Accounting & Tax Acquisitions in California

Cherry Bekaert has acquired the business of Richardson Kontogouris Emerson LLP (RKE), a Torrance, California-based public accounting and advisory firm. The deal transfers RKE’s advisory, tax and nonattest assets to Cherry Bekaert Advisory LLC and its attest assets to Cherry Bekaert LLP, expanding Cherry Bekaert’s West Coast presence and capability to serve middle-market clients in Southern California.

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.

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.

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.

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.

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.

Aprio has acquired SND Partners, LLP, a San Francisco Bay Area accounting firm specialized in Affordable Housing Tax Credit and HUD audits. The SND Partners team of three partners and nine professionals will join Aprio's Bay Area operations (joining the Walnut Creek office), strengthening Aprio's capabilities and presence in California's affordable housing and community development markets.

Cerity Partners has acquired Fishman Block + Diamond LLP, an independent accounting, tax and business advisory firm based in Encino, California. The transaction adds 47 experienced professionals to Cerity and deepens its tax, family office and business management capabilities for high-net-worth clients.

Allworth Financial has acquired CCA, LLP, a Pleasant Hill, California-based tax-focused CPA firm with a team of 25 tax professionals. The acquisition expands Allworth's in-house tax capabilities and strengthens its Northern California/Bay Area footprint.

Aprio has combined with Kirsch Kohn & Bridge (KKB) to establish a Woodland Hills, California office and expand its West Coast presence. Effective November 1, 2024, KKB joined Aprio, adding five partners and more than 30 professionals and strengthening Aprio's advisory, tax, and accounting capabilities.

Marshall & Stevens, a Los Angeles-based valuation advisory and litigation support firm, has acquired Acuity Advisors, an Orange County valuation and ESOP advisory practice founded in 1989. The acquisition expands Marshall & Stevens' ESOP and transaction advisory capabilities while adding Acuity's West Coast client base and valuation expertise.

Engineered Tax Services has acquired the Subcity technology, team and database of nearly 2,000 local, state and federal economic incentive and tax credit programs. The acquisition gives Engineered Tax Services a searchable incentives database and product capability to better serve CPAs and small-to-medium businesses by combining Subcity's technology with ETS's nationwide professional services.

NDH Advisors LLC, a Unity Partners–backed accounting platform, has acquired Santa Barbara-based tax and accounting firm McGowan Guntermann P.C. The add-on expands NDH's service footprint and establishes a local presence in Santa Barbara; terms were not disclosed and McGowan's partners will remain involved.

Baker Tilly US, LLP has acquired Seiler LLP, an advisory, tax and accounting firm based in the San Francisco Bay Area, effective July 1, 2024. The acquisition strengthens Baker Tilly's Bay Area presence and enhances its private wealth and ultra‑high‑net‑worth client capabilities following a recent strategic investment from Hellman & Friedman and Valeas Capital Partners.

Weaver, a Houston-based top-35 accounting and advisory firm, has acquired Pasadena, California-based HKG in a deal effective June 1. Sixty-five HKG professionals, including seven partners, joined Weaver, expanding its West Coast footprint to six offices and roughly 150 team members; terms were not disclosed.

Baker Tilly US, LLP has acquired Bay Area tax consultancy ACG, LLP, effective Dec. 1, 2022. The deal brings ACG's ~50 tax professionals into Baker Tilly to expand the firm's high-end corporate tax capabilities—particularly in the technology and transportation sectors—and strengthen its Bay Area presence following a recent acquisition of True Partners Consulting.

Denver-based search fund Mercator Search Group acquired Charter Impact, a California provider of outsourced accounting, payroll and back-office services for charter schools and educational nonprofits. Mercator said it plans to track operational performance more closely, introduce marketing efforts, and expand Charter Impact nationally while preserving the company’s mission-driven culture and team.

Stout has acquired Vantage Point Advisors, Inc., a provider of business valuation and financial advisory services. The acquisition expands Stout's valuation capabilities—particularly in life sciences and technology—and strengthens its presence on the West Coast and in Texas.

Moss Adams has combined with Mengali Accountancy, a boutique Healdsburg, California firm specializing in real estate accounting and outsourced accounting services, with the Mengali team joining Moss Adams effective August 1, 2022. The deal expands Moss Adams' outsourced accounting capabilities and brings experienced personnel (including founder Renee Mengali) into its consulting and outsourced accounting practice.

