Hoshi CPA

Name

Hoshi CPA

Legal name

Remis & Merius

Website

https://hoshicpa.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Beaverton

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Strategic Tax Advisory Engagement: Ongoing advisory service delivered through a 12-month engagement model. Includes strategic planning, quarterly reviews, implementation, and tax preparation as a bundled downstream deliverable. Revenue is generated through recurring advisory fees rather than transactional tax preparation.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Hoshi CPA is an accounting and tax advisory firm that delivers a 12-Month Tax Advisory Engagement as its flagship service, combining strategic tax planning, entity structuring, quarterly reviews, implementation, and year-end tax preparation. The firm also offers tax compliance, tax planning, tax resolution, and virtual CFO services, targeting scaling business owners, real estate investors, and multi-entity operators.

Product overview

Remis & Merius offers a single integrated service: the 12-Month Tax Advisory Engagement, a flagship advisory program combining strategic planning, quarterly reviews, implementation, and tax preparation. The engagement is designed for scaling business owners, real estate investors, and multi-entity operators, providing entity architecture optimization, estimated-tax strategy, depreciation strategy, intercompany strategy, and acquisition tax planning. The service operates as a unified advisory engagement rather than a modular software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• 12-Month Tax Advisory Engagement

Quantifiable outcome

• $435,000+ annual tax savings for law firm owner ($2.2M revenue)
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 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

Direct peers

• Anderson Business Advisors: Anderson Business Advisors is a tax strategy firm serving business owners and real estate investors with proactive planning and entity structuring. Directly comparable to Remis & Merius on persona, service model, and advisory-first positioning.
• Anders CPA: Anders CPA is a mid-market CPA and advisory firm offering tax planning, entity structuring, and business advisory. Comparable to Remis & Merius on integrated tax + advisory services for owner-led businesses.
• 1-800Accountant: 1-800Accountant is a virtual accounting and tax advisory firm serving SMBs and entrepreneurs across the US. Comparable on virtual delivery model, SMB target market, and bundled tax + advisory offerings.
• Greenstein & Company CPA: Greenstein & Company is a boutique CPA firm specializing in tax strategy for real estate investors and pass-through businesses. Comparable on real estate investor niche, depreciation strategy, and entity-level advisory focus.
• B2B CFO Partners: B2B CFO Partners provides fractional/virtual CFO and financial advisory services to growth-stage SMBs. Comparable to Remis & Merius on serving founder-led businesses with strategic financial guidance beyond compliance bookkeeping.

Broad incumbents

• Eide Bailly: Eide Bailly is a top-25 US CPA and business advisory firm providing tax planning, audit, and consulting for mid-market companies. Comparable on tax advisory services for owner-led businesses, but operates at much larger scale with broader portfolio.
• Cherry Bekaert: Cherry Bekaert is a large US accounting and advisory firm offering tax planning and business advisory. Comparable on owner-led business tax strategy and pass-through entity expertise, but as a broader incumbent.
• Marcum LLP: Marcum LLP is a top US accounting and advisory firm serving middle-market and high-net-worth clients with tax and advisory services. Comparable on strategic tax planning for real estate and multi-entity businesses, but at national scale.
• H&R Block: H&R Block is a large consumer tax preparation firm that has expanded into small business advisory and tax planning. Adjacent comparable on SMB tax services, though primarily compliance-focused rather than advisory-first.
• BDO USA: BDO USA is a major accounting and advisory firm serving middle-market businesses with tax, advisory, and assurance services. Comparable on full-suite tax advisory for SMBs and owner-operators, but at a national scale and broader scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/HoshiCPA
• LinkedInlinkedin.com/company/hoshi-cpa-llc

Revenue estimate

Valuation estimate

Number of profiles

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 Hoshi CPA