Tracked deals
37
37 tracked deals across 2006-2026.
Accounting & Tax Buyers & Acquisitions in California
Buyer mix
Strategic-led
37 strategic · 3 pe
Top trend
Volume peaked in 2021
8 tracked deals announced in 2021.
Primary Insight
What Stands Out
- NOW CFO expanded fractional finance and outsourced accounting for venture capital- and private equity-backed startups via its acquisition of Formation Financial.
- Armanino grew its NetSuite practice through the acquisition of AppWrap, adding expertise in NetSuite optimization, implementation, and managed services.
- Adeptus expanded Southern California tax and advisory capabilities by acquiring Shapiro Villalobos & Associates.
- Cherry Bekaert strengthened its West Coast/Southern California footprint by integrating Richardson Kontogouris Emerson LLP (RKE).
- California deals frequently pair “team + capability” growth—bringing in accounting, tax planning, payroll, and advisory functions under an acquirer’s regional platform.
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Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Baker Tilly US, LLP | 3 | National advisory CPA firm providing audit, tax, advisory... | Strategic (PE-backed) |
| WilliamsMarston LLC | 3 | National accounting, tax and valuation advisory firm serv... | Strategic (PE-backed) |
| Align Capital Partners | 2 | Growth-oriented private equity firm that partners with lo... | PE |
| Aprio | 2 | A top-25 business advisory and accounting firm providing ... | Strategic |
| Abbott, Stringham & Lynch (ASL) | 1 | A full-service Silicon Valley CPA firm providing tax, ass... | Strategic |
| Adeptus | 1 | Tax, audit and business management advisory firm focused ... | Strategic |
| Allworth Financial | 1 | Full-service registered investment adviser (RIA) offering... | Strategic |
| Armanino | 1 | Accounting and consulting firm with an AI-driven innovati... | Strategic |
| BPM LLP | 1 | One of the 50 largest public accounting and advisory firm... | Strategic |
| CBIZ, Inc. | 1 | Provider of financial, insurance and advisory services in... | Strategic |
Acquisition Volume in Accounting & Tax in California by Year
Last 7 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 14, 2026
- Buyer
- NOW CFO
- Target
- Formation Financial
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
NOW CFO acquired Formation Financial to expand its fractional finance and outsourced accounting services for venture capital- and private equity-backed startups. Formation will continue operating under its existing brand with founder David Mozaffarian staying responsible for day-to-day operations.
-
- Buyer
- Armanino
- Target
- AppWrap
- Seller
- John Rochefort, Orlan Davies
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Armanino, a U.S. accounting and consulting firm, announced that the AppWrap team—an expert in NetSuite optimization, implementation, and managed services for high-growth and PE-backed companies—will join Armanino. The combination expands Armanino’s NetSuite practice and adds a technology-forward, recurring managed services model focused on proactive optimization and automation.
-
- Buyer
- Adeptus, Current
- Target
- Shapiro Villalobos & Associates
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
Adeptus, a tax, audit and business management firm, has completed its third acquisition since joining the Current platform in 2025, expanding its Southern California advisory practice. The acquired firm is Shapiro Villalobos & Associates (SVA), a Burbank, California-based accounting and business management firm that provides personalized tax planning, accounting, payroll, and advisory services.
-
May 15, 2026
- Buyer
- Abbott, Stringham & Lynch (ASL)
- Target
- ArightCo
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Abbott, Stringham & Lynch (ASL), a Silicon Valley full-service CPA firm, announced it acquired San Jose-based ArightCo, an integrated finance and accounting solutions provider for mid-sized organizations. The acquisition is intended to expand ASL’s outsourced finance and accounting offerings for current and future clients.
-
February 25, 2026
- Buyer
- Sorren
- Target
- Connected Accounting
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
Sorren, a national tax, accounting, and advisory firm, announced that Connected Accounting has joined the organization. Connected Accounting is a technology-forward firm founded in 2019 in Los Angeles, focused on streamlining accounting through cloud-based and automated processes.
-
February 19, 2026
- Buyer
- Cherry Bekaert (Cherry Bekaert Advisory LLC and Cherry Bekaert LLP)
- Target
- Richardson Kontogouris Emerson LLP (RKE)
- Seller
- Richardson Kontogouris Emerson LLP (RKE)
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Cherry Bekaert acquired Richardson Kontogouris Emerson LLP (RKE), a public accounting and advisory firm headquartered in Torrance, California. The deal expands Cherry Bekaert’s West Coast/Southern California footprint and strengthens its middle-market advisory capabilities by integrating RKE under the Cherry Bekaert brand.
-
December 22, 2025
- Buyer
- Maridea Wealth Management
- Target
- Hyperion Accounting Group
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
October 21, 2025
- Buyer
- EisnerAmper
- Target
- Fernway Solutions
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
October 9, 2025
- Buyer
- HCM Unlocked
- Target
- Forensic Payroll Consultants
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
September 1, 2025
- Buyer
- Elevate LLC
- Target
- Gilmore Advisors LLC
- Seller
- Kevin Gilmore and partners (Gilmore & Associates, LLP)
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Growth capital
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.
-
- Buyer
- Citrin Cooperman Advisors LLC (Citrin Cooperman)
- Target
- Barkin, Perren, Schwager & Dolan, LLP (BPSD)
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
April 29, 2025
- Buyer
- Aprio
- Target
- SND Partners, LLP
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
December 17, 2024
- Buyer
- Cerity Partners
- Target
- Fishman Block + Diamond LLP
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
November 19, 2024
- Buyer
- Allworth Financial
- Target
- CCA, LLP
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
- Buyer
- Aprio
- Target
- Kirsch Kohn & Bridge (KKB)
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
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.
-
September 4, 2024
- Buyer
- Marshall & Stevens, Incorporated
- Target
- Acuity Advisors
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
August 2, 2024
- Buyer
- Engineered Tax Services
- Target
- Subcity
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
June 4, 2024
- Buyer
- NDH Advisors LLC, Unity Partners LP
- Target
- McGowan Guntermann P.C.
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
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.
-
May 16, 2024
- Buyer
- Baker Tilly US, LLP
- Target
- Seiler LLP
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
June 2, 2023
- Buyer
- Weaver
- Target
- HKG
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
December 1, 2022
- Buyer
- Baker Tilly US, LLP
- Target
- ACG, LLP
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
November 7, 2022
- Buyer
- Mercator Search Group
- Target
- Charter Impact
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
November 1, 2022
- Buyer
- Stout
- Target
- Vantage Point Advisors, Inc.
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
August 1, 2022
- Buyer
- Moss Adams
- Target
- Mengali Accountancy
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
May 25, 2022
- Buyer
- WilliamsMarston LLC, Align Capital Partners
- Target
- Moffett & Associates
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
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.
-
January 6, 2022
- Buyer
- WilliamsMarston LLC, Align Capital Partners
- Target
- Bay Valuation Advisors, LLC
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
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.
-
December 6, 2021
- Buyer
- Baker Tilly US, LLP
- Target
- The Compliance Group
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
November 8, 2021
- Buyer
- Cherry Bekaert
- Target
- TaxGroup Partners
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
October 4, 2021
- Buyer
- Kingsway Financial Services Inc.
- Target
- Ravix Financial Inc.
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
September 9, 2021
- Buyer
- WilliamsMarston LLC
- Target
- Chord Advisors, LLC
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
September 7, 2021
- Buyer
- Sovos
- Target
- 1099 Pro
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
July 28, 2021
- Buyer
- NFP
- Target
- Tanner Mainstain Glynn and Johnson
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
July 1, 2021
- Buyer
- BPM LLP
- Target
- Gumbiner Savett Inc.
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
March 3, 2021
- Buyer
- Consero Global LLC
- Target
- BridgeView CFO Solutions
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
September 1, 2020
- Buyer
- CBIZ, Inc.
- Target
- ARC Consulting LLC, ARC Placement Group LLC
- Seller
- ARC Consulting LLC, ARC Placement Group LLC
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
- Buyer
- Sensiba San Filippo LLP
- Target
- W.H. Mayer Accountancy Corporation
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
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.
-
February 9, 2006
- Buyer
- Carpathia Corporation
- Target
- Corporate DNA, The Nolan Group, A4C
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Addon
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.
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Frequently Asked Questions
What types of Accounting & Tax services are being expanded in California acquisitions?
Recent transactions include outsourced accounting and finance, tax planning, audit and advisory services, payroll-related capabilities, and technology-forward managed services (e.g., NetSuite optimization and cloud-based automation).
Which acquirers show up repeatedly on these California deals?
Recurring buyer names include Baker Tilly US, LLP, WilliamsMarston LLC, Align Capital Partners, Aprio, Sovos, CBIZ, Inc., NFP, and NOW CFO.
Are these deals focused on specific California regions?
Many announcements reference California locations such as Silicon Valley, the San Francisco Bay Area, Southern California, and specific metro areas like Burbank and San Jose.
Do the deals include technology-forward accounting services?
Yes. Examples include AppWrap (NetSuite optimization and managed services) and Connected Accounting (cloud-based and automated processes), which were positioned to streamline accounting delivery.
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