Capstone Accounting and Tax Adds Keller & Mendoza CPAs to Expand into Colorado

Capstone Accounting and Tax Adds Sargent CPA in Klamath Falls

April 15, 2025

Accounting & Tax

Capstone Accounting and Tax has welcomed Sargent CPA into its firm, with Will Sargent joining Capstone as a Partner. The move expands Capstone's presence and capability in Klamath Falls, enhancing its ability to serve local businesses and individuals with accounting, tax, and advisory services.

Capstone Accounting and Tax Acquires Nissen & Meyer

October 21, 2025

Accounting & Tax

Capstone Accounting and Tax has acquired Nissen & Meyer, a Redmond, Oregon accounting and tax practice that has served the community for more than 40 years. The Nissen & Meyer team will continue operating from their Redmond office while clients gain access to Capstone's broader network and services, expanding Capstone's presence in Central Oregon.

Ascend (Alpine Investors-backed) Adds BiggsKofford to Accounting Platform

November 3, 2025

Accounting & Tax

Ascend, a private equity-backed platform for regional accounting firms, announced the addition of Colorado accounting firm BiggsKofford to its national Ascend platform. The deal brings nine partners and more than 40 staff across Colorado Springs and Denver to Ascend (backed by Alpine Investors); terms were not disclosed and BiggsKofford will operate with an alternative practice structure for attest and non-attest services.

Apex Accounting and Tax, Inc. Acquires Phases Accounting & Tax Service, Inc.

March 2, 2023

Accounting & Tax

Apex Accounting and Tax, Inc. has acquired Phases Accounting & Tax Service, Inc., a Colorado Springs–based accounting and tax firm founded in 1987 by Debby Miller. The deal, advised on the sell-side by SDR Ventures, brings Phases’ ~1,750 clients into Apex’s Littleton-based accounting platform to expand Apex’s service offering and regional footprint in the Rocky Mountain region.

PKF O'Connor Davies Acquires Topping Kessler & Company

January 13, 2026

Accounting & Tax

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 Acquires TBK CPA, PLLC

November 17, 2025

Accounting & Tax

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.