| Kpcp Tax & Advisory LLC | Mason, OH | Offices of Certified Public Accountants | Acquisition | Sep 30, 2026 | $2.3M |
| Compere CPA Group, Inc. | Nashville, TN | Offices of Certified Public Accountants | Acquisition | Sep 25, 2026 | $1.6M |
| GZA Holdings LLC | Cheshire, CT | Offices of Certified Public Accountants | Acquisition | Sep 24, 2026 | $1.7M |
| HOMANT CPAs PLLC | Scottsdale, AZ | Offices of Certified Public Accountants | Acquisition | Sep 23, 2026 | $2.9M |
| Roberson & Associates, P.A. | Port Saint Joe, FL | Offices of Certified Public Accountants | Acquisition | Sep 23, 2026 | $1.1M |
| Shoemaker CPA LLC | Charleston, WV | Offices of Certified Public Accountants | Acquisition | Sep 23, 2026 | $873K |
| Costigan Accounting & Advisory P.L.L.C. | Faribault, MN | Offices of Certified Public Accountants | Acquisition | Sep 22, 2026 | $1.0M |
| Karmin E. Huber | Gold River, CA | Offices of Certified Public Accountants | Acquisition | Sep 21, 2026 | $500K |
| Brian H. Travers, CPA, PLLC | Nags Head, NC | Offices of Certified Public Accountants | Acquisition | Sep 14, 2026 | $575K |
| Morse CPA Group, P.C. | Sacramento, CA | Offices of Certified Public Accountants | Acquisition | Sep 9, 2026 | $2.0M |
| Apex North CPA LLC | Fitchburg, MA | Offices of Certified Public Accountants | Acquisition | Sep 9, 2026 | $950K |
| PriceKubecka, PLLC | Plano, TX | Offices of Certified Public Accountants | Expansion | Aug 27, 2026 | $1.7M |
| Majk LLC | Indianapolis, IN | Offices of Certified Public Accountants | Acquisition | Aug 25, 2026 | $1.8M |
| The Legacy CPA Firm, LLC | Knoxville, TN | Offices of Certified Public Accountants | Acquisition | Aug 24, 2026 | $855K |
| Aat Lindenbaum, Inc. | Boca Raton, FL | Offices of Certified Public Accountants | Acquisition | Aug 17, 2026 | $1.2M |
| Genesis Tax & Accounting Solutions LLC | Auburn, AL | Offices of Certified Public Accountants | Acquisition | Aug 11, 2026 | $642K |
| DT Strategies, LLC | Cedar City, UT | Offices of Certified Public Accountants | Acquisition | Aug 10, 2026 | $550K |
| Avondale Advisory PLLC | Raleigh, NC | Offices of Certified Public Accountants | Acquisition | Jul 22, 2026 | $1.2M |
| Wilson & Nesseralla, LLC | Charleston, SC | Offices of Certified Public Accountants | Acquisition | Jul 20, 2026 | $950K |
| Bracken Group, CPA, P.C. | East Ellijay, GA | Offices of Certified Public Accountants | Acquisition | Jul 14, 2026 | $800K |
| Seibel, Inc. | Cincinnati, OH | Offices of Certified Public Accountants | Acquisition | Jul 6, 2026 | $4.9M |
| Farzan & Farzan, an Accountancy Corporation | Los Angeles, CA | Offices of Certified Public Accountants | Expansion | Jul 2, 2026 | $1.4M |
| Thomas M Wagner & Associates, PA | Bel Air, MD | Offices of Certified Public Accountants | Acquisition | Jun 26, 2026 | $1.9M |
| Pacific Consulting Services | Vienna, VA | Offices of Certified Public Accountants | Acquisition | Jun 23, 2026 | $635K |
| Legacy Park Advisors | San Diego, CA | Offices of Certified Public Accountants | Acquisition | Jun 12, 2026 | $3.7M |
| Trojan and Company Accountancy Corporation | Los Alamitos, CA | Offices of Certified Public Accountants | Expansion | May 27, 2026 | $1.3M |
