Anne Ross CPA

What Anne Ross CPA does

Anne Ross CPA LLC is a privately-held, founder-operated accounting firm headquartered at 6619 N Scottsdale Rd, Suite 16, Scottsdale, Arizona. The firm is structured as an LLC with no parent company, external investors, or subsidiaries disclosed. Headcount is reported at 1-10 employees, consistent with a sole-practitioner or small-partner local CPA practice.

The firm provides a full-service suite of professional accounting and tax services, including bookkeeping, accounting, payroll, restructuring, assurance, estate planning, trust planning, and tax management. It serves two primary customer segments in roughly equal importance: individuals and professionals seeking personal tax and accounting help, and small to mid-size businesses across Arizona requiring business accounting, tax planning, and financial management. The go-to-market is sales-led and direct, with client engagement delivered in-person at the Scottsdale office and supplemented by a website containing downloadable IRS forms, financial calculators, tax tips segmented by individual/business/financial topics, and a client login portal. A newsletter subscription channel supports mid-funnel engagement.

The underlying technology is standard third-party accounting and tax preparation software; the firm has no proprietary platform, no public API, no mobile app, and no disclosed AI/ML capabilities. Revenue is generated through professional services fees (pricing not publicly disclosed), with no alternative revenue streams such as software licensing, subscription products, or advisory retainers disclosed. Operating status is active as indicated by a maintained website with a 2026 copyright notice, and the firm explicitly markets Arizona-specific tax credit expertise as a differentiator.

Name

Anne Ross CPA

Legal name

Anne Ross CPA LLC

Website

https://annerosscpa.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Anne Ross CPA LLC is a privately-held, single-office CPA firm in Scottsdale, Arizona, providing bookkeeping, tax, payroll, assurance, estate, and trust services to individuals and small-to-mid-size businesses across Arizona using standard accounting software and direct client engagement.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Trust, Fiduciary, and Custody Activities (523991)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Tax preparation services
• Accounting services
• Payroll management
• Estate planning
• Small business accounting

Headquarters

HQ city

Scottsdale

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. Accounting and Tax Services: Professional accounting services including tax preparation, financial guidance, and business advisory services for individuals and businesses throughout Arizona.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Anne Ross CPA LLC is a full-service accounting firm offering bookkeeping, accounting, payroll, tax preparation, tax planning, assurance, estate and trust planning, restructuring, and business advisory services to individuals and small-to-mid-size businesses throughout Arizona. The firm delivers personalized, professional financial guidance and supplements its services with online resources including downloadable tax forms, publications, financial calculators, and tax tips.

Product overview

Anne Ross CPA LLC is a single, unified accounting services firm offering professional accounting and tax-related services. The firm provides personalized accounting guidance, tax preparation and planning services, and online resources including downloadable tax forms, publications, and financial calculators. The product portfolio consists of a single core service offering: professional accounting and tax services delivered directly to clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Bookkeeping Services Professional accounting and bookkeeping services for individuals and businesses throughout Arizona, including general ledger maintenance, financial statement preparation, and ongoing recordkeeping.
• Tax Preparation and Planning Services Tax preparation and tax planning services for individuals and businesses, including Arizona-specific tax credit guidance, delivered through direct CPA engagement.
• Payroll Management Services Payroll processing and administration services for small and mid-size businesses in Arizona.
• Assurance Services Assurance and attest services provided to clients requiring independent review or examination of financial statements.
• Estate and Trust Planning Services Estate planning and trust planning services for individuals seeking to structure assets and succession plans.
• Business Restructuring and Advisory Services Business advisory and restructuring services for businesses in Arizona, including financial decision-making support and business guidance.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights2 records

Emerging players

• Bench: Cloud-based bookkeeping and tax preparation platform for small businesses. Competes with traditional small-firm bookkeeping/tax offerings through software-driven delivery, relevant to Anne Ross CPA's SMB bookkeeping line.
• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services startup targeting SMBs. Represents the emerging digital-native competitor threatening traditional local CPA firms like Anne Ross CPA in the same SMB accounting segment.

Broad incumbents

• Eide Bailly: Top-20 US accounting firm with strong Western US presence including Phoenix. Offers overlapping tax, audit, and advisory services to individuals and SMBs, but at much larger scale than Anne Ross CPA.
• CliftonLarsonAllen (CLA): Large US accounting and advisory firm serving SMBs and individuals with full-service tax, accounting, and wealth advisory. Broad incumbent with similar service breadth but national scale.
• Wipfli: Top-25 US accounting and consulting firm with significant SMB and individual tax practice. Overlaps directly with Anne Ross CPA's service categories while operating at much larger scale.
• Andersen Tax: International tax and advisory firm with US member firm serving individuals and businesses on tax planning, trust/estate, and compliance. Competes in the higher-end tax and trust planning niche Anne Ross CPA addresses.
• Plante Moran: Major US CPA and business advisory firm serving middle-market and SMB clients with tax, assurance, and consulting. Comparable service categories but enterprise-scale delivery.

Direct peers

• Henry+Horne: Arizona-based full-service CPA and advisory firm serving individuals and businesses across the Phoenix/Scottsdale metro. Closely comparable in geography, service breadth (tax, audit, advisory), and SMB/individual client mix to Anne Ross CPA.
• Gustafson + Company CPAs: Phoenix-based CPA firm providing tax, accounting, and advisory services to individuals and small businesses in Arizona. Closely matches Anne Ross CPA's local-market positioning and client segment.
• BeachFleischman CPAs & Advisors: Arizona-headquartered CPA firm with offices in Tucson and Phoenix offering tax, assurance, and business advisory to individuals and SMBs. Directly comparable target market and service portfolio to Anne Ross CPA.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/anne-ross-cpa-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Anne Ross CPA