Wilkinson Hadley King & Co

What Wilkinson Hadley King & Co does

Wilkinson Hadley King & Co. LLP is a privately held California-based tax accounting and CPA services firm operating as a limited liability partnership since 2002. The firm delivers professional services across two California offices — a headquarters in El Cajon and a secondary office in Berkeley — serving both individual clients (tax preparation and personal accounting) and business clients (tax accounting, CPA services, audit preparation, and financial compliance). Core offerings include Tax Accounting Services, CPA Services, Pre-Audit Workshops, and Peer Review Services, supplemented by client-facing digital tools for document exchange and billing.

The firm's underlying technology stack is minimal and externally sourced: document intake is handled through a Suralink-powered secure upload portal and billing is processed via Mango Payments, with no disclosed proprietary platforms, AI/ML systems, or in-house software products. Revenue is generated through traditional professional-services fees (hourly or fixed-fee engagements), pricing is not publicly disclosed, and the firm does not appear to publish standard rate cards. Go-to-market is sales-led and direct, with client acquisition occurring through website presence, phone contact, and the client gateway portal — no digital marketing, paid acquisition channels, or referral programs are evidenced.

The firm's strategic positioning is that of a small, regionally focused CPA practice. It holds no funding, has no parent company, no subsidiaries, no disclosed headcount beyond the 1–10 employee band, and no management team information is publicly available. The LLP ownership structure means partners hold direct equity and personal liability, and the firm does not appear to be pursuing scale, M&A, or institutional capital — its strategic posture is maintenance of an established regional practice rather than growth-investment stage.

Name

Wilkinson Hadley King & Co

Legal name

WILKINSON HADLEY KING & CO. LLP

Website

https://whllp.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Wilkinson Hadley King & Co. LLP is a privately held California-based CPA firm founded in 2002 that provides tax accounting, auditing, compliance, and advisory services to individual and business clients through offices in El Cajon and Berkeley.

Ownership category

akta.pro rank

Product category

Tax & Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213)

SIC

Services-Management Services (8741)

akta.pro industry

PRIMARYBPAHABAB

Tax Advisory & Compliance

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHABAC

Accounting & Bookkeeping Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHABAF

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

Keywords

• Tax accounting services
• CPA services
• Audit preparation support
• Peer review services
• Small business accounting

Headquarters

HQ city

El Cajon

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 & Accounting: Tax accounting and CPA services provided to individual and business clients. Revenue is generated through professional service fees, likely hourly rates or fixed fees for specific services like tax preparation, audit support, and accounting services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Wilkinson Hadley King & Co provides tax accounting and CPA services to individual and business clients, including tax preparation, planning, compliance, audit support, pre-audit workshops, and independent peer review of accounting and auditing work. Services are delivered through direct professional engagement across two California offices and supported by a secure document upload portal and a billing payment portal.

Product overview

WILKINSON HADLEY KING & CO. LLP is a tax accounting and CPA services firm offering a comprehensive suite of professional services for individual and business clients. The core offerings consist of Tax Accounting Services and CPA Services, supplemented by Pre-Audit Workshops and Peer Review Services. The firm also provides client-facing digital portals including a Document Upload Portal (via Suralink) and a Secure Payment Portal (via Mango Payments) for seamless client interactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Accounting Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• SuralinkcoreTechnology or IntegrationSuralink provides secure document upload functionality for the firm's client portal. Clients use this platform to securely share financial documents and tax materials with the firm.
• Mango PaymentscoreTechnology or IntegrationMango Payments provides secure payment processing for client billing. The firm uses this platform for client payment collection through their client portal.

Expansion highlights4 records

Broad incumbents

• CohnReznick LLP: Top-30 U.S. accounting and advisory firm providing tax, audit, and consulting to middle-market and closely held businesses; directly comparable to Wilkinson Hadley King & Co's tax/CPA offerings.
• H&R Block: Mass-market U.S. tax preparation retail chain with extensive franchise footprint and digital offerings; competes directly for individual tax-preparation clients that anchor a segment of the firm.
• Moss Adams LLP: Large regional CPA and advisory firm with deep presence across the Western U.S., including California, offering tax, audit, and consulting services comparable to Wilkinson Hadley King & Co's core practice but at significantly greater scale and geographic reach.
• BDO USA: Major global accounting network's U.S. member firm offering tax, audit, and advisory services to mid-market and SMB clients — directly comparable service mix but with much larger scale and cross-border capability.
• Eide Bailly LLP: Large regional CPA and business advisory firm offering tax, audit, and accounting services to individuals and businesses; overlaps directly with Wilkinson Hadley King & Co's service mix but operates across many more U.S. markets.
• Wipfli LLP: Mid-to-large U.S. accounting and advisory firm providing tax, audit, and outsourced accounting services to mid-market and SMB clients, directly comparable to the firm's business-client segment but with national scale and technology-enabled delivery.
• CliftonLarsonAllen (CLA): Top-10 U.S. CPA and advisory firm serving private businesses, individuals, and middle-market clients with tax, accounting, and wealth advisory services — comparable in core offerings but broader in geographic footprint and service depth.
• Plante Moran: Large U.S. CPA and business advisory firm providing tax, audit, and consulting services to closely held businesses and individuals; mirrors Wilkinson Hadley King & Co's core tax/accounting focus but at national scale.
• Marcum LLP: Mid-to-large U.S. accounting and advisory firm serving closely held businesses and high-net-worth individuals with tax, audit, and consulting services directly comparable to the firm's core practice.

Others

• Intuit (TurboTax / QuickBooks): Market-leading provider of consumer DIY tax software (TurboTax) and SMB accounting software (QuickBooks); not a direct CPA competitor but reshapes pricing and demand dynamics for small-firm tax and bookkeeping services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/wilkinson-and-hadley-llp

Revenue estimate

Valuation estimate

Number of profiles

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 Wilkinson Hadley King & Co