MAS LLC

What MAS LLC does

MAS LLC, formally Marschall Accounting Services LLC, is a Fredericksburg, Virginia-based CPA firm founded in 2002 by Jessica I. Marschall that delivers tax advisory, tax preparation, business valuation, and outsourced Controller/CFO services to individuals and small-to-mid sized businesses. The firm operates two primary service lines (Marschall Accounting Services for tax and accounting; Marschall Advisory Services for SSVS-compliant valuations, business calculations, and estimates) and holds itself out as a small-firm alternative that offers large-firm caliber expertise with direct CEO client contact and year-round engagement rather than seasonal-only interaction. The firm reports 400+ active clients across the U.S., with concentration in high-tax states (New York, Illinois, California), and is affiliated with three additional entities (The Green Mission Inc., Probity Appraisal Group LLC, and GM-ESG) that provide adjacent capabilities in ESG advisory, IRS/USPAP-compliant personal property appraisals, and deconstruction management.

The firm operates on a flat-rate pricing model billed per project or per month, deliberately avoiding hourly billing to encourage open client communication. Its go-to-market is sales-led and direct, combining content marketing (an extensive blog and email newsletter), professional thought leadership on CPA pipeline and AI issues, and a structured referral network with local Fredericksburg CPAs, bookkeepers, financial advisors, and legal professionals. The technology stack is standard for the profession: QuickBooks integration plus AI tools used for error detection and task acceleration, with no proprietary technology platforms, patents, or APIs disclosed. Customer mix spans individuals with complex tax situations (foreign income, rental portfolios, equity compensation), high-income professionals, real estate investors, and small business clients including pass-through entities, S Corps, and small C corporations seeking sophisticated strategies (QSBS, R&D credits, Opportunity Zones, cost segregation studies). The firm is bootstrapped, privately held, and women-led, with ownership and CEO control concentrated in the founder, who also leads the three affiliated entities.

Name

MAS LLC

Legal name

Marschall Accounting Services LLC

Website

https://marschalltax.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

MAS LLC is a Fredericksburg, Virginia-based CPA firm founded in 2002 that provides tax preparation, advisory, business valuation, and outsourced CFO/Controller services to individuals and small-to-mid sized businesses across 400+ clients nationwide.

Ownership category

akta.pro rank

Headquarters

HQ city

Fredericksburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Advisory Services: Ongoing tax advisory and planning services contracted on flat-rate monthly or project basis. Emphasizes year-round collaboration without hourly billing concerns.
2. Tax Preparation Services: Tax return preparation for individuals and small businesses including Partnerships, S Corps, Schedule Cs, Real Estate investments (Schedule Es), foreign income, complex investment income, non-cash charitable contributions, and Corporate tax returns.
3. Outsourced CFO and Controller Engagements: Financial leadership services for small businesses lacking budget for full-time positions. Includes monthly financial statement review, ratio analysis, trend identification, budgeting, forecasting, and measurement.
4. Business Valuation Services: Valuations, estimates, and calculations for buying/selling businesses, financial planning, 83(b) elections with 409A valuations, corporate disputes, tax/estate planning, investor capital, and asset valuations. Includes Business Valuation (SSVS compliant), Business Calculation, and Business Estimates.
5. Limited Bookkeeping Services: Select bookkeeping services from one-time clean-ups to ongoing services for clients using the firm for tax advisory.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

MAS LLC is a CPA firm providing tax preparation, accounting, business valuation, and outsourced Controller/CFO services for individuals and small-to-mid-sized businesses. Core work covers Partnerships, S Corps, Schedule Cs, real estate investments on Schedule Es, foreign income, complex investment income, non-cash charitable contributions, and corporate tax returns, delivered under flat-rate monthly or per-project billing.

