Firm Management
Aprio to Add Bay Area Firm Rubens Partners
As part of the deal, 14 Rubens Partners team members, including partners Sharon Rubens and Linda Martins, will join the top 30 firm.
Nov. 15, 2023
Top 30 accounting firm Aprio will be merging in Lafayette, CA-based CPA firm Rubens Partners on Dec. 1.
As part of the deal, 14 Rubens Partners team members, including partners Sharon Rubens and Linda Martins, will join Atlanta-based Aprio. The firm’s employees will relocate to Aprio’s existing office in Walnut Creek, CA, and join Aprio’s West Coast team, led by Tom Neff, West Coast regional leader.
“Our partnership with Rubens Partners further solidifies our presence on the West Coast, promising enhanced value and an even brighter future for our clients,” Richard Kopelman, Aprio CEO and managing partner, said in a press release.
Founded in 2006, Rubens Partners provides accounting, tax, and business advisory services to small businesses, high-net-worth individuals, family groups, trust and estate clients.
“Joining forces with Aprio is a significant step forward for our team, allowing us to access additional resources and a broader network while continuing to provide the exceptional service our clients have come to expect,” Rubens said.
Martins added, “We are confident that this will create new growth opportunities and enhance the collective capabilities of our teams. Together, we will be better equipped to meet the evolving needs of our clients and the communities we serve.”
Aprio currently has more than 20 offices in 12 states across the country.