What SSA does

SSA, P.C. is a privately held professional services firm incorporated in Colorado that operates as a CPA practice from a single office in Colorado Springs. Founded approximately in 1986 with a founding partner (Gary Seltzer) still active, the firm delivers seven core service lines: year-round tax preparation and planning, ongoing accounting and bookkeeping, payroll processing, audit/review/compilation financial reporting, business consulting including succession planning, employee benefit plan services (401(k), pension, health plans), and retirement planning. The firm serves individuals and families, small businesses, contractors, nonprofits, and employee benefit plan clients, with a documented specialty in the construction industry maintained through active membership and partner-level board service in the Construction Financial Management Association (CFMA), Pikes Peak Chapter. The leadership team of three partners (Gary Seltzer, Chris Poe, Nicole Jackson) plus senior managers (Xiaoxiao Corbell, Kari Barber, Samantha Mortensen) brings prior experience from Deloitte Tax LLP, BKD (now Forvis Mazars), CLA, and a top-fifteen Oklahoma CPA firm, covering tax, audit, attestation, and benefit plan disciplines.

The firm operates a relationship-driven, referral-led go-to-market with no disclosed pricing — engagements are quote-based on complexity and scope, and a free discovery call is offered. Service delivery combines in-person consultations at the Colorado Springs headquarters with remote/virtual support, and document exchange is handled through a Safe Send client portal hosted on the CountingWorks platform (with Box.com storage, AWS infrastructure, Twilio SMS, and Leapfile for secure uploads). The firm markets primarily through word-of-mouth, community involvement, an educational blog of more than 2,158 archived articles published 2-3 times weekly, and an email newsletter. No AI/ML capabilities, no proprietary software product, and no external funding or M&A activity are disclosed.

SSA, P.C. has 11-50 employees, reports no revenue, is owned by its partners, and has no parent company or external investors. Documented recent activity is limited to partner promotions in 2020 and 2025, three senior hires between 2020 and 2025, and incremental content-marketing buildout. The firm is selective about new clients, values long-tenured relationships (described as 'decades'), and competes as a trusted local advisor rather than as a scaled technology-enabled practice.

Name

SSA

Legal name

SSA, P.C.

Website

https://ssacpas.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

SSA, P.C. is a Colorado Springs CPA firm offering year-round tax preparation and planning, audit and financial reporting, bookkeeping, payroll, employee benefit plan services, business consulting, and retirement planning for individuals, small businesses, contractors, and nonprofits, with a documented specialty in the construction industry.

Ownership category

akta.pro rank

Headquarters

HQ city

Colorado Springs

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 Preparation & Planning: Year-round tax preparation and planning services for individuals, small businesses, and contractors. Revenue generated through professional service fees for tax return preparation and advisory services.
2. Accounting & Bookkeeping: Ongoing bookkeeping and accounting services to help businesses stay organized, compliant, and confident in their financial records.
3. Audit, Review & Compilation: Financial statement services providing varying levels of assurance for privately held businesses, nonprofits, and employee benefit plans.
4. Payroll Services: Accurate, dependable payroll processing including wage calculations, tax withholdings, quarterly filings, and year-end reporting.
5. Business Consulting: Strategic advisory services for business planning, succession planning, and operational improvements.
6. Employee Benefit Plan Services: Compliance-focused services for 401(k), pension, and health benefit plans including audits and reporting.
7. Retirement Planning: Comprehensive retirement planning guidance for individuals, families, and business owners.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

SSA, P.C. is a Colorado Springs CPA firm providing year-round tax preparation and planning, accounting and bookkeeping, payroll processing, financial reporting (audit, review, and compilation), business consulting including succession planning, employee benefit plan administration and audits, and retirement planning for individuals, small businesses, contractors, nonprofits, and employee benefit plans. The firm has a particularly strong foothold in the construction industry through its active CFMA membership and serves on the Pikes Peak Chapter board.

