John C. Saunders, CPA

What John C. Saunders, CPA does

John C. Saunders, CPA P.C. is a privately held, owner-operated professional accounting corporation headquartered at 99 Park Avenue, Suite B, Rochester, NY. The firm delivers a comprehensive suite of accounting, tax, and business advisory services across 15 distinct offerings, including tax preparation and planning, bookkeeping and write-up, compilation engagements, financial statement preparation, payroll services, retirement planning, sales tax services, IRS representation, business entity selection, buying/selling a business advisory, management advisory, international taxation, and multi-state tax preparation. The client base is split between individual taxpayers/families and small-to-mid-sized businesses (corporations, partnerships, LLCs), with services delivered directly through scheduled consultations and ongoing client engagements.

The underlying technology is described as standard, off-the-shelf accounting and tax preparation software; no proprietary platforms, AI/ML capabilities, APIs, or integrations are disclosed. A third-party client login portal (accountantsoffice.com) supports document exchange. Marketing and client acquisition rely on the firm's website, Google Reviews profile, email newsletter, and prominent direct phone/email contact, with dedicated landing pages for five surrounding communities (Rochester, Brighton, Mendon, Pittsford, Victor).

The revenue model is straightforward professional services billing, with services priced via custom quotes rather than disclosed rates. The firm is bootstrapped and founder-owned (John C. Saunders, CPA) with no disclosed parent company, institutional investors, funding rounds, subsidiaries, partnerships, or M&A activity. Geographic reach is local first (Rochester metropolitan area) but extended nationally through multi-state and international tax offerings, with stated service to "the rest of the United States."

Name

John C. Saunders, CPA

Legal name

John C. Saunders, CPA P.C.

Website

https://johncsaunderscpa.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

John C. Saunders, CPA P.C. is a privately held, owner-operated CPA firm in Rochester, NY delivering tax preparation, bookkeeping, payroll, IRS representation, and business advisory services to individuals and small-to-mid-sized businesses across the Rochester metro and broader United States.

Ownership category

akta.pro rank

Product category

Tax & Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

akta.pro secondary industry

Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Business tax advisory
• Payroll services
• Retirement planning services

Headquarters

HQ city

Rochester

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, Infrastructure

Revenue model

1. Professional Services Revenue: The firm generates revenue through professional accounting, tax preparation, and advisory services billed to individual and business clients. Services include tax preparation and planning, bookkeeping, compilation engagements, business consulting, payroll services, retirement planning, and other accounting-related professional services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

John C. Saunders, CPA P.C. is a professional accounting firm providing a comprehensive suite of taxation and accounting services to individuals and small-to-mid-sized businesses. Offerings include tax preparation and planning, bookkeeping, payroll services, financial statement preparation, IRS representation, retirement planning, business entity selection, business consulting, and multi-state and international taxation services.

