What CG Uhlenberg does

CG Uhlenberg LLP is a private certified public accounting partnership founded in 1927 in San Mateo, California, serving the San Francisco Bay Area for nearly a century. The firm offers a full suite of professional services organized into three practice areas: Tax Services (private, corporate, and international tax preparation and planning, including IRS representation and FIN 48 analyses), Accounting Services (QuickBooks bookkeeping supervision, financial statement preparation, and fiduciary court accounting for conservators and trustees), and Advisory Services (small business consulting, economic damages assessment, and litigation support). Its client base spans individual taxpayers, small to mid-sized businesses (S-corps, C-corps, partnerships, LLCs), multi-state corporations, multinational companies with foreign affiliates, venture-backed startups, real estate investors, and estates/trusts/fiduciaries. Multilingual capabilities in Mandarin and Chinese dialects serve a notable portion of cross-border and Asian-American clientele.

The firm's operating model is highly relationship-driven and service-led, with services delivered through in-person consultations at the San Mateo headquarters, telephone communications, and a ClientAxcess secure portal for document exchange. Technology usage is limited to industry-standard tools — QuickBooks for bookkeeping review and ClientAxcess for client interactions — with no proprietary platforms, APIs, or AI/ML capabilities disclosed. The four-partner team plus supporting staff of tax advisors, accountants, and consultants brings credentials from PricewaterhouseCoopers and Fortune 500 firms (Cisco, Borland, Mercury Interactive), providing specialization in international tax, transfer pricing, stock option planning, 1031 exchanges, and high-tech/startup engagements.

CG Uhlenberg generates revenue through fee-for-service professional engagements with pricing tailored to client complexity, marketed primarily via word-of-mouth referrals, professional association memberships (AICPA, California Society of CPAs), and a basic content website. The firm maintains no disclosed revenue figures, has no subsidiaries or parent organization, and has not pursued external funding. Its distribution is exclusively direct, with no third-party resellers or partners, and its geographic focus remains the California market with multi-jurisdictional tax work for clients operating across state lines and internationally.

Name

CG Uhlenberg

Legal name

CG Uhlenberg LLP

Website

https://cgucpa.com

Company type

Private

Founded year

1927

Operating status

Operating

Headcount range

1–10 employees

Short description

CG Uhlenberg LLP is a privately held, Bay Area-based CPA partnership founded in 1927, offering tax, accounting, and advisory services to individuals, small businesses, high-tech companies, venture-backed startups, and fiduciary clients through four partners and supporting staff.

Ownership category

akta.pro rank

Headquarters

HQ city

Belmont

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, Others

Revenue model

1. Tax Services: Income tax preparation and planning services for individuals, corporations, estates, trusts, LLCs, and partnerships. Includes advanced tax planning to minimize future taxes and IRS representation.
2. Accounting Services: Bookkeeping supervisory services, financial statement preparation, and fiduciary accounting (court/trust/estate accounting) for conservators and trustees.
3. Advisory Services: Business advisory services including strategic planning, economic damages assessment, and consulting for small businesses.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

CG Uhlenberg LLP is a full-service CPA firm offering tax planning and preparation, accounting and bookkeeping, business advisory, international taxation, fiduciary accounting for estates and trusts, and business valuation and litigation support. The firm serves individuals, small-to-mid-sized businesses, multinational corporations, estates, trusts, and fiduciaries, with industry focus on high-tech, real estate, and venture-backed startups.

Product overview

CG Uhlenberg is a full-service certified public accounting firm offering a unified suite of professional services rather than a modular software platform. The firm's core offerings comprise three interconnected service lines: Tax Services (covering private, corporate, and international tax planning and compliance), Accounting Services (including QuickBooks bookkeeping support, financial statement preparation, and fiduciary court accounting), and Advisory Services (small business consulting and litigation support). These services are delivered by a team of four partners and staff accountants, with specialization in areas including international tax, high-tech companies, estates and trusts, and venture-backed startups.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Tax Planning & Preparation
• Business Tax Planning & Preparation
• Business Advisory Services
• Accounting & Bookkeeping Services
• International Taxation
• Fiduciary Accounting for Estates & Trusts
• Business Valuation & Litigation Support Business valuation services and related litigation support for clients involved in disputes, transactions, or fiduciary matters.

Quantifiable outcome

• Multi-generational client relationships spanning decades

Named customers4 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

Integration2 records

Partnerships

Two partnerships are on record, tiered core.

• American Institute of Certified Public Accountants (AICPA)coreOthersProfessional association membership providing credibility, professional standards, and access to resources. CG Uhlenberg references AICPA materials and guidelines for client education.
• California Society of Certified Public AccountantscoreOthersState-level professional association membership for CPAs in California. Supports professional development and networking within the state.

Scale indicators3 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Armanino LLP: Large Bay Area-based accounting and advisory firm with deep practices in private business, technology, and HNW clients — comparable to CG Uhlenberg's core segments but at significantly larger scale, making it a relevant direct peer for category-level comparison.
• Withum: National accounting and advisory firm with strong private business, HNW, and technology practices — comparable to CG Uhlenberg's service mix and segment orientation.
• Frank, Rimerman + Co. LLP: Silicon Valley-based CPA and advisory firm serving private businesses, HNW individuals, and venture-backed companies — directly comparable to CG Uhlenberg in terms of Bay Area focus, client mix (tech, venture, HNW), and partner-led service model.
• Marcum LLP: National CPA and advisory firm with significant Bay Area presence serving private businesses, HNW individuals, and family offices — comparable to CG Uhlenberg's HNW/private client focus at a much larger scale.
• Moss Adams LLP: West Coast-focused CPA and advisory firm with strong practices in private business, technology, and HNW tax — directly comparable to CG Uhlenberg's client segments and Bay Area/West Coast orientation.
• Sensiba San Filippo LLP: Bay Area-based CPA firm serving private businesses, technology companies, venture-backed startups, and HNW clients — directly comparable to CG Uhlenberg in geography, target segments, and service mix (tax, accounting, advisory).
• BPM LLP: Bay Area-headquartered full-service CPA and advisory firm serving private businesses, venture-backed companies, and HNW clients — closely comparable to CG Uhlenberg in geography, client mix, and partner-led engagement model.

Broad incumbents

• BDO USA: Global accounting and advisory firm with a substantial Bay Area presence serving private businesses and HNW clients. Overlaps with CG Uhlenberg in private client services but operates at much larger scale and across a broader portfolio.
• RSM US LLP: Global middle-market accounting firm serving private businesses, venture-backed companies, and HNW clients — overlaps with CG Uhlenberg's segment focus but operates at significantly larger scale.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services firm targeting venture-backed startups and tech SMBs — directly competes with CG Uhlenberg's startup and high-tech accounting segment through a software-augmented service model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 CG Uhlenberg