Accounting & Tax Acquisitions in Texas

Ryan, a global tax services and software provider, has acquired Meritax Advisors, a Texas-based commercial property tax consulting firm with offices in Frisco and Austin. The acquisition adds Meritax's property tax valuation, litigation management, and portfolio advisory capabilities to Ryan's Property Tax practice and brings Meritax partners and approximately 20 additional team members into Ryan's U.S. operations.

Ascend, a private-equity-backed platform for regional accounting and advisory firms, has integrated Tyler, Texas-based Gollob Morgan Peddy into its platform. The addition brings nine partners and approximately 100 professionals (FY24 net revenue of $17.3 million) to Ascend, expanding the platform's Southwest footprint; GMP will adopt an alternative practice structure with GMP Advisors (affiliated with Ascend) providing tax and business advisory services while attest services remain independently owned and licensed.

Carr, Riggs & Ingram (CRI), a nationally ranked accounting and advisory firm, has expanded its Texas presence by adding Austin-based DK Partners, PC. DK Partners’ team and clients will join the CRI platform—retaining local continuity while gaining access to CRI’s national resources and specialized services.

Doeren Mayhew has acquired Houston-based TBK CPA, PLLC, with the transaction effective Nov. 17, 2025. The acquisition adds nearly 35 employees and brings TBK partners into Doeren Mayhew's leadership team, strengthening Doeren Mayhew's Houston footprint and expanding its tax advisory capabilities.

Overland Park-based Prime Capital Financial acquired Fort Worth accounting firm Harman Wanzor McNamara LLP (HWM) to launch a new tax advisory subsidiary. The 2014-founded HWM (about 40 employees) brings tax planning, compliance, accounting and business advisory capabilities to expand Prime Capital's wealth and retirement advisory services.

Ryan, a global tax services and software provider, has acquired Brayn Consulting LLC, a Houston-centric tax services firm specializing in R&D tax credits, cost segregation, and green energy income tax incentives. As part of the acquisition, Brayn CEO Brady Bryan will join Ryan as Principal and National Leader – Real Property Income Tax Incentives, expanding Ryan’s Income Tax practice and outreach to mid-market companies nationwide.

Baker Tilly has acquired Invoke Tax Partners, a Dallas-based state and local tax specialty firm, to expand its specialty tax capabilities in areas such as real estate and business personal property tax, sales and use tax, and severance tax. The deal broadens Baker Tilly's national tax service offering and deepens its expertise for clients in industries including commercial real estate, manufacturing and energy.

Aprio has acquired Mangold Anker Phillips, PLLC (MAP), a tax, accounting, and business advisory firm based in Austin, Texas. The deal expands Aprio's presence in Texas, brings MAP's 14 partners and professionals into Aprio's Austin office, and adds tax, valuation, forensic accounting, outsourced CFO/controllership and payroll capabilities to Aprio's service offering.

Springline Advisory, a PE-backed middle-market accounting and advisory platform, announced that Dallas-based HM&M Advisory, LLC has joined as a founding firm under an alternative practice structure. The move expands Springline's geographic footprint and capabilities in tax, accounting, business valuation and litigation support while giving HM&M access to capital and broader resources.

BELAY has acquired Richardson, Texas–based CFO Advisory Services to expand its fractional CFO and higher-level accounting offerings. The acquisition integrates CFO Advisory's fractional finance, accounting, and financial operations capabilities into BELAY's virtual staffing and outsourced accounting platform to better serve growing small- and mid-stage businesses.

Source Advisors, a specialty tax consulting firm backed by BV Investment Partners, has acquired United Paramount Tax Group (UPTG), a property tax consulting and business personal property tax management firm. The deal expands Source Advisors' service offering by adding real property tax reduction and ongoing property tax management capabilities to its suite of tax advisory services.

Smith + Howard has acquired VIP Search Group, LLC and VIP Solutions Group, LLC effective April 30, 2024. The acquisition expands Smith + Howard’s accounting and finance consulting, recruiting and interim management capabilities and broadens its geographic reach in the Dallas (Richardson), Texas market while VIP's founders remain in leadership roles.

Ryan has acquired the property tax consulting business and related assets of Austin-based Popp Hutcheson PLLC, with certain legal professionals and related assets acquired separately by Ryan Law PLLC. Several Popp Hutcheson professionals, including owners Jim Popp and Mark Hutcheson, will join Ryan to strengthen the firm's Property Tax Consulting practice in Texas and beyond.

NDH Advisors, a Unity Partners-backed tax and accounting platform, has partnered with Houston-based Jain & Jain P.C. in a private add-on transaction to expand NDH's tax and outsourced accounting capabilities and regional presence. Terms were not disclosed; founders Mike and Rajni Jain will remain active and Jain & Jain employees will join NDH's employee ownership program.

Houston-based CPA and advisory firm Calvetti Ferguson acquired Dallas-based tax-focused CPA firm Gummer Group, LLC effective December 1, 2023. The deal expands Calvetti Ferguson’s Dallas footprint and family office tax capabilities, increasing the Dallas office headcount and bringing additional expertise in real estate and oil & gas tax work.

Ryan, the global tax services and software firm headquartered in Dallas, has acquired Morrison & Head, a Texas-based property tax consulting firm with offices in Austin and Houston. The deal expands Ryan's property tax footprint in Texas and brings Morrison & Head partners and staff into Ryan's Property Tax practice to broaden its client service capabilities.

