Accounting & Tax Acquisitions in 2025

Maridea Wealth Management has acquired Hyperion Accounting Group and launched a dedicated Tax & Business Services unit. David Papotta, leader of Hyperion, will join Maridea as Director of Tax & Business Services as the firm expands its integrated financial, tax, and business-advisory offerings.

Doeren Mayhew completed the acquisition of Florida-based Lancaster & Reed LLC (effective Dec. 17, 2025), bringing the Key Biscayne practice and its staff into the Doeren Mayhew brand. The deal gives Doeren Mayhew an entry into the Miami international private client and high-net-worth market and strengthens the firm's international tax and private-client capabilities; Lancaster & Reed co-founders Sherry and Richard Reed will remain with the firm.

Aiwyn has acquired Column Tax's tax technology and integrated key team members (including former Column Tax CEO Gavin Nachbar) to accelerate launch of Aiwyn Tax, a modern 1040 preparation engine. The move shortens Aiwyn's development timeline by leveraging Column Tax's proven platform (over 1M returns processed) and supports a pilot program seeking 100 accounting firms for the 2026 tax season.

Crete Professionals Alliance announced that Legacy Valuations & Forensics, LLC, a Hauppauge, New York-based valuation and forensic accounting firm, has joined the Crete network. The move brings valuation, forensic accounting and litigation support capabilities onto Crete's national platform while Legacy retains its name and leadership and gains access to Crete's enterprise services, AI tools and nationwide network.

Carr, Riggs & Ingram (CRI), a nationally ranked accounting and advisory firm, has expanded its Texas presence by adding Austin-based DK Partners, PC. DK Partners’ team and clients will join the CRI platform—retaining local continuity while gaining access to CRI’s national resources and specialized services.

UHY has expanded its U.S. footprint by adding Greenwood-based Manley Garvin, LLC to its network, bringing the Manley Garvin team and clients into UHY's national platform. Shareholders Josh Garvin and Jim Manley will join UHY as part of the combination; Peakstone served as M&A advisor to Manley Garvin.

SAX has completed two add-on acquisitions, acquiring Maryland-based SCL Consulting and New Jersey-based Maddaloni, Nydick & Keenan, P.C. These are the first add-ons since Cobepa’s minority investment in SAX in July 2025 and are intended to expand SAX’s Client Accounting Services capabilities and strengthen its presence across the Mid‑Atlantic and New Jersey/New York markets.

Doeren Mayhew has acquired Houston-based TBK CPA, PLLC, with the transaction effective Nov. 17, 2025. The acquisition adds nearly 35 employees and brings TBK partners into Doeren Mayhew's leadership team, strengthening Doeren Mayhew's Houston footprint and expanding its tax advisory capabilities.

Doeren Mayhew has acquired McMurray, Fox & Associates, PLLC, effective Nov. 10, 2025, adding offices in Hendersonville and Gallatin, Tennessee and bringing three principals and additional professionals into its Nashville practice. The deal expands Doeren Mayhew's local tax expertise and establishes a dedicated audit presence in the Middle Tennessee market.

Winter Park-based BryteBridge Group has acquired Foundation Group, a Nashville-based provider of nonprofit formation, compliance, accounting and tax services. Backed by RFE Investment Partners and Knox Capital, the deal expands BryteBridge's nonprofit services platform, integrates Foundation Group's Assurance membership with BryteBridge's Connect platform, and broadens the combined group's reach to serve more small- and medium-sized nonprofit organizations nationwide.

Overland Park-based Prime Capital Financial acquired Fort Worth accounting firm Harman Wanzor McNamara LLP (HWM) to launch a new tax advisory subsidiary. The 2014-founded HWM (about 40 employees) brings tax planning, compliance, accounting and business advisory capabilities to expand Prime Capital's wealth and retirement advisory services.

Doeren Mayhew, a national assurance, tax and advisory firm, has acquired Novotny CPA Group, expanding its West Michigan presence. The integration strengthens Doeren Mayhew’s tax and audit capabilities while bringing Novotny partners and staff into Doeren Mayhew’s Grand Haven and Grand Rapids offices.

