Fritz and Company

What Fritz and Company does

Fritz & Company, P.C. is a Certified Public Accounting firm founded in 1995 by William A. Fritz, Jr., CPA and headquartered at 4084 University Drive, Suite 200, Fairfax, Virginia. The firm serves the Washington Metropolitan area with three core service lines — Tax Planning, Preparation & Representation; Business Support & Advisory; and Financial & Estate Planning — supported by additional specialized services including review and compilation reporting, business valuations, consulting on accounting systems, litigation support, and estate administration. Leadership has transitioned from founder to a shareholder group currently led by Managing Shareholder Christopher L. Frost, CPA alongside Shareholder Laura E. Seal, CPA, with William A. Fritz continuing as Founder Emeritus.

The firm is built around a small professional team of CPAs, Enrolled Agents (EAs), and credentialed staff (including MST-degree holders and a CSEP-designated specialist) operating on industry-standard technology: CCH Prosystems for tax preparation and compliance, Engagement for workflow and document management, and the ClientAxcess portal for secure client document exchange. No proprietary software, custom-built platforms, or AI/ML capabilities are evident — the technical posture is conventional for an independent regional CPA practice.

Fritz & Company operates a fee-for-service professional services model with pricing determined per engagement based on scope and complexity; no public fee schedules or contract values are disclosed, and billing cadence leans toward multi-year engagements. The customer base spans a horizontal mix of SMB clients: individual taxpayers, doctors, lawyers, restaurant owners, government contractors, healthcare providers, construction and development firms, small business owners, and not-for-profits. Client acquisition relies on professional reputation, referrals, attorney relationships, and community involvement (most notably the Project Shiny New Book literacy partnership with Scholastic Book Fairs running since 2008) rather than paid performance marketing, and the firm sustains visibility through monthly newsletters and topical blog content. Revenue, billings, and headcount velocity are not publicly disclosed.

Name

Fritz and Company

Legal name

Fritz & Company, P.C.

Website

https://fritzandco.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Fritz & Company, P.C. is a Certified Public Accounting firm founded in 1995 in Fairfax, Virginia, serving the Washington Metropolitan area with tax preparation and representation, business advisory, and financial/estate planning services for individuals, small businesses, and nonprofits across healthcare, legal, restaurant, construction, and government contracting sectors.

Ownership category

akta.pro rank

Product category

Public Accounting Services

NAICS

Other Accounting Services (541219)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

Keywords

• Public accounting services
• Tax preparation services
• Business advisory services
• Estate planning services
• Financial statement preparation

Headquarters

HQ city

Fairfax

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. Tax Planning, Preparation & Representation: Preparation of Federal and State income tax returns for individuals, businesses, non-profits, estates, and trusts. Services include year-round tax planning, tax-saving strategies, and IRS representation during audits and appeals.
2. Business Support & Advisory: Business formation and entity selection assistance, financial reporting including reviews and compilations, and comprehensive year-round tax planning for business clients.
3. Financial & Estate Planning: Financial and estate planning services including net worth analysis, investment review, family gifting, trusts, retirement planning, and family business transfers.
4. Additional Professional Services: Review and compilation reporting, business valuations and directorships, consultation on accounting systems, litigation support, and estate administration.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Fritz & Company, P.C. is a Certified Public Accounting firm that prepares Federal and State income tax returns for individuals, businesses, non-profits, estates, and trusts, and provides IRS audit and examination representation. Beyond tax, the firm delivers business formation and entity-selection advisory, financial statement reviews and compilations, year-round tax planning, and financial and estate planning including net worth analysis, investment review, trusts, retirement planning, and family business transfers.

