Simmons & Company

What Simmons & Company does

Simmons & Company, A Professional CPA Corporation, is a privately held tax and accounting practice based in Salt Lake City, Utah, founded in 2002 by Marc L. Simmons, CPA. The firm delivers tax preparation, tax planning, estate and trust tax services, IRS representation, and multi-state tax work for individuals, businesses, and organizations. Its named customer verticals are dental and medical practices, professional service firms, high-net-worth individuals, trusts and estates, and real estate investors and owners. The practice operates out of a single location (P.O. Box 520580, Salt Lake City, UT 84152-0580) with three named personnel — a President/Shareholder, an Enrolled Agent, and an Operations Director — and serves clients throughout Utah and internationally on an as-referred basis.

The firm's technology stack is built on CCH computerized tax preparation and research software and a CCH-hosted secure online document sharing portal, supplemented by static client-facing resources (a PDF tax organizer, an events calendar, a federal forms/IRS publications library, and interactive financial calculators). These are industry-table-stakes client engagement tools rather than differentiated proprietary technology. No patents, proprietary platforms, or AI/ML capabilities are disclosed. Revenue is generated entirely through professional service fees for tax compliance and advisory work; pricing is not publicly disclosed and follows the quote-based engagement model typical for CPA firms.

The go-to-market is sales-led and relationship-driven: Marc L. Simmons works directly with clients, with new business sourced almost exclusively through professional referrals (attorneys, financial planners, insurance agents) and existing client referrals. The firm has no visible digital marketing, content distribution beyond tax briefings, paid advertising, or self-service channels. There is no evidence of institutional investment, external ownership, or expansion activity; Simmons & Company is structured as a sole-shareholder professional corporation with concentrated founder ownership and no disclosed subsidiaries, funding rounds, M&A, or geographic expansion beyond the original Salt Lake City base.

Name

Simmons & Company

Legal name

Simmons & Company, A Professional CPA Corporation

Website

https://simmonscpa.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Simmons & Company is a privately held Salt Lake City-based CPA firm founded in 2002 by Marc L. Simmons, CPA, providing tax preparation, planning, estate and trust services, IRS representation, and multi-state tax work for individuals, dental/medical practices, professional service firms, HNW clients, and real estate investors.

Ownership category

akta.pro rank

Product category

Tax Preparation and Planning Services

NAICS

Trusts, Estates, and Agency Accounts (525920), Trust, Fiduciary, and Custody Activities (523991)

akta.pro industry

PRIMARYFSAAANAA

Personal & Family Trust Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYFSAEAKAA

Personal Trust & Fiduciary Administration

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

Keywords

• Tax preparation services
• Tax planning services
• Estate tax planning
• IRS representation
• CPA accounting services

Headquarters

HQ city

Salt Lake City

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 Preparation and Planning Services: Professional tax preparation and planning services for individuals and businesses, including corporations, partnerships, LLCs, estates and trusts, and not-for-profit organizations. Revenue generated through professional service fees for tax compliance and advisory work.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Simmons & Company is a professional CPA corporation providing personalized tax preparation, tax planning, estate and trust tax preparation, IRS representation, and multi-state taxation services to individuals, corporations, partnerships, LLCs, estates and trusts, and not-for-profit organizations. The firm concentrates its expertise in dental and medical practices, professional service firms, high net worth individuals, trusts and estates, and real estate clients.

Product overview

Simmons & Company is a professional CPA corporation offering a unified suite of tax preparation and planning services rather than a software product platform. The firm's offerings center on professional tax services including tax planning, tax preparation, estate & trust tax preparation, IRS representation, and multi-state taxation issues. Supporting these core services, the firm provides client-facing digital tools including a Client Tax Organizer (PDF-based), an Events Calendar for tax deadlines, Federal Tax Forms & IRS Publications library, Financial Calculators across multiple categories (auto, business, debt, insurance, investment, loan, mortgage, personal finance, retirement, savings, and tax), and secure online document sharing. The services are not organized as a modular software platform but as a traditional professional services firm augmented with client-facing digital resources.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning Proactive tax planning services designed to minimize current and future tax liabilities through strategic planning and compliance with tax laws, delivered to individuals and businesses by Marc L. Simmons, CPA.
• Tax Preparation Computerized tax preparation for accurate and efficient preparation of returns for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations, using CCH tax preparation and research software.
• Estate & Trust Tax Preparation Estate and trust tax preparation and planning services that facilitate orderly transfer of assets, business continuity, and succession planning for individuals and estates.
• IRS Representation Representation services before federal and state tax agencies, leveraging the firm's extensive experience with taxing authorities to resolve client tax matters.
• Multi-State Taxation Preparation of multiple state income tax returns and state income tax minimization strategies for clients with income across multiple states, including multi-state and international tax situations.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• WithumSmith+Brown PC: Top-30 U.S. accounting and advisory firm with strong tax practice serving HNW individuals, professional services firms, and healthcare practices. Comparable verticals and tax-led service model but materially larger scale.
• Eide Bailly LLP: Top-20 U.S. accounting firm offering tax, audit, advisory, and wealth services across industries including HNW, healthcare, and professional services. Overlaps significantly in service lines and verticals but operates at much larger scale and as a full-service national platform.
• Crowe LLP: Top-10 U.S. accounting firm providing tax, audit, advisory, and consulting with strong HNW/private client practice. Overlaps in tax preparation, estate/trust, and HNW advisory but operates at national scale with thousands of professionals.
• RSM US LLP: Top-5 U.S. accounting firm providing tax, audit, and consulting with strong private client services including HNW individuals, trusts/estates, and healthcare practice owners. Comparable service mix but operates as a global platform.
• Marcum LLP: Top-10 U.S. accounting firm with strong tax and advisory practice serving HNW, family office, real estate, and professional services clients. Comparable in target segments but operates as a national full-service firm with hundreds of professionals.

Direct peers

• Porte Brown LLC: Mid-size Illinois-based CPA firm offering tax, accounting, and advisory services to closely held businesses and individuals. Closely comparable in size, service mix (tax preparation, planning, estate, multi-entity work), and traditional partner-led professional services model.
• Kreischer Miller: Mid-size Pennsylvania-based CPA and advisory firm serving closely held businesses and HNW clients across tax, audit, and wealth advisory. Comparable service mix and similar traditional partner-led model with strong HNW/trust practice.
• Clark Nuber PS: Pacific Northwest-based CPA and advisory firm with strong HNW, trusts/estates, and professional services practices. Comparable in vertical mix and client profile, slightly larger scale.
• Larson Gross PLLC: Mid-size Pacific Northwest CPA firm serving closely held businesses and individuals with tax, accounting, and advisory services. Comparable in size, geography (Western U.S.), and traditional relationship-led practice model.
• Mowery & Schoenfeld LLC: Small Illinois-based CPA firm providing tax, audit, and advisory services to closely held businesses and HNW individuals. Directly comparable in scale, vertical specialization (professional services, real estate, healthcare), and traditional service-led model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Simmons & Company