| Sutton & Simmons PLLC | Rexburg, ID | Offices of Certified Public Accountants | Expansion | May 26, 2026 | $2.3M |
| Creative Advising LLC | Post Falls, ID | Offices of Certified Public Accountants | Acquisition | May 11, 2026 | $799K |
| Mitchell J. Howard CPA P.A. | Hollywood, FL | Offices of Certified Public Accountants | Acquisition | May 5, 2026 | $2.2M |
| Umpqua Valley Financial, LLC | Roseburg, OR | Offices of Certified Public Accountants | Acquisition | May 4, 2026 | $1.5M |
| Teitelbaum & Co CPA PLLC | Brooklyn, NY | Offices of Certified Public Accountants | Expansion | Apr 23, 2026 | $2.0M |
| Villard CPA Group, Apc | San Diego, CA | Offices of Certified Public Accountants | Acquisition | Apr 12, 2026 | $1.8M |
| Alpine Mar LLC | Coral Springs, FL | Offices of Certified Public Accountants | Acquisition | Apr 12, 2026 | $1.2M |
| Phillips CPA, PC | Nashville, TN | Offices of Certified Public Accountants | Acquisition | Apr 10, 2026 | $864K |
| Thompson Flaherty Accountants & Tax Consultants, LLC | Edwardsville, IL | Offices of Certified Public Accountants | Acquisition | Mar 10, 2026 | $2.2M |
| The Fork CPAs | Santa Monica, CA | Offices of Certified Public Accountants | Acquisition | Feb 27, 2026 | $3.9M |
| Arbo Partners GA-02 Blairsville LLC | Blairsville, GA | Offices of Certified Public Accountants | Acquisition | Feb 27, 2026 | $1.2M |
| Avena Roberts & Company, PC | El Paso, TX | Offices of Certified Public Accountants | Acquisition | Jan 30, 2026 | $988K |
| Norvane Accounting & Tax LLC | Severna Park, MD | Offices of Certified Public Accountants | Acquisition | Jan 29, 2026 | $1.1M |
| Christianson & Associates Properties II, LLC | Willmar, MN | Offices of Certified Public Accountants | Expansion | Jan 28, 2026 | $3.3M |
| Rm Bedell & Associates, P.C. | Boulder, CO | Offices of Certified Public Accountants | Acquisition | Jan 28, 2026 | $882K |
| Oklahoma CPA Group LLC | Oklahoma City, OK | Offices of Certified Public Accountants | Acquisition | Jan 27, 2026 | $973K |
| Bluebird Financial Services, LLC | Naples, FL | Offices of Certified Public Accountants | Acquisition | Jan 22, 2026 | $1.0M |
| Blue Haven CPA PLLC | Harmony, NC | Offices of Certified Public Accountants | Acquisition | Jan 22, 2026 | $550K |
| Upstream Tax Advisors, LLC | Henderson, KY | Offices of Certified Public Accountants | Acquisition | Jan 16, 2026 | $1.8M |
| Clear Oak Advisory PC | Emeryville, CA | Offices of Certified Public Accountants | Acquisition | Jan 12, 2026 | $640K |
| Atlas Accounting & Advisory LLC | San Jose, CA | Offices of Certified Public Accountants | Acquisition | Dec 19, 2025 | $1.4M |
| Clearview Advisory Group, P.C. | Eatontown, NJ | Offices of Certified Public Accountants | Acquisition | Dec 18, 2025 | $860K |
| KF Accounting Associates LLC | Lagrange, IN | Offices of Certified Public Accountants | Acquisition | Dec 16, 2025 | $2.2M |
| Accounting & Tax Services PLLC | Fairfield, IA | Offices of Certified Public Accountants | Acquisition | Dec 15, 2025 | $1.0M |
| JR Clausen CPAs, PLLC | Reno, NV | Offices of Certified Public Accountants | Acquisition | Dec 15, 2025 | $775K |
