Mazars Acquires Boston-based Samet & Company PC

Forvis Mazars Acquires MSL, P.A. to Expand Florida Presence

November 1, 2024

Accounting & Tax

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.

Moss Adams Acquires Kurtz & Company, P.C.

September 28, 2022

Accounting & Tax

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.

CBIZ Acquires Non-Attest Assets of Somerset CPAs and Advisors

February 1, 2023

Accounting & Tax

CBIZ, Inc. acquired the non-attest assets of Somerset CPAs and Advisors, adding approximately $55 million of revenue and 250 employees to CBIZ’s business. Concurrently, Mayer Hoffman McCann P.C. (an independent CPA firm that works closely with CBIZ) acquired Somerset’s attest assets; the transaction expands CBIZ’s presence into the Indianapolis market and broadens its service capabilities.

Baker Tilly Acquires Seattle-based Bader Martin

June 1, 2022

Accounting & Tax

Baker Tilly US, LLP has combined with Seattle-based accounting firm Bader Martin, P.S., effective June 1, bringing roughly 100 professionals into the Baker Tilly network. The move expands Baker Tilly’s footprint into the Pacific Northwest and enhances its tax and wealth advisory capabilities for high-net-worth individuals, family businesses and nonprofits.

Cherry Bekaert Acquires Katz Nannis + Solomon

December 10, 2024

Accounting & Tax

Cherry Bekaert (Cherry Bekaert LLP and Cherry Bekaert Advisory LLC) has acquired Katz Nannis + Solomon, a Boston-area full-service CPA firm, to strengthen its presence in the Northeast and expand audit, tax and advisory capabilities. The transaction transfers Katz Nannis + Solomon's attest assets to Cherry Bekaert LLP and non-attest assets to Cherry Bekaert Advisory LLC, and the combined firm will operate under the Cherry Bekaert brand.

Earned Acquires Schwartz & Schwartz PC

August 4, 2025

Accounting & Tax

New York-based Earned, a tech-enabled financial services firm for healthcare professionals, has acquired Boston-area accounting and tax firm Schwartz & Schwartz PC to establish an East Coast footprint. The acquisition expands Earned's integrated wealth, tax, retirement and practice services offering to dental and other healthcare practices in the greater Boston market.