Accounting Today

JULY 25, 2025

New funding april, a tax program that leverages artificial intelligence, closed a $38 million Series B raise ( see story for more details. The funding round for the New York-based company was led by QED Investors, with participation from Nyca Partners and Team8, bringing Aprils total funding to $78 million. All rights reserved.

Technology 64

Technology accounting and finance audit tax preparation 64

Accounting Today

JULY 16, 2025

In 2023, it acquired New York-based Janover ; Bemel, Ross & Avedon LLP , a Los Angeles-based business management firm; and two entertainment-oriented firms , Royalty Compliance Organization, a music rights and royalty auditing firm in St. All rights reserved.

Technology 59

Technology tax preparation audit auditor 59

Accounting Today

JULY 16, 2025

By Gene Marks 11h ago Practice management Windsor Path offers PE alternative to firms Windsor Path, a family office-backed platform for accounting firms, acquired WFFA Advisors, the non-attest business of Wagner, Fiber, Fine and Ackerman in New York City. All rights reserved.

Technology 69

Technology audit tax preparation auditor 69

Accounting Today

JUNE 6, 2025

RRBB opened a new office at 2107 Route 34 in Wall, New Jersey, the firms seventh office. NEW YORK Ernst & Young, New York, launched a new practice, EY Studio+, designed to deliver customer experience, product and service innovation, and marketing, sales and service transformation for clients.

New Jersey 52

New Jersey Technology Connecticut North Carolina 52

Accounting Today

JUNE 10, 2025

Last year, Plante Moran opened its first office in New York City. In 2023, after Drake was elected as the eighth managing partner in the firms history, he told Accounting Today he planned to build Plante Moran into a $2 billion firm. In 2023, Sax merged in Schall & Ashenfarb CPAs , a firm based in New York.

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New Jersey Entertainment Real Estate Technology 52

Accounting Today

JUNE 25, 2025

Prager Metis is based in New York City and has roughly 600 employees, over 100 partners and principals, and 26 offices globally. 60 on Accounting Today s Top 100 Firms list with $128.9 All rights reserved. It will serve clients across North America and Europe. It ranked No. million in revenue.

Technology 59

Technology tax preparation corporation tax audit 59

Accounting Today

JULY 17, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Sax, a Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, a private equity firm with offices in Brussels and New York, the latest firm to receive a PE investment. All rights reserved.

New Jersey 59

New Jersey Technology tax preparation audit 59

Accounting Today

JUNE 25, 2025

and combine Xeros accounting capabilities with Melios accounts payable and receivable solutions to create comprehensive product offerings for our collective, valued customer base." All 600+ Melio employees in offices across New York and Tel Aviv will join Xero. All rights reserved.

Technology 59

Technology tax preparation accounts payable audit 59

Accounting Today

JULY 24, 2025

New York: Kingsley Uchelue Utulu, 38 of Nigeria, has been sentenced to 63 months in prison for his role in a hacking, fraud and ID-theft scheme targeting U.S.-based Rochester, New York: Business owner Gregory J. All rights reserved. Sentencing is Oct. based tax prep firms, businesses and individuals. Sentencing is Nov.

Tax 59

Tax tax preparation Real Estate tax return 59

Accounting Today

JUNE 5, 2025

New York: Tax preparer Rafael Alvarez, 61, of Cortland Manor, New York, has been sentenced to four years in prison in connection with a decade-long, $145-million tax fraud. From around 2010 to 2020, Alvarez was the CEO, owner and manager of ATAX New York, also d.b.a. All rights reserved. Alvarez, a.k.a.

Tax 59

Tax tax preparation North Carolina tax return 59

Accounting Today

JUNE 6, 2025

All rights reserved. Avalara launches APIs for 1099, W-9 solutions Scott McFarlane, chief executive officer of Avalara Inc.,

Technology 59

Technology audit E-commerce tax preparation 59

Accounting Today

JUNE 13, 2025

NEW YORK Will Williams Will Williams was elected the next chair of KPMGs Americas region, beginning July 1 and succeeding Paul Knopp, who has held the position since 2020. The Bonadio Group, Rochester, was named to Fortunes 2025 Best Workplaces in New York list, moving up one slot from last year to rank No.

