Weston & Associates

What Weston & Associates does

Weston & Associates, P.C. is a privately-held CPA firm headquartered in Munster, Indiana, founded in 1977 and serving local individuals and small-to-mid-sized businesses in Lake County, Indiana and adjacent Illinois suburbs. The firm offers five core services: federal, state, and local tax preparation and planning; payroll processing and payroll tax reporting; bookkeeping and write-up with monthly financial statements; strategic business consulting; and IRS, state, and local tax authority representation. Its clientele is almost entirely SMB — construction, food service, manufacturing, graphics/printing, and professional services — supplemented by individual tax clients.

The firm is led by Wanda Weston, CPA (Principal since 2006, joined 1985) and Bob Weston (full-time since 1999 overseeing operations), both Purdue University Calumet graduates. Service delivery is in-person at the Munster office and by phone, supported by an after-hours drop box and a basic website with appointment booking. No proprietary technology, APIs, mobile apps, or integrated platforms are disclosed; the firm relies on third-party payroll software for back-office operations.

The business model is a fee-for-service professional services model with no publicly disclosed pricing. Revenue is generated per engagement through tax preparation, ongoing bookkeeping, payroll cycles, consulting hours, and audit representation. The go-to-market is sales-led via direct referrals, free initial consultations, and the firm's website; no paid digital marketing, sales team, or channel partnerships are present. Ownership is entirely within the Weston family, with no external investors, no funding history, and no parent company. The firm is a member of the Indiana CPA Society and the American Institute of Certified Public Accountants.

Name

Weston & Associates

Legal name

Weston & Associates, P.C.

Website

https://cpaweston.com

Company type

Private

Founded year

1977

Operating status

Operating

Headcount range

1–10 employees

Short description

Weston & Associates, P.C. is a privately-held CPA firm in Munster, Indiana, founded in 1977, providing tax preparation, payroll, bookkeeping, business consulting, and IRS representation services to local individuals and small-to-mid-sized businesses in Lake County, Indiana and adjacent Illinois suburbs.

Ownership category

akta.pro rank

Headquarters

HQ city

Munster

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: The firm generates revenue through professional services including tax preparation, payroll processing, bookkeeping, and business consulting. Revenue is derived from service fees charged to individuals and businesses for financial advisory and representation services. The firm operates on a fee-for-service model typical of CPA firms.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Weston & Associates is a CPA firm that provides tax preparation and planning, payroll processing, bookkeeping, business consulting, and IRS/state/local tax authority representation services to individuals and small businesses in the Munster, Indiana area and adjacent Illinois suburbs. The firm delivers services through a small team of qualified professionals at its Munster, IN office, with free initial consultations offered before engagement.

Product overview

Weston & Associates P.C. is an accounting firm offering a unified suite of professional services for businesses and individuals. The portfolio consists of five core service offerings: Tax Services (preparation of Federal, state, and local tax returns with planning support), Payroll Services (state-of-the-art payroll processing and tax reporting), Bookkeeping/Write-Up (monthly financial statements and accounting support), Business Consulting (strategic decision-making support), and IRS/State/Local Representation (audit support and tax authority resolution). These services are delivered through a team of qualified professionals and are designed to help clients manage their financial activities from bookkeeping through tax compliance.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• 100% Customer Satisfaction
• +1 more outcomes

Named customers5 records

Segments2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves4 records

Expansion highlights2 records

Peers

• Intuit QuickBooks Live:

Broad incumbents

• CBIZ: National business advisory firm delivering tax, accounting, payroll, and consulting services primarily to SMBs and middle-market clients. Comparable service-line mix, materially larger scale.
• RSM US: Mid-market-focused accounting and consulting firm providing tax, audit, payroll, and business advisory to SMBs and growing companies. Directly comparable service portfolio to Weston & Associates, with a stronger middle-market tilt.
• BDO USA: Large national accounting and advisory firm offering tax, payroll, bookkeeping, and consulting services to SMBs and middle-market clients. Comparable to Weston & Associates in service mix (tax + advisory), but operates at far greater scale and geographic breadth.
• Rehmann: Midwest-based accounting, tax, and advisory firm with strong SMB and family-business focus, offering the same core suite of tax, payroll, bookkeeping, and consulting as Weston & Associates but across multiple offices.
• Wipfli LLP: Regional accounting and advisory firm serving SMBs across the Midwest with tax, bookkeeping, payroll, and business consulting services — a strong size and geography match for Weston & Associates' Indiana footprint.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm focused on privately held businesses and SMBs, providing tax, accounting, advisory, payroll, and consulting services. Closest scaled comparable to Weston & Associates in client segment and full-service offering.
• Marcum LLP: Major U.S. accounting and advisory firm providing tax, audit, and consulting to closely held businesses and SMBs — overlapping core offerings with Weston & Associates, particularly in tax compliance and business consulting.

Emerging players

• 1-800Accountant: Tech-enabled virtual accounting and tax services firm targeting U.S. SMBs with subscription-based bookkeeping, tax, and advisory services. Directly comparable SMB customer segment and service mix, but operates nationally via remote delivery.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Weston & Associates