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Trout CPA

Accounting firm offering tax, advisory services

Overview

Trout CPA provides accounting and advisory services for businesses and individuals in central Pennsylvania, with offices in Lancaster, Lancaster City, Carlisle, and Mechanicsburg. It offers traditional services such as tax preparation and financial statements, along with outsourced accounting, data analytics, and other business solutions. The firm assigns clients to a team of specialists who match each client’s needs, ensuring personalized service. Its goal is to help clients manage taxes, finances, and operations more effectively by delivering tailored accounting, analytics, and advisory support.

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About Trout CPA

Simplify's Rating
Why Trout CPA is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsConsultingFinancial Services

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Lancaster, Pennsylvania

Founded

1929

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Simplify's Take

What believers are saying

  • September 2026 acquisition lifted Trout to 180 team members and 21 partners.
  • Sam Straw's September 2026 hire strengthens valuation, diligence, and integration services.
  • Web updates show active investment in outsourced accounting, business continuity, and data analytics.

What critics are saying

  • Nick Miller joined in 2026; indirect tax depth hinges on one recent hire.
  • Schiff Dental CPAs concentration exposes Trout to dental spending cycles and practice-sale slowdowns.
  • A single misstep in the Towson integration would damage client retention and growth momentum.

What makes Trout CPA unique

  • Trout CPA pairs accounting with dental specialization through Schiff Dental CPAs by Trout CPA.
  • Its 2026 Mid-Atlantic expansion added Towson, Maryland, broadening regional coverage.
  • The firm sells outsourced accounting, data analytics, and transaction advisory under one roof.

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Benefits

  • Professional Development Budget

Company News

PR Newswire
Sep 23rd, 2026
Trout CPA rises to No. 178 on INSIDE Public Accounting's 2026 ranking of largest U.S. CPA firms.

Trout CPA rises to No. 178 on INSIDE Public Accounting's 2026 ranking of largest U.S. CPA firms. Sep 23, 2026, 14:26 ET LANCASTER, Pa., Sept. 23, 2026 /PRNewswire/ - Trout CPA has been ranked No. 178 on INSIDE Public Accounting's 2026 IPA Top 200 Firms in the United States, advancing 12 positions from No. 190 in 2025 and strengthening its position among the nation's leading accounting and advisory firms. This recognition marks the sixth consecutive year Trout CPA has been included in the IPA Top 200. Compiled through the IPA Practice Management Survey, the annual ranking is based on net revenue and serves as a benchmark for firm size, growth, profitability, and market position across the accounting profession. "Moving up the list is an affirmation of Trout CPA's commitment to delivering forward-focused advisory services to our clients," said Todd Harrington, Managing Partner of Trout CPA. "Our growth allows us to bring greater industry expertise and broader capabilities to clients throughout their business lifecycle while preserving the high-touch relationships, continuity and accountability they value. We are building regional scale without losing the boutique client experience that defines how we serve our clients." The firm's advancement reflects continued investment in both its people and service offerings. Trout CPA has expanded its market position and its capabilities in areas including outsourced accounting, transaction advisory, and specialized consulting, providing clients with strategic guidance that extends beyond traditional accounting and tax services. The firm's commitment to tailored client service and industry-focused expertise remains central to its ongoing growth. About Trout CPA Trout CPA is a forward-focused accounting, tax and advisory firm headquartered in Lancaster, Pennsylvania, serving clients across Pennsylvania and the Mid-Atlantic region. The firm helps entrepreneurs, growth-focused businesses and organizations make confident decisions through every stage of their lifecycle by combining industry expertise, practical guidance and high-touch client experience. Trout CPA delivers the resources and regional scale necessary to support evolving needs while maintaining direct relationships, continuity and accountability that set the firm apart. About the IPA 500 INSIDE Public Accounting's (IPA) IPA 500 is the profession's premier annual ranking of the 500 largest accounting firms in the United States based on net revenue, spanning firms from the Big 4 to No. 500. Compiled using data submitted through the IPA Practice Management Survey, the list is organized into the IPA Top 100, Top 200, Top 300, Top 400, and Top 500 categories, providing a comprehensive view of firm size, growth, profitability, operational performance, and overall market position across the accounting industry. SOURCE Trout CPA

Trout CPA
Sep 23rd, 2026
Tax strategies for dental practice owners.

