Marvin and Company, P.C.

What Marvin and Company, P.C. does

Marvin and Company, P.C., operating under the brand MMB+CO, is a privately held certified public accounting firm founded in 1923 and headquartered in New York, with five office locations across the state in Fairport (Rochester), Elmira, Canandaigua, Latham, and Queensbury. The firm is organized around four practice areas: Tax Services (corporate, multi-state, international, trust, estate, R&D and specialty credits, and individual), Assurance and Audit Services (financial audit/review/compilation, employee benefit plans, single audits, GIPS, FAR audits, collateral audits, internal audits, compliance audits, and surprise custody examinations), Client Advisory Services (business valuation, outsourced client accounting, cost segregation, IT advisory, and transaction advisory), and IT Services (risk assessment, vulnerability scanning, penetration testing, cyber compliance, vendor due diligence, and IT user awareness training).

The firm serves a deliberately diversified client base spanning privately held companies, small businesses and start-ups, tax-exempt organizations, government entities, financial institutions, individuals, public companies, and educational institutions. MMB+CO is affiliated with BDO USA, P.C., a national accounting firm and member of the BDO international network, which gives the firm access to extended resources and cross-border capabilities without diluting its regional New York brand. The firm is 101–250 employees in size and delivers services through direct professional engagement across its offices, supported by a Client Axcess portal, online payment functionality, an Accounting Insights blog, a newsletter, and active social media presence.

Revenue is generated through fee-for-service billing across the practice areas on a per-engagement basis; no public pricing or rate information is available. The firm appears to operate as an independent, partner-led professional services practice with no disclosed parent company, private equity backing, or institutional investor ownership, and no revenue figure is publicly available.

Name

Marvin and Company, P.C.

Legal name

MMB+CO

Website

https://marvincpa.com

Company type

Private

Founded year

1923

Operating status

Operating

Headcount range

101–250 employees

Short description

MMB+CO is a privately held New York-based CPA firm operating five offices statewide, delivering tax, assurance, advisory, and IT/cybersecurity services to privately held businesses, nonprofits, government, financial institutions, and individuals under a BDO USA affiliation.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: The firm generates revenue through billing for professional accounting, tax, assurance, audit, and advisory services delivered to clients across its target segments.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Marvin and Company, P.C. (MMB+CO) is a certified public accounting firm providing integrated tax, assurance/audit, client advisory, and IT advisory services. The firm serves businesses (privately held companies, public companies, financial institutions, government entities, nonprofits, educational institutions) as well as individuals with personal tax and estate planning needs, delivered through five New York State office locations and supported by its BDO USA affiliation.

Product overview

MMB+CO is a certified public accounting firm offering integrated professional services organized into four main practice areas: Tax Services (corporate, multi-state, international, trust, estate planning, R&D credits, individual), Assurance and Audit Services (financial audits, employee benefit plans, single audits, GIPS, FAR audits, compliance audits, internal audits), Client Advisory Services (business valuation, client accounting, cost segregation, IT advisory, transaction advisory), and IT Services (risk assessment, vulnerability scanning, penetration testing, cyber compliance, vendor due diligence, IT training). The firm serves diverse sectors including privately held companies, small businesses, tax-exempt organizations, government entities, financial institutions, individuals, public companies, and educational institutions across New York state locations.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Tax Services

Named customers9 records

Segments8 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• BDO USA, P.C.coreStrategic or Co-development PartnerMMB+CO is affiliated with BDO USA, P.C., a national accounting firm and part of the BDO international network. This affiliation provides the firm with access to additional resources, expertise, and global reach beyond its regional New York footprint. The relationship enables MMB+CO to serve clients with needs extending beyond the firm's direct capabilities.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• BDO USA, P.C. Top-10 U.S. accounting firm and MMB+CO's alliance partner; competes broadly with mid-tier firms on audit, tax, and advisory while providing referral pipeline and capability overflow to regional affiliates like MMB+CO.
• Plante Moran: Large U.S. accounting, tax, and advisory firm with a comparable mid-market/private-company focus; competes for the same closely held and family-owned business engagements that anchor MMB+CO's revenue.

Direct peers

• Baker Newman Noyes LLC: Northeast regional CPA and advisory firm of comparable mid-tier scale with a similar practice mix across tax, audit, and advisory for closely held businesses, nonprofits, and financial institutions.
• Marks Paneth LLP: New York City-based accounting and advisory firm serving closely held businesses, high-net-worth individuals, nonprofits, and professional services firms with a comparable tax/audit/advisory mix.
• Anchin, Block & Anchin LLP: New York-based mid-tier CPA and advisory firm serving privately held businesses, real estate, financial services, and nonprofits with tax, audit, and consulting — overlapping target verticals and service portfolio.
• Mengel, Metzger, Barr & Co. LLP: Rochester/Finger Lakes region CPA firm with overlapping upstate New York footprint, serving closely held businesses, nonprofits, and individuals with tax, audit, and advisory services — head-to-head regional competitor.
• EFPR Group (now part of Bonadio): Former Rochester-based regional CPA firm that was acquired by The Bonadio Group; representative of the upstate NY mid-tier segment in which MMB+CO competes and against which it consolidates.
• PKF O'Connor Davies, LLP: Northeast U.S. accounting and advisory firm with comparable mid-tier scale, multi-office footprint, and practice mix spanning tax, audit, advisory, and specialty services — closely comparable in client segments and service breadth.
• Davie Kaplan, CPA, P.C. Rochester/Finger Lakes regional CPA firm offering tax, audit, and advisory to closely held businesses and nonprofits in the same upstate New York geography as MMB+CO's Canandaigua and Rochester offices.
• The Bonadio Group: Upstate New York-based CPA and advisory firm of comparable size with a similar regional multi-office model, serving privately held businesses, nonprofits, and government entities across tax, audit, and advisory — a direct structural analog to MMB+CO.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/marvincpa
• LinkedInlinkedin.com/company/marvin-and-company-p.c.
• Instagraminstagram.com/mmbandco

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 Marvin and Company, P.C.