Lavin & Associates

What Lavin & Associates does

Lavin & Associates, Inc. is a privately held CPA and tax accounting firm founded in 1987, headquartered in White Plains, New York with a second office in Boca Raton, Florida. The firm provides individual and business tax preparation, ongoing bookkeeping and accounting, year-round tax consulting, IRS audit response and representation, and outsourced/fractional CFO services to high-net-worth individuals, small-to-medium-sized businesses, and independent professionals. Service delivery combines in-person consultations across both offices with a proprietary cloud portal, L&A Cloud, that enables clients to scan documents, review completed returns, sign electronically, and make remote payments. The firm also offers two subscription products, L&A Prepare (customizable monthly tax prep packages starting at $29) and L&A Guard (subscription-based IRS correspondence response), shifting a portion of revenue toward recurring monthly billing.

Lavin & Associates is family-owned and operated, with founder Dennis P. Lavin serving as President and Dennis P. Lavin II as Senior Vice President, indicating second-generation succession. The firm is a corporation domiciled in the United States, governed by Florida law per its terms and conditions, with no disclosed private equity, venture capital, or institutional ownership. Revenue is not disclosed; the employee count is bracketed at 11-50, and the firm claims nationwide service capability delivered through its two regional offices and the L&A Cloud platform. Distribution is traditional for a CPA practice: direct sales via office consultations, phone and email, and content marketing through an active blog and organic social channels (LinkedIn, Facebook) supported by local SEO.

Name

Lavin & Associates

Legal name

Lavin & Associates, Inc.

Website

https://lavinandassociates.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

Lavin & Associates is a privately held CPA firm founded in 1987 serving high-net-worth individuals, small-to-medium-sized businesses, and independent professionals across the U.S. from offices in White Plains, NY and Boca Raton, FL, offering tax preparation, bookkeeping, consulting, IRS representation, and outsourced CFO services delivered via its L&A Cloud platform.

Ownership category

akta.pro rank

Product category

Tax & Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro industry

PRIMARYBPAHABAC

Accounting & Bookkeeping Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Outsourced CFO services
• IRS audit representation
• Business tax consulting

Headquarters

HQ city

Bronx

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation and Filing Services: Fee-based tax preparation services for individuals and businesses, with pricing based on complexity and tax situation. Services include individual tax returns, business tax returns, and multi-state filings.
2. Tax Consulting Services: Ongoing tax advisory and planning services to help clients minimize tax liability, defer tax obligations, and ensure compliance. Offered as monthly retainer or per-engagement basis.
3. Outsourced CFO/Controller Services: Fractional CFO services for growing businesses requiring financial leadership without the cost of a full-time executive. Includes financial planning, budgeting, cash flow management, and strategic advising.
4. IRS Audit Representation: Professional representation services for individuals and businesses facing IRS audits, including response letter preparation, document gathering, and direct IRS communication.
5. Bookkeeping and Accounting Services: Ongoing bookkeeping, accounting, and record-keeping services to help businesses maintain accurate financial records, track income and expenses, and manage payroll.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Lavin & Associates is a CPA firm that prepares individual and business tax returns, delivers ongoing bookkeeping and accounting, provides tax planning consulting, represents clients in IRS audits, and supplies outsourced/fractional CFO services to small and mid-sized businesses. Services are delivered through its two physical offices and the proprietary L&A Cloud portal for remote document exchange, review, and e-signature.

Product overview

Lavin & Associates is a tax accounting firm offering a portfolio of professional services rather than a software product. The core service offering consists of Individual Tax Preparation, Business Tax Preparation, Bookkeeping & Accounting, Tax Consulting, Response & Representation (IRS audit representation), and Outsourced CFO (fractional CFO) services. These services are delivered through a cloud-based client portal called L&A Cloud, which enables document scanning, tax return review, electronic signing, and payment processing. The firm also offers two subscription programs: L & A Prepare (monthly payment plans starting at $29) and L & A Guard (IRS correspondence response services).

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Tax Preparation

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• CBIZ: National professional services firm delivering tax, accounting, advisory, and outsourced finance services to SMB and mid-market clients. Comparable as a broader incumbent offering overlapping fractional CFO and tax capabilities, but at materially larger scale than Lavin & Associates.
• KPMG US: Big Four accounting firm providing tax compliance, advisory, and outsourced finance services across the U.S., including New York and Florida offices that overlap Lavin & Associates' geographic footprint. Comparable only as an incumbent alternative for clients seeking tax and CFO services at much larger scale.
• RSM US: Global mid-market accounting and consulting network with significant U.S. tax and outsourced CFO practices targeting SMBs and entrepreneurial clients. Comparable service portfolio at the mid-market level, though with significantly broader geographic and capability footprint than Lavin & Associates.
• Marcum LLP: Top-20 U.S. accounting firm offering tax, audit, advisory, and outsourced CFO services to mid-market and SMB clients with strong presence in New York and Florida. Comparable as a scaled incumbent operating in the same regional markets and overlapping service categories.

Direct peers

• Grassi & Co. New York- and Florida-based accounting and business advisory firm serving SMBs and entrepreneurs across tax, accounting, and CFO services. Direct peer given overlapping geographic footprint (NY + FL) and service portfolio aligned with Lavin & Associates.
• Marks Paneth: Northeast-based accounting and advisory firm providing tax, bookkeeping, audit, and outsourced CFO services to closely held businesses and high-net-worth individuals. Comparable to Lavin & Associates on client profile, service mix, and regional orientation.
• Anchin, Block & Anchin: Mid-market New York-based accounting and advisory firm offering tax, audit, and outsourced CFO services to privately held businesses and high-net-worth individuals. Comparable to Lavin & Associates in geography, clientele, and full-service CPA offering.
• Citrin Cooperman: Northeast U.S. mid-market accounting, tax, and advisory firm serving individuals and SMBs. Closely comparable in service mix (tax prep, bookkeeping, outsourced CFO) and client size profile to Lavin & Associates, with a similar multi-office model in the New York region.

Emerging players

• Pilot.com: Tech-enabled outsourced bookkeeping, accounting, and CFO services company targeting venture-backed and growth-stage SMBs. Comparable to Lavin & Associates' outsourced CFO and bookkeeping offerings, but delivered through a software-led, scalable platform rather than a traditional CPA firm model.
• 1-800Accountant: Virtual accounting and tax services firm providing bookkeeping, tax preparation, and advisory to SMBs nationwide. Comparable to Lavin & Associates on the tax and bookkeeping service layer, with stronger digital acquisition and a national, cloud-first delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/lavinandassociates
• LinkedInlinkedin.com/company/lavin-&-associates
• Xx.com/LavinAssociates

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Lavin & Associates