Product overview

SSA, P.C. is a CPA firm offering a unified suite of professional accounting and financial services rather than a modular software product. The firm provides seven core service offerings: Tax Preparation & Planning (year-round tax strategy for individuals, businesses, and contractors), Accounting & Bookkeeping (day-to-day financial record management), Payroll Services (processing, withholdings, and compliance), Financial Reporting (audit, review, and compilation services), Business Consulting (growth and succession advisory), Employee Benefit Plan Services (benefit plan administration and audits), and Retirement Planning (comprehensive retirement income strategy). The services are offered as professional consulting deliverables rather than software products, with specialization in the construction industry through CFMA membership.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Planning Year-round tax preparation and planning services for individuals, small businesses, and contractors across Colorado Springs. Focuses on reducing surprises, minimizing tax liabilities, and staying ahead of changing tax laws through proactive, ongoing engagement rather than seasonal-only preparation.
• Accounting & Bookkeeping Steady, straightforward accounting and bookkeeping for small businesses, including account reconciliations, financial reports, and ongoing support to help clients stay organized, compliant, and confident in their financial records.
• Payroll Services Accurate, dependable payroll processing tailored to small businesses in Colorado Springs, including wage calculations, tax withholdings, quarterly filings, and year-end reporting to keep clients compliant and pay employees on time.
• Financial Reporting (Audit, Review & Compilation) Professional audit, review, and compilation services for privately held businesses, nonprofits, and employee benefit plans across Colorado Springs, providing varying levels of assurance with accuracy and integrity.
• Business Consulting Advisory services helping small business owners make sound, informed decisions at every stage of growth, including succession planning and industry-specific guidance for construction companies.
• Employee Benefit Plan Services Accurate, efficient employee benefit plan administration and audits including 401(k), pension, and health benefit plans, ensuring compliance with Department of Labor and IRS regulations for plan sponsors.
• Retirement Planning Long-term retirement planning for individuals, families, and business owners, focusing on income, investments, tax implications, and business interests to design comprehensive retirement strategies coordinated with tax strategy.

Quantifiable outcome

• Many clients stay with firm for decades, indicating high satisfaction and retention

Named customers5 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Construction Financial Management Association (CFMA)coreOthersActive membership in CFMA provides SSA with specialized knowledge of construction industry financial management, compliance requirements, and best practices. The firm serves on CFMA chapter boards and uses the membership to better serve their construction client base.
• CountingWorks, Inc.coreTechnology or IntegrationTechnology platform provider that enables SSA to deliver services in a secure environment. Provides client management, document handling, and service delivery infrastructure. CountingWorks is the technology backbone for the firm's client portal and operational systems.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Eide Bailly LLP: Top-25 U.S. CPA firm with a well-known construction industry practice and Colorado office footprint. Directly competes for SSA's construction-industry mid-market clients with deeper specialty resources.
• Wipfli LLP: Top-25 U.S. accounting and advisory firm with a strong construction industry practice (similar to SSA's CFMA focus) and a growing presence in Colorado. Comparable in industry specialization and full-service offerings.
• Causey Demuen LLC: Colorado Springs-based CPA firm offering tax, audit, and business advisory services to individuals and small businesses in the same regional market. Closely comparable in size and service mix to SSA.
• BiggsKofford: Colorado Springs CPA firm providing tax, audit, and business consulting to small and mid-sized businesses and individuals. Direct competitor for the same SMB and individual client base in SSA's home market.

Broad incumbents

• Moss Adams LLP: Top-15 U.S. CPA firm with established construction and real estate industry groups. Competes for middle-market construction client relationships in the western U.S.
• CliftonLarsonAllen (CLA): Top-10 U.S. CPA firm with broad industry coverage including construction and small business services. Senior SSA team member Samantha Mortensen previously worked at CLA. Direct competitor for SMB and mid-market advisory work.
• Plante Moran: Top-15 U.S. CPA firm serving middle-market companies with industry-focused practices including construction. Competes for larger Colorado-based construction and benefit plan clients.
• Forvis Mazars: Top-10 U.S. CPA firm formed via BKD merger with Mazars USA. Multiple SSA team members previously worked at BKD. Competes for mid-market and benefit plan audit work nationally, including Colorado.
• Deloitte Tax LLP: Big 4 firm with significant U.S. tax practice. Senior SSA team member Xiaoxiao Corbell previously worked at Deloitte Tax LLP in Denver. Competes for higher-end individual and mid-market tax engagements.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services firm targeting small businesses. Represents the automation-led competitor model that could compress pricing on SSA's commoditized services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 SSA