Frazier & Deeter has completed its acquisition of Rosen, Sapperstein & Friedlander, LLC (RS&F), a Towson, Maryland–based CPA and advisory firm serving family offices, ultra-high-net-worth families, and middle-market organizations. The deal expands Frazier & Deeter's Mid-Atlantic footprint and broadens its advisory capabilities across industries including real estate, healthcare, government contracting, construction, manufacturing and technology.

Ascend, a private equity-backed platform for regional accounting firms, announced the addition of Colorado accounting firm BiggsKofford to its national Ascend platform. The deal brings nine partners and more than 40 staff across Colorado Springs and Denver to Ascend (backed by Alpine Investors); terms were not disclosed and BiggsKofford will operate with an alternative practice structure for attest and non-attest services.

Enterprise, Alabama-based Carr, Riggs & Ingram (CRI) announced that Florence-based Abroms & Associates has joined the firm, expanding CRI's presence in northern Alabama. The Abroms team will continue to operate from its Florence office under the CRI name as part of CRI's broader Southeast growth strategy.

EisnerAmper has welcomed Fernway Solutions, a San Francisco-based accounting and advisory firm, into its global consulting platform. Fernway, founded in 2018 with more than 40 professionals across offices in San Francisco, Boston, London, and Bangalore, will expand EisnerAmper's cross-border advisory, tax, accounting and M&A capabilities.

Capstone Accounting and Tax has acquired Nissen & Meyer, a Redmond, Oregon accounting and tax practice that has served the community for more than 40 years. The Nissen & Meyer team will continue operating from their Redmond office while clients gain access to Capstone's broader network and services, expanding Capstone's presence in Central Oregon.

Family Office of America, Inc. (FOFA), through its subsidiary Family Office of Maryland, has acquired Toone & Associates, a Maryland-based CPA firm. The deal launches FOFA's roll-up strategy to expand into accounting and tax services for high-net-worth individuals and families and to broaden its family office service platform.

HCM Unlocked, a Miami-based human capital managed services provider, acquired Forensic Payroll Consultants (FPC) to expand its payroll tax consulting, payroll reconstruction, and compliance capabilities. The deal integrates FPC's expertise in payroll reconstruction, agency notice resolution, and ERC filings into HCM Unlocked's managed payroll and compliance platform to better serve mid-market clients.

Ryan has acquired a majority stake in India-based tax advisory firm Dhruva Advisors, forming a joint venture to expand Ryan's tax services footprint across India, the Middle East and Asia. As part of the deal, Dhruva partners will take equity in Ryan and Dhruva Founder and CEO Dinesh Kanabar will join Ryan as a Vice Chairman.

Manchester-headquartered AMS Group has acquired Newcastle-based BW Medical, a specialist accountancy practice serving healthcare professionals and GP practices across the UK. The deal brings roughly 30 staff (including three directors) into AMS, expanding its AMS Medical team to more than 100 people and strengthening its NHS pension, GP advisory and healthcare compliance capabilities.

Kerogo Finance, a Perwyn‑backed accountancy group, has acquired two French accounting firms — Expertise Comptable Lelouch Assuied (ECLA) in Courbevoie and Cabinet Joël Pruvost in Douai — as bolt-on additions to its platform. The acquisitions expand Kerogo Finance’s regional footprint and capabilities, leveraging the Group's digital and technology expertise to accelerate growth toward its target scale.

Payentry and Corporate Payroll Services (CPS) announced a merger under the Payentry brand, with CPS to be integrated and rebranded in mid–late 2026. The combination expands Payentry's payroll and human capital management capabilities, increases service capacity, and gives CPS clients access to Payentry's SaaS tools and HR compliance resources.

Atlanta-based accounting and advisory firm Smith + Howard has acquired Birmingham, Alabama-based accounting firm Horton, Lee & Burnett (formally Horton, Lee, Burnett, Peacock, Cleveland & Grainger), marking Smith + Howard's entry into the Alabama market. The deal (terms not disclosed) will transition the Horton, Lee & Burnett team onto the Smith + Howard brand and expand Smith + Howard's capabilities and Southeastern U.S. footprint.

Richey May announced a transformative merger that combines four regional accounting and advisory firms—WSRP, Moss Krusick & Associates (MKA), Sobul Primes & Schenkel, and The Doty Group—into a single national platform operating under the Richey May brand. The combination expands the platform's geographic footprint and technical capabilities; Richey, May & Co., LLP will perform attest services while RM Advisory LLC will provide nonattest advisory services under the unified brand.

