CPT CPA Group

What CPT CPA Group does

CPT CPA Group is a small, privately held accounting firm headquartered in Glenview, Illinois, United States. Per the firmographics data, the company operates with 1-10 employees and its stated mission is to provide the highest quality services. The only named leader in the available data is David Polster, who serves as Managing Partner. The firm's website (http://cptcpas.com/) currently functions as a redirect page and contains no substantive information about service lines, industry specialization, or operational details.

No core products, proprietary technology, pricing models, certifications, partnerships, funding history, or operational milestones are documented in the source material. The "CPA" designation in the firm's name indicates licensed Certified Public Accountant credentials, implying the firm offers traditional accounting, tax, and/or attest services typical of a small local practice, but no specific service descriptions, client segments, or geographic coverage beyond the Glenview base are confirmed. There is no evidence of technology platforms, software products, or digital service delivery mechanisms.

The available evidence supports characterization as a micro-scale, locally oriented professional services firm. The significant data gaps — including the absence of revenue figures, client base details, employee count specifics beyond a range, ownership structure, and any history of transactions or strategic moves — limit any further characterization. The firm appears to be an actively operating small business (operating status: operating) but with minimal public footprint or disclosed information.

Name

CPT CPA Group

Website

http://cptcpas.com/

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

CPT CPA Group is a small privately held accounting firm in Glenview, Illinois with 1-10 employees, led by Managing Partner David Polster, providing professional accounting and tax services to local clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Glenview

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

CPT CPA Group is a small Certified Public Accountant firm formed with the mission of providing the highest quality services. Operating with 1–10 employees from Glenview, Illinois, the firm delivers traditional CPA services to its clients. Its website (http://cptcpas.com/) currently resolves to a redirect page, so specific service-line details are not publicly documented in the source material.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional CPA services General professional services delivered by CPT CPA Group, a small CPA firm formed with the mission of providing the highest quality services to its clients.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Porte Brown: Mid-sized full-service CPA and advisory firm with offices in the Chicago suburbs including Elk Grove Village, close to Glenview. Directly comparable in core accounting/tax/audit services for small and mid-market businesses in the same North Shore geography.
• Mowery & Schoenfeld: CPA and advisory firm headquartered in Lincolnshire, IL (near Glenview), serving closely held businesses and individuals with tax, audit, and outsourced CFO services. Comparable size and suburban Chicago footprint to CPT CPA Group.
• Rehmann: Mid-market CPA, advisory, and wealth management firm serving closely held businesses with tax, audit, and consulting services. Comparable core service mix targeting small-to-mid business clients.

Broad incumbents

• Wipfli: Top-20 U.S. accounting and advisory firm offering tax, audit, and consulting across industries. Represents the larger end of the CPA competitive landscape that small suburban firms either feed into or compete against on local engagements.
• CliftonLarsonAllen (CLA): Large U.S. accounting firm focused on private middle-market businesses with tax, audit, wealth advisory, and consulting. Sets the benchmark for the kind of services a small firm is competing against for growing clients.
• RSM US: Major U.S. middle-market accounting and advisory firm with full-service tax, audit, and consulting. Represents the scale competitor that small CPA firms face when clients outgrow them.
• Plante Moran: Large U.S. accounting and business advisory firm serving middle-market companies, with strong Chicago-area presence. Comparable at the service-line level despite much larger scale.
• Marcum LLP: Top-15 U.S. accounting and advisory firm providing tax, audit, and consulting to middle-market and high-net-worth clients. Competes for the same small-to-mid business segment at greater scale.
• Baker Tilly US: Major U.S. advisory, tax, and assurance firm with a significant Chicago-area presence. Comparable service mix aimed at closely held and mid-market businesses in the same geography as CPT CPA Group.

Emerging players

• Bench (accounting): Tech-enabled outsourced bookkeeping and accounting service for small businesses, blending software with a distributed team of bookkeepers. Represents the automated, software-assisted alternative model competing with traditional small CPA firms for routine monthly work.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat1 record

Key risks4 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/certified-accounting-and-tax

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 CPT CPA Group