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Technology cpas New York Indiana 45

Accounting Today

JULY 25, 2025

CONNECTICUT FASB, GASB and FAF logos on the wall at headquarters in Norwalk, Connecticut Courtesy of GASB The Financial Accounting Foundation board of trustees announced it is seeking nominations for new members to join the Financial Accounting Standards Advisory Council for an initial one-year term beginning Jan.

Rhode Island 59

Rhode Island Vermont cpas Technology 59

Accounting Today

JUNE 27, 2025

names co-MP By Danielle Lee June 27, 2025 11:37 AM Facebook Twitter LinkedIn Email ICPAS bestows 2025 Lifetime Achievement Award; UHY appoints first chief growth officer; and more news from across the profession. All rights reserved.

Technology 59

Technology Pennsylvania tax preparation Illinois 59

Accounting Today

JUNE 23, 2025

We just kept growing and we were primarily a New York City and Long Island based firm. So we also wanted to get out of our, just being a New York based firm, so we sat down and came up with a business plan that was totally based on geography at that point. (17:17): All rights reserved. Jeff Weiner (16:18): Yeah.

accounting firms 95

accounting firms Technology accounting and finance audit 95

Going Concern

OCTOBER 25, 2024

For the second year in a row, New York-based accounting firm PKF O’Connor Davies took the #1 spot on Vault’s Best Overall Internships list. million in tax breaks to ineligible homeowners, comptroller says [ Gothamist (New York)] New York City’s Department of Finance mistakenly handed out $6.5

accounting and finance 59

accounting and finance audit Florida New York 59

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. All rights reserved. By Paige Hagy 8h ago Like what you see?

audit 64

audit North Carolina Technology Ohio 64

Accounting Today

JUNE 9, 2025

So youre in New York, you get a job in California, you relocate. 20 years ago when I moved from New York to Florida, I moved my business down here. One in particular was Mike Lawler, who is I believe from the Westchester Rockland area just north of New York City. All rights reserved.

Washington 52

Washington New York Florida Tax 52

Accounting Today

JULY 8, 2025

By Michael Cohn 6h ago Tax New scams, new weapons to fight client ID theft The IRS is warning tax professionals about a host of new and resurgent fraud schemes. All rights reserved.

Technology 113

Technology tax preparation audit corporation tax 113

Accounting Today

JULY 21, 2025

New York: Dennis Ostermann, of East Rockaway, New York, a former sergeant with the New York City Police Department, has pleaded guilty to one count of aiding and assisting in the preparation of a false and fraudulent U.S. All rights reserved. income tax return.

Rhode Island 89

Rhode Island Tax tax preparation Technology 89

Accounting Today

JUNE 26, 2025

New York: CPA Kimberly Johnson, Bronx, indefinite from Nov. Klein, in New City, New York, (effective July 22, 2024). All rights reserved. Gordon, Raymond, indefinite from Feb. Missouri: CPA William R. Tillmon III, St. Joseph, indefinite from Nov. 10, 2024, and attorney Catherine E. Chollet, St. Oregon: CPA Peter J.

Tax 71

Tax Technology tax preparation CPA 71

Accounting Today

JULY 21, 2025

Citrin Cooperman has also stuck to whats long worked for the New York City-based Top 100 Firm. Last November, CBIZ — which has been operating under its own alternative practice structure with Mayer Hoffman McCann since 1998 — completed the acquisition of New York-based Marcum in a $2.3 All rights reserved.

Technology 104

Technology audit Connecticut tax preparation 104

Accounting Today

JULY 1, 2025

Accounting Accounting standards Corporate ethics International accounting MORE FROM ACCOUNTING TODAY Practice management M&A roundup: LMC, Sorren and Alpine Mar expand LMC merges in Stephen A. All rights reserved. By Paige Hagy 8h ago Like what you see?

tax planning 64

tax planning Tax North Carolina accounting standards 64

Accounting Today

JULY 16, 2025

By Gene Marks 11h ago Practice management Windsor Path offers PE alternative to firms Windsor Path, a family office-backed platform for accounting firms, acquired WFFA Advisors, the non-attest business of Wagner, Fiber, Fine and Ackerman in New York City. All rights reserved.

