Johnson & Associates CPAs

What Johnson & Associates CPAs does

Johnson & Associates CPAs, operating as Matos Accountancy (legal entity JohnsonMatos CPAs Inc.), is a privately held full-service accounting firm headquartered at 631 15th Street in Modesto, California. Founded in 2012 by Michelle N. Matos, CPA, MBA and Casey G. Johnson, CPA, MBA, CVA (now retired), the firm offers an integrated suite of professional services spanning five practice areas: Taxation Services (preparation, planning, and representation for individuals, businesses, estates, trusts, and non-profits), Management Advisory Services (financial projections, system review, feasibility studies), Litigation Support Services (forensic accounting, expert witness testimony, business valuations), Accounting and Auditing Services (audited, reviewed, and compiled financial statements, payroll processing, compliance audits), and Personal Finance Services (wealth management and preservation). The firm serves a diverse client base of small businesses, individuals, medical and other professionals, agricultural operations, non-profits, governmental organizations, real estate, manufacturing/retail/wholesale, entertainment, and educational entities across California's Central and Northern Valley region, spanning Stockton to Turlock and the Bay Area to the Sierra Foothill.

The firm operates on a professional services revenue model with engagement-based, quote-driven pricing and no publicly disclosed rate structure. Its go-to-market is sales-led, relying on direct client engagement, professional referrals, community involvement (Modesto Rotary, HAVEN board positions), and AICPA/CalCPA association membership. Technology is limited to standard accounting platforms — QuickBooks, Peach Tree, and Creative Solutions for compliance, payroll, and reporting — supplemented by a LeapFile secure document-exchange portal for client file handling. The firm employs approximately 14 staff, including one Principal, five staff accountants, two accounting services members, and three administrative assistants, with all accountants required to complete 40+ hours of continuing education annually and all CPAs required to maintain AICPA and CalCPA membership.

The firm holds no external institutional investment, is not publicly traded, and has not raised any funding rounds. Its primary differentiators are AICPA Quality Review Program participation, multi-vertical industry expertise within a regional footprint, and personalized service delivery. There is no disclosed AI/ML capability, no proprietary software product, and no evidence of M&A activity, with the firm's strategic posture centered on organic, regional practice growth under sole Principal Michelle N. Matos following the retirement of co-founder Casey G. Johnson.

Name

Johnson & Associates CPAs

Legal name

JohnsonMatos CPAs Inc.

Website

https://jacpainc.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Johnson & Associates CPAs (Matos Accountancy) is a privately held full-service accounting firm in Modesto, California, offering taxation, auditing, advisory, litigation support, and personal finance services to small businesses, individuals, and multiple industry verticals across California's Central and Northern Valley.

Ownership category

akta.pro rank

Product category

Accounting & Auditing Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

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

akta.pro secondary industry

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

Keywords

• Tax preparation services
• Accounting and auditing
• Management advisory services
• Litigation support accounting
• Personal financial planning

Headquarters

HQ city

Modesto

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 Accounting Services: Revenue generated from providing professional accounting, tax preparation, audit, and advisory services to individuals and businesses. Services include taxation, management advisory services, litigation support, accounting and auditing, and personal finance services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Johnson & Associates CPAs (operating as Matos Accountancy) is a full-service regional accounting firm delivering five interconnected practice areas: Taxation Services (consultation, planning, preparation for corporations, partnerships/LLCs, individuals, estates and trusts, non-profits, plus audit representation, estate planning, and retirement plans), Management Advisory Services (financial projections, accounting system review, computer system evaluation, budget preparation, internal controls analysis, feasibility studies), Litigation Support Services (expert witness testimony, business valuations, forensic accounting, economic damages assessment), Accounting and Auditing Services (audited/reviewed/compiled financial statements, payroll processing, computerized accounting, governmental and compliance audits), and Personal Finance Services (wealth management counseling and asset preservation).

Product overview

Matos Accountancy is a full-service accounting firm offering an integrated suite of professional services. The core offerings include five interconnected practice areas: Taxation Services (covering tax consultation, planning, preparation, and representation), Management Advisory Services (financial projections, system evaluation, and feasibility studies), Litigation Support Services (forensic accounting and expert witness testimony), Accounting and Auditing Services (audited/reviewed/compiled financial statements and compliance reporting), and Personal Finance Services (wealth management and preservation). The firm serves diverse industries including agricultural, small business, medical, manufacturing, retail, wholesale, service industries, real estate, entertainment, non-profit organizations, governmental organizations, and educational entities across California's Central and Northern Valley regions.

Differentiator

Problem solved

Functional benefit

Products and services

• Taxation Services Comprehensive tax services including consultation, planning, and return preparation for corporations, partnerships/LLCs, individuals, estates and trusts, and non-profits; also includes audit representation, offers in compromise, estate planning, real estate tax planning, retirement plans, and tax research.
• Management Advisory Services Strategic consulting services including financial projections, financial forecasts, accounting system review, computer system evaluation and installation, budget preparation, internal controls analysis, and feasibility studies for business clients.
• Litigation Support Services Legal and dispute-related services including expert witness testimony, consultant engagements, business valuations, partnership and marital dissolutions, fraud and embezzlement cases, forensic accounting, and economic damages assessment.
• Accounting and Auditing Services Financial statement services ranging from audited to compiled statements, payroll processing, personal financial statements, computerized accounting, governmental and compliance audits, and compliance reporting.
• Personal Finance Services Individual financial services including counseling and wealth management, and asset management and preservation for individual clients, estates, and trusts.

Segments10 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Plante Moran PLLC: Top-10 U.S. CPA and business advisory firm serving middle-market companies with tax, audit, and consulting. Comparable mid-market owner-operated client focus but with substantially greater scale and resources.
• CliftonLarsonAllen (CLA): Top-10 U.S. CPA and advisory firm with strong presence in closely-held businesses, agribusiness, non-profits, and government entities. Comparable vertical mix (agriculture, non-profits, SMB) at significantly larger scale.
• Moss Adams LLP: Top-15 U.S. CPA firm with deep Pacific Northwest and California presence, serving middle-market and closely-held businesses across agriculture, manufacturing, and professional services. Overlaps with the subject firm's core verticals at larger scale.
• BPM LLP: Bay Area-based top-50 U.S. CPA and advisory firm serving middle-market, closely-held, and high-net-worth clients across California. Comparable service model with significantly larger scale and broader geographic reach.
• Armanino LLP: Largest independent California-based CPA and business consulting firm, offering audit, tax, advisory, and technology services to mid-market and growth-stage companies. Comparable service breadth but operates at much greater scale.

Direct peers

• WithumSmith+Brown PC: Regional full-service CPA and advisory firm with significant practice in tax, audit, and business advisory for privately held companies and individuals. Comparable service mix and mid-market client base.
• Kemper CPA Group LLP: Mid-sized regional CPA firm offering tax, audit, advisory, and wealth management to closely-held businesses and individuals. Comparable full-service model and similar client profile of owner-operated companies.
• Wipfli LLP: Top-20 U.S. regional CPA and advisory firm serving middle-market businesses with tax, audit, and consulting. Comparable full-service mid-market focus and similar vertical diversification.
• Eide Bailly LLP: Top-25 U.S. regional CPA firm providing audit, tax, and advisory services with strong agricultural industry practice. Comparable service breadth and similar mid-market, owner-operated client focus.
• Swenson Accountancy Corporation: Modesto-based CPA firm providing tax, audit, and accounting services to Central Valley individuals and small businesses. Operates at a similar scale and serves overlapping agricultural and SMB clients in the same geographic market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/JohnsonAssociatesCpasInc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Johnson & Associates CPAs