WilliamsMarston LLC, the Align Capital Partners-backed accounting, tax and valuation advisory firm, has acquired Moffett & Associates, a boutique corporate tax consultancy headquartered in El Segundo, California. The deal brings WilliamsMarston's headcount to 156 professionals and expands its corporate tax capabilities and West Coast presence; founder Marty Moffett and his team joined WilliamsMarston at close.

WilliamsMarston LLC, an Align Capital Partners-backed accounting, tax and valuation advisory firm, acquired Bay Valuation Advisors (BVA), a provider of valuation advisory services founded in Oakland, California. The deal expands WilliamsMarston’s valuation capabilities and national footprint, adding BVA’s 24 professionals and offices across multiple U.S. states to the platform as part of an ongoing add-on acquisition strategy.

Baker Tilly US, LLP announced it will acquire California-based The Compliance Group (TCG), with the combination effective December 6, 2021. The deal brings TCG's ~110-person compliance and risk management team into Baker Tilly to expand the firm's mortgage regulatory compliance, risk management and digital capabilities for financial services clients.

Cherry Bekaert has acquired TaxGroup Partners (TGP), a national private equity and transaction tax advisory firm, expanding Cherry Bekaert’s private equity tax and transaction advisory capabilities and establishing a West Coast presence. The TGP team will join Cherry Bekaert and Al Sanifar will serve as the Firm’s Private Equity Tax Services Leader, integrating TGP’s transaction tax structuring and due diligence expertise into Cherry Bekaert’s broader assurance, tax, and advisory platform.

Kingsway Financial Services Inc. (NYSE: KFS) has acquired privately-held Ravix Financial Inc., an outsourced financial services and HR consulting firm based in San Jose, California. The purchase price was $11.0 million at close with up to $4.5 million in contingent payments; the acquisition was financed with cash and debt provided by Avidbank.

WilliamsMarston LLC has acquired Chord Advisors, LLC to accelerate the firm's national expansion and broaden its accounting, tax and technical accounting advisory capabilities. Chord Advisors, founded in 2012 and headquartered in Newport Beach, California, brings more than 30 professionals and ~500 clients, expanding WilliamsMarston's headcount to over 100 and adding presence in southern California and Silicon Valley.

Sovos, a global tax software provider, has acquired California-based 1099 Pro, a provider of tax information reporting software and services. The acquisition expands Sovos' tax and regulatory reporting offerings—particularly for SMBs—by adding 1099 Pro's e-filing, TIN matching and managed services capabilities and its tens of thousands of customers.

NFP, a leading insurance broker and consultant, acquired Los Angeles-based tax and business management firm Tanner Mainstain Glynn and Johnson (TMGJ), closing July 2, 2021. The acquisition expands NFP's business management and tax planning capabilities to better serve clients in entertainment, real estate and professional sports.

BPM LLP, one of the 50 largest public accounting and advisory firms, announced a business combination with Santa Monica-based full-service accounting and consulting firm Gumbiner Savett Inc., effective July 1, 2021. The deal expands BPM's presence in Southern California by adding a Santa Monica office rebranded under the BPM name and provides Gumbiner Savett clients access to BPM's broader resources and 800+ professionals.

Consero Global LLC, a Finance-as-a-Service (FaaS) provider based in Austin, Texas, has acquired BridgeView CFO Solutions, a San Francisco-based finance, accounting, HR and payroll services firm. The deal expands Consero's offerings to include HR and payroll services and brings additional expertise serving financial services and investment management clients; the combined company will have more than 800 employees and serve over 150 clients.

CBIZ, Inc. acquired substantially all of the assets of ARC Consulting LLC and ARC Placement Group LLC (collectively "ARC") of San Francisco, effective September 1, 2020. The deal expands CBIZ's presence in Northern California and adds specialized accounting, IPO readiness and finance/talent placement capabilities to its advisory services.

Sensiba San Filippo LLP announced a merger with W.H. Mayer Accountancy Corporation, combining the firms under the Sensiba San Filippo name effective January 3, 2012. The move expands Sensiba San Filippo's presence in the Tri-Valley area, adds W.H. Mayer's experienced team and clients, and is part of a broader strategy to accelerate staffing and revenue growth.

Carpathia Corporation announced investments in three California-based accounting firms—Irvine-based Corporate DNA, Walnut Creek-based The Nolan Group, and San Francisco-based A4C—as part of a nationwide expansion beyond its Philadelphia-area base. The transactions bring the senior management teams from the three firms into Carpathia's leadership and support a rebranding and integration plan to establish a national footprint and broaden service offerings.