Ciccone, Koseff & Company

Name

Ciccone, Koseff & Company

Legal name

Ciccone, Koseff & Company, Certified Public Accountants

Website

https://ckccpas.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Beach Haven

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Accounting Services: Full-service accounting firm providing a complete range of services to individual, business and corporate clients. Services include tax preparation, financial planning, audit representation, and business consulting. Revenue is generated through professional service fees for ongoing advisory relationships and project-based engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Ciccone, Koseff & Company is a full-service Certified Public Accounting firm delivering tax preparation and planning, financial planning, audits, forensic accounting and litigation support, business formation and advisory services, and estate/trust planning to individual and business clients. The firm operates as a partnership-style CPA practice offering partner-level engagement on each client matter, with a single office in Ocean County, New Jersey.

Product overview

Ciccone, Koseff & Company is a full-service Certified Public Accounting firm offering a comprehensive suite of professional services. The firm operates as a unified service practice rather than a software product company, providing Individual Income Tax Services, Personal Financial Services (including Estate & Trust Planning and Investment Advisory through Park Piedmont Advisors), Corporate/Partnership/LLC Taxation, Business Planning, Compilations/Reviews/Audits, Litigation Support Services (including Forensic Accounting), QuickBooks Setup & Training, and general Sound Financial Advice. The service portfolio is organized around tax preparation and planning, financial planning, and business advisory services, with Raymond R. Ciccone and Helene Koseff as the primary partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Income Tax Services Federal and State Income Tax Preparation for individual taxpayers, including Multi-State Tax Issues, Tax Planning Strategies, Like-kind Exchange Planning, Complex Realty Transactions, and IRS Audit Representation. Designed for individual clients needing complex personal tax compliance and planning.
• Personal Financial Services Comprehensive personal financial services for individuals including Estate & Trust Planning, Insurance, Divorce & Domestic Relations Issues support, and Bankruptcy assistance. Investment Advisory is offered through affiliated partner Park Piedmont Advisors, LLC.
• Corporate, Partnership and LLC Taxation Business tax services for corporations, partnerships, and LLCs including assistance with business formation and entity selection, tax planning for shareholder income, federal and state business tax preparation, sales tax compliance, IRS and state representation, and Offer and Compromise settlement.
• Business Planning Formal business plan development, forecasting, pro-forma analysis, and cash flow/budgeting analysis for business clients needing forward-looking financial planning.
• Compilations, Reviews, & Audits Financial statement preparation and specialized financial reporting services, including compilations, reviews, and audits for business and corporate clients.
• Litigation Support Services Expert witness services, forensic accounting, and professional litigation displays for legal proceedings. Targets attorneys and parties in disputes requiring financial expertise.
• QuickBooks Setup & Training Bookkeeping system setup and implementation, including QuickBooks configuration and training for clients, designed for small and mid-sized business clients.
• Sound Financial Advice Services Business advisory services including Acquisitions & Dispositions, Business Valuations, Cost Controls, Debt Restructuring, and Employee Benefits consulting for business and individual clients.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• Park Piedmont AdvisorscoreStrategic or Co-development PartnerInvestment Advisory Services offered through Park Piedmont Advisors, LLC. George Gotthold serves as an Investment Advisor Representative. This partnership extends the firm's service capabilities to include portfolio design, asset allocation, retirement planning, and investment management for clients.
• Forensic Accounting GroupminorOthersRelated professional services firm specializing in forensic accounting and litigation support. Referenced as a useful link for clients needing specialized forensic investigation services beyond standard accounting.

Recent moves4 records

Expansion highlights2 records

Direct peers

• Wiss & Company: Wiss & Company is a New Jersey-based CPA and business advisory firm providing tax, audit, accounting, and consulting services to individuals and businesses in the Mid-Atlantic. Comparable in regional footprint and full-service CPA+advisory positioning to Ciccone, Koseff & Company.

Broad incumbents

• Withum: Withum is a New Jersey-headquartered full-service CPA and advisory firm offering tax, audit, business advisory, forensic and litigation support — the closest scaled analog of Ciccone, Koseff & Company's service mix in the same home state. They are a regional incumbent rather than a direct size-peer but compete for many of the same NJ clients.
• CohnReznick: CohnReznick is a top-tier national CPA and advisory firm with major New Jersey offices, offering tax, audit, forensic, litigation support, and business advisory services. Competes with Ciccone, Koseff & Company for mid-market NJ businesses and affluent individuals needing full-service tax and advisory support.
• Marks Paneth: Marks Paneth (now MP) is a NY/NJ-based accounting and advisory firm offering tax, audit, forensic accounting, litigation support, and business valuation services. Comparable service mix to Ciccone, Koseff & Company including the forensic/expert-witness specialty, serving similar NY/NJ closely-held and high-net-worth clients.
• BDO USA: BDO USA is the US member of a global accounting network, with major NJ offices offering tax, audit, advisory, and forensic services to mid-market companies and high-net-worth individuals. A scaled CPA/audit incumbent operating in the same NJ market as Ciccone, Koseff & Company.
• PKF O'Connor Davies: PKF O'Connor Davies is a mid-Atlantic and Northeast CPA and advisory firm with tax, audit, forensic accounting, and business valuation practices serving closely-held businesses and high-net-worth individuals — overlapping Ciccone, Koseff & Company's client base and forensic/litigation niche.
• Marcum LLP: Marcum LLP is a large Northeast-anchored CPA and advisory firm with significant NJ presence providing tax, audit, forensic accounting, business valuation and litigation support. A scaled peer offering the same service categories Ciccone, Koseff & Company provides to its small/mid-market client base.
• CliftonLarsonAllen (CLA): CLA is a top-10 US accounting and advisory firm providing tax, audit, wealth advisory, and business consulting to closely-held businesses and individuals nationally. Operates in the same professional-services space as Ciccone, Koseff & Company with a much broader geographic and capability footprint.

Others

• Forensic Accounting Group: Forensic Accounting Group is the related professional-services referral partner linked from ckccpas.com, specializing in forensic investigation and litigation support. It is an OTHERS-type ecosystem participant that complements rather than competes with Ciccone, Koseff & Company's forensic practice.
• Park Piedmont Advisors: Park Piedmont Advisors is the SEC-registered investment-advisory firm through which Ciccone, Gotthold & Koseff offer portfolio design, asset allocation, retirement and investment management services. They are an explicitly named strategic partner, not a competitor, enabling the firm's investment-advisory offering.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/pages/Ciccone-Gotthold-Koseff-Cpas/160731470615575

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 Ciccone, Koseff & Company