Modera Wealth Management announced it has acquired Ferrentino & Associates, a New Jersey-based accounting firm led by Gary Ferrentino, to expand Modera’s in-house tax capabilities. Gary Ferrentino and his team will join Modera’s tax group—strengthening the firm’s tax planning, preparation, and consulting services for high-net-worth individuals, small business owners, estates, and trusts.

Ascend, the PE-backed accounting platform supported by Alpine Investors, completed its largest merger to date by bringing Miami-based KSDT onto its platform effective September 1. The merger adds five offices, 29 partners and 276 professionals to Ascend’s southeastern footprint and integrates KSDT’s India team into Ascend’s offshore captive, Sentient Solutions; terms were not disclosed.

Elevate LLC has made a strategic and capital investment in Gilmore Advisors LLC, the non-attest business of San Mateo–based Gilmore & Associates, LLP, effective September 1, 2025. The partnership gives Gilmore access to Elevate's capital, technology and growth platform while preserving the independence of the CPA attest practice.

FMS Solutions, a New Heritage Capital portfolio company, has acquired Merchants Accounting Services (MAS) and AMP Services (AMP) to expand into the restaurant accounting vertical. The transactions are add-on acquisitions that broaden FMS's tech-enabled and SaaS-based managed accounting and advisory offerings for multi-site restaurants and hospitality customers.

Citrin Cooperman Advisors LLC has acquired substantially all assets of Barkin, Perren, Schwager & Dolan, LLP (BPSD), a Woodland Hills, California-based accounting and advisory firm. The deal expands Citrin Cooperman’s Southern California presence and capabilities in sectors including entertainment and professional services; BPSD joins with three partners and more than 20 professionals.

Cohen & Co has acquired Gioffre & Company, LLP, a Westchester County, New York accounting firm founded by Anthony Gioffre; the transaction closed on August 8, 2025. Gioffre — a six-person firm providing outsourced accounting, financial reporting and tax services to public and large private clients — will expand Cohen & Co's CFO support, financial reporting and tax provision capabilities in the New York Tri-State region.

Chicago-headquartered Prosperity Partners, a tax and accounting firm backed by Unity Partners, has acquired Vienna, Virginia-based transaction advisory firm Pipaya. The acquisition expands Prosperity's transaction services capabilities—particularly in aerospace, defense and government contracting—and grows its presence in the Washington, D.C. metro area; terms were not disclosed.

Ryan, a global tax services and software firm, has acquired UK boutique business-rates specialist LHL Property Auditors Ltd. The deal brings roughly 25 LHL team members (including founder Paul Hegarty) into Ryan, expands Ryan's UK property tax capabilities and establishes a new office in Chippenham.

Cherry Bekaert has acquired the business of Jameson & Company CPAs, a Bedford, Massachusetts-based firm that provides outsourced accounting solutions to small federal government contractors and grantees. The acquisition strengthens Cherry Bekaert's Government Contractor Consulting Services and expands its outsourced accounting and government contracts compliance capabilities in the Northeast.

Moore Kingston Smith has acquired CBW Recovery, a London-based restructuring and insolvency partnership, adding 13 staff including two licensed insolvency practitioners. The deal strengthens Moore Kingston Smith's restructuring and insolvency capability and enhances its offering to the non-profit sector as part of the firm's ongoing M&A-led growth strategy.

New York-based Earned, a tech-enabled financial services firm for healthcare professionals, has acquired Boston-area accounting and tax firm Schwartz & Schwartz PC to establish an East Coast footprint. The acquisition expands Earned's integrated wealth, tax, retirement and practice services offering to dental and other healthcare practices in the greater Boston market.

TowerBrook Capital Partners (via TowerBrook Fund VI) has completed the acquisition of RYDGE Conseil, the carved‑out Chartered Accountancy division of KPMG France. The deal creates an independent French professional services platform delivering accounting, payroll, tax & legal and advisory services to SMEs, with TowerBrook partnering with RYDGE management to support a transformational growth strategy.

