Spivey Lemonik Swenor

What Spivey Lemonik Swenor does

Spivey Lemonik Swenor PC is a privately-held professional corporation and Certified Public Accounting firm headquartered at 3868 Main Street, Manchester Center, Vermont. Founded in 1979 by Richard Engel as a sole practitioner, the firm has grown to approximately 8-10 staff including two CPAs (Jennifer A. Swenor, Principal and CEO; Robert Lemonik, Director), one Enrolled Agent (Naomi Gilliam, Tax Manager), tax preparers, and a firm administrator. The firm delivers tax planning and compliance, business acquisitions and sales advisory, management advisory, and accounting systems implementation to high net-worth individuals, small businesses, trusts and estates, nonprofits, and specialized verticals such as physicians and real estate professionals. It extends into retirement planning, estate planning, and investment planning via an affiliate relationship with Wealth Management Partners, LLC, and two CPAs also hold insurance licenses for life, annuity, and long-term care products.

The firm's core technology stack is entirely third-party and standardized: QuickBooks and Peachtree for accounting systems implementation, Lacerte for tax preparation, SmartVault for client document portal access, and AeroAdmin for remote desktop support. There is no proprietary software, no AI/ML capability, and no platform architecture; the firm operates as a single integrated service practice rather than a software-plus-services model. Its go-to-market is sales-led and relationship-based, with prospective clients acquired through community referrals in the Vermont and broader New England market, a professional website (slsvt.com), and direct engagement. The firm generates revenue exclusively through professional service fees on a quote-based engagement model, with no public pricing disclosure and active recruitment for a Senior Staff Accountant indicating modest capacity investment.

Ownership is concentrated among the named principals, with no external investors, private equity, or venture capital involvement. The firm is regulated as a Vermont professional corporation (VT License 117) and its operating status is active, though the 2025 retirement of Lee M. Spivey Jr. after 35 years marks a notable leadership transition. The firm's value proposition rests on the Big 6 pedigree (Deloitte, Ernst & Young) of its principals, in-house Enrolled Agent expertise, multi-state and international tax capability, and a 45-year local brand reputation in the Manchester Village market.

Name

Spivey Lemonik Swenor

Legal name

Spivey Lemonik Swenor PC

Website

https://slsvt.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

1–10 employees

Short description

Spivey Lemonik Swenor PC is a Vermont-based CPA firm, founded 1979, providing tax planning and compliance, business advisory, and accounting systems implementation to high net-worth individuals, small businesses, trusts and estates, and nonprofits across New England, with a staff of approximately 8-10.

Ownership category

akta.pro rank

Product category

Public Accounting and Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro industry

PRIMARYBPAAAGAI

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

SECONDARYFSAEAAAI

Family Office Advisory (Single/Multi-Family)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Tax preparation services
• Business accounting services
• Financial planning services
• Estate planning services
• Cpa firm vermont

Headquarters

HQ city

Manchester Center

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Tax compliance and planning services, business consulting, and accounting services for individuals, businesses, trusts, and estates. Revenue generated through professional service fees.
2. Wealth Management Referrals: Referrals to affiliate Wealth Management Partners, LLC for investment advisory services. Two CPAs are also licensed insurance professionals offering life insurance, annuity, and long term care insurance through independent insurance brokers.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Spivey Lemonik Swenor PC is a full-service certified public accounting firm offering tax preparation and planning, business consulting, accounting systems implementation, financial planning, estate planning, and wealth management referral services. The firm serves high-net-worth individuals, small businesses, trusts and estates, and nonprofit organizations from a single office in Manchester Center, Vermont, with remote support and a secure client portal. Services are delivered directly by principals and staff, with affiliate referrals to Wealth Management Partners for investment and insurance advisory work.

Product overview

Spivey Lemonik Swenor PC is a full-service certified public accounting firm offering a unified portfolio of tax compliance, planning, and advisory services. The firm operates as a single integrated service practice rather than a platform-plus-modules architecture. Core offerings include tax planning and compliance for individuals and businesses, business acquisitions and sales advisory, management consulting, and accounting systems implementation. Through its affiliate Wealth Management Partners, the firm extends services to include investment planning, retirement planning, and estate planning. The firm serves high net-worth individuals, small businesses, trusts and estates, and nonprofit organizations from its single location in Manchester Center, Vermont.

