What Ducote & Company does

Ducote & Company is a privately-held Certified Public Accountant (CPA) firm headquartered in Marksville, Louisiana, founded in 1997 and operating with 1-10 employees. The firm provides traditional professional tax and accounting services to individual clients and small businesses across southeast Louisiana, including tax preparation and planning, bookkeeping, financial statement preparation, retirement and estate planning, business succession planning, assurance, and advisory. There is no software product platform; service delivery is built around in-person consultations at the single Marksville office, supplemented by a secure client login portal for document exchange and communication.

The firm's underlying technology footprint is minimal and consistent with a traditional small practice: a website built on a Thomson Reuters "Web Builder CS" template, a client login for document sharing, and a static content library (financial guides, tax tips, tax rates, due dates, retention guides, IRS forms, financial calculators, and a newsletter subscription). No APIs, integrations, mobile applications, AI/ML capabilities, or proprietary software are disclosed. Certifications, patents, partnerships, and parent/subsidiary relationships are absent from the source material.

The business model is professional services billing. Pricing is not publicly disclosed and is structured on a quote/engagement basis typical of CPA firms. Go-to-market is sales-led and relationship-led, driven by direct client relationships, referrals, and local brand presence, with content marketing and a newsletter used as supplementary top-of-funnel and retention channels. Revenue concentration is split horizontally across individual clients and business clients, though no customer logos, case studies, segment revenue splits, or ARR figures are disclosed. The firm is independently owned with no institutional, venture, or private equity backing indicated.

Name

Ducote & Company

Legal name

Ducote & Company

Website

https://ducoteco.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

Ducote & Company is a privately-held CPA firm in Marksville, Louisiana, founded in 1997. It provides tax preparation, bookkeeping, financial statement preparation, retirement and estate planning, assurance, and advisory services to individual and small-business clients across southeast Louisiana.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)

SIC

Finance Services (6199)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Financial advisory
• Retirement planning
• Estate planning

Headquarters

HQ city

Marksville

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

Revenue model

1. Professional Tax Services: Tax preparation and planning services for individuals and businesses
2. Accounting Services: Financial statement preparation, bookkeeping, and accounting services

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Ducote & Company is a Marksville, Louisiana-based Certified Public Accounting (CPA) firm founded in 1997 that delivers tax preparation and planning, accounting and bookkeeping, financial advisory, retirement planning, estate planning, and business succession services to individual and small-business clients. The firm operates as a small, locally rooted practice (1–10 employees) offering personalized, year-round financial guidance rather than seasonal filing-only support.

Product overview

Ducote & Company is a professional tax and accounting firm offering traditional CPA services including tax preparation, financial advisory, and accounting services. The firm provides client resources such as tax tips, financial guides covering banking, insurance, life events, and taxes, along with tax tools including calculators, due dates, and retention guides. The company does not offer a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation and Planning Year-round tax preparation and proactive tax planning services for individual taxpayers and small businesses, including individualized tax tips for each segment.
• Accounting and Bookkeeping Ongoing accounting and bookkeeping support to help small-business clients maintain accurate financial records, reconcile accounts, and produce financial statements.
• Financial Advisory Services Advisory services helping clients with financial decision-making, including financial tools and resources available through the firm's website.
• Retirement Planning Retirement planning services to help individual clients prepare financially for retirement through tax-aware saving and income strategies.
• Estate Planning Estate planning services to assist clients with wealth transfer, beneficiary planning, and related tax considerations.
• Business Succession Planning Business succession planning services to help business owners plan for ownership transitions, continuity, and related tax structuring.

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

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm providing tax, audit, advisory, and wealth advisory services to mid-market individuals and businesses. Comparable services but at significantly greater scale and broader geographic reach.
• PwC: Big Four accounting and advisory firm providing tax preparation, compliance, retirement and estate planning, and business advisory. Overlaps with Ducote & Company's full-service offering for higher-end clients.
• Deloitte: Big Four professional services firm offering tax, audit, advisory, and consulting services including personal financial planning and wealth advisory. Comparable capabilities across all of Ducote's service lines but at vastly greater scale.
• RSM US: Major mid-market accounting and consulting firm delivering tax, audit, and advisory services to middle-market businesses. Comparable service portfolio to a full-service CPA firm like Ducote & Company.
• BDO USA: Global mid-tier accounting and advisory firm serving mid-market clients with tax, audit, and consulting services. Comparable in service mix but operates across many markets and segments.

Direct peers

• Padgett Business Services: Franchised accounting and tax services network focused on small businesses, offering bookkeeping, tax preparation, and advisory — directly comparable to Ducote & Company's small-business accounting segment.
• Liberty Tax Service: Franchised retail tax preparation chain offering individual and small-business tax filing services. Closely comparable to Ducote & Company on service scope and customer segment.
• H&R Block: National tax preparation chain serving individuals and small businesses with similar tax-preparation, filing, and basic advisory services. Comparable on core tax prep and small-business client segment, though it operates at vastly greater scale.
• Jackson Hewitt Tax Service: Franchised tax preparation network serving individual and small-business taxpayers with similar core services to Ducote & Company. Directly comparable on tax-prep delivery model and target customer base.

Regional players

• Insperity: HR and business performance solutions provider that bundles payroll, benefits, and accounting-adjacent back-office services for small and mid-sized businesses — a partial competitor and adjacent service provider to small CPA practices like Ducote & Company.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 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 Ducote & Company