Pozerski Hatch & Company

What Pozerski Hatch & Company does

Pozerski Hatch & Company, P.C. is a privately-held Certified Public Accounting professional corporation headquartered at 100 Ledgewood Place, Suite 304, in Rockland, Massachusetts. The firm was established in 2020 when Traci Pozerski and Michelle Hatch — Bentley University alumni who had worked together for 14 years at a regional accounting firm — formed a partnership, with Christopher Ernest joining as the third partner in 2022. Operating from a single Massachusetts location with a team of approximately 12 people (3 partners, 5 managers/supervisors, 2 staff accountants, and 2 administrative staff), the firm delivers services in a direct-to-client engagement model where CPAs serve end clients personally.

The firm's core offerings are individual and business tax preparation, audit/review/compilation engagements, tax planning and forecasting, and employee benefit plan services. Client segments span individuals, closely held businesses (C corporations, S corporations, LLCs, partnerships, and sole proprietorships), not-for-profit organizations, and ERISA-covered employee benefit plans. Service delivery is supported by a computerized office environment and two third-party platforms: SafeSend Returns for secure electronic tax return delivery with on-screen review, IRS-compliant e-signatures, and integrated e-payment, and ClientAxcess for secure document exchange with clients.

Revenue is generated entirely through professional services fees based on engagement scope and complexity, with no publicly disclosed pricing. The firm reaches prospective and existing clients through a content-marketing website, monthly client newsletters, and a suite of free online financial calculators. The firm has no institutional investors, no parent company, no patents or trademarks, and no disclosed revenue figure. Strategically, the focus is on stable, partner-led regional service delivery rather than scale, geographic expansion, or technology disruption.

Name

Pozerski Hatch & Company

Legal name

Pozerski Hatch & Company, P.C.

Website

https://phccpas.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Pozerski Hatch & Company, P.C. is a Rockland, Massachusetts-based CPA firm offering tax preparation, audit/review/compilation, and tax planning services to individuals, closely held businesses, not-for-profit organizations, and employee benefit plans, delivered by a three-partner, 12-person team.

Ownership category

akta.pro rank

Headquarters

HQ city

Rockland

HQ country

United States

HQ region

North America

Offices1 record

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. Tax Preparation Services: Tax return filing and tax planning for individuals; corporate and partnership tax return filing; serving closely held businesses, non-profit organizations and employee benefit plans.
2. Audit/Review/Compilation Services: Financial statement audit, review or compilation services for privately held companies, non-profit organizations and employee benefit plans.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Pozerski Hatch & Company, P.C. is a Certified Public Accounting firm providing tax preparation, tax planning, and audit/review/compilation services. The firm serves individuals, closely held businesses (C corps, S corps, LLCs, partnerships, sole proprietors), not-for-profit organizations, and employee benefit plans from its Rockland, Massachusetts office.

Product overview

Pozerski Hatch & Company, P.C. is a Certified Public Accounting firm offering a unified suite of accounting and tax preparation services for individuals, closely held businesses, and not-for-profit organizations. The core service portfolio consists of audit/review/compilation, business tax returns, individual tax preparation, and tax planning. The firm supplements its core services with SafeSend Returns for secure electronic tax return delivery and a comprehensive library of financial calculators for client use. Services are delivered from a computerized office with internet access, providing accurate and efficient state-of-the-art service at competitive pricing.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Tax Preparation Federal and State tax return preparation for individual taxpayers, including analysis of withholdings to identify potential future tax surprises and minimization of tax liability. Returns are filed electronically.
• Business Tax Returns Small business tax return preparation and filing for C corporations, S corporations, Limited Liability Companies, partnerships, and sole proprietors. Includes both Federal and State tax return preparation.
• Audit/Review/Compilation Services Financial statement audit, review, and compilation services for privately held companies, nonprofit organizations, and employee benefit plans.
• Tax Planning Services Tax planning and forecasting services for individual and small business clients, including long-term tax strategizing, annual tax forecasting, and mid-year tax planning reviews.

Quantifiable outcome

• Thousands of individual and business tax returns prepared and filed over firm's history

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• SafeSend ReturnscoreTechnology or IntegrationPozerskiHatch partners with SafeSend Returns to provide secure, electronic tax return delivery system for clients. The platform offers guided on-screen review of returns, IRS-compliant e-signatures on e-file authorization forms (Form 8879), options for making tax payments, and automatic delivery back to the firm. Features include accessibility across computers, smartphones, and tablets without requiring account setup.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services for startups and small businesses. Represents the emerging software-augmented model that could disrupt traditional CPA firm delivery for the firm's business client segment.

Direct peers

• DiCicco, Gulman & Company: Boston-based CPA firm providing audit, tax, and advisory services to closely held businesses, non-profits, and high-net-worth individuals. Comparable in geography, client mix, and full-service professional offerings.
• Pallares & Company: Small Massachusetts-based CPA firm providing tax, audit, and advisory services to individuals and closely held businesses. Closely comparable in size, geography, and service scope.
• AAFCPAs: AAFCPAs is a Massachusetts-based CPA and business advisory firm serving closely held businesses, non-profits, and individuals. Highly comparable regional peer with similar service mix (audit, tax, advisory) and target client segments.
• KBF CPAs: Small New England CPA firm offering tax, audit, and consulting services to closely held businesses, individuals, and non-profits. Similar boutique scale and service portfolio targeting the same SMB segment.

Broad incumbents

• H&R Block: National mass-market tax preparation franchise with DIY software and in-person services. Represents the lower-end competitive pressure on individual tax-prep pricing for routine filings.
• Marcum LLP: Top-15 U.S. accounting firm offering audit, tax, and advisory services across closely held businesses, non-profits, and individuals. Represents the larger-tier competitive pressure the firm faces when clients outgrow boutique capacity.
• Withum: Mid-Atlantic-rooted national accounting and advisory firm serving SMBs, non-profits, and high-net-worth individuals with full-service offerings. Comparable mid-tier competitor for clients graduating from small CPA firms.
• CLA (CliftonLarsonAllen): Top-10 U.S. accounting firm with strong SMB, non-profit, and individual practice serving closely held businesses across the U.S. Comparable at the service-line level for clients that grow beyond boutique capacity.

Regional players

• Greenough Brandewyn & Co. Regional CPA and business advisory firm serving private companies, individuals, and non-profits primarily in adjacent New England states. Comparable boutique professional services model with similar client mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/TaxingTimes101
• LinkedInlinkedin.com/company/pozerski-hatch-company-p-c

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Pozerski Hatch & Company