DuCharme, McMillen & Associates Acquires Tax Advisors, PLLC

GTM (Global Tax Management) Acquires DMA's State Income & Franchise Tax Practice

April 1, 2025

Accounting & Tax

GTM (Global Tax Management) acquired the state income and franchise tax practice from DuCharme, McMillen & Associates (DMA) and entered a strategic alliance with DMA to strengthen direct tax capabilities. The move expands GTM’s income tax service offering and provides DMA’s practice team access to GTM’s broader federal and international income tax resources while enabling continued service to DMA clients.

Source Advisors Acquires PMBA

June 5, 2023

Accounting & Tax

Source Advisors, a Fort Worth-based specialized tax consulting firm backed by BV Investment Partners, has acquired PMBA, a New York–based business asset recovery and state and local sales tax consulting firm. The deal expands Source Advisors' service offering to include state and local tax and asset recovery capabilities, enabling a fuller suite of specialty tax solutions for CPA firms and corporate clients.

Ryan Acquires Property Tax Advisors LLC

September 10, 2024

Accounting & Tax

Ryan, a global tax services and software provider headquartered in Dallas, has acquired Property Tax Advisors LLC, a Virginia-based property tax consulting firm led by Michael Donohue. The acquisition expands Ryan's property tax expertise and brings the target's specialists into Ryan's broader tax and real estate advisory platform.

Doeren Mayhew Acquires McMurray, Fox & Associates

November 17, 2025

Accounting & Tax

Doeren Mayhew has acquired McMurray, Fox & Associates, PLLC, effective Nov. 10, 2025, adding offices in Hendersonville and Gallatin, Tennessee and bringing three principals and additional professionals into its Nashville practice. The deal expands Doeren Mayhew's local tax expertise and establishes a dedicated audit presence in the Middle Tennessee market.

Prime Capital Financial Acquires Harman Wanzor McNamara LLP to Launch Tax Advisory Service

November 7, 2025

Accounting & Tax

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.

McMillan Consulting Acquires Practice of Paul Rafanello CPA

November 29, 2023

Accounting & Tax

McMillan Consulting LLC has acquired the Warwick, New York accounting practice of Paul Rafanello CPA. The combination expands McMillan Consulting's local accounting and financial consulting capabilities and ensures a planned transition as Paul Rafanello retires from active practice in 2024.