For more than two decades we've helped businesses and families navigate every financial season with clarity and confidence.
Profit Accounting was founded in 1998 by Margaret Chen and David Alvarez with a simple belief: every client deserves an accountant who picks up the phone and actually knows their business.
What began as a modest storefront practice has grown into a 32-person firm serving more than 1,800 clients across the country — yet that founding belief hasn't changed. We pair the depth of a large firm with the warmth and accountability of a neighborhood advisor.
Today, our specialists serve clients in healthcare, real estate, technology, manufacturing, and the nonprofit sector, delivering tax, audit, and advisory services that consistently exceed expectations.
We measure our success by the confidence and growth of the people we serve.
We do what's right even when no one is watching. Ethics aren't a policy — they're the foundation of every engagement.
Numbers carry consequences. Our review process and standards ensure the figures you rely on are exactly right.
We invest in long-term relationships, learning your goals so our advice always serves where you're headed next.
Margaret Chen & David Alvarez open the doors with a handful of clients.
Launched a dedicated assurance division for growing mid-market firms.
Adopted cloud accounting and fractional CFO services across the firm.
Recognized as a top regional CPA firm with a 4.9-star client rating.