steven potter

Name

steven potter

Legal name

Steven Potter & Co, CPA's, Inc.

Website

https://stevenpottercpa.com

Company type

Private

Founded year

1983

Operating status

Operating

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

akta.pro secondary industry

Tax-Aware Retirement & Estate Coordination (FSAEABAJ)

Keywords

• Tax preparation services
• Small business accounting
• IRS audit representation
• Payroll tax services
• Non-profit accounting

Headquarters

HQ city

Fairfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Tax Preparation Services: Income tax return preparation for individuals, corporations, partnerships, estates, trusts, and non-profit organizations. One-time preparation fees per return.
2. Small Business Accounting Services: Monthly financial statement compilation, accounting data entry, journal entries, month-end closings, sales tax and payroll tax returns. Recurring monthly or annual engagement.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Steven Potter & Co, CPA's, Inc. is a CPA firm that prepares income tax returns for individuals, corporations, partnerships (including LLCs), estates, trusts, and non-profit organizations, and provides small business accounting services including monthly financial statement compilation, sales tax and payroll tax returns, and on-site accounting assistance. The firm also represents clients in IRS audits, responds to IRS notices, and advises on tax planning decisions such as 401(k) distributions, IRA rollovers, equipment purchases, and property sales.

Product overview

Steven Potter & Co, CPA's, Inc. is a CPA firm offering two core accounting and tax services: Tax Preparation and Small Business Accounting. The firm operates as a unified service business with a subsidiary brand, Grein & Potter, CPA's, that handles tax preparation in Reading, Ohio. Tax services include income tax returns for individuals, corporations, partnerships, estates, trusts, and non-profits with IRS audit representation. Small Business Accounting provides monthly financial statements, sales tax and payroll tax returns, and internal accounting support. The firm prepares over 900 personal and business income tax returns at its Fairfield office and serves over 100 small businesses and non-profit organizations.

Differentiator

Problem solved

Functional benefit

Brands

• Grein & Potter, CPA's: Subsidiary operating the income tax practice acquired from Roger Grein, CPA in Reading, Ohio, preparing approximately 800 personal income tax returns annually.

Products and services

• Tax Preparation Services Income tax return preparation for individuals, corporations, partnerships (including LLCs), estates, trusts, and non-profit organizations. Includes tax planning advice on 401(k)/IRA distributions and rollovers, business equipment purchases, and rental property sales, plus IRS audit representation, IRS notice response, IRS payment plan setup, and Offer in Compromise preparation. The Fairfield office prepares 800 individual returns plus 150 corporation/partnership returns, and the Reading office (Grein & Potter, CPA's) prepares approximately 900 individual returns, for over 1,700 personal and business returns annually.
• Small Business Accounting Monthly financial statement compilation for small businesses delivered on a timely basis for management decision-making, plus internal accounting assistance for businesses not large enough to employ a full-time accountant. Includes sales tax and payroll tax return preparation, on-site accountant visits for accounting data entry, journal entries, and month-end closings. Serves over 100 small businesses and non-profit organizations on recurring monthly or annual engagements.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Grein & Potter, CPA'scoreOthers · 1 December 2010Operated as a subsidiary of Steven Potter & Co, CPA's, Inc. Acquired in December 2010 from Roger Grein, CPA. Located in Reading, Ohio and prepares 800 personal income tax returns annually.

Scale indicators3 records

Recent moves3 records

Expansion highlights2 records

Direct peers

• Jackson Hewitt: Retail tax preparation franchise network providing individual and small business tax filing services. Competes for the same individual taxpayer and small business client base that Steven Potter serves, with a focus on accessibility and speed.
• H&R Block: National retail tax preparation chain offering individual and small business tax services, including assisted preparation with CPA/EA review. Directly competes with Steven Potter's core tax return preparation business, though at much larger scale and lower price point.
• Intuit TurboTax Live: DIY tax software with an optional live CPA/EA review service for individual and small business returns. Directly competes with Steven Potter's individual and small business tax preparation on price, convenience, and digital experience.
• Liberty Tax: National retail tax preparation franchise serving individual taxpayers and small businesses, including year-round accounting and tax services. Comparable in offering breadth (tax prep + bookkeeping) to Steven Potter's two-service practice.

Broad incumbents

• BDO USA: Top-tier national accounting and advisory firm offering tax, audit, and consulting services across SMB, middle-market, and large enterprise segments. Represents the upper-end incumbent that smaller practices either grow toward or lose clients to as their business clients scale.
• Plante Moran: Large US accounting, tax, and advisory firm with strong Midwest presence including Ohio. Comparable to Steven Potter in serving Ohio-based small businesses and non-profits, but with vastly broader service portfolio and significantly larger scale.

Emerging players

• 1-800Accountant: Virtual accounting and tax advisory service targeting small businesses and individuals nationwide. Competes with Steven Potter's small business and individual tax practice via a remote delivery model, threatening geographic exclusivity advantages.
• Bench (by Xero): Tech-enabled bookkeeping service for small businesses, combining software with dedicated bookkeepers. Directly substitutes for the small business monthly accounting and financial statement compilation service that is one of Steven Potter's two core offerings.
• Pilot.com: Tech-enabled accounting firm providing bookkeeping, tax, and CFO services to startups and SMBs. Represents the digital-native alternative to traditional CPA firms and is increasingly competing for the same small business monthly accounting engagement that Steven Potter sells.

Regional players

• Whalen & Company CPAs: Mid-sized regional CPA firm serving individuals and small businesses with tax, accounting, and advisory services across Ohio. Closest geographic and segment peer to Steven Potter — a comparable local Ohio competitor for both clients and acquisition targets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 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 steven potter