| Clarke Professional Accounting, LLC | Chicago, IL | Offices of Certified Public Accountants | Acquisition | Dec 9, 2025 | $2.7M |
| Levy and Company LLC | Torrance, CA | Offices of Certified Public Accountants | Acquisition | Dec 3, 2025 | $1.2M |
| Chappell Professional Group, PC | Birmingham, AL | Offices of Certified Public Accountants | Acquisition | Dec 1, 2025 | $2.9M |
| The Accounting Nook, PLLC | Tulsa, OK | Offices of Certified Public Accountants | Acquisition | Nov 25, 2025 | $2.1M |
| Namu Advisory LLC | Forked River, NJ | Offices of Certified Public Accountants | Acquisition | Nov 25, 2025 | $943K |
| Accounting Plus Solutions, LLC | Redford, MI | Offices of Certified Public Accountants | Acquisition | Nov 24, 2025 | $500K |
| Clearpath Tax & Accounting III LLC | Overland Park, KS | Offices of Certified Public Accountants | Acquisition | Nov 20, 2025 | $2.5M |
| Roundtable Acquisition I LLC | Miami, FL | Offices of Certified Public Accountants | Acquisition | Nov 19, 2025 | $2.0M |
| Frimpong & Associates, LLC | Glastonbury, CT | Offices of Certified Public Accountants | Acquisition | Nov 18, 2025 | $675K |
| Widget Tax LLC | Knoxville, TN | Offices of Certified Public Accountants | Acquisition | Nov 13, 2025 | $1.2M |
| System Six Cna, LLC | Corte Madera, CA | Offices of Certified Public Accountants | Acquisition | Sep 29, 2025 | $1.7M |
| Monterra Halden LLC | Cleveland Heights, OH | Offices of Certified Public Accountants | Acquisition | Sep 24, 2025 | $1.5M |
| AMT Magna CPA, PC | Aberdeen, NC | Offices of Certified Public Accountants | Acquisition | Sep 18, 2025 | $558K |
| Armada Accounting, LLC | Eagle Mountain, UT | Offices of Certified Public Accountants | Acquisition | Sep 15, 2025 | $980K |
| New Legacy Financial Inc. | Franklin, IN | Offices of Certified Public Accountants | Acquisition | Sep 10, 2025 | $1.5M |
| Truestone Tax Solutions LLC | Albuquerque, NM | Offices of Certified Public Accountants | Acquisition | Sep 4, 2025 | $1.6M |
| Innovative CPA Group of Florida, LLC | Venice, FL | Offices of Certified Public Accountants | Acquisition | Sep 1, 2025 | $1.4M |
| Golden Torch Financial LLC | Warwick, RI | Offices of Certified Public Accountants | Acquisition | Aug 14, 2025 | $910K |
| Fhwv, LLP | Los Alamitos, CA | Offices of Certified Public Accountants | Expansion | Aug 12, 2025 | $1.6M |
| Bluprint CPA PLLC | Charlotte, NC | Offices of Certified Public Accountants | Acquisition | Jul 30, 2025 | $550K |
| Reda, Romano & Co, LLP | Rye Brook, NY | Offices of Certified Public Accountants | Acquisition | Jul 24, 2025 | $1.5M |
| Soaring Bird Financial Services LLC | Riverview, FL | Offices of Certified Public Accountants | Acquisition | Jul 16, 2025 | $948K |
| Saranto P. Calamas, CPA, P.C. | Port Jefferson, NY | Offices of Certified Public Accountants | Expansion | Jul 10, 2025 | $1.4M |
| BluePeak Inc. | Asheville, NC | Offices of Certified Public Accountants | Acquisition | Jul 3, 2025 | $2.3M |
| Claudia Gorostiaga CPA LLC | Elizabeth, NJ | Offices of Certified Public Accountants | Acquisition | Jun 5, 2025 | $525K |
