Alta CPA Group
Alta CPA Group is a privately held CPA firm founded in 2017 and headquartered in Annapolis, Maryland, delivering audit, tax, outsourced accounting/CFO, and advisory services to nonprofits, labor unions, governments, employee benefit plans, and small businesses across the United States.
- Company typePrivate
- Founded2017
- HeadquartersAnnapolis, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Alta CPA Group does
Alta CPA Group is a privately held, founder-managed certified public accounting firm headquartered in Annapolis, Maryland, founded in 2017. The firm delivers audit and attestation, tax preparation and planning, outsourced accounting and CFO services, and consulting/advisory work to clients across five verticals: nonprofit organizations, labor unions, governments, employee benefit plans, and small businesses/individuals. Its differentiated positioning is built on domain specialization in highly regulated sectors — including expertise in GASB statements, DOL/ERISA compliance, Taft-Hartley audits, and Form 990 preparation — rather than broad-line generalist accounting. The firm blends this specialized expertise with mainstream accounting software and automation tools to deliver compliance, reporting, and internal-control services to organizations with budgets ranging from approximately $500,000 to $125 million.
The firm operates on a professional-services, quote-based pricing model determined by engagement scope and complexity, with services delivered directly to clients (no intermediaries). It was founded as a single Annapolis office and has since added locations in Portland, Oregon, and Grantham, New Hampshire, and executed a practice merger with Don Curtis effective November 2022 to deepen its union and Taft-Hartley audit capabilities. Leadership includes a managing member and four additional members/audit director, supported by roughly 11 associates for an approximate total of 16 staff. Technology is used as an internal productivity enabler (automation tools, accounting software, client implementations such as cost allocation and financial reporting systems) rather than a productized offering; there are no proprietary AI/ML models, SDKs, or APIs.
Customer acquisition is sales-led and relationship-driven, emphasizing free initial consultations, year-round engagement, and community involvement (including pro bono 990 preparation for eligible nonprofits). Marketing channels are limited to the firm website, a Facebook page, and client testimonials/referrals. The firm has no institutional investors, no disclosed funding, and operates as an independent LLC under the legal name Alta CPA Group LLC, domiciled in Maryland.
Alta CPA Group firmographics
Firmographics- Name
- Alta CPA Group
- Legal name
- Alta CPA Group LLC
- Website
- https://altacpa.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Alta CPA Group is a privately held CPA firm founded in 2017 and headquartered in Annapolis, Maryland, delivering audit, tax, outsourced accounting/CFO, and advisory services to nonprofits, labor unions, governments, employee benefit plans, and small businesses across the United States.
- Ownership category
- akta.pro rank
Alta CPA Group industry classification
Industry- Product category
- Accounting & Audit Services
- NAICS
- Offices of Certified Public Accountants (541211)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Alta CPA Group is headquartered
LocationHeadquarters
- HQ city
- Annapolis
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Alta CPA Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Audit and Attestation Services: Financial statement audits and reviews for nonprofits, governments, labor unions, and employee benefit plans. Revenue generated through professional service fees based on scope and complexity of engagement.
- Tax Preparation and Planning: Tax return preparation for individuals and businesses, including multi-state and international reporting. Year-round tax planning and consultation services to help clients minimize tax liability.
- Consulting and Advisory Services: Outsourced accounting, CFO services, internal control consulting, financial projections, and specialized advisory for government, nonprofit, and union clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom professional services pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Alta CPA Group product offering
Product offeringCore offering
Alta CPA Group is a CPA firm delivering audit and attestation, tax preparation and planning, outsourced accounting and CFO services, payroll, and consulting/advisory services. The firm specializes in nonprofit organizations, labor unions, governmental entities, employee benefit plans, small businesses, and individuals. Services are sold on a custom, engagement-based pricing model with annual billing cadence.
Product overview
Alta CPA Group is a CPA firm founded in 2017 offering a unified suite of accounting and assurance services rather than a software product. The firm provides specialized audit and attestation services across five core practice areas: Nonprofit Organizations, Labor Unions, Governments, Employee Benefit Plans, and Small Businesses/Individuals. Core offerings include financial statement audits, tax preparation and advisory, outsourced accounting and CFO services, consulting and support, and regulatory compliance services. The firm emphasizes combining latest technology and automation tools with deep accounting expertise to help clients meet reporting requirements and optimize financial performance.
Differentiator
Problem solved
Functional benefit
Products and services
- Nonprofit Audits Financial statement audits for nonprofit organizations, including complex topics like endowments and Federal grant requirements, with recommendations for internal controls and regulatory compliance.
- 990s and Charitable Registrations Form 990 preparation and state charitable registrations, transforming public filings into marketing and development tools for presenting organizations favorably to potential funders.
- Labor Union Audits Financial statement audits, forensic audits, agency fee audits, and special purpose audits for labor unions at all levels from local to international organizations.
- Tax and Regulatory Reporting for Labor Unions Department of Labor filings and Form 990 preparation ensuring compliance with stringent regulatory requirements for labor union organizations.
- Employee Benefit Plan Audits Full scope and limited scope audits of financial statements for various employee benefit plans including 401(k), 403(b), multi-employer Taft-Hartley plans, health and welfare plans, and defined benefit/contribution plans.
