Stephens & Company
Stephens & Company, PLLC is a US-based CPA firm providing accounting, tax, audit, bookkeeping, and financial advisory services to clients across multiple office locations, with a stated focus on people, clients, and communities.
- Company typePrivate
- Founded2019
- HeadquartersFlagstaff, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Stephens & Company does
Stephens & Company, PLLC is a privately held professional CPA firm operating from a US-based PLLC (Professional Limited Liability Company) corporate structure, with its primary web presence at stephens.cpa. The firm delivers core accounting, tax, audit, bookkeeping, and financial advisory services, organized on its website through a main navigation that includes Services, Resources, Our Team, Our Story, Locations, Careers & Internships, and Contact Us. The firm's stated positioning centers on helping clients succeed, with explicit emphasis on three constituencies: "Our People | Our Clients | Our Communities." Its service offering is described as a full-service accounting practice, with a dedicated services page at /services listing its professional capabilities.
The firm operates with a multi-location presence, evidenced by a dedicated Locations section in site navigation, and maintains a pipeline of talent through a Careers & Internships program. Stephens & Company also maintains a Strategic Partners page (/work-with), suggesting engagement with external partner networks for client delivery. The website is built on the Squarespace platform, and there is no evidence of proprietary technology, APIs, mobile applications, or AI/ML capabilities in the source material. Revenue model, pricing, headcount, customer segmentation, and financial details are not disclosed in the available data.
No founding date, ownership details, management team roster, funding history, M&A activity, regulatory actions, awards, patents, or certifications are present in the source material. The company maintains an active operating status with current website content, but beyond the existence of a professional services digital presence, no quantitative scale signals are available.
Stephens & Company firmographics
Firmographics- Name
- Stephens & Company
- Legal name
- Stephens & Company, PLLC
- Website
- https://stephensadvisors.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Stephens & Company, PLLC is a US-based CPA firm providing accounting, tax, audit, bookkeeping, and financial advisory services to clients across multiple office locations, with a stated focus on people, clients, and communities.
- Ownership category
- akta.pro rank
Stephens & Company industry classification
Industry- Product category
- Accounting & Tax Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)
- akta.pro secondary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where Stephens & Company is headquartered
LocationHeadquarters
- HQ city
- Flagstaff
- HQ country
- United States
- HQ region
- North America
Markets served
Stephens & Company business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Stephens & Company product offering
Product offeringCore offering
Stephens & Company, PLLC is a professional CPA firm that delivers accounting, tax, audit, bookkeeping, and financial advisory services to clients through its team of licensed CPAs and accounting professionals. The firm operates from multiple physical office locations and presents itself as a full-service accounting practice organized around client engagement, resources, and team-based service delivery.
Product overview
Stephens & Company, PLLC is a professional CPA firm offering accounting, tax, and related financial services. Based on the website structure, the firm organizes its offerings around core service areas accessible through their main navigation, including Services, Resources, and team-based client engagement. The company presents itself as a full-service accounting practice focused on helping clients succeed.
Differentiator
Problem solved
Functional benefit
Products and services
- Stephens & Company Services Professional accounting, tax, audit, bookkeeping, and financial advisory services delivered by the firm's team of CPAs and accounting professionals to business and individual clients.
Companies that use Stephens & Company
Customer profileIdeal customer profiles1 record
Stephens & Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Stephens & Company partnerships and signals
Strategic signalRecent moves2 records
Expansion highlights3 records
Stephens & Company competitors and assessment
Company assessmentDirect peers
- Wipfli: Top-25 US accounting and consulting firm with multi-state footprint delivering tax, audit, and advisory services. Closely comparable operating model to a multi-office regional CPA practice.
- CliftonLarsonAllen (CLA): Major US mid-tier accounting firm providing tax, audit, wealth advisory, and consulting. Comparable as a multi-location full-service CPA platform serving middle-market and SMB clients.
- HBK CPAs & Consultants: Multi-office US CPA and advisory firm providing tax, audit, and consulting to SMB and middle-market clients. Closely comparable in size and operating model to a regional full-service CPA practice.
- Plante Moran: Large US mid-market accounting and advisory firm offering tax, audit, and consulting. Comparable to Stephens & Company as a multi-office full-service CPA practice serving businesses and individuals across multiple regions.
Broad incumbents
- BDO USA: US member firm of the BDO global network offering assurance, tax, and advisory services. Comparable as a multi-office full-service CPA practice, though operating at significantly greater scale.
- RSM US: Largest US mid-market audit, tax, and consulting firm. Overlaps with Stephens & Company across the full-service CPA offering but operates at substantially greater scale with a global network.
- Deloitte US: Big Four professional services firm with substantial audit, tax, and advisory practices. Comparable in offering breadth but operates at vastly greater scale and complexity than a regional CPA firm.
- Forvis (FORVIS Mazars): Top-tier US accounting and advisory firm formed from the merger of BKD and Dixon Hughes Goodman. Comparable as a multi-office full-service CPA platform, but materially larger than Stephens & Company.
- Crowe LLP: Top-10 US accounting firm delivering audit, tax, advisory, and consulting. Comparable to Stephens & Company in service breadth but materially larger in headcount, revenue, and geographic footprint.
Others
- Booz Allen Hamilton: Large US management and technology consulting firm. Adjacent to Stephens & Company's advisory and financial consulting work rather than directly competitive in core CPA services.
Market position
Strengths4 records
Weaknesses3 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Stephens & Company social profiles
Digital presenceStephens & Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stephens & Company leadership team
Management profileNumber of profiles
Stephens & Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stephens & Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stephens & Company
What does Stephens & Company do?
Stephens & Company, PLLC is a professional CPA firm that delivers accounting, tax, audit, bookkeeping, and financial advisory services to clients through its team of licensed CPAs and accounting professionals. The firm operates from multiple physical office locations and presents itself as a full-service accounting practice organized around client engagement, resources, and team-based service delivery.
Is Stephens & Company a public or private company?
Stephens & Company is a private company. It is classified as unknown and is currently operating.
When was Stephens & Company founded?
Stephens & Company was founded in 2019. It employs 11 to 50 people.
Where is Stephens & Company based?
Stephens & Company is headquartered in Flagstaff, United States, in the North America region.
Who are Stephens & Company's main competitors?
Direct peers on record are Wipfli, CliftonLarsonAllen (CLA), HBK CPAs & Consultants and Plante Moran. Broad incumbents are BDO USA, RSM US, Deloitte US, Forvis (FORVIS Mazars) and Crowe LLP. Booz Allen Hamilton is listed as an others.
Does Stephens & Company have an API?
No public API is recorded for Stephens & Company.
What industry is Stephens & Company in?
Stephens & Company's product category is Accounting & Tax Services. Its primary akta.pro industry code is BPAAAGAI, Tax Operations Support (Indirect Tax, Withholding, Compliance Admin), with a secondary code of BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 541211 and its SIC code is 8742.