Product overview

MAS LLC (Marschall Accounting Services LLC) is a CPA firm offering two primary service lines: Marschall Accounting Services for tax preparation, accounting, and bookkeeping, and Marschall Advisory Services for business valuation, estimates, and calculations. The firm also provides outsourced Controller and CFO engagements as an add-on service. These services work together to serve small-to-mid-sized businesses and individuals with comprehensive financial guidance, from tax compliance to strategic planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Marschall Accounting Services Tax preparation and accounting services for individuals and small-to-mid-sized businesses, including outsourced CFO and Controller engagements, tax consultation, and limited bookkeeping services; engagements priced using flat-rate (value billing) fees and billed per project or per month. Covers Partnerships, S Corps, Schedule Cs, real estate on Schedule Es, foreign income, complex investment income, non-cash charitable contributions, and corporate tax returns.
• Marschall Advisory Services Business valuation, estimates, and calculation services limited to small businesses, delivered as SSVS-compliant business valuations for IRS Fair Market Value use, narrower-scope business calculations, and tailored business estimates and forecasts for buying/selling, financial planning, 83(b) elections with 409A valuations, corporate disputes, tax/estate planning, investor capital, and asset valuations.
• Outsourced Controller / CFO Services Outsourced financial leadership for small businesses that lack the budget for a full-time Controller or CFO, providing access to a knowledgeable financial team without the expense or commitment of a full-time hire; bundling monthly financial statement review, ratio analysis, trend identification, budgeting, business financial and tax planning, forecasting, feasibility studies, valuation services including 409As for 83(b) elections, and tax preparation services.

Quantifiable outcome

• Over 400 active clients served across service offerings
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• The Green Mission Inc.coreOthersRelated company specializing in waste diversion strategies, deconstruction management, IRS-qualified personal property donation appraisals, and charitable contribution tax expertise. Both companies share founder Jessica Marschall as President & CEO.
• Probity Appraisal Group (Division of The Green Mission Inc.)coreOthersSpecializes in producing personal property appraisals to standards set by the IRS, USPAP, and standards set by the three personal property appraisal organizations (ASA, AAA, ISA). Appraisers are accredited members of one of the three personal property appraisal organizations.
• GM-ESGcoreOthersThrough strategic partnerships, technical insight, and ethical compliance, helps corporations, nonprofits, and industry leaders take meaningful action on sustainability. Related company sharing founder Jessica Marschall.
• Stafford Educational FoundationminorOthersNon-profit organization where Jessica Marschall serves as Board Member and Treasurer. She also serves as Treasurer of two other non-profits and President of The Green Mission Inc, GM-ESG, and Probity Appraisal Group.
• Local Fredericksburg CPAs and AccountantsminorStrategic or Co-development PartnerBuilding referral network with local CPA firms. Goal is to alleviate strain on brilliant CPA colleagues who are drowning in work. Professionals in the network know when to call in MAS for complicated returns.
• Local Bookkeepers, Financial Advisors, and Legal ProfessionalsminorChannel Partner/ Reseller/ DistributorReferral network of qualified local bookkeepers (worked with for years), financial advisors, and local legal professionals to round out the client service network.

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Marks Paneth: Northeast-based accounting firm serving closely-held businesses, real estate investors, and high-net-worth individuals with tax, advisory, and valuation services — strong overlap with MAS LLC's complex individual and SMB client base.
• 1-800Accountant: Virtual national CPA firm targeting small businesses and entrepreneurs with tax preparation, advisory, and bookkeeping — competes with MAS LLC for the same pass-through entity and small C-corp client segment.
• Kaufman Rossin: Florida-based CPA and advisory firm with strong tax practice for high-net-worth individuals, real estate investors, and small businesses — comparable to MAS LLC's complex individual/SMB tax and business valuation services.
• Padgett Business Services: Franchise-based small business accounting, tax, and advisory firm focused exclusively on small businesses and individuals — directly comparable target market and service profile to MAS LLC.
• Withum: Mid-market accounting and advisory firm with strong entrepreneurial and small-business tax practice plus business valuation and outsourced CFO services — most comparable in service mix to MAS LLC's boutique advisory model.

Broad incumbents

• CLA (CliftonLarsonAllen): Large U.S. accounting and advisory firm with strong focus on mid-market, small business, and individual tax clients — directly comparable target market and outsourced CFO capabilities.
• Andersen (formerly WTAS): National tax, valuation, and advisory firm offering business valuation (SSVS-compliant), international tax planning, and high-net-worth individual tax services — the most direct large-firm comparison to MAS LLC's advisory and valuation offerings.
• BDO USA: Top-tier accounting and advisory firm serving mid-market and small businesses with tax compliance, advisory, and outsourced CFO/Controller services — comparable to MAS LLC's full-service SMB tax and advisory offering at much larger scale.
• Cherry Bekaert: Mid-Atlantic-rooted CPA and advisory firm with significant small business and individual tax practice, business valuation, and outsourced financial leadership services — closely mirrors MAS LLC's geographic and service profile.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services startup targeting small businesses and startups — represents the technology-enabled threat to traditional boutique CPA firms like MAS LLC.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/marschalltax

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries3 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 MAS LLC