Accounting & Tax Buyers & Acquisitions in Maryland

Tracked deals

8

8 tracked deals across 2022-2026.

Buyer mix

Strategic-led

8 strategic · 2 family office

Top trend

Volume peaked in 2025

3 tracked deals announced in 2025.

Primary Insight

What Stands Out

  • Maryland-based targets are frequently acquired by larger accounting platforms to strengthen a Mid-Atlantic presence.
  • Several deals highlight advisory capability expansion (e.g., risk advisory, state and local tax, and technology implementation) alongside traditional accounting and tax services.
  • Family office and wealth-management alignment appears in transactions involving Family Office of America, Inc. and its Family Office of Maryland subsidiary.
  • A number of acquirers expand through office footprint additions in Maryland, including the Baltimore area and greater Washington, D.C. region.
Buyer (example) What the deal emphasizes
Citrin Cooperman Risk advisory, state & local tax, and technology implementation
Prosperity Partners Platform growth in the Greater Washington, D.C. area
Aprio Entering/expanding the Baltimore market and adding a Mid-Atlantic office
Frazier & Deeter Expanding Mid-Atlantic footprint and broadening advisory capabilities

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Buyer Snapshot

Top Buyers

Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.

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Buyer # Deals Focus Type
Aprio 1 National business advisory and accounting firm offering a... Strategic
Citrin Cooperman & Company, LLP 1 Licensed independent CPA firm within the Citrin Cooperman... Strategic
Citrin Cooperman Advisors LLC 1 National professional services firm providing advisory an... Strategic
Family Office of America, Inc. 1 Provider of family office, wealth management, tax and est... Family Office
Family Office of Maryland 1 Subsidiary of Family Office of America focused on regiona... Family Office
Frazier & Deeter 1 National accounting and advisory firm offering tax, audit... Strategic
Prosperity Partners 1 Chicago-headquartered accounting and tax services firm of... Strategic (PE-backed)
Rosen, Sapperstein & Friedlander, LLC 1 Regional advisory and CPA firm providing tax, audit, busi... Strategic
Trout CPA 1 Regional accounting, tax, and advisory firm expanding its... Strategic
Unity Partners LP 1 Principles-based private equity firm that partners with p... PE

Acquisition Volume in Accounting & Tax in Maryland by Year

Last 5 years

Acquisition volume by year Annual acquisition counts for the last 5 years for Accounting & Tax Buyers & Acquisitions in Maryland. 1 2022 1 2023 2 2024 3 2025 ~1 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Trout CPA Acquires Schiff & Associates (Schiff Dental CPAs by Trout CPA)
    September 2, 2026
    Buyer
    Trout CPA
    Target
    Schiff & Associates
    Seller
    Allen M. Schiff
    Industry
    Accounting & Tax
    Location
    Maryland, United States
    Type
    Buyout

    Trout CPA, an accounting and advisory firm headquartered in Lancaster, Pennsylvania, announced the acquisition of Schiff & Associates, a Towson, Maryland-based firm specializing in dental practice accounting, tax, and advisory services. Following the transition, the dental advisory practice will operate as Schiff Dental CPAs by Trout CPA, supporting Trout’s expansion across the Mid-Atlantic region.

  • Frazier & Deeter Acquires Rosen, Sapperstein & Friedlander (RS&F)
    November 5, 2025
    Buyer
    Frazier & Deeter
    Target
    Rosen, Sapperstein & Friedlander, LLC (RS&F)
    Industry
    Accounting & Tax
    Location
    Maryland, United States
    Type
    Buyout

    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.

  • Family Office of America Acquires Toone & Associates
    October 15, 2025
    Buyer
    Family Office of America, Inc., Family Office of Maryland
    Target
    Toone & Associates, LLP
    Industry
    Accounting & Tax
    Location
    Maryland, United States
    Type
    Buyout

    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.

