Accounting Today

JULY 28, 2025

is no exception to this, according to senior partner Ed Davis, who named both people and resources as challenges for the San Jose, California-based firm. "We Another thing Ive noticed in the market is you dont see new accounting firms popping up. And so that was one of the big challenges. "Its

Technology

Accounting Today

JUNE 6, 2025

ARIZONA The Association for Accounting Marketing Hall of Fame celebrated the 35th anniversary of the annual AAM Summit in Phoenix May 12-14. CALIFORNIA Janet Shepard Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine.

New Jersey

CPA Practice

MAY 5, 2025

Eide Bailly has acquired Solana Beach, CA-based Hamilton Tharpthe third M&A deal the top 20 accounting firm has made in the past week.

California

Accounting Today

JULY 16, 2025

EDT 2 Min Read Facebook Twitter LinkedIn Email Armanino, a Top 25 Firm based in San Ramon, California, has added Strategic Accounting Outsourced Solutions , extending Armaninos outsourcing capabilities, particularly in the nonprofit and family office sectors.

Technology

CPA Practice

JUNE 30, 2025

million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions. million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

Technology

ThomsonReuters

JULY 18, 2025

The compromise reflects both revenue concerns and growing pressure from constituents in states like California, New York, and New Jersey. This resolution ends years of negotiations between the House and Senate, who had previously disagreed on whether the cap should be expanded or maintained.

New Jersey

Accounting Today

AUGUST 1, 2025

It added BBD LLP in Philadelphia in April 2024; OConnor & Drew in Braintree, Massachusetts, in 2023; and Martinez & Associates in Winter Springs, Florida, and Martini Partners in Encino, California, in 2022.

Technology

CPA Practice

NOVEMBER 6, 2024

Top 70 accounting firm Aldrich is venturing into the Spokane and Coeur d’Alene area in the Inland Northwest after acquiring HMA CPA, an accounting firm based in Spokane, WA. HMA’s four partners and their employees will be joining the Lake Oswego, OR-based firm. Financial terms of the deal weren’t disclosed.

Washington

Going Concern

NOVEMBER 15, 2024

The firm, MeritServus, was on the verge of being sanctioned by British authorities for helping hide assets tied to a key billionaire close to Russian President Vladimir Putin. Since 2005, MeritServus has not been part of, or affiliated with, Deloitte Cyprus or any other Deloitte firm,” the accounting firm told The Guardian.

Delaware

CPA Practice

NOVEMBER 22, 2024

Aprio Expands Real Estate Practice with Strategic Hire of Industry Leader James Lockhart Aprio, a top 25 business advisory and accounting firm, is strategically expanding its real estate practice with the addition of James Lockhart as a real estate tax partner based in the firm’s New York City office.

Real Estate

Accounting Today

JUNE 19, 2025

San Jose, California: Chiropractor Tae Hyun Lee, 62, has pleaded guilty to aiding and assisting in the preparation and presentation of a false return for 2019. Mellinger and the relative subsequently stole more than $2.1 million from some of the clients, a portion of which Mellinger used to buy an area home.

Tax

Accounting Today

JULY 24, 2025

Bakersfield, California: Tax preparer Victor Cruz, 40, has pleaded guilty to helping Miguel Martinez, a Mexican national who was in the U.S. In total, Leard caused a tax loss to the United States of more than $1.5 Sentencing is Oct. illegally, submit fraudulent individual federal income tax returns that claimed $25 million in refunds.

Tax

Withum

MARCH 18, 2025

A Licensed Certified Public Accountant in the State of California, Anni received her bachelors degree in management and accounting from Renmin University of China (RUC). Chen completed her Master of Science in Accountancy at the University of Illinois at Urbana-Champaign (UIUC).

CPA

Accounting Today

JUNE 9, 2025

So youre in New York, you get a job in California, you relocate. We know New York, but, Neil Fishman (17:57): But the big thing was Dan Hood (17:58): New Jersey, Illinois, California all have Neil Fishman (18:01): Similar places. 10:52): The moving expenses again remains only if youre an active duty military.

Washington

Accounting Today

JUNE 27, 2025

CALIFORNIA Evan Staggs Evan Staggs was hired as a partner in the tax practice at Weaver, Woodland Hills. MASSACHUSETTS CRR, Wakefield, partnered with Liberty Partners to launch a new platform, Bridgepoint Alliance, to help lower-to-middle-market accounting firms reduce the complexities and administrative burdens.

Technology

Accounting Today

JUNE 13, 2025

CALIFORNIA Withum has relocated its San Ramon office to a new space in Bishop Ranch business park, located at 6101 Bollinger Canyon Road, Suite 400.

Technology

Accounting Today

JULY 10, 2025

million in cash from CRs bank account to pay business expenses, his wages and his distributions. Hollywood, California: Kevin J. Between 2017 and 2022, Buresh withdrew $2.9 Buresh will also be under the supervision of the U.S. Probation Office for three years after his prison term and must pay $805,787.82 in restitution.

Tax

Accounting Today

JUNE 26, 2025

Individuals disciplined include: California: Enrolled Agent William E. San Jose, California: Execs Lalo Valdez and Matthew Olson have pleaded guilty to not paying over employment taxes to the IRS. Olson was also one of the owners and operators of a day spa in Saratoga, California. 1, 2024; and CPA Walter W. million.

