Accounting & Tax Acquisitions in Maryland

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, 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 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 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, 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, 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) 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.