AFP Saddington

What AFP Saddington does

AFP Saddington LLP (AFPS) is a privately held Certified Public Accountants firm organized as a California limited liability partnership and headquartered at 18201 Von Karman Avenue, Suite 450 in Irvine, California. Founded in 1987, the firm operates with 11–50 employees and provides a focused suite of tax services: Income Tax Planning, Tax Return Compliance, Tax Strategies (including Excel-based proforma analysis for transaction structuring), and Tax Controversy representation before the IRS and state taxing authorities. A secondary Invoice Item online payment portal handles client remittances.

The firm's competitive position rests on a four-partner leadership team averaging 20–30+ years of public accounting experience, with deep specialization in partnership taxation, real estate (including REITs, developers, and Section 1031 exchanges), high-net-worth and family-office tax/estate planning, and M&A/corporate restructuring. Its core technology is proprietary Excel modeling templates and on-premise systems that support off-site client engagement; the firm does not operate a software platform, expose APIs, or deploy AI/ML tooling. Service delivery is direct and relationship-led, with engagement initiated via phone, email, or website contact forms.

AFPS earns revenue through professional service fees billed on a quote basis that varies by client complexity and scope; pricing is not publicly disclosed. Go-to-market relies on partner-led referrals, a topical tax blog, and organic social presence (LinkedIn, Instagram, Facebook), with all service delivery restricted to the United States and a primary market focus on California. No venture, private equity, or institutional ownership is indicated, and no M&A, funding, or expansion activity is present in the source data.

Name

AFP Saddington

Legal name

AFP Saddington LLP

Website

https://afpscpa.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

AFP Saddington LLP is a privately held Irvine, California-based CPA firm providing tax planning, compliance, controversy representation, and Excel-based tax strategy services to high-net-worth individuals, family-owned businesses, real estate developers, REITs, and small-to-mid-size corporations.

Ownership category

akta.pro rank

Product category

Tax & Accounting Services

NAICS

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

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Tax planning services
• Tax compliance services
• Tax controversy representation
• Partnership taxation
• High net-worth tax advisory

Headquarters

HQ city

Irvine

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 Tax Services: Revenue generated from providing tax preparation, tax planning, tax strategy consulting, and tax controversy representation services to individuals and businesses.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

AFP Saddington LLP is a Certified Public Accountants firm providing tax-focused professional services including income tax planning, tax return compliance, tax strategies using proprietary Excel-based proforma analysis, and tax controversy/audit representation. The firm serves high net-worth individuals, family-owned businesses, real estate developers, investors, REITs, and small-to-mid-size corporations and partnerships.

Product overview

AFP Saddington LLP is a certified public accounting firm offering a unified suite of tax-focused professional services. The core offerings include Income Tax Planning and Tax Return Compliance for comprehensive tax management, Tax Strategies utilizing advanced excel modeling and proforma analysis for business transactions, Tax Controversy representation for IRS and state audits, and an online Invoice Item payment service. The firm's services are delivered through their proprietary on-premise technology and off-site client interaction processes.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Tax Planning Proactive assessment of current tax picture and future tax planning to minimize taxes both short-term and long-term for individuals and businesses.
• Tax Return Compliance
• Tax Strategies
• Tax Controversy
• Online Invoice Payment Service

Quantifiable outcome

• Minimal client disruption during tax audits through start-to-finish handling

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 indicators2 records

Expansion highlights3 records

Direct peers

• Armanino LLP: Large California-headquartered CPA and business advisory firm with strong real estate and HNWI tax practices — same regional base as AFPS and overlapping client mix of family-owned businesses and real estate investors.
• Eide Bailly LLP: Top-30 U.S. accounting firm offering tax planning, compliance, and controversy services for closely held businesses and high-net-worth individuals — directly comparable service set to AFPS at a regional scale.
• Marcum LLP: Top-10 U.S. accounting firm with one of the largest dedicated real estate tax practices serving REITs, developers, and family offices — overlaps substantially with AFPS's core service lines (REIT tax, partnership taxation, HNWI planning).
• Withum Smith+Brown: Mid-market CPA and advisory firm with a nationally recognized real estate tax practice serving REITs, developers, and high-net-worth investors — directly comparable to AFPS's HNW/real estate tax specialty, with similar service mix but broader geographic footprint.
• CohnReznick: National CPA firm built around real estate, hospitality, and HNWI advisory with deep tax controversy and partnership tax expertise — closely comparable in target clients and tax service profile, but at larger scale.
• Crowe LLP: Major accounting firm with a dedicated real estate group serving REITs, developers, and family offices; offers tax planning, compliance, and controversy services analogous to AFPS's offerings, but at substantially larger scale.

Regional players

• Moss Adams LLP: Large West Coast-based CPA and advisory firm with strong HNWI and real estate tax practices — geographic peer to AFPS with overlapping target segments but operating at much greater scale.

Broad incumbents

• Deloitte Tax LLP: Big 4 tax practice serving large REITs, family offices, and HNWI clients — competes with AFPS for high-end real estate and estate tax engagements, but at significantly greater scale and resources.
• RSM US LLP: Top-5 U.S. accounting firm targeting mid-market companies with tax, audit, and advisory services — overlaps with AFPS in serving closely held businesses and real estate operators, but as part of a broader portfolio.
• BDO USA: Global accounting network with a meaningful U.S. real estate and HNWI tax practice — competes for the same REIT and family-office clients as AFPS, though as part of a much wider multi-service portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/AFPSllp
• LinkedInlinkedin.com/company/afp-saddington-llp
• Instagraminstagram.com/afpsllp

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 AFP Saddington