Tax

Going Concern

JUNE 16, 2025

Podcaster and observationalist David Leary has a prediction for the future of firms. The tweet : HOT TAKE: AI isn’t going to save accounting firms; it is probably going to kill them. What kind of hybrid monster will accounting firms be in the future? 43,000+ restaurants that do NOT serve Coca-Cola.

accounted

Accounting Today

JULY 8, 2025

Read more: " Tax Strategy: Inside the Senate version of the OBBBA. ") "The new law has both temporary changes and permanent changes," said Miklos Ringbauer, founder of Miklos CPA in Southern California. For example, the SALT allowance has been capped at $40,000 for 2025. At that point it will drop back to $10,000."

Technology

Going Concern

APRIL 11, 2025

The rule change that could blow open US law [ Financial Times ] Large accounting firms have long coveted the legal fees that lawyers in California and elsewhere receive for serving their best clients, the general counsels of 10 large law firms noted in a tetchy public letter arguing against liberalisation in Arizonas neighbour in 2019.

audit

Withum

MAY 7, 2025

They are all extraordinary individuals as well as skilled accountants and advisors to our clients. I, along with Pat, Bill, and Brad, am featured on the New Jersey list; Jim is on the New York list; and Chris is on the California list. Withums growth during this period has been better than phenomenal.

cpas

Going Concern

NOVEMBER 25, 2024

In case you hadn’t heard, PE-backed Aprio is making moves in California. Aprio, an Atlanta-based advisory and accounting firm, recently purchased Kirsch Kohn & Bridge (KKB) in Woodland Hills to continue its expansion efforts in the region. Terms of the deal were not disclosed.

accounted

Going Concern

JULY 18, 2025

Private Equity Private equity is coming for accounting firms. While they invest money and resources, PE firms look for profits in relatively short timeframes, often achieved through cost-cutting. The California Franchise Tax Board, or FTB, has recently invested in advanced data processing systems and AI applications.

audit

Accounting Today

JULY 8, 2025

Justice Ketanji Brown Jackson dissented, writing that a California federal judges "temporary, practical, harm-reducing preservation of the status quo was no match for this courts demonstrated enthusiasm for greenlighting this presidents legally dubious actions in an emergency posture."

Technology

Accounting Today

JULY 18, 2025

ALABAMA Machen McChesney, Auburn, promoted: Emma Farris to manager, Mary Elizabeth Bond to supervisor, and Ally Bean, Cole Dewberry and Keeley Leisure to senior accountants. CALIFORNIA Daniel Zaninovich was hired as a commercial real estate partner at CohnReznick, Los Angeles. relocate offices; and more news from across the profession.

Indiana

Accounting Today

JUNE 27, 2025

GOP lawmakers from New York, New Jersey and California have pressed to preserve a deal included in the House bill that increased the deduction cap to $40,000, up from the $10,000 in current law, for 10 years. The original Senate draft kept the write-off at $10,000.

Tax

Accounting Today

JULY 3, 2025

CALIFORNIA Nick Satterfield was promoted to partner at Wheeler Accountants, San Jose, where he started as an intern in 2014. opens new office in Chattanooga; and more news from across the profession. opens new office in Chattanooga; and more news from across the profession.

Technology

Accounting Today

JUNE 24, 2025

Among the remaining areas of contention is increasing the state and local tax deduction, a critical issue for House lawmakers from New York, New Jersey and California. Other unresolved issues include fights over Medicaid and the size of spending cuts.

Tax

Accounting Today

JUNE 2, 2025

Both Regional Leader Saltmarsh, Cleaveland & Gund and Glenn Burdette joined the private equity-backed accounting firm, effective June 1.

Florida

CPA Practice

OCTOBER 22, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions. million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

payroll

Accounting Today

JULY 22, 2025

The National Association of Realtors estimates that around 29 million homeowners could have enough equity in their homes to exceed the cap for single filers, particularly in high-priced markets such as California and Massachusetts.

Technology

PANALITIX

AUGUST 9, 2020

Rapidly Growing an Accounting Firm: An Interview with Glenn Hetzel. Hetzel & Associates, CPAs spoke frankly and clearly on the many challenges and opportunities related to growing an accounting business. This involved extensive travel and a decision to move to California in 1982. RESOURCES / ARTICLES. LEARN MORE.

accounting firms

CPA Practice

APRIL 29, 2025

The top 30 firm is expanding its presence in California by acquiring SND Partners, a Lafayette, CA-based accounting firm specializing in Affordable Housing Tax Credit and Housing and Urban Development audits.

California

CPA Practice

JANUARY 9, 2025

The top 10 accounting firm said Thursday it will be adding 48 professionals to its management consulting practice from Blue Beyond Consulting, a San Francisco-based firm focused on the people side of business, in a merger that is expected to close on March 1.

California

Going Concern

SEPTEMBER 19, 2024

When I say “everyone” I mean crypto bros and accounting firms trying desperately to be cool with their PS2-era metaverse avatars, the rest of us forgot about it pretty much right off the bat. Or an accounting firm office. It’s technically a game, but it seems about as fun as hanging out in a doctor’s office.

accounting firms

Going Concern

JUNE 14, 2022

12 years ago my former colleague Caleb Newquist published a post titled “Do Accounting Firms Care if You’re On Drugs?” After all, several states other than California have legalized recreational marijuana since then and apparently you can even buy shrooms online in Canada which holy s**t, what?! Probably not.

accounting firms