Grimes & Company Acquires Stevens and Ciccone Associates’ Tax Practice
September 1, 2026
Grimes & Company, a full-service registered investment advisory (RIA), added the tax practice of Stevens and Ciccone Associates, PC, a CPA firm based in Needham, Massachusetts. The acquisition brings approximately 800 tax clients and an experienced tax team to Grimes, while Stevens and Ciccone will begin operating as S&C Tax Advisors during the transition.
- Buyers
- Grimes & Company
- Targets
- Stevens and Ciccone Associates, PC
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Addon
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