| Elite Certified Public Accountancy Corp. | Marina Del Rey, CA | Offices of Certified Public Accountants | Acquisition | May 30, 2025 | $500K |
| Jsh Tax & Business Consulting LLC | Saint Charles, IL | Offices of Certified Public Accountants | Acquisition | May 28, 2025 | $3.1M |
| H Lee & Associates, Inc. | Santa Clara, CA | Offices of Certified Public Accountants | Expansion | May 19, 2025 | $3.1M |
| Daniels CentralOffice LLC | Woodstock, IL | Offices of Certified Public Accountants | Acquisition | May 19, 2025 | $613K |
| JTJL Latshaw Group LLC | North Chesterfield, VA | Offices of Certified Public Accountants | Acquisition | May 14, 2025 | $1.5M |
| Haga Kommer, Ltd. | Scottsdale, AZ | Offices of Certified Public Accountants | Expansion | Mar 27, 2025 | $1.2M |
| O'Reilly Strategic Group, Inc. | Watertown, MA | Offices of Certified Public Accountants | Acquisition | Mar 12, 2025 | $996K |
| Norco Cpas Limited Liability Company | Greeley, CO | Offices of Certified Public Accountants | Acquisition | Mar 7, 2025 | $650K |
| Veridian Cpas PLLC | Miami, FL | Offices of Certified Public Accountants | Acquisition | Mar 6, 2025 | $3.1M |
| Lloyd & Hodge PLLC | Denton, TX | Offices of Certified Public Accountants | Acquisition | Mar 6, 2025 | $565K |
| SkyRiver Advisors, PLLC | Woodinville, WA | Offices of Certified Public Accountants | Acquisition | Mar 5, 2025 | $675K |
| Lake Norman Accountant | Cornelius, NC | Offices of Certified Public Accountants | Acquisition | Feb 4, 2025 | $700K |
| Lakeview Financial Services LLC | Chicago, IL | Offices of Certified Public Accountants | Acquisition | Jan 28, 2025 | $920K |
| Nautilus Financials LLC | Fairview, TN | Offices of Certified Public Accountants | Acquisition | Jan 16, 2025 | $2.1M |
| Rooted Tax Group LLC | Minneapolis, MN | Offices of Certified Public Accountants | Acquisition | Jan 15, 2025 | $720K |
| Dorner CPA, LLC | Green Bay, WI | Offices of Certified Public Accountants | Acquisition | Jan 14, 2025 | $546K |
| Yaeger RSA, LLC, a Delaware limited liability company | Brookfield, WI | Offices of Certified Public Accountants | Acquisition | Jan 8, 2025 | $1.2M |
| Marsico Financial | Valencia, PA | Offices of Certified Public Accountants | Acquisition | Jan 3, 2025 | $500K |
| Bt Accounting and Financial Solutions, LLC | Fremont, NE | Offices of Certified Public Accountants | Acquisition | Dec 23, 2024 | $2.4M |
| Forward Financial Tax LLC | Addison, TX | Offices of Certified Public Accountants | Acquisition | Dec 23, 2024 | $2.0M |
| Aspire Accounting LLC | West Bend, WI | Offices of Certified Public Accountants | Acquisition | Dec 23, 2024 | $990K |
| Lasky & Company, Cpas LLP | Lynbrook, NY | Offices of Certified Public Accountants | Acquisition | Dec 17, 2024 | $1.0M |
| May & Wood, PC | San Mateo, CA | Offices of Certified Public Accountants | Acquisition | Dec 16, 2024 | $833K |
| Jerrod Ragsdale, CPA, LLC | Beaverton, OR | Offices of Certified Public Accountants | Acquisition | Dec 10, 2024 | $945K |
| Phillips Jd-Cpa PLLC | Wayland, MA | Offices of Certified Public Accountants | Acquisition | Nov 29, 2024 | $765K |
| Mitchell Tax & Bookkeeping Services, Inc. | Capistrano Beach, CA | Offices of Certified Public Accountants | Acquisition | Nov 27, 2024 | $907K |
