California Firm Lautze & Lautze Merges Into Marcum LLP

The national accounting firm Marcum LLP has acquired Lautze & Lautze CPAs & Financial Advisors, a full-service accounting firm with offices in San Francisco and San Jose, California. The firm, it’s staff and clients will be merged into Marcum’s practice, which has offices in Irvine, L.A. and San Francisco, California.

“Lautze & Lautze has a history of professional excellence and long-standing client relationships that naturally complements Marcum’s business,” said Jeffrey M. Weiner, managing partner. “We welcome the entire Lautze & Lautze team to the Firm. We look forward to leveraging our combined resources to improve and expand services to our clients, and to partnering in our continued mutual growth and success.”

Lautze & Lautze provided audit, tax and consulting services to individuals, California businesses and non-profit organizations for more than 70 years. Industry specialties included real estate, professional services and manufacturing, and a particular expertise in private schools and private foundations. The firm adds 60 professionals, including four partners, to Marcum’s California Region.

“Lautze & Lautze will play a strategic role in expanding Marcum’s presence and deepening our service capabilities in the Northern California market, both in San Francisco, where Marcum has an existing office, and in San Jose,” said Philip J. Wilson, California partner-in-charge. “Marcum’s IT Risk & Assurance Practice, which manages our cybersecurity, information risk management and technology consulting services, will be a particular asset to the Silicon Valley office.”

Both firms and their clients will benefit from the merger, according to CPA firm expert Allan D. Koltin, CPA of Koltin Consulting Group. “Marcum continues to show its commitment to expanding in California and their merger with Lautze should make them a major player in the Bay area. With this merger they are now over $50 million in California and I wouldn’t be surprised to see another merger or two from Marcum here in the next year.” Koltin consulted on the merger.

“As a national firm, Marcum gives the Lautze team access to a deep bench of talent and expertise that will expand the ways we can serve our clients, while giving the Firm a larger footprint in the Greater Bay Area,” said Anne Marie Bianchini, former managing director of Lautze & Lautze.