Smolin & CO CPA

What Smolin & CO CPA does

Smolin & CO CPA is a privately held, single-office Certified Public Accounting firm headquartered at 1220 Melody Lane, Suite 106, Roseville, California, serving the greater Sacramento metropolitan area. Founded in 2011 by Yana Smolin, a first-generation immigrant and former PwC auditor, the firm offers an integrated suite of professional services including accounting, auditing, tax preparation and planning, litigation support and forensic accounting, financial advisory, and estate planning/wealth management. The practice targets two horizontal customer segments — individuals and small businesses — delivering services on a per-engagement, quote-based fee model rather than subscription.

The firm operates with a minimal team (owner plus an office administrator per disclosed data) and uses no proprietary technology platform; client interaction is conducted through in-person appointments at the Roseville office, supplemented by phone, email, website contact forms, and a third-party secure document portal (securefilepro.com). There is no self-serve product, no SaaS offering, and no documented digital marketing or paid acquisition motion. Distribution is entirely direct, with customer acquisition driven by referrals and prominently displayed client testimonials on the firm's website.

Commercially, the firm generates revenue exclusively through professional service fees billed per engagement, with pricing not publicly disclosed and custom quotes offered for each client. There are no external investors, no parent company, no subsidiaries, no patents, no partnerships or alliances, and no disclosed regulatory actions. The business is a founder-operated lifestyle practice in which the owner is the primary fee earner, and growth has not been pursued through hiring, geographic expansion, technology investment, or M&A since inception.

Name

Smolin & CO CPA

Legal name

Smolin & CO CPA

Website

https://smolincpa.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Smolin & CO CPA is a privately held, single-office Certified Public Accounting firm in Roseville, California, founded in 2011 by Yana Smolin. It provides tax, accounting, auditing, litigation support, and financial advisory services to individuals and small businesses in the greater Sacramento area on a per-engagement fee basis.

Ownership category

akta.pro rank

Headquarters

HQ city

Roseville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services: Fee-for-service accounting, auditing, tax preparation, and financial advisory services for individuals and small businesses. Services are rendered on a per-engagement basis rather than subscription.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Smolin & CO CPA is a certified public accounting firm that delivers accounting, auditing, tax preparation, litigation support, financial advisory, and estate planning and wealth management services. The firm serves individuals and small businesses primarily in the Roseville and greater Sacramento, California area, with senior-level oversight of every engagement.

Product overview

Smolin & CO CPA is a single-location CPA firm offering an integrated suite of accounting and financial services. The core offerings include Accounting, Auditing, Tax Services, Litigation Support, Financial Advisory, and Estate Planning/Wealth Management. These services are designed for individuals and small businesses, with the firm's focus on tax and audit services forming the central pillar of their practice.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Ongoing accounting and bookkeeping services for small businesses and individuals, including preparation of financial statements and general ledger maintenance.
• Auditing Independent audit services for small businesses, drawing on the founder's prior PwC auditing experience.
• Tax Services Personal and business tax preparation and filing services for individuals and small businesses.
• Litigation Support Forensic accounting and litigation support services for legal matters requiring financial expertise, including expert witness work and financial analysis.
• Financial Advisory Financial advisory services for small businesses and individuals covering business and financial decision support.
• Estate Planning and Wealth Management Personal estate planning and wealth management services for individuals and families.

Quantifiable outcome

• Founded in 2011, over 13 years of service

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Direct peers

• H&R Block: H&R Block is a national tax preparation and financial services retailer serving individual and small business clients with bookkeeping and tax filing—directly overlapping with Smolin & CO CPA's core individual/SMB tax and accounting services.
• Liberty Tax: Liberty Tax is a tax preparation franchise focused on individual and small business returns—directly competing for the same SMB and personal tax clients that Smolin & CO CPA serves.
• Jackson Hewitt: Jackson Hewitt is a tax preparation chain serving individual taxpayers and small businesses—directly comparable to Smolin & CO CPA's tax preparation and small business service offering.

Broad incumbents

• BDO USA: BDO USA is a top-tier accounting and advisory firm serving mid-market businesses—comparable in service mix (audit, tax, advisory) but operating at much larger scale than Smolin & CO CPA.
• Deloitte US: Deloitte is one of the Big Four accounting firms offering tax, audit, and advisory services—overlapping completely with Smolin & CO's service catalog but serving enterprise and middle-market clients nationally.
• Andersen: Andersen is a global tax and accounting services firm offering the same integrated tax, audit, and advisory services that Smolin & CO CPA provides to its small business and individual clients, but at enterprise scale.
• KPMG US: KPMG is a Big Four accounting firm where Smolin's founder previously worked; while it operates at vastly larger scale, it competes for audit, tax, and advisory talent and sets the credential standard the firm leverages.
• CliftonLarsonAllen (CLA): CLA is a large US accounting firm focused on closely held businesses and SMB advisory—directly comparable service lines (tax, audit, advisory) but at significantly greater scale and geographic reach.

Emerging players

• Bench: Bench is a SaaS-driven bookkeeping and tax service for small businesses—an emerging player offering software-augmented alternatives to traditional CPA firms like Smolin & CO.
• Pilot: Pilot is a tech-enabled accounting, bookkeeping, and tax service for small businesses and startups—an emerging digital-native peer competing for the same SMB accounting wallet.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/smolincpa
• Facebookfacebook.com/smolincpa
• LinkedInlinkedin.com/company/smolincocpa
• Instagraminstagram.com/smolincpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Smolin & CO CPA