| Acction Advisors LLC | Dallas, TX | Offices of Certified Public Accountants | Acquisition | Nov 22, 2024 | $1.3M |
| Lin Chai Rawlinson, CPA. PC | Chandler, AZ | Offices of Certified Public Accountants | Expansion | Nov 19, 2024 | $1.4M |
| Aguirre & Co. | La Habra, CA | Offices of Certified Public Accountants | Acquisition | Nov 13, 2024 | $1.2M |
| Seattle Accounting Professionals, LLC | Seattle, WA | Offices of Certified Public Accountants | Acquisition | Oct 24, 2024 | $2.1M |
| The Bellish Group Inc | Warren, OH | Offices of Certified Public Accountants | Acquisition | Oct 23, 2024 | $815K |
| Sunbridge Advisory LLC | San Antonio, TX | Offices of Certified Public Accountants | Acquisition | Oct 10, 2024 | $811K |
| TKG Tax & Accounting, LLC | Cranford, NJ | Offices of Certified Public Accountants | Expansion | Oct 9, 2024 | $1.9M |
| Klarvio LLC | Charlotte, NC | Offices of Certified Public Accountants | Acquisition | Sep 30, 2024 | $1.2M |
| Titan Tax Solutions PC | Dearborn, MI | Offices of Certified Public Accountants | Acquisition | Sep 5, 2024 | $1.5M |
| FT Tax Solutions LLC | Mount Clemens, MI | Offices of Certified Public Accountants | Acquisition | Aug 26, 2024 | $2.2M |
| Ams Cpas La Corp | Los Angeles, CA | Offices of Certified Public Accountants | Acquisition | Aug 22, 2024 | $1.9M |
| Global Quantum Advisors LLC | El Portal, FL | Offices of Certified Public Accountants | Acquisition | Aug 16, 2024 | $1.3M |
| Verleye Park, LLC | Phoenix, AZ | Offices of Certified Public Accountants | Acquisition | Aug 16, 2024 | $500K |
| Dreher & Associates CPA, P.A. | Punta Gorda, FL | Offices of Certified Public Accountants | Acquisition | Aug 13, 2024 | $1.3M |
| Easter CPA LLC | Hilton Head Island, SC | Offices of Certified Public Accountants | Acquisition | Aug 8, 2024 | $730K |
| Lloyd & Hodge PLLC | Fort Worth, TX | Offices of Certified Public Accountants | Acquisition | Aug 6, 2024 | $1.5M |
| Cannon Wright Blount PLLC | Memphis, TN | Offices of Certified Public Accountants | Acquisition | Aug 1, 2024 | $4.3M |
| Messer & Company LLC | Beaufort, SC | Offices of Certified Public Accountants | Acquisition | Jul 30, 2024 | $1.3M |
| Jcbra LLC | Boulder, CO | Offices of Certified Public Accountants | Acquisition | Jul 19, 2024 | $1.6M |
| Ponder & Prey LLC | Mesa, AZ | Offices of Certified Public Accountants | Expansion | Jul 9, 2024 | $2.2M |
| Cadre CPAs and Advisors LLP | Kannapolis, NC | Offices of Certified Public Accountants | Acquisition | Jun 21, 2024 | $1.3M |
| Cpaso2, LLC | Lakewood, CO | Offices of Certified Public Accountants | Acquisition | Jun 14, 2024 | $1.9M |
| Kpt LLC | Ogden, UT | Offices of Certified Public Accountants | Acquisition | May 23, 2024 | $1.5M |
| X & L CPAs, LLP | Arcadia, CA | Offices of Certified Public Accountants | Acquisition | May 14, 2024 | $831K |
| Cummings & Company, PC | Page, AZ | Offices of Certified Public Accountants | Acquisition | May 6, 2024 | $1.0M |
| Bakken Newton & Associates, LLC | Marion, MA | Offices of Certified Public Accountants | Acquisition | Apr 5, 2024 | $1.4M |
