What Goldstein & Associates does

Goldstein & Associates, PS is a privately held, second-generation tax and accounting practice operating from a single headquarters in Bellevue, Washington. The firm was originally founded in the 1950s and was purchased by Dennis B. Goldstein in 1987, who continues to own and operate it as a family-run professional corporation. Its service offering is organized around four pillars: personal tax preparation (Form 1040 with strategic tax planning), business tax services for sole proprietorships, partnerships, LLCs, corporations, and S-corporations, estate return preparation and advisory, and ongoing trust administration and advisory. Clients engage the firm on a quote-based, annual cadence, with new clients required to meet in person at the Bellevue office to assess fit and existing clients supported through a secure online document-upload portal. Service delivery is regional in nature, with offices anchored in Washington but multi-state filing capability that supports clients across the U.S.

The practice operates a relationship-led, sales-driven go-to-market motion that depends on word-of-mouth referrals, client testimonials featured on its website, and organic search discovery. Its customer base is a long-tail mix of individuals, small to mid-sized businesses, estates, and trusts, anchored by multi-decade client relationships (e.g., a client served continuously since 1982). A small named team — Dennis Goldstein (Owner), Laura Kinney, Ryan D'arcy, Winnie Starr, supported by Office Manager Jessica Arteaga and Project Manager Lori Williams — delivers all engagements. The firm's competitive position rests on brand tenure, holistic tax planning across personal and business returns, IRS correspondence handling, and continuity of practitioner relationships rather than technology differentiation or scale. No external funding, parent entity, subsidiaries, M&A activity, regulatory actions, or AI capabilities are evidenced in the source data, and the firm has no public ticker or disclosed financial figures.

Name

Goldstein & Associates

Legal name

Goldstein & Associates, PS

Website

https://goldsteinandassociates.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1–10 employees

Short description

Goldstein & Associates, PS is a Bellevue, Washington-based tax and accounting practice serving individuals, small businesses, estates, and trusts in Washington and Oregon via in-person advisory and a secure client document portal.

Ownership category

akta.pro rank

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation and Financial Advisory Services: Professional services revenue generated from tax preparation for individuals (Form 1040), businesses (sole proprietorships, partnerships, LLCs, corporations, S-corporations), estates, and trusts. Services include tax return preparation, strategic tax planning, IRS correspondence handling, and ongoing financial advisory relationships.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Goldstein & Associates, PS is a second-generation tax and accounting practice that prepares tax returns and provides ongoing financial advisory services for individuals (Form 1040), businesses (sole proprietorships, partnerships, LLCs, corporations, S-corporations), estates, and trusts. Engagements span tax return preparation, strategic tax planning, IRS correspondence and resolution, amended return filing, and multi-state income tax filing, delivered through in-person consultations at the Bellevue office and a secure online client portal for document exchange.

Product overview

Goldstein & Associates, PS is a second-generation tax and accounting practice offering a holistic approach to tax preparation and financial advisory services. The firm provides four core service offerings: Personal Taxes (Form 1040 preparation and planning), Business Taxes (for sole proprietorships, partnerships, LLCs, Corporations, and S-Corporations), Estate Taxes, and Trusts administration. Services are delivered through a secure client portal for document upload and emphasize the interconnection between personal and business finances. The practice was founded in the 1950s and acquired by Dennis B. Goldstein in 1987.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Taxes

Quantifiable outcome

• $60,000 in refunds secured for estate client
• +1 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Emerging players

• Intuit TurboTax: Consumer/SMB DIY tax preparation platform that competes directly for standard Form 1040 and small-business return work that anchors Goldstein & Associates' practice. A partial-overlap competitor driving commoditization pressure on routine tax-preparation fees.

Broad incumbents

• Deloitte Tax LLP: Big Four tax practice with personal, business, and wealth/estate tax capabilities. Overlaps on the service taxonomy but operates at enterprise scale with materially different client profile.
• KPMG LLP: Big Four firm with a U.S. personal tax, small-business, and private-client practice including estate and trust services. Overlaps on tax service categories but serves a higher-end, larger-entity client base.
• H&R Block: Large consumer-facing tax preparation company offering Form 1040 and small-business tax services nationwide. Comparable on core individual tax preparation but at vastly greater scale and with a retail/DIY distribution model.
• BDO USA: Large national accounting firm with a substantial personal tax, small-business, and estate practice. Comparable on tax service lines but operates at a much larger scale across the U.S., including the Pacific Northwest.

Direct peers

• Moss Adams LLP: Large Pacific-Northwest-headquartered CPA and advisory firm offering personal, business, and trust/estate tax services. Highly comparable regional CPA peer with overlapping Washington-state client base and similar multi-service tax and accounting offering.
• CliftonLarsonAllen (CLA): Large U.S. regional accounting firm with deep personal, business, and estate/trust tax practices serving individuals, families, and closely held businesses. Closely comparable mid-market CPA peer with similar cross-line service integration.
• Wipfli LLP: Top-20 U.S. regional accounting and advisory firm providing personal, business, and trust tax services to individuals and closely held companies. Comparable mid-market CPA peer with similar client mix.
• Eide Bailly LLP: Top-25 U.S. regional accounting firm providing tax preparation, business tax, estate, and trust services to individuals and small/mid-sized businesses. Comparable as a multi-state regional CPA firm serving similar client segments.
• Plante Moran: Major U.S. regional CPA firm providing tax, accounting, and advisory services across personal, business, estate, and trust categories. Comparable multi-line tax practice serving individuals and small/mid-sized entities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Goldstein & Associates