Stephen Ross & Co.

Name

Stephen Ross & Co.

Legal name

Stephen Ross & Company, PC

Website

https://stephenrosscpa.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Stevensville

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

Distribution channels2 records

Marketing channels3 records

Core offering

Stephen Ross & Company, PC is a full-service accounting firm offering tax preparation, accounting, and financial guidance services to individuals and small businesses in the Stevensville, Michigan area. The firm provides personalized professional services including tax return preparation, business accounting, financial record keeping, tax planning advice, and small business advisory. Service delivery is supplemented by an online library of educational resources such as financial calculators, downloadable tax forms, newsletters, and topical financial guides.

Product overview

Stephen Ross & Company, PC is a single-location, full-service accounting firm serving the Stevensville, MI area. The firm offers a unified set of professional tax and accounting services supplemented by an extensive library of client-facing educational resources delivered through their website. The core service is personalized tax and accounting guidance for individuals and businesses. The website provides free financial guides covering taxes, financial planning, insurance, life events, banking, and small business topics, along with tax forms, financial calculators, and a monthly newsletter. The product portfolio consists of the core accounting service plus multiple informational modules covering specific financial topics, rather than a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax and Accounting Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Expansion highlights1 record

Broad incumbents

• Jackson Hewitt: A national tax preparation retailer serving individual filers and small businesses through franchise offices. Overlaps with Stephen Ross & Co.'s individual and small business tax preparation services, but at significantly larger national scale.
• H&R Block: A national tax preparation chain with retail and digital offerings for individuals and small businesses. Comparable in core individual and small business tax preparation services, but operates at far greater scale and through a retail/franchise model rather than a local CPA office.
• CBIZ: A national provider of accounting, tax, and advisory services targeting small and mid-sized businesses. Comparable in small business accounting, tax, and advisory offerings, but serves a much larger geographic and client footprint.
• Liberty Tax: A national retail tax preparation chain serving individual taxpayers. Comparable in the individual tax preparation service line, but operates through a large franchise network rather than a single local professional office.
• Marcum LLP: A national accounting and advisory firm serving middle-market businesses. Overlaps with Stephen Ross & Co. in accounting, tax, and small business advisory, but at substantially larger scale and across multiple regions.

Direct peers

• Padgett Business Services: A franchise network of small business accounting and tax service offices across the U.S. Comparable in targeting local small businesses for accounting, tax preparation, payroll, and advisory — overlapping directly with Stephen Ross & Co.'s core small business segment.
• 1-800Accountant: A national virtual CPA and accounting firm serving small businesses and individuals with tax, bookkeeping, and advisory services. Comparable to Stephen Ross & Co. in service mix (tax prep, small business accounting, advisory) but operates at much larger scale and via a virtual/digital delivery model.

Emerging players

• Botkeeper: An AI-powered bookkeeping and accounting service provider for small businesses. Competes with Stephen Ross & Co.'s bookkeeping and accounting offerings through automation at typically lower price points, representing a structural threat to traditional small-firm bookkeeping revenue.
• Pilot: A tech-enabled bookkeeping, tax, and CFO services provider focused on small businesses and startups. Comparable in bookkeeping and tax preparation services for small businesses, but leverages automation and a distributed model rather than a local office-based approach.
• Intuit TurboTax Live: Intuit's on-demand CPA/tax expert offering layered on top of its DIY TurboTax product. Comparable as a tax preparation service for individuals and small businesses, but delivered via a digital-first platform with on-demand human expert access — a direct substitute for traditional CPA firms like Stephen Ross & Co.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 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 Stephen Ross & Co.