Product overview

John C. Saunders, CPA P.C. is a CPA firm offering a comprehensive suite of accounting and tax services. The firm's service portfolio includes 15 distinct offerings: Tax Preparation & Planning (core tax compliance and planning), Accounting Software Selection & Implementation (technology advisory), Compilation Engagements (financial statement preparation), Bookkeeping/Write-Up (accounting support), Business Consulting (strategic advisory), Business Entity Selection (structure planning), Buying or Selling a Business (M&A support), Financial Statement Preparation (reporting), IRS Representation (tax authority advocacy), Management Advisory Services (operational improvement), Payroll Services (payroll processing), Retirement Planning (retirement plans), Sales Tax Services (compliance), International Taxation (cross-border tax), and Multi State Tax Preparation (multi-jurisdiction compliance). These services are delivered as individual service offerings rather than a modular software platform, addressing the full spectrum of accounting, tax, and business advisory needs for individuals and businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Planning Tax preparation and planning services that help minimize future tax liability by proactively managing personal and business tax issues for individuals and businesses.
• Accounting Software Selection & Implementation Advisory and implementation assistance for selecting and implementing accounting software solutions tailored to small business needs.
• Compilation Engagements Preparation of financial statements tailored to the unique needs of each business, delivering clear and concise reports acceptable to outside parties such as lenders and partners.
• Bookkeeping/Write-Up Comprehensive bookkeeping and write-up services to ensure smooth operation of the financial side of a business, with planning assistance as needs grow.
• Business Consulting Business consulting services supporting decisions related to expanding, selling, or restructuring a business, leveraging analytical capabilities of the firm.
• Business Entity Selection Advisory services for selecting the appropriate business entity structure (LLP, LLC, sole proprietorship, partnership, corporation) with analysis of financial and tax implications.
• Buying or Selling a Business Support for business buy/sell decisions including business valuation, vetting potential buyers, due diligence support, negotiation strategies, and financing assistance.
• Financial Statement Preparation Development and finalization of accurate and timely financial statements for management decision making, lenders, partners, and potential buyers.
• IRS Representation Representation services for clients dealing with IRS matters and tax-related issues on their behalf.
• Management Advisory Services Services focused on improving the efficiency and effectiveness of business operations, including business planning, mergers, acquisitions, and advisory support.
• Payroll Services Payroll management services helping business owners navigate constantly changing federal, state, and local payroll laws and tax regulations.
• Retirement Planning Retirement planning services for individuals and businesses, including evaluation of retirement plan options appropriate for financial situations and employee populations.
• Sales Tax Services Sales tax preparation and compliance services to help understand and manage state and local sales tax obligations.
• International Taxation Tax services for foreign nationals coming to the U.S. to live, work, and conduct business, including offshore bank account rules, asset ownership, and outbound transaction reporting (Form 8938, FBAR).
• Multi State Tax Preparation Tax preparation services for corporations, partnerships, LLCs, and individuals with business and family connections across multiple states, including payroll for employees in different states.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• H&R Block: Largest US consumer tax preparation franchise with both retail offices and online/digital offerings. Directly competes for the individual and small business tax preparation clients that form the bulk of John C. Saunders' customer base, though at much lower price points and with no advisory depth.
• RSM US: Major middle-market accounting and advisory firm offering tax, audit, and consulting to SMBs and mid-sized businesses. While larger and more audit-focused, it competes for the same mid-market tax and advisory clients in the broader US market.
• Withum: Mid-Atlantic headquartered CPA and advisory firm with national presence serving middle-market businesses and high-net-worth individuals. Comparable service mix (tax, advisory, accounting) with similar client profile, but operates at substantially larger scale.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm with deep SMB and middle-market practice including tax, advisory, audit, and wealth management. Broad incumbent that competes for the same small business and individual clients that John C. Saunders serves, but at national scale.

Emerging players

• 1-800Accountant: Virtual accounting firm providing tax preparation, bookkeeping, and advisory services to SMBs and individuals remotely across the US. Comparable service portfolio to John C. Saunders but with a national, technology-enabled delivery model targeting price-sensitive clients.
• Pilot: Tech-enabled accounting and bookkeeping startup serving startups and small businesses with online delivery of bookkeeping, tax, and CFO services. Emerging threat to traditional CPA firms targeting SMBs with a digitally-native, subscription-based model that competes on convenience rather than personal relationship.

Direct peers

• The Bonadio Group: Largest Rochester-based CPA and business advisory firm, offering tax, audit, consulting, and wealth advisory to individuals and SMBs across NY. Directly comparable in service mix and geography to John C. Saunders, CPA P.C., but at significantly greater scale.
• Insero & Co. Rochester-headquartered CPA firm providing tax, audit, advisory, and accounting services to businesses and individuals in upstate NY. Most direct same-market competitor with overlapping client profiles and service offerings.
• Mengel Metzger Barr & Co. Rochester- and Buffalo-based full-service accounting firm with tax, audit, and business advisory practices serving SMBs and individuals in the same upstate NY geography. Comparable in scope and client segment to John C. Saunders.

Regional players

• Freed Maxick CPAs: Buffalo, NY-headquartered CPA and advisory firm with offices across upstate NY serving individuals, businesses, and nonprofits. Same service portfolio (tax, audit, advisory) and similar SMB focus, but operating from a different metro within NY.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/JohnSaundersCPA
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/john-c-saunders-cpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 John C. Saunders, CPA