Clausen and Company

What Clausen and Company does

Clausen and Company is a small, family-owned Certified Public Accounting firm headquartered in Reno, Nevada, founded in 2001 by Jim Clausen. The firm provides tax preparation and tax planning services alongside what it labels "Client Account Services," which encompass bookkeeping, payroll processing, and advisory work. Its stated client base consists of privately held companies, individuals, families, and small businesses located in Northern Nevada, positioning the firm as a local relationship-driven practice rather than a regional or national provider.

The firm operates as a partnership that is privately held and family-led, with a leadership team that includes Jim Clausen (founder and CPA), Dan Clausen (CPA, joined from Ernst & Young in 2002), and Christine Cook (CPA, joined in 2010). Headcount is disclosed in the 1–10 employee range, and the firm employs practitioners with Big Four pedigree as well as long-tenured local staff such as Kristina Miranda, who joined in 2019. The combination of credentialed partners and low headcount is consistent with a boutique advisory model where senior practitioners carry primary client relationships.

The business model is fee-for-service, with revenue generated from tax engagements, recurring bookkeeping and payroll retainers, and ad hoc advisory work. Client interaction is supported by the TaxDome client portal for document exchange and cpacharge for electronic payments, reflecting modest digitization of intake and billing workflows but no broader technology platform. There is no disclosed subscription pricing, packaged product, or technology licensing revenue stream; the firm monetizes professional time and recurring compliance work. Geographic scope appears limited to Northern Nevada, and there is no evidence of remote service delivery, multi-office operations, or acquisition activity.

Name

Clausen and Company

Legal name

Clausen & Company

Website

https://clausencpas.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Clausen and Company is a family-owned CPA firm in Reno, Nevada, founded in 2001, providing tax preparation and planning, bookkeeping, payroll, and advisory services to privately held companies, individuals, families, and small businesses across Northern Nevada.

Ownership category

akta.pro rank

Headquarters

HQ city

Reno

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

Distribution channels1 record

Marketing channels1 record

Core offering

Clausen & Company is a certified public accounting firm providing federal and state tax preparation and planning, IRS representation, bookkeeping, accounting systems setup, payroll processing, entity selection, electronic bill payment, and business advisory services. The firm delivers these professional services directly to privately held companies, individuals, and families in Northern Nevada through its Reno headquarters, with supplemental client portal and electronic payment access.

Product overview

Clausen & Company is a certified public accounting firm offering two primary service lines: Tax Preparation & Planning (covering federal and state tax returns, IRS representation, and compliance for individuals, corporations, partnerships, LLCs, trusts, estates, gifts, pension plans, and nonprofits) and Client Account Services (including bookkeeping, accounting systems setup, payroll processing, entity selection, electronic bill payment, and business advisory). The firm serves privately held companies, individuals, and families in Northern Nevada.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Planning Federal and state tax return preparation and planning services for individuals, corporations, partnerships, limited liability companies, trusts, estates, gifts, pension plans, and non-profit organizations, including IRS representation and local and state tax reporting guidance.
• Client Account Services Bookkeeping, accounting systems setup, payroll processing and guidance, entity selection, electronic bill payment processing, and business planning and advisory services delivered to small business and individual clients.

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Expansion highlights2 records

Broad incumbents

• BDO USA: Top-5 global accounting network's US member firm, providing tax, audit, and advisory to mid-market companies. Serves the same privately held company and HNW segments as Clausen & Company, with national and international scale.
• Moss Adams: Top-15 US CPA firm providing tax, accounting, and consulting to privately held mid-market companies and high-net-worth individuals. Overlaps with Clausen & Company on privately held business and personal tax/advisory services.
• KPMG US: US member firm of the Big 4 accounting network and the former employer of Dan Clausen. Represents the upper-end incumbent benchmark against which small firms like Clausen & Company compete for privately held business clients.
• Eide Bailly: Top-25 US CPA firm offering tax, audit, and advisory services to mid-market and SMB clients across multiple states. Comparable to Clausen & Company in service mix (tax, bookkeeping, advisory) but operates at significantly greater scale and geographic breadth.
• Plante Moran: Top-15 US CPA firm serving closely held businesses, family enterprises, and individuals with tax, accounting, and advisory. Highly comparable client mix to Clausen & Company, including privately held SMBs and personal tax clients.
• Wipfli: Top-25 US accounting and advisory firm focused on private businesses and the middle market. Provides tax, audit, outsourced accounting, and technology services that map directly to Clausen & Company's service lines.
• RSM US: Top-5 US middle-market accounting firm delivering audit, tax, and consulting to privately held businesses. Comparable to Clausen & Company in target client segment (private SMBs and individuals) but with a national footprint and far deeper advisory bench.
• CLA (CliftonLarsonAllen): Top-10 US accounting and advisory firm serving private businesses, individuals, and family offices with tax, audit, and outsourced accounting. Directly comparable service portfolio to Clausen & Company, with substantially greater resources and geographic reach.

Direct peers

• H&R Block: National retail tax preparation chain serving individual consumers and small businesses. Directly competes with Clausen & Company for personal tax preparation clients in the Northern Nevada market through both retail offices and digital channels.

Emerging players

• Pilot: Tech-enabled bookkeeping, accounting, and CFO services targeting small businesses. Targets the same SMB bookkeeping and accounting customer segment as Clausen & Company's Client Account Services line, using a software-led model that pressures incumbent CPA economics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Clausen and Company