Tax strategies for dental practice owners. Allen joined Trout CPA in 2026 with over 50 years of experience in accounting and advisory for dental practice management. Prior to the acquisition, Allen was the Managing Member of Schiff & Associates and was a Partner with Smart & Associates for 30 years as the practice leader for dental practice management services. Allen's services include business planning, obtaining financing, succession planning, exit strategies, long-range planning, and employee compensation. Allen has assisted dentists with practice acquisitions, start-ups, operational analysis, and associate contract analysis. Allen is the President of the Academy of Dental CPAs, a group of knowledgeable CPA firms across the nation that specialize in practice management services to the dental industry for over 11,000 clients. He is also an accomplished speaker on topics such as dental practice management, transition planning, choosing a dental CPA, obtaining financing, identifying embezzlement in the workplace, and business start-ups for audiences including the American Dental Association (ADA), Academy of General Dentistry (AGD), American Academy of Pediatric Dentists (AAPD), local societies, and dental schools.

Trout CPA
Sep 9th, 2026
Trout CPA welcomes Sam Straw as Transaction Advisory Services Manager.

Trout CPA welcomes Sam Straw as Transaction Advisory Services Manager. Posted by Trout CPA on September 09, 2026 Trout CPA is pleased to welcome Sam Straw as a Manager of Transaction Advisory Services. Sam brings more than seven years of experience spanning public accounting, corporate financial planning and analysis (FP&A), and business consulting. His combination of accounting, financial analysis, and business advisory experience strengthens Trout CPA's ability to help business owners, buyers, sellers, and investors navigate complex transactions. In his role, Sam works with clients throughout the transaction lifecycle, including financial due diligence, business valuation, deal structuring, and post-transaction integration. His focus is helping clients better understand the financial dynamics of a transaction, identify potential risks and opportunities, and make informed decisions before and after a deal closes. "Sam's experience across public accounting, corporate finance, and consulting provides a valuable perspective for our clients," said Andrew Rice, CPA, CVA. "As we continue to expand our transaction advisory capabilities, his financial expertise and hands-on approach will further strengthen the support we provide to businesses navigating acquisitions, sales, and other strategic transactions." Sam earned a Bachelor of Science in Business Administration with a concentration in Accounting from Appalachian State University in 2016. Outside of work, Sam enjoys golfing, home improvement projects, and spending time with his family. Learn more about Trout CPA's Transaction Advisory Services.

PR Newswire
Sep 2nd, 2026
Trout CPA Expands Mid-Atlantic Presence with Acquisition of Schiff & Associates, a Leading Dental Accounting and Advisory Firm in Towson, Maryland

/PRNewswire/ -- Trout CPA, an accounting, tax, and advisory firm headquartered in Lancaster, Pennsylvania, is pleased to announce the acquisition of Schiff &...

Trout CPA
Jul 6th, 2026
Trout CPA expands Indirect Tax offerings with the addition of Nick Miller.

Trout CPA expands Indirect Tax offerings with the addition of Nick Miller. Posted by Trout CPA on July 06, 2026 Trout CPA is pleased to share that Nick Miller, CMI, has joined the firm as the Director of Indirect Tax, bringing over 18 years of experience in multi-state tax at national firms and in the industry, Miller will lead and continue to build out its indirect tax services, including sales and use tax and state and local tax. He'll partner closely with its teams and clients to navigate complex compliance requirements, identify potential risks, and uncover planning opportunities. He joins Trout CPA from global and national companies including CLA (CliftonLarsonAllen LLP) and Shift4, where he oversaw all aspects of indirect tax compliance and strategy. His background allows Trout CPA to strengthen its expertise and capabilities in this area as Trout CPA continue to grow. Miller is a Certified Member of the Institute (CMI) in Sales Tax from the Institute for Professionals in Taxation, is a Certified Avalara Implementor, and holds a Bachelor of Science in Accounting from Lock Haven University. The addition of Miller reflects Trout CPA's continued investment in senior-level talent to support evolving client needs and position the firm for long-term growth in the middle-market and beyond.

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