Wipfli LLP has acquired the risk management and loan review services divisions of Sheshunoff Consulting + Solutions, adding more than 70 professionals and deepening Wipfli's financial-services advisory capabilities. The acquisition expands Wipfli's risk and loan review practice to over 210 associates and gives Sheshunoff clients access to Wipfli's broader advisory, audit, digital and data services.

CrossLink Professional Tax Solutions (CPTS) has acquired uTax Software, LLC, a service bureau and tax software provider for professional tax preparers. uTax will continue to operate under its brand with its leadership joining the CrossLink team as CrossLink adds uTax's services and tools to its product and service offerings to expand capabilities in the professional tax preparation marketplace.

Ryan, a global tax services and software firm headquartered in Dallas, has acquired RETC Group, a Dallas-based property tax consulting firm founded in 1986. The acquisition expands Ryan's property tax presence and client roster in North Texas and brings RETC's property tax professionals and expertise into Ryan's integrated tax services and software platform.

Scalar LLC has acquired the valuation division of GuideCap Partners, retaining GuideCap valuation employees and taking on the division's valuation clients. The deal establishes a new Dallas office for Scalar and allows GuideCap to focus exclusively on its core investment banking business.

Ryan, a global tax services and software provider, has acquired Kurz Group, a Dallas-based property tax consulting firm. The deal brings 16 Kurz professionals and nearly 800 clients to Ryan and expands Ryan’s property tax capabilities across retail, industrial, multifamily, and office real estate segments in the United States.

Moss Adams has entered into an asset purchase agreement to combine with Dallas-based Kurtz & Company, P.C. Under the agreement, Kurtz's founder David Kurtz and a team of 18 employees will join Moss Adams and Kurtz's client relationships will transition to Moss Adams effective December 1, 2022, strengthening Moss Adams' Dallas market presence and tax/accounting capabilities.

A private-equity fund managed by Ares Management committed to acquire a significant minority equity stake in Ryan, LLC, valuing the tax services and software firm at $2.5 billion. The investment is being made in partnership with Ryan's management team and existing investor Onex Partners, which will retain a significant minority interest; proceeds will support growth, technology transformation, and continued expansion.

Calabrese Consulting has acquired Houston-based Albeck Financial Services, combining two women-owned accounting and financial consulting firms in a deal effective April 12, 2022; terms were not disclosed. The combination creates an 80+ employee firm serving more than 350 clients, expanding Calabrese’s SEC reporting, SPAC and pre-IPO advisory capabilities.

BV Investment Partners has made a majority investment in Source Advisors, a Fort Worth-based tax incentive solutions and software provider. Gainline Capital Partners sold its portfolio company Source Advisors to BV as part of a transaction aimed at accelerating Source's technology-enabled offerings and expansion through the CPA channel.

Ryan, a global tax services and software provider, has acquired Marvin F. Poer and Company, the second-largest property tax consulting firm in the United States. The deal adds 186 employees and 12 locations to Ryan’s Property Tax practice, expanding national coverage and access to Ryan’s broader tax services and technology.

Ryan, the global tax services and software firm headquartered in Dallas, has acquired Tax Advisory Services Group, LLC (TASG), a Houston-based excise tax and motor-fuels compliance provider. The deal expands Ryan's fuels tax and excise-tax compliance capabilities (including vape and tobacco tax reporting) and brings TASG's U.S. tax specialists and Philippines-based operations into Ryan; TASG co-founders Oscar L. Garza and Khristine K. Espinoza will join Ryan as Principals.

Skylark Private Equity Partners acquired a majority equity position in Tax Advisors Group, LLC (TAG) through a growth recapitalization to support the firm's expansion of market reach, customer support services, and service capabilities. The transaction was executed in partnership with TAG management; financing was provided by Texas Capital Bank, Concentric Partners, and Jones Capital.

Houston-based accounting firm Calvetti Ferguson LLC announced it will acquire Fort Worth-based Mark M. Jones & Associates, RLLP. The deal adds two partners and four staff to Calvetti Ferguson, expanding its Fort Worth presence and broadening client services in tax, assurance, and accounting for private businesses and high-net-worth individuals.

Cherry Bekaert has acquired PMB Helin Donovan, a certified public accounting firm based in Austin, Texas, strengthening the firm's presence in the Austin market. PMB brings three partners and more than 20 professionals to Cherry Bekaert’s Austin practice, expanding the office’s partner and staff base and enabling broader assurance, tax and advisory coverage for Central Texas clients.

Gainline Capital Partners has acquired SourceHOV Tax in a carve-out transaction from Exela Technologies. SourceHOV Tax, headquartered in Fort Worth, Texas, is a provider of tax incentive solutions to accounting firms and middle-market companies and will remain led by its current management team as it pursues standalone growth with Gainline's support.

Onex Corporation acquired a 42% interest in Ryan, LLC for $317 million, valuing the Dallas-based global tax services and software provider at approximately $1.1 billion. The minority investment will support Ryan's continued expansion of service lines and global growth while partnering with founder and CEO G. Brint Ryan and the existing management team.

Davidson-based Profit Technologies has acquired Revenew International Inc., an accounts-payable and contract-compliance cost management firm headquartered in Houston. Profit Technologies will retain Revenew's staff and keep operations in Texas; financial terms were not disclosed. DecisionPoint International advised Profit Technologies on the transaction.