- Payroll Audits Payroll audit programs for multiemployer plans ensuring accurate collection of owed contributions with development of effective audit procedures.
- Governmental Audits Audit services for local governments including towns, school districts, and regional commissions, with expertise in GASB Statements 84, 85, 87, and 88 compliance.
- Outsourced CFO Services Fully outsourced accounting and finance department solutions for governmental entities, led by a Certified Government Financial Manager.
- Outsourced Accounting Services Experienced professional accounting services including analysis of operating results, cost reduction identification, pricing analysis, and buy vs. sell decision support for small businesses.
- Small Business Tax Preparation Tax compliance and reporting for businesses across industries including professional services, manufacturing, construction, technology, retail, service industry, and biotech startups, supporting multi-state and international requirements.
- Individual Tax Preparation Year-round tax preparation and advisory services for individuals, with guidance on tax consequences of business and personal financial decisions.
- Audit Support Services IRS and state audit representation services guiding clients through every step of the audit process to ensure fair representation and best possible outcomes.
- Financial Planning and Projections Long-term financial planning and projections to help individuals and families optimize their financial future.
- Business Consulting Internal control and accounting process consulting, financial projections, industry benchmarking, cost accounting system development, and operational efficiency analysis for small businesses.
Companies that use Alta CPA Group
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles6 records
Alta CPA Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Alta CPA Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Don Curtis (Practice Merger)minorDon Curtis merged his practice into Alta CPA Group effective November 1, 2022. His practice brought extensive knowledge of union and Taft-Hartley audits, bringing significant benefits to existing clients. This is a practice acquisition/merger rather than a traditional partnership.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Alta CPA Group competitors and assessment
Company assessmentBroad incumbents
- Crowe LLP: Top-10 U.S. accounting firm with strong government, higher-education, and nonprofit audit practices. Direct overlap with Alta in regulated audit work and outsourced CFO services.
- RSM US: Middle-market-focused national accounting firm serving nonprofits, government contractors, and benefit plans. Competes with Alta on multi-state audit and tax engagements for similarly sized organizations.
- Forvis (formerly BKD + Dixon Hughes Goodman): Top-8 U.S. accounting firm formed from the 2022 merger of BKD and DHG; large government, healthcare, and nonprofit audit practice. Directly comparable client mix to Alta's regulated-sector focus.
- Wipfli: Large U.S. accounting and advisory firm with strong nonprofit and government practices. Competes for the same middle-market audit and advisory work as Alta, particularly with associations and 401(k)/403(b) plan sponsors.
- CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with one of the largest dedicated nonprofit, government, and employee benefit plan audit practices nationally. Directly competes with Alta in the same regulated verticals but at vastly greater scale and geographic reach.
- Plante Moran: Large Midwest-based CPA firm with significant government and nonprofit audit practices. Overlaps with Alta on municipal audits, GASB compliance, and outsourced CFO work for small public entities.
Direct peers
- Ellin & Tucker: Mid-Atlantic-based CPA and advisory firm headquartered in Baltimore, offering audit, tax, and consulting services to closely held businesses and nonprofits. Highly comparable geography, size, and client verticals to Alta.
- Rea & Associates: Mid-sized regional CPA firm focused on small/mid businesses, nonprofits, and local governments in the Midwest. Closely comparable in size, service mix, and target client profile to Alta CPA Group.
- GRF CPAs & Advisors: Mid-Atlantic CPA firm serving nonprofits, associations, and government entities with audit, tax, and outsourced accounting services. Comparable size, specialization, and regional footprint to Alta.
Emerging players
- Novogradac & Company: Specialty accounting firm focused on affordable housing, nonprofits, and EBPs with strong Form 990 and audit expertise. Competes for overlapping nonprofit and benefit plan audit engagements.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Alta CPA Group social profiles
Digital presenceAlta CPA Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alta CPA Group leadership team
Management profileNumber of profiles
Profiles5 records
Alta CPA Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alta CPA Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alta CPA Group
What does Alta CPA Group do?
Alta CPA Group is a CPA firm delivering audit and attestation, tax preparation and planning, outsourced accounting and CFO services, payroll, and consulting/advisory services. The firm specializes in nonprofit organizations, labor unions, governmental entities, employee benefit plans, small businesses, and individuals. Services are sold on a custom, engagement-based pricing model with annual billing cadence.
Is Alta CPA Group a public or private company?
Alta CPA Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Alta CPA Group founded?
Alta CPA Group was founded in 2017. It employs 11 to 50 people.
Where is Alta CPA Group based?
Alta CPA Group is headquartered in Annapolis, United States, in the North America region.
How does Alta CPA Group make money?
Three revenue lines are on record. Audit and Attestation Services are the primary driver. The others are tax Preparation and Planning and consulting and Advisory Services.
Who are Alta CPA Group's main competitors?
Broad incumbents on record are Crowe LLP, RSM US, Forvis (formerly BKD + Dixon Hughes Goodman), Wipfli, CliftonLarsonAllen (CLA) and Plante Moran. Direct peers are Ellin & Tucker, Rea & Associates and GRF CPAs & Advisors. Novogradac & Company is listed as an emerging player.
Does Alta CPA Group have an API?
No public API is recorded for Alta CPA Group.
What industry is Alta CPA Group in?
Alta CPA Group's product category is Accounting & Audit Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211.