EAS
EAS is a privately held San Francisco-based CPA practice founded in 1996 with 1–10 employees, providing accounting, tax, financial planning, and realty services to local individuals and small businesses in the Bay Area.
- Company typePrivate
- Founded1996
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
EAS firmographics
Firmographics- Name
- EAS
- Website
- https://eas-cpa.com
- Company type
- Private
- Founded year
- 1996
- Headcount range
- 1–10 employees
- Short description
- EAS is a privately held San Francisco-based CPA practice founded in 1996 with 1–10 employees, providing accounting, tax, financial planning, and realty services to local individuals and small businesses in the Bay Area.
- Ownership category
- akta.pro rank
EAS industry classification
Industry- Product category
- Accounting and Tax Services
- NAICS
- Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where EAS is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
EAS business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
EAS product offering
Product offeringCore offering
EAS is a small San Francisco-based firm that delivers accounting, tax preparation, financial planning, and realty solutions. Operating as a CPA practice, the firm serves clients with a bundled set of bookkeeping, tax filing, advisory, and property-related services. Its scale (1-10 employees) supports a personalized, relationship-driven service model typical of boutique accounting firms.
Differentiator
Problem solved
Functional benefit
Products and services
- Accounting Services
Companies that use EAS
Customer profileIdeal customer profiles1 record
EAS technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
EAS partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights1 record
EAS competitors and assessment
Company assessmentRegional players
- Armanino LLP: Large California-based CPA and business consulting firm headquartered in the Bay Area. Comparable as a multi-service accounting, tax, and advisory practice serving SMB and HNW clients in the same San Francisco market as EAS, though at materially greater scale.
- BPM LLP: Bay Area-headquartered full-service accounting and advisory firm. Comparable to EAS in geographic footprint (San Francisco / California) and in providing accounting, tax, and advisory services to mid-market and entrepreneurial clients.
Broad incumbents
- Compass: Large U.S. residential real estate brokerage with significant San Francisco presence. Comparable to EAS on the realty side of its offering, though Compass operates at vastly greater scale and as a technology-driven brokerage platform.
- Withum: National accounting and advisory firm offering tax, audit, and wealth planning services. Comparable to EAS in bundling tax and financial planning under one practice, though at far greater scale and geographic reach.
- Marcum LLP: Top-tier U.S. accounting and advisory firm with strong tax and wealth management practices. Comparable to EAS across accounting, tax, and financial planning service lines, particularly for owner-led and HNW clients.
- Moss Adams LLP: Major U.S. accounting, tax, and consulting firm with significant West Coast presence. Comparable to EAS across core accounting, tax, and financial planning services, though serving a larger and more institutional client base.
- H&R Block: National consumer-focused tax preparation and financial services brand with retail offices. Comparable to EAS as a tax and financial planning provider for individuals and small businesses, though operating a retail-franchise model rather than a CPA-led advisory practice.
- Coldwell Banker: Established national residential real estate franchise with deep San Francisco agent networks. Comparable to EAS for the realty solutions component of its practice, particularly for individual clients navigating property transactions alongside tax and financial planning.
Emerging players
- Bench (by JPMorgan): Cloud-based bookkeeping and tax service for small businesses, recently acquired by JPMorgan. Comparable to EAS in the SMB accounting/tax niche, though delivered through a software platform with significantly broader scale and lower per-client price points.
- Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services startup targeting SMBs. Comparable to EAS in serving small businesses with recurring accounting and tax needs, though delivered via a software-first subscription model rather than a traditional CPA firm.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
EAS social profiles
Digital presenceEAS financial estimates
Financial estimateRevenue estimate
Valuation estimate
EAS leadership team
Management profileNumber of profiles
EAS funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EAS 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 EAS
What does EAS do?
EAS is a small San Francisco-based firm that delivers accounting, tax preparation, financial planning, and realty solutions. Operating as a CPA practice, the firm serves clients with a bundled set of bookkeeping, tax filing, advisory, and property-related services. Its scale (1-10 employees) supports a personalized, relationship-driven service model typical of boutique accounting firms.
When was EAS founded?
EAS was founded in 1996. It employs 1 to 10 people.
Where is EAS based?
EAS is headquartered in San Francisco, United States, in the North America region.
Who are EAS's main competitors?
Regional players on record are Armanino LLP and BPM LLP. Broad incumbents are Compass, Withum, Marcum LLP, Moss Adams LLP, H&R Block and Coldwell Banker. Emerging players are Bench (by JPMorgan) and Pilot.com.
Does EAS have an API?
No public API is recorded for EAS.
What industry is EAS in?
EAS's product category is Accounting and Tax Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211 and its SIC code is 6531.