| Hahn & Associates, P.C. | Eagle, ID | Offices of Certified Public Accountants | Expansion | Mar 4, 2024 | $1.0M |
| Quigley & Miron | Los Angeles, CA | Offices of Certified Public Accountants | Expansion | Feb 15, 2024 | $1.4M |
| CPA Smith South LLC | Sanford, FL | Offices of Certified Public Accountants | Acquisition | Feb 8, 2024 | $1.1M |
| GJM Advisory LLC | Kankakee, IL | Offices of Certified Public Accountants | Acquisition | Feb 2, 2024 | $1.5M |
| Rosenbaum Sobel Weinrub LLC | Fort Lauderdale, FL | Offices of Certified Public Accountants | Acquisition | Feb 2, 2024 | $999K |
| CPATAX Accounting & Consulting LLC | Elk Grove Village, IL | Offices of Certified Public Accountants | Acquisition | Jan 30, 2024 | $850K |
| Drsjc 1775 Re Holdings LLC | Naperville, IL | Offices of Certified Public Accountants | Acquisition | Jan 18, 2024 | $845K |
| Five Points Financial, LLC | Hamilton, NJ | Offices of Certified Public Accountants | Acquisition | Jan 11, 2024 | $620K |
| Route 89 Ventures LLC | Charlottesville, VA | Offices of Certified Public Accountants | Acquisition | Jan 10, 2024 | $880K |
| Bodine and Company, LLC | Youngstown, OH | Offices of Certified Public Accountants | Acquisition | Jan 9, 2024 | $1.5M |
| Evans Sternau CPA, LLC | Spring, TX | Offices of Certified Public Accountants | Acquisition | Dec 31, 2023 | $1.1M |
| Sg & Associates, Ltd. | Naperville, IL | Offices of Certified Public Accountants | Acquisition | Dec 28, 2023 | $1.6M |
| May & Wood, PC | Burlingame, CA | Offices of Certified Public Accountants | Acquisition | Dec 16, 2023 | $790K |
| Wallace Consulting LLC | Merrillville, IN | Offices of Certified Public Accountants | Acquisition | Dec 15, 2023 | $1.6M |
| Pro Taxes and Accounting P.C. | Harwood Heights, IL | Offices of Certified Public Accountants | Acquisition | Dec 15, 2023 | $1.3M |
| Vault Financials LLC | Phoenix, AZ | Offices of Certified Public Accountants | Acquisition | Dec 8, 2023 | $925K |
| Klemm & Associates, LLC | Ballwin, MO | Offices of Certified Public Accountants | Acquisition | Dec 6, 2023 | $718K |
| Webb & Associates CPA LLC | Pompano Beach, FL | Offices of Certified Public Accountants | Acquisition | Nov 30, 2023 | $3.8M |
| Walston Bookkeeping, LLC | Cortez, CO | Offices of Certified Public Accountants | Acquisition | Nov 26, 2023 | $500K |
| 4 Pillars Group, LLC | Orlando, FL | Offices of Certified Public Accountants | Acquisition | Nov 16, 2023 | $1.8M |
| Chrysalis Business Partners LLC | Mesa, AZ | Offices of Certified Public Accountants | Acquisition | Nov 15, 2023 | $1.5M |
| Performance Financial Group LLC | Dublin, OH | Offices of Certified Public Accountants | Acquisition | Nov 11, 2023 | $1.2M |
| GuzmanGray | Long Beach, CA | Offices of Certified Public Accountants | Acquisition | Nov 9, 2023 | $1.9M |
| R.m.a. Taxes Inc. | Orland Park, IL | Offices of Certified Public Accountants | Acquisition | Nov 7, 2023 | $925K |
| Bkhm, P.A. | Orlando, FL | Offices of Certified Public Accountants | Acquisition | Oct 24, 2023 | $2.6M |
| Echelbarger, Himebaugh, Tamm & Co., P.C. | Ada, MI | Offices of Certified Public Accountants | Expansion | Oct 10, 2023 | $3.1M |