Differentiator

Problem solved

Functional benefit

Brands

• Wealth Management Partners: An affiliate through which the firm refers clients to independent investment advisers for financial strategy development. Two of the firm's CPAs (Lee Spivey and Robert Lemonik) are also licensed insurance professionals offering life insurance, annuity, and long term care insurance through independent insurance brokers.

Products and services

• Tax Planning and Compliance Comprehensive tax return preparation and strategic tax planning for individuals, partnerships, corporations, and fiduciaries, including multi-state and international tax matters, federal and state income tax filings, and sales and payroll tax compliance.
• Business Acquisitions and Sales Advisory Advisory services assisting prospective business owners with selecting and purchasing a business, including business plan preparation, due diligence, and purchase price allocation; and assisting existing owners with structuring sales to maximize financial returns and minimize taxes.
• Management Advisory Services Business consulting covering setup and choice of entity, securing financing with lenders, retirement plan design and implementation, financial performance monitoring, and referrals to payroll and retirement plan service providers.
• Accounting Systems Implementation Design and implementation of computerized accounting systems for business clients using QuickBooks and Peachtree software.
• Retirement Planning Retirement needs assessment and asset structuring designed to maximize income and minimize taxes during retirement for individual clients.
• Estate Planning Coordination of client affairs to maximize financial well-being for clients and survivors, working in tandem with estate planning attorneys.
• Investment Planning Services Financial strategy development delivered via the firm's affiliate Wealth Management Partners, connecting clients with independent investment advisers.
• Wealth Management Partners Affiliate Services Affiliate investment advisory and insurance services offered through Wealth Management Partners, including life insurance, annuities, and long-term care insurance via independent insurance brokers.

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Partnerships

One partnership is on record.

• Wealth Management Partners, LLCcoreStrategic or Co-development PartnerAffiliate partnership for investment advisory services. Two CPAs (Lee Spivey and Robert Lemonik) are also licensed insurance professionals who, through independent insurance brokers, offer life insurance, annuity, and long term care insurance products to clients.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Plante Moran: Large US accounting and advisory firm providing tax, wealth management, and consulting to HNW individuals, family businesses, and closely held companies. Comparable to SLS in tax planning and business advisory service mix.
• Baker Tilly US: Top-15 US accounting and advisory firm providing tax, wealth management, and consulting to private clients and middle-market companies. Competes for HNW and family-business tax planning work that SLS also serves.
• Withum: Mid-tier accounting firm with strong personal services, tax, and wealth advisory practices serving HNW individuals and closely held businesses. Overlaps directly with SLS's tax compliance, business advisory, and estate planning offerings.
• BDO USA: Top-10 US accounting firm offering tax, advisory, and wealth planning services to HNW individuals, families, and middle-market businesses. Overlaps with SLS's full-service tax and advisory model but serves a much broader geographic and client base.
• Cohen & Company: Mid-tier accounting and advisory firm with strong personal tax, trust/estate, and business advisory practices for HNW clients and closely held entities. Comparable to SLS across core service lines and target client profile.
• RSM US: Large US accounting and advisory firm serving private businesses and HNW individuals with tax, consulting, and wealth advisory services. Comparable to SLS across the tax, business advisory, and family business service lines.
• Marcum LLP: Large US accounting and advisory firm providing tax planning, estate planning, and business consulting to HNW clients, closely held businesses, and family offices. Competes with SLS for the same mid-market and HNW tax/advisory engagements.
• KPMG US: Big 4 firm with dedicated private enterprise and personal financial planning practices serving HNW individuals and family groups. SLS competes with KPMG for complex individual, trust, and international tax engagements that demand Big 6-caliber expertise.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/engel-spivey-lemonik-pc

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Spivey Lemonik Swenor