Aprio, a national business advisory and accounting firm based in Atlanta, has acquired DeFalco & Co, CPA, a New Jersey practice with offices in Hoboken and Scotch Plains. The addition brings a team of 11 professionals and several partners into Aprio, strengthening the firm's presence and capabilities in the greater New York Metro (Tri-State) market for tax, audit, and advisory services.

Frazier & Deeter has acquired Anglin Reichmann Armstrong, P.C., adding Anglin's offices in Huntsville, AL, Pensacola, FL and Winter Haven, FL to expand FD's footprint across the Southeastern United States. The deal deepens Frazier & Deeter's service offerings—particularly in Government Contracting (GovCon), construction, tax, audit, CAAS and HR consulting—by integrating Anglin's specialized capabilities into FD's national platform.

Doeren Mayhew has merged AGL CPA Group into its firm, establishing a new Atlanta (Duluth) office effective July 16, 2025. AGL brought more than 20 employees and expands Doeren Mayhew's capabilities across tax, audit, transaction advisory, CFO advisory and sector expertise including technology and broker-dealer/alternative investments.

Armanino has welcomed the team from Strategic Accounting Outsourced Solutions (SAOS) into its firm, expanding Armanino's outsourced accounting and managed services capabilities with deep expertise in nonprofit and family office accounting. The SAOS team will leverage Armanino's broader resources, technology, and consulting services to enhance reporting automation and operational scale.

G&A Partners, a Houston-based professional employer organization (PEO), has acquired GrowthForce, an outsourced accounting firm, and will merge it into G&A's outsourced accounting division. The combined team will operate under the GrowthForce brand as a G&A Partners company, aiming to create an enhanced financial operations platform and expand outsourced bookkeeping, accounting, and controller services.

CohnReznick has combined with Richmond-based tax firm PIASCIK & Associates effective July 1, 2025, bringing PIASCIK partners Steve Piascik and Ryan Losi into CohnReznick’s Private Client Services and International Tax practices. The deal expands CohnReznick’s mid-Atlantic footprint (adding a Richmond office) and bolsters its specialized tax capabilities as an add-on to the CohnReznick platform.

Aprio has acquired Needham Heights-based boutique CPA firm Sandler & Company, P.C., effective July 1, 2025. The deal brings Managing Partner Don Sandler and a team of nine professionals to Aprio, expanding its Financial Services capabilities and deepening its presence in the Greater Boston market.

CenterOak Partners, a Dallas-based private equity firm, has completed a majority recapitalization of NOW CFO, a Salt Lake City-based provider of outsourced finance and accounting services focused on SMB clients. CenterOak will support NOW CFO's growth by investing in technology, business development and client engagement and by expanding the company's geographic reach and service offerings; terms were not disclosed.

Duncan & Toplis has acquired Leicester-based accountancy firm Torr Waterfield, bringing Torr Waterfield's 65 team members into the Duncan & Toplis group and establishing a dedicated Leicester office. The founders and staff will remain in their roles while Torr Waterfield transitions to the Duncan & Toplis brand, supporting the buyer's strategy to expand its presence across the Midlands.

Exonas Capital has made a strategic growth investment in VFG Advisory LLC (Vision), a Morganville, New Jersey-based accounting and business services firm. The transaction was supported by Avante Capital Partners and Brightwood Capital Advisors, which provided debt and equity financing; Vision will operate as a growth platform pursuing expanded services and add-on acquisitions. Financial terms were not disclosed.

Xeinadin, a leading UK and Ireland accountancy and business advisory firm, has acquired London-based Silver Levene, an established independent practice with ~150 staff. The deal expands Xeinadin's footprint and capabilities in London, strengthening its sector-specific advisory services for SMEs across the capital and the UK.

New Jersey-based accounting, tax and advisory firm SAX has acquired Sewald & Anastasia CPAs, effective June 1, 2025. The deal adds an office in Morganville, NJ and brings onboard partners Charlie Anastasia and Steven Sewald, strengthening SAX’s foothold in Monmouth County and expanding its real estate and private client services capabilities.

Doeren Mayhew, a national assurance, tax and advisory firm, has acquired Grand Rapids-based Benoit & Associates, CPAs, effective June 1, 2025. The deal deepens Doeren Mayhew's tax capabilities and expands its presence in West Michigan; Maurice Benoit joined Doeren Mayhew as a principal and relocated with his staff to the firm's downtown Grand Rapids office.