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Firm Management

Moss Adams Acquires Dallas CPA Firm

Under the asset purchase agreement, the Kurtz & Company team will officially join Moss Adams on Dec. 1.

Top 15 accounting firm Moss Adams is combining with Kurtz & Company P.C., a CPA firm based in the Dallas suburb of Richardson, TX, according to a Sept. 28 press release.

Under the asset purchase agreement, the Kurtz & Company team—including its founder and owner, David Kurtz, and 18 employees—will officially join Moss Adams on Dec. 1. Kurtz & Company’s clients will also transition to Moss Adams.

“As we strategically grow our business and team, Texas plays an integral role,” Moss Adams Chairman and CEO Eric Miles said in a written statement. “We expanded to the Dallas market in 2015 and have experienced significant growth ever since. With the addition of Kurtz & Company’s team and expertise, we can strengthen our presence in the market and help more clients champion their goals through our seamless, integrated service portfolio.”

Founded in 1992, Kurtz & Company provides accounting and federal and state income tax return preparation, compliance and planning services for domestic and foreign partnerships, limited liability companies, and corporations, with a strong focus on real estate.

“We share long-term respected clients with Kurtz & Company and have admired David and his team for quite some time,” said Megan McFarland, partner in charge of the Moss Adams Dallas office. “This move made sense for both of our businesses and clients. We’re gaining a talented team with expertise in areas of demand for our clients, while Kurtz & Company clients will have access to broader service offerings.”

Kurtz said his firm has had a wonderful working relationship with Moss Adams through the firms’ mutual clients over the years.

“We’ve admired their approach and dedication to serving clients with innovative solutions, and this is a strategic next step for growth for the both of us. It enhances our collective teams with broader knowledge and expands resources for clients, creating an even stronger firm and better experience for everyone,” he added.

The Kurtz & Company team will join the Moss Adams team at its Dallas-Fort Worth office, augmenting the firm’s existing Tax and Outsourced Finance and Accounting Practices, and working with professionals across its Real Estate and Power & Utility Practices.

This is the third acquisition Moss Adams has made in the last month or so. The firm brought in Alexicon, a niche consulting firm specializing in rural telecommunications, in early September, as well as property tax consulting firm Byrne & Clayton Consulting.