Mergers and Acquisitions January 13, 2026
PKF O’Connor Davies Adds Topping Kessler in Florida
The top 30 accounting firm said Tuesday it has acquired Hollywood, FL-based CPA firm Topping Kessler & Co., expanding its presence in the state.
Mergers and Acquisitions January 13, 2026
Smith + Howard Acquires Bauknight Pietras & Stormer in South Carolina
The Atlanta-based top 100 firm has made its first M&A deal of 2026, acquiring Bauknight Pietras & Stormer, an INSIDE Public Accounting top 300 firm based in Columbia, SC.
Technology January 12, 2026
Accounting Seed Rolls Out AI Agents for Collections, Bill Pay, and General Ledger
The Salesforce-native accounting solution has introduced AI agents designed to optimize cash flow and save time for small and medium-sized businesses.
Technology January 9, 2026
RSM US Rolls Out ‘Ask Luca’ GenAI Tool for Firm’s