Product overview

Fritz & Company, P.C. is a Certified Public Accounting firm offering three core service lines: Tax Planning, Preparation & Representation; Business Support & Advisory; and Financial & Estate Planning. These core services are supported by additional specialized services including review and compilation reporting, business valuations, litigation support, and estate administration. The firm serves the Washington Metropolitan area from Fairfax, Virginia, with a focus on individual tax returns, business taxes, and financial/estate planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning, Preparation & Representation Prepares Federal and State income tax returns for individuals, businesses, non-profits, estates, and trusts, and provides tax-saving strategies, year-round tax planning, and IRS audit and examination representation.
• Business Support & Advisory Provides business formation and entity selection services, financial statement reviews and compilations, and comprehensive year-round tax planning for businesses and professional practices.
• Financial & Estate Planning Delivers financial and estate planning including net worth analysis, investment review, family gifting, trusts, retirement planning, and family business transfers for individuals and families.
• Review and Compilation Reporting Provides financial statement preparation and assurance-level review and compilation reporting for businesses and nonprofit organizations.
• Business Valuations and Directorships Provides business valuation services and supports client board directorships with financial and governance expertise.
• Consultation on Accounting Systems Provides advisory services for selecting, implementing, and improving client accounting systems and internal controls.
• Litigation Support Provides expert support and testimony for tax-related legal proceedings and disputes.
• Estate Administration Manages estate administration including tax compliance and asset distribution for estates and trusts.

Quantifiable outcome

• Peer Review Rating of 'Pass' - highest level of proficiency rating available
• +1 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered minor and core.

• Scholastic Book FairsminorStrategic or Co-development Partner · 1 December 2008Collaboration since December 2008 for the 'My Shiny New Book' community literacy project. Fritz & Company partners with Scholastic Book Fairs to provide new books to students and staff at elementary schools in need, traveling up to 400 miles to participate in book selection events.
• Private Companies Practice Section of the AICPA Division for CPA FirmscoreOthersFirm is a member of the AICPA Private Companies Practice Section, which provides peer review, professional resources, and standards for CPA firms serving private companies.
• Virginia Society of Certified Public AccountantscoreOthersActive membership with staff serving in leadership positions including Past Chairman of Practice Support Committee and current committee memberships.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Argy, Wiltse & Robinson, PC: McLean, Virginia CPA firm offering tax, audit, and advisory services to individuals, businesses, and nonprofits in the Washington DC metro — directly comparable size and service profile to Fritz & Company.
• PBMares: Mid-Atlantic regional CPA firm with offices across Virginia, Maryland, and DC offering tax, audit, and advisory — comparable regional presence and service mix to Fritz & Company but at larger scale.
• Keiter: Virginia-based CPA and advisory firm serving businesses, nonprofits, and individuals with tax, audit, and consulting — directly comparable in service breadth and mid-Atlantic regional focus.
• Thompson Greenspon: Fairfax, Virginia-based CPA and advisory firm serving the DC metro area with tax, audit, and business advisory services — directly comparable in geography, service mix, and SMB/professional client base.
• Councilor, Buchanan & Mitchell (CBM): Bethesda, Maryland-based CPA firm with similar service lines (tax, audit, advisory) and comparable mid-market/individual client focus in the greater Washington region.
• Yount, Hyde & Barbour (YHB): Virginia-headquartered CPA firm offering tax, audit, and advisory to SMBs, government contractors, and nonprofits — comparable service mix and Mid-Atlantic client base.
• GRF CPAs & Advisors: Bethesda, Maryland CPA firm providing tax, audit, and advisory services to nonprofits, government contractors, and professional services firms — overlapping Fritz & Company's niche verticals in the same DMV geography.

Broad incumbents

• Cherry Bekaert: Top-30 national CPA firm with strong mid-Atlantic presence providing the same core services (tax, audit, advisory) Fritz & Company offers, but at significantly larger scale and broader geographic footprint.
• BDO USA: Major global accounting firm with full tax, audit, and advisory capabilities serving middle-market clients — competes with Fritz & Company for the same government contracting, healthcare, and nonprofit engagements but with vastly greater resources.
• Marcum LLP: Top-15 national accounting and advisory firm with significant mid-Atlantic presence — competes across the same tax, advisory, and compliance service lines as Fritz & Company but at much greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Fritz and Company