Hasan & Associates

Name

Hasan & Associates

Legal name

Hasan & Associates CPAs, PC

Website

https://hasancpa.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Houston

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

Distribution channels1 record

Marketing channels3 records

Core offering

Hasan & Associates CPAs, PC is a Houston-based certified public accounting firm that provides professional tax preparation, tax planning, IRS tax problem resolution, small business accounting, payroll processing, and business advisory services to individuals and small businesses. The firm additionally offers part-time CFO services, QuickBooks setup and support, and property tax consulting as specialized engagements delivered directly by CPA firm principals.

Product overview

Hasan & Associates CPAs, PC is a Houston-based certified public accounting firm offering a comprehensive suite of accounting, tax, and advisory services. The firm provides individual and business tax preparation and planning, small business accounting, payroll services, and part-time CFO services. The firm also offers specialized services including tax problem resolution and IRS relief, QuickBooks services, and business consulting.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Professional tax preparation services for individuals and businesses, ensuring compliance with federal and state tax regulations.
• Tax Planning Strategic tax planning services to minimize tax liability and optimize financial outcomes for clients.
• Tax Problems & IRS Relief Assistance with IRS audits, tax debt resolution, offers in compromise, and other tax problem resolution services.
• Small Business Accounting Comprehensive accounting services tailored for small businesses including bookkeeping, financial statement preparation, and business advisory.
• Payroll Services Payroll processing, tax filing, and compliance services for businesses of all sizes.
• Part-Time CFO Services Fractional CFO-level financial leadership and strategic guidance for businesses requiring executive-level financial oversight without a full-time hire.
• QuickBooks Services QuickBooks setup, training, and ongoing support services for clients using QuickBooks accounting software.
• Individual Services Tax and financial services for individual clients including income tax preparation and personal financial planning.
• Business Consulting Strategic business consulting services to help clients improve operations, profitability, and overall business performance.
• Property Tax Consulting Consulting services to help businesses and individuals navigate property tax assessments and appeals.

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 moves4 records

Expansion highlights3 records

Broad incumbents

• Marcum LLP: National accounting and advisory firm providing tax, assurance, and consulting — a larger-scale incumbent competing for the same mid-market SMB segment Hasan & Associates serves.
• UHY Advisors: Mid-market accounting and advisory firm with tax, audit, and consulting practices serving SMBs — comparable service scope to Hasan & Associates but with national reach and larger headcount.
• Forvis (formerly BKD): Top-10 U.S. accounting firm offering tax, audit, and advisory across all 50 states with significant Texas presence — broader portfolio and scale than Hasan & Associates but overlapping SMB and individual services.
• RSM US: Large U.S. audit, tax, and consulting firm focused on the middle market — competes with Hasan & Associates for growing SMB clients needing tax and CFO-level advisory.
• CBIZ: National business advisory firm offering tax, accounting, and outsourced CFO services — competes directly with Hasan & Associates' part-time CFO and SMB advisory offerings.
• CLA (CliftonLarsonAllen): Top-10 U.S. accounting firm with deep SMB and middle-market focus — overlapping client base and service line with Hasan & Associates but at significantly greater scale.

Direct peers

• Lane Gorman Trubitt: Mid-sized Texas-based CPA firm providing tax, accounting, and advisory services to closely held businesses and high-net-worth individuals — similar positioning in the same regional market.
• Harper & Pearson Company: Houston-based CPA firm providing tax, audit, and consulting services to businesses and individuals — directly comparable in geography, scale, and service mix.
• Calvetti Ferguson: Houston-based CPA and advisory firm serving individuals and businesses with tax, accounting, and CFO services — closely comparable in geography, service mix, and target segments to Hasan & Associates.
• Whitley Penn: Texas-headquartered CPA firm offering audit, tax, and advisory to SMBs and individuals across the state — overlapping service portfolio and regional footprint with Hasan & Associates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

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 Hasan & Associates