Oliver Rainey & Wojtek

What Oliver Rainey & Wojtek does

Oliver, Rainey & Wojtek LLP is a privately held CPA firm headquartered in San Angelo, Texas, with a second office in Burnet. Founded in 1979, the firm has operated continuously for more than 45 years as a partner-owned limited liability partnership serving clients across Texas, with no external institutional investment or parent company. The firm delivers traditional professional services — tax preparation and planning, accounting and bookkeeping, payroll processing, audit and attestation (audits, reviews, compilations), business valuation, and advisory (entity selection, succession planning, retirement planning). Its primary customer segments are professional service providers (attorneys, doctors, consultants), service-based small to medium businesses, multi-generational family businesses, and individual taxpayers.

The firm's technology layer is composed entirely of third-party, industry-standard platforms rather than proprietary systems. Core tools include CCH Axcess (Wolters Kluwer) for tax preparation and compliance, QuickBooks Online for small business bookkeeping, SurePayroll for payroll processing, SafeSend for secure client engagement and document exchange, Zoom for virtual meetings, and CPACharge for billing. The website itself is powered by Rightworks infrastructure. These integrations are positioned as a digital client experience rather than standalone products; the firm also operates a self-service Refund Tracker tool and a Client Portal for task and document management.

Revenue is generated through professional services fees on a per-engagement basis, with pricing not publicly disclosed and complex work billed hourly. The go-to-market motion is sales-led and relationship-driven, combining referrals, local Texas market presence at two physical offices, and an inbound content marketing program built around a 99+ article Resources Library and eBooks. The firm shows no disclosed revenue, no funding history, no M&A activity, and a stable leadership team anchored by partners including Jeffrey G. McCormick (Partner) and Jerry W. Wojtek (Of Counsel).

Name

Oliver Rainey & Wojtek

Legal name

Oliver, Rainey & Wojtek LLP

Website

https://orw.cpa

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

11–50 employees

Short description

Oliver, Rainey & Wojtek is a privately held Texas CPA firm (founded 1979) with offices in San Angelo and Burnet, providing tax, accounting, audit, business valuation, and advisory services to small businesses, family businesses, professional service providers, and individuals.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Payroll Services (541214)

SIC

Services-Management Services (8741)

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

akta.pro secondary industry

Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB)

Keywords

• Accounting services
• Tax preparation
• Audit services
• Business valuation
• Bookkeeping services

Headquarters

HQ city

San Angelo

HQ country

United States

HQ region

North America

Offices2 records

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. Professional Services Fees: CPA firm generating revenue through professional service fees for tax preparation, accounting, audit, and advisory services. Services are delivered to small businesses, professional service providers, family businesses, and individuals.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Oliver, Rainey & Wojtek is a Texas-based CPA firm delivering tax preparation and planning, accounting and bookkeeping, audit and attestation, business valuation, and advisory services to small and medium businesses, professional service providers, family businesses, and individuals. The firm pairs traditional in-person consultations at its San Angelo and Burnet offices with a digital-first delivery layer comprising engagement letter and document exchange via SafeSend, CCH Axcess for tax compliance, and QuickBooks Online and SurePayroll for bookkeeping and payroll.

Product overview

Oliver, Rainey & Wojtek is a CPA firm offering a unified suite of professional services centered on accounting, tax, and advisory offerings. The core portfolio consists of Accounting Services, Tax Services, Advice (advisory), Audit Services, and Business Valuations. The firm also provides a client-facing technology layer through SafeSend (a secure document exchange and eSign platform), a Client Portal for centralized task and document management, and a Refund Tracker tool. These technology offerings function as integrated client-facing modules rather than standalone software products, enabling the delivery of the firm's professional services.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Full-service accounting and bookkeeping for small and medium businesses including transaction classification, expense tracking, account reconciliation, payroll processing, compliance reporting (W-2s and 1099s), and accounts payable management.
• Tax Services Tax preparation and planning covering all federal and state forms with electronic filing, secure client record access, estimate payment reminders, annual tax planning, and quarterly estimation preparation for businesses and individuals.
• Advice (Business Advisory) Business advisory services including entity selection, business startup guidance, retirement plan selection, budgeting, strategic planning, financial planning, operations support, succession planning, and tax planning.
• Audit Services Financial statement assurance including audits (highest level of assurance), reviews (limited assurance), compilations, agreed-upon procedures, and internal control evaluations and documentation for lenders and other stakeholders.
• Business Valuations Business valuation services including conclusion of value (full valuation engagement) and calculation of value (tailored engagement with agreed-upon procedures) for business owners and stakeholders.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• SafeSendcoreTechnology or IntegrationSafeSend provides ORW's client portal platform for secure engagement letters, fillable organizers, tax document upload, and electronic signatures. This is a core technology partnership enabling ORW's digital-first client experience.
• CCH Axcess (Wolters Kluwer)coreTechnology or IntegrationCCH Axcess is the professional tax preparation and compliance software platform used by ORW for client tax return preparation and management.
• QuickBooks Online (Intuit)coreTechnology or IntegrationQuickBooks Online integration for small business bookkeeping and financial data synchronization with ORW's accounting services.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• BDO USA: Top-5 global accounting network with US member firm offering tax, audit, and advisory across all client sizes — competes for the upper end of ORW's family-business and mid-market client base.

Direct peers

• Eide Bailly: Top-20 US regional CPA firm offering the full tax, audit, advisory, and outsourced accounting stack to mid-market and family businesses — comparable service mix with broader geographic footprint.
• CliftonLarsonAllen (CLA): Top-10 US CPA firm focused on private businesses, family enterprises, and individuals with tax, audit, wealth advisory, and outsourced accounting — directly comparable service portfolio and client base.
• Wipfli: Top-20 US accounting and advisory firm serving mid-market businesses with tax, audit, and outsourced accounting — comparable service mix with a stronger outsourced accounting tilt.
• Whitley Penn: Texas-headquartered regional CPA firm offering audit, tax, advisory, and bookkeeping to SMBs and family businesses — directly comparable in geography, service mix, and target segment to ORW.
• Plante Moran: Top-15 US CPA firm providing tax, audit, accounting, and consulting to closely-held businesses and family enterprises — directly comparable in target market and service breadth.
• Carr, Riggs & Ingram (CRi): Top-25 US regional CPA firm providing tax, audit, accounting, and advisory to SMBs and family-owned businesses across the South and Southwest — highly comparable scale and service portfolio to ORW.
• FORVIS (formerly BKD): Top-10 US accounting firm resulting from BKD/HF Sinclair merger, providing tax, audit, and advisory to mid-market and family businesses — comparable professional services model at much larger scale.

Emerging players

• H&R Block: National retail tax preparation chain with digital and in-person service — competes directly with ORW in individual and small-business tax prep, primarily at lower price points and broader reach.
• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services firm targeting SMBs — competes with ORW in bookkeeping and basic tax prep for small businesses, but with a software-first delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php?id=100063640360461
• LinkedInlinkedin.com/company/oliver-rainey-&-wojtek-llp/mycompany/?viewAsMember=true

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Oliver Rainey & Wojtek