Your dedicated tax and accounting experts

We help small and middle market companies scale by providing bespoke accounting and tax services.

Scale CPA offers Big Four level expertise to public and private companies, at a fraction of the cost.

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Our Services

Tax Provision

Our ASC 740 / IAS 12 tax provision services offer in-depth technical expertise, a sophisticated understanding of tax accounting, and support during financial statement audits, all delivered by seasoned professionals formerly from the Big Four accounting firms.

Tax Compliance

Our tax return process is geared to keep you compliant -- from a federal, multi-state, and international perspective. We pride ourselves on filing timely, accurate returns that minimize return-to-provision adjustments, and provide a baseline for tax planning.

Accounting

Our transparent, accrual-based accounting keeps your books clean and tidy. By leveraging our deep experience and the latest technology, we not only prepare core financial statements, but also provide analytic insights and visualizations beyond the books.

Advisory

Our bespoke advisory services focus on tax optimization, financial forecasting, benchmarking, and mergers & acquisitions advisory, all tailored to your specific business needs.

What Our Clients Are Saying

Christian
ChristianFounder & CEO, Shrewsbury
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Scale CPA has been instrumental in positioning our small business for growth and maturity. They are great with advice (especially for new business owners), they're great with responsiveness, they leverage useful technology, and they provide great customer support. The team at Scale have demonstrated a command of their subject matter and have been professional throughout our onboarding and into management and support. They are active on social media and send valuable newsletters with insights and tips. We are very pleased with Scale so far and can't wait to grow with them in the future."
Kevin
KevinFounder & CEO, Five Points Digital
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Howard has been a game-changer for my businesses. He tackled our financial mess with impressive expertise, sorting out tax and registration headaches like a pro. Honestly, I can't recommend Howard and his team enough. He's transformed my businesses, and I'm sure he can do the same for anyone in need of top-notch financial management."
Alaric
AlaricCo-Founder, Reelarc
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I can't say enough good things about Scale CPA! The team has been instrumental in helping us manage our financial affairs with precision and professionalism. From tax planning to bookkeeping, they've consistently provided top-notch service. Their expertise has saved us both time and money, and their dedication to our financial success is truly commendable. The team at Scale CPA is responsive, knowledgeable, and always willing to go the extra mile to ensure our financial needs are met. If you're looking for a reliable and trustworthy accounting partner, I highly recommend Scale CPA. They've exceeded our expectations in every way, and we couldn't be happier with their services.
Andrew
AndrewFounder & CEO, MEDCOS
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Future-Proof Your Finances with Scale CPA As a burgeoning entrepreneur, the financial side of expanding a business can be daunting, especially when it intersects with the complexity of cryptocurrency. That's where Alex and Howard of Scale CPA come in—a forward-thinking CPA duo that has proven invaluable to my growing venture.
Josh
JoshFounder & CEO, COLETTI
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Outstanding team. Rare find. Incredible value. Last year Howard and team reduced my taxes to zero. And he provided valuable and timely advice. Highly recommend
Jason
JasonFounder & CEO, Vivi Dynamics
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I've worked with Scale CPA since I started my business last year. They have been incredibly helpful in handling my taxes, guiding me in expanding my business, and answering all of my complex questions. I cannot recommend their services enough!
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Industries
E-Commerce

We assist consumer goods companies with their complex accounting needs, including accrual-basis accounting, inventory accounting, financial metric analysis, sales tax reporting, income tax compliance, and overall tax optimization

Technology & Web3

We work with a wide variety of technology companies, including SaaS and crypto-native / Web3 businesses, on accrual-basis accounting, revenue recognition, investor reporting, burn rate analysis, SaaS metrics, R&D tax credits, tax compliance, and tax optimization

Food & Beverage

We support restaurants, coffee shops, and other food/beverage establishments with optimizing and standardizing their accounting system, inventory accounting, financial metric analysis, tax compliance, and overall tax optimization

Who We Are
Scale CPA’s team is made of seasoned CPAs, accountants, and enrolled agents who refined our skills at Big Four accounting firms. We assist public and private companies with their tax provision (ASC 740/IAS 12), tax compliance, accounting, and advisory needs. Our goal is to bring Big Four level accounting and tax services to the small and mid-market sector, at a fraction of the cost.
Our Latest Blog

Why Starting Your Accounting Career at a Big Four Firm is Worth It

Berkshire Hathaway’s Tax Liability: Stability in Simplicity

Understanding the Components of Tax Expense on the P&L

Understanding Amazon’s $5.2 Billion in Uncertain Tax Positions

Tesla’s $5 Billion Income Tax Benefit in 2023: Understanding the Valuation Allowance Release