Technology 64

Technology audit tax preparation auditor 64

Accounting Today

JULY 8, 2025

By Michael Cohn 6h ago Tax New scams, new weapons to fight client ID theft The IRS is warning tax professionals about a host of new and resurgent fraud schemes. All rights reserved.

Technology 126

Technology audit tax preparation corporation tax 126

Accounting Today

JULY 2, 2025

Wiss ( [link] ): How to get ready for New York States new Secure Choice Savings Program, a state-mandated automatic-enrollment Roth IRA for employers who dont already offer a qualified retirement plan. All rights reserved. AICPA & CIMA Insights ( [link] ): How generative AI can help, and harm, practices.

North Carolina 59

North Carolina tax preparation Technology audit 59

Accounting Today

JULY 8, 2025

EDT 2 Min Read Facebook Twitter LinkedIn Email CohnReznick's Dallas office CohnReznick, a Top 25 Firm based in New York, is expanding to Richmond, Virginia, by combining with Piascik & Associates, a firm offering specialized tax services, effective July 1. All rights reserved. Baltimore, Charlotte, and South Florida.

Technology 59

Technology Virginia tax preparation audit 59

Accounting Today

JULY 8, 2025

The case also highlights the rigorous standard applied in establishing fraudulent intent when a taxpayer has a strong financial and accounting background. Global Taxes ( [link] ): Shelved federal ideas aside, New York is moving ahead with its own beneficial ownership information reporting requirement. All rights reserved.

Real Estate 59

Real Estate tax preparation Technology Gambling 59

Accounting Today

JULY 1, 2025

LMC integrates Kepniss LMC and Kepniss team members at the Springfield, New Jersey, office LMC, a firm based in New York City and an Ascend platform partner, announced that Stephen A. of Springfield, New Jersey, has joined. All rights reserved. Kepniss & Associates, P.C. By Paige Hagy 8h ago Like what you see?

North Carolina 59

North Carolina Ohio Technology New Jersey 59

Accounting Today

JULY 8, 2025

By Michael Cohn 6h ago Tax New scams, new weapons to fight client ID theft The IRS is warning tax professionals about a host of new and resurgent fraud schemes. All rights reserved.

Technology 59

Technology audit tax preparation corporation tax 59

Accounting Today

JULY 18, 2025

relocate offices; and more news from across the profession. NEW JERSEY Antonio Ribeira was named practice leader for real estate at HBK CPAs & Consultants, Holmdel. All rights reserved.

Indiana 69

Indiana Technology Real Estate New Jersey 69

Accounting Today

JULY 11, 2025

All rights reserved. The program was created to empower young people with real-world financial decision-making skills through in-person workshops and gamification activities.   OKLAHOMA Kyle Stewart Kyle Stewart was appointed the first principal-in-charge of the Oklahoma City office at REDW Advisors & CPAs.

Oklahoma 72

Oklahoma Technology tax preparation audit 72

Accounting Today

JUNE 25, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email The Bonadio Group's office building in Buffalo, New York The Bonadio Group, a Top 50 Firm based in Pittsford, New York, is taking aim at the growing problem of elder financial abuse by helping protect senior citizens. All rights reserved.

Technology 64

Technology tax preparation Hospitality audit 64

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. All rights reserved. By Paige Hagy 8h ago Like what you see?

Ohio 59

Ohio North Carolina Technology tax preparation 59

Accounting Today

JULY 3, 2025

Democrats could do little, but House Minority Leader Hakeem Jeffries, D-New York, gave a marathon speech on Thursday to delay passage of the bill, which he called the "one big ugly bill," decrying the extensive cutbacks in Medicaid and nutrition assistance for the poor. All rights reserved.

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Account accounted accountant payroll 45

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. All rights reserved. The House version of Trumps massive tax and spending package put curbs on those workarounds.

Tax 52

Tax Technology New Jersey tax planning 52

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. All rights reserved. By Paige Hagy 8h ago Like what you see?

North Carolina 96

North Carolina Tax Technology Ohio 96