit, and advisory work billed per engagement. Distribution is direct via three physical offices across the Delmarva Peninsula; no resellers, marketplaces, or digital channels are used. Go-to-market is sales-led and relationship-driven, with partner referrals, community board service, and content marketing as the primary demand-generation mechanisms.

The firm is a Professional Association (P.A.) owned and operated by its partners, with no external investment or parent company. It maintains a strategic affiliation with PKS Investment Advisors LLC, a registered investment advisory firm, enabling bundled financial planning, wealth management, and tax/accounting delivery. The firm grew via the 2018 merger with Moore & Company, P.A., and has continued to formalize leadership with the appointment of a Chief Operating Officer and new partner admissions, while also navigating the retirement of a 49-year partner in early 2026.

Name

PKS & Company

Legal name

PKS & Company, P.A.

Website

https://pkscpa.com

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

51–100 employees

Short description

PKS & Company, P.A. is a privately held CPA and business consulting firm founded in 1978, headquartered in Salisbury, MD with offices in Ocean City and Lewes, serving SMBs, individuals, nonprofits, and government entities across the Delmarva Peninsula.

Ownership category

akta.pro rank

Product category

Accounting and Auditing Services

NAICS

Offices of Certified Public Accountants (541211), Trust, Fiduciary, and Custody Activities (523991), Portfolio Management and Investment Advice (523940)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

• Certified public accounting
• Tax preparation services
• Audit and assurance
• Business consulting
• Payroll services

Headquarters

HQ city

Salisbury

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting & Bookkeeping Services: Ongoing accounting and bookkeeping services for businesses and individuals, providing recurring revenue through retainer arrangements and regular service delivery.
2. Tax Preparation & Planning: Tax preparation services for individuals and businesses, including year-end tax planning and compliance services. Revenue generated on a per-return and consulting engagement basis.
3. Audit Services: Financial statement audits, employee benefit plan audits, and compliance auditing services for businesses and organizations.
4. Business Consulting & Advisory: Advisory services including business valuations, litigation support, fraud & forensic services, and strategic business consulting engagements.
5. Financial Planning & Investment Advisory: Personal financial planning and wealth management services provided through affiliated entity PKS Investment Advisors LLC.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

PKS & Company, P.A. is a Certified Public Accounting firm providing traditional accounting and bookkeeping, tax preparation and planning, financial statement and employee benefit plan audits, and broad business consulting for businesses, organizations, and individuals across the Delmarva Peninsula. Its offerings span 13 service lines including specialized practice areas such as business valuations, fraud and forensic accounting, litigation support, payroll, personal financial planning, retirement plan solutions, estates and trusts, and Client Accounting & Advisory Services (CAAS), with affiliated wealth management through PKS Investment Advisors LLC.

