Tim Crawford Cpa

Name

Tim Crawford Cpa

Legal name

Tim Crawford CPA, PC

Website

https://timcrawfordcpa.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Accounting & Financial Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAL

Fee-Only Advisory

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

Keywords

• Tax preparation services
• Financial planning services
• Estate planning services
• Accounting compilation services
• Wealth management advisory

Headquarters

HQ city

Bridgeport

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Preparation of individual, trust, estate, and business tax returns. Revenue generated through professional service fees for tax compliance work.
2. Financial Planning Services: Ongoing financial planning and wealth management guidance provided through dedicated relationships with a CFP practitioner.
3. Estate Planning Services: Guidance on wealth management, asset protection, insurance, income stream creation and wealth transfer.
4. Accounting/Compilation Services: Compilations of financial statements in a timely and accurate manner for clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Tim Crawford CPA, PC is a registered investment adviser and public accounting firm that prepares individual, trust, estate, and business tax returns, provides CERTIFIED FINANCIAL PLANNER™ practitioner-led financial planning, offers estate planning guidance on wealth management, asset protection, insurance, and wealth transfer, performs compilations of financial statements, and delivers comprehensive wealth management and tax consulting services to individuals and small businesses.

Product overview

Tim Crawford CPA offers a comprehensive suite of financial services delivered as an integrated practice. The core offerings include Tax Preparation (individual, trust, estate, and business tax returns), Financial Planning (working with CFP practitioners), Estate Planning (wealth management, asset protection, insurance), Accounting Services (financial statement compilations), Wealth Management (accumulation and retirement planning), and Tax Consulting Services. These services are provided by a small team with deep expertise, offering personalized financial guidance to individuals and businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation
• Financial Planning
• Estate Planning
• Accounting Services
• Wealth Management
• Tax Consulting Services

Segments2 records

Ideal customer profiles2 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.

• AssetMarksupportingTechnology or IntegrationAssetMark provides account information and statements for client accounts. The firm uses AssetMark's platform to manage client investment accounts, allowing clients to access their account information and statements through the ewealthmanager portal.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Emerging players

• Personal Capital / Empower Personal Dashboard: Hybrid digital wealth management platform combining robo-advisor tools with human advisors for mass-affluent clients. Comparable target segment and fee-only advisory positioning, with a digital-first delivery model.

Broad incumbents

• H&R Block: National tax preparation services firm serving individuals and small businesses, with growing financial planning offerings. Comparable tax preparation core service and overlapping individual/SMB customer segments.
• Charles Schwab (RIA Services): Brokerage and registered investment adviser serving retail investors with portfolio management and financial planning services. Comparable fee-based investment advisory offering for individuals.
• Cetera Financial Group: Network supporting independent financial advisors offering wealth management and financial planning to individuals. Comparable independent-advisor positioning but operating at platform scale.
• Edward Jones: Large U.S. financial services firm with a dense local-branch model delivering investment advisory and financial planning to individuals. Comparable relationship-driven retail advisory model, though at significantly greater scale.
• Avantax Wealth Management: Wealth management firm specializing in tax-aware financial planning for mass-affluent and HNW clients, often through CPA partnerships. Highly comparable tax-integrated wealth advisory model.
• Fisher Investments: Large independent RIA providing fee-only investment advisory services to individuals and institutions. Comparable as a fee-only advisory competitor, though much larger and operating nationally.

Direct peers

• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of independent financial advisors. Closest functional peer to a small independent CPA-led advisory practice, sharing the independent, fee-oriented advisory model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/tim-crawford-cpa

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 Tim Crawford Cpa