Capstone Accounting and Tax Adds Sargent CPA in Klamath Falls

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

April 15, 2025

Accounting & Tax

Capstone Accounting and Tax announced that Keller & Mendoza CPAs has joined Capstone, with Maury Keller joining as a Partner and continuing to lead the Vail office. The move marks Capstone’s first expansion into Colorado and the Rocky Mountain region; Capstone is backed by Seaside Equity Partners and is executing add-on acquisitions to grow its accounting platform.

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.

Sensiba San Filippo LLP Merges with SGA CPAs & Consultants LLP

December 15, 2021

Accounting & Tax

Sensiba San Filippo LLP (SSF), a California-based B Corp accounting firm, announced the merger of Bend, Oregon-based SGA CPAs & Consultants LLP effective December 15, 2021. The combined firm will retain the Sensiba San Filippo name and the Bend office as SSF expands its presence in Central Oregon to serve agricultural clients as well as venture-capital and technology companies.

SSC CPAs + Advisors Acquires Harrison Henderson PLLC

January 7, 2026

Accounting & Tax

SSC CPAs + Advisors, a 100% employee-owned CPA and wealth management firm based in Overland Park, Kansas, has merged with Harrison Henderson PLLC, an Oklahoma-based accounting firm with offices in Tulsa, Norman, and Perry. The combined firm will operate under the SSC CPAs + Advisors name and terms were not disclosed. The transaction expands SSC's geographic footprint into Oklahoma and transitions Harrison Henderson to employee ownership.