Product overview

PKS & Company, P.A. is a Certified Public Accounting firm established in 1978 that operates as a single-service professional firm offering a comprehensive range of accounting, tax, and business consulting services. The firm provides core services including Accounting & Bookkeeping, Audit Services, Tax Services, and Business Consulting, along with specialized offerings such as Business Valuations, Client Accounting & Advisory Services, Fraud & Forensic Services, Litigation Support, Payroll Services, Personal Financial Planning, Retirement Plan Solutions, and Estates and Trusts. The firm is affiliated with PKS Investment Advisors LLC, a registered investment advisory firm providing financial planning and wealth management services, enabling clients to access financial planning and tax planning under one roof. The firm serves clients across multiple industries including Agribusiness, Construction, Healthcare, Hospitality, Nonprofit, Professional Services, Government, Food Service & Restaurants, and Condo/Homeowner Associations.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Bookkeeping Traditional accounting and bookkeeping services delivered on an ongoing basis to businesses and individuals, supporting general ledger maintenance, monthly close, reconciliations, and financial reporting under retainer and recurring engagement arrangements.
• Audit Services Comprehensive financial statement audit services for businesses, nonprofit organizations, and government entities, providing assurance on financial statements and internal controls.
• Employee Benefit Plan Audits Specialized audits of employee benefit plans, including 401(k), SEP, SIMPLE, and other qualified plans, delivered to plan sponsors and trustees requiring annual ERISA-related assurance.
• Tax Services Tax preparation and planning services for individuals and businesses, including year-end tax planning, return preparation, and ongoing tax compliance, billed on a per-return and consulting engagement basis.
• Business Consulting Strategic business consulting engagements to help clients identify operational and financial needs, set goals, and execute on growth, restructuring, succession, or operational improvements.
• Business Valuations Formal business valuation services for purposes including sales, mergers and acquisitions, estate and gift tax reporting, shareholder disputes, and litigation support, delivered by CVA and ABV-credentialed professionals.
• Client Accounting & Advisory Services (CAAS) Outsourced client accounting and advisory services providing ongoing controller-level support, financial management, and strategic advisory for clients without a full in-house finance team.
• Fraud & Forensic Services Fraud detection, prevention, and forensic accounting services, including behavioral analytics for workplace fraud risk assessment, delivered by CFE and CFF credentialed professionals.
• Litigation Support Expert accounting and financial support for legal proceedings and disputes, including damages quantification, forensic analysis, and expert witness collaboration for attorneys and clients involved in litigation.
• Payroll Services Comprehensive payroll processing, preparation, tax filing, and reporting services for employers, including wages, withholdings, and quarterly/annual filings.
• Personal Financial Planning Personal financial planning services for individuals and families, including retirement planning, investment planning, and wealth management, with investment advisory delivered through affiliated PKS Investment Advisors LLC and personal financial planning led by PFS-credentialed partners.
• Retirement Plan Solutions Retirement plan design, administration, and audit services for businesses and individuals, including SEP and SIMPLE IRAs and other qualified plan solutions.
• Estates and Trusts Estate and trust planning, administration, and tax services for individuals and families, including fiduciary accounting, trust and estate tax returns, and related advisory work.
• PKS Investment Advisors LLC Registered investment advisory firm affiliated with PKS & Company, P.A., providing comprehensive financial planning and wealth management strategies to individuals, families, and business owners under the same organizational umbrella as the CPA firm.

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• PKS Investment Advisors LLCcoreStrategic or Co-development PartnerPKS Investment Advisors LLC is a registered investment advisory firm affiliated with PKS & Company, P.A. The affiliation allows the firm to offer comprehensive financial planning and wealth management strategies to individuals, families, and business owners under one organizational umbrella.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Baker Tilly US: Top-10 US advisory, tax, and assurance firm with broad industry coverage and a regional Mid-Atlantic presence. Provides a scaled competitive benchmark for full-service CPA offerings similar to PKS's portfolio.
• Wipfli: Top-20 US accounting and advisory firm with broad tax, audit, and consulting capabilities. Competes with PKS for Mid-Atlantic middle-market clients and represents the larger-firm competitive benchmark for full-service CPA offerings.
• Withum: Larger Mid-Atlantic-rooted CPA and advisory firm with full tax/audit/advisory services and an affiliated wealth management practice — a scaled-up version of PKS's full-service model and a credible competitive benchmark.
• Forvis: Top-10 US accounting firm formed from the BKD and Dixon Hughes Goodman merger, with comprehensive tax, audit, and advisory services targeting middle-market and SMB clients in similar verticals.

Direct peers

• KatzAbosch: Maryland-based CPA firm of comparable size offering tax, audit, accounting, and business advisory services, serving SMBs and individuals in overlapping Mid-Atlantic markets and verticals.
• Gross Mendelsohn & Associates: Baltimore-area CPA firm of similar size offering accounting, tax, audit, and advisory services to SMBs and nonprofits across the Mid-Atlantic — closely comparable to PKS's vertical mix and SMB-heavy client base.
• Ellin & Tucker: Baltimore-based full-service CPA and advisory firm with a similar headcount range and practice mix across accounting, tax, audit, and consulting for Mid-Atlantic businesses, individuals, and nonprofit organizations.
• Rea & Associates: Mid-sized regional CPA firm headquartered in Ohio with comparable headcount, offering accounting, tax, audit, and advisory services to SMBs and agribusiness clients. Directly comparable practice model with similar rural/regional vertical mix.
• SC&H Group: Mid-Atlantic CPA and advisory firm headquartered in Sparks, MD with comparable headcount and a full-service tax/audit/advisory offering. Directly comparable to PKS on practice mix and overlapping regional market footprint across Maryland and the Mid-Atlantic.
• Yount Hyde & Barbour (YHB): Mid-Atlantic regional CPA firm with comparable size, providing accounting, tax, audit, wealth management, and advisory services to businesses and individuals across Virginia, Maryland, and DC — closely matching PKS's service portfolio and regional model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/PKSCPA
• LinkedInlinkedin.com/company/pks-&-company-p-a-

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries1 record

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 PKS & Company