  • Aprio Acquires Nardone, Pridgeon & Company, P.A. to Enter Baltimore Market
    January 6, 2025
    Buyer
    Aprio
    Target
    Nardone, Pridgeon & Company, P.A.
    Industry
    Accounting & Tax
    Location
    Maryland, United States
    Type
    Buyout

    Aprio has combined with Timonium, Maryland-based Nardone, Pridgeon & Company, P.A., expanding Aprio's Mid-Atlantic footprint and adding a Baltimore-area office. The six-person tax and accounting firm will join Aprio's platform, providing its clients access to Aprio's broader suite of advisory, wealth management, and specialty tax services.

  • Citrin Cooperman Acquires Clearview Group
    November 14, 2024
    Buyer
    Citrin Cooperman Advisors LLC, Citrin Cooperman & Company, LLP
    Target
    Clearview Group, BD & Co., Inc.
    Industry
    Accounting & Tax
    Location
    Maryland, United States
    Type
    Buyout

    Citrin Cooperman has entered into an agreement to acquire substantially all the assets of Baltimore-based Clearview Group, including its affiliated licensed CPA firm. The deal brings Clearview's 10 partners and over 150 professionals into Citrin Cooperman, enhancing the firm's risk advisory, state and local tax, and technology implementation capabilities while strengthening its Mid-Atlantic presence.

  • Prosperity Partners Acquires Wiener and Garg (W&G)
    October 1, 2024
    Buyer
    Prosperity Partners, Unity Partners LP
    Target
    Wiener and Garg (W&G)
    Industry
    Accounting & Tax
    Location
    Maryland, United States
    Type
    Addon

    Prosperity Partners, a Chicago-headquartered accounting platform backed by Unity Partners, has completed the acquisition of Wiener and Garg (W&G), a Rockville, Maryland-based tax, accounting and advisory firm founded in 1980. The deal expands Prosperity's presence in the Greater Washington, D.C. area; W&G partners Subhash Garg and Vikesh Bansal will remain with the business and all W&G employees will join Prosperity's Employee Purpose Plan.

  • Rosen, Sapperstein & Friedlander Acquires Mister, Burton & Associates
    January 22, 2023
    Buyer
    Rosen, Sapperstein & Friedlander, LLC
    Target
    Mister, Burton & Associates, LLC
    Seller
    George Mister, Jr., Mark Burton
    Industry
    Accounting & Tax
    Location
    Maryland, United States
    Type
    Buyout

    Rosen, Sapperstein & Friedlander, LLC (RS&F) has acquired Mister, Burton & Associates, LLC (MBA), a Maryland-based full-service accounting firm. The deal brings MBA’s partners and staff into RS&F as part of RS&F’s strategy to expand talent and client services in the greater Baltimore region.

  • Yount, Hyde and Barbour (YHB) Acquires Glass Jacobson, PA
    July 1, 2022
    Buyer
    Yount, Hyde and Barbour (YHB)
    Target
    Glass Jacobson, PA
    Industry
    Accounting & Tax
    Location
    Maryland, United States
    Type
    Buyout

    Yount, Hyde and Barbour (YHB) will acquire Glass Jacobson, PA, a Maryland-based tax, accounting, and management consulting firm, effective July 1, 2022. The deal adds 6 principals and 54 staff to YHB, expands its Maryland/DC footprint (offices in Owings Mills and Rockville) and creates a joint wealth-management venture to broaden client offerings.

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Frequently Asked Questions

Which types of firms are buying accounting and tax practices in Maryland?

Buyers include established accounting and advisory firms (such as Aprio, Citrin Cooperman, Prosperity Partners, and Frazier & Deeter) as well as family-office-focused organizations like Family Office of America, Inc. (via Family Office of Maryland).

What geographic focus do these Maryland accounting and tax acquisitions share?

Most deals reference Maryland, with expansion commonly framed around the Mid-Atlantic reach, including the Baltimore area and the Greater Washington, D.C. region.

What capabilities are commonly expanded through these acquisitions?

Deals frequently describe growth in advisory services beyond tax and accounting, including risk advisory, state and local tax, and technology implementation—alongside broader client service platforms.

Are there deals involving family office platforms and accounting/tax services?

Yes. Family Office of America, Inc. (through Family Office of Maryland) acquired Toone & Associates, LLP to expand accounting and tax services for high-net-worth individuals and families as part of a broader family office service platform.

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