Accounting & Tax Acquisitions in Florida

PKF O'Connor Davies announced that Hollywood, Florida-based Topping Kessler & Company has joined the firm, bringing Topping Kessler's tax, accounting and advisory capabilities and its team of four partners and more than 30 staff into PKF's platform. The combined practice will operate across Hollywood and PKF O'Connor Davies' Fort Lauderdale office, expanding PKF's Florida footprint and service depth following its strategic growth investment from Investcorp and PSP Investments.

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.

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.

Springline Advisory, a financial and business advisory platform backed by private equity firm Trinity Hunt Partners, has invested in Fiske Advisory LLC, a South Florida accounting, tax, business valuation and advisory firm headquartered in Plantation, Florida. The transaction expands Springline's advisory footprint and capabilities in South Florida; financial terms were not disclosed.

Forvis Mazars, LLP is expanding its Florida footprint through the acquisition of MSL, P.A., effective November 1. The deal adds approximately 120 professionals (including 14 partners) and three new offices in Orlando, Fort Lauderdale, and Tallahassee, strengthening Forvis Mazars' audit, tax, and consulting capabilities in the state.

Citrin Cooperman has acquired Keefe McCullough & Co., LP (KMC), a Fort Lauderdale-based tax, attest, and business advisory firm, effective February 1, 2024. The deal brings KMC's 11 partners and more than 75 employees (and over $15M in revenue) into Citrin Cooperman as part of a strategic expansion of the firm's Florida presence.

TOPS Software, a leading provider of Community Association Management (CAM) SaaS, has acquired Sharma & Associates, Inc., a Fort Lauderdale-based community financial services firm that provides bookkeeping and accounting to condominium and homeowner associations. The deal brings Sharma's financial services team and client portfolio into TOPS, enabling TOPS to offer expanded, integrated financial services to its CAM customers.

Mauldin & Jenkins, an Atlanta-based accounting and consulting firm, acquired Sarasota-based Plush Smith P.A., expanding its Florida presence and bringing the firm's office count to nine across the Southeast. Plush Smith, led by founder Carla Plush Smith, provides tax, financial reporting and consulting services and sought a succession partner to maintain continuity of client service in the Sarasota market.

Ryan, a global tax services and software provider, has acquired SALT Payroll Consultants, a St. Petersburg-based payroll and employment tax recovery firm owned by Pinpoint Recovery Solutions Corporation. The acquisition strengthens Ryan's Human Capital Tax practice by adding specialized payroll tax recovery expertise, significant Fortune 500/1000 client relationships, and experienced leadership (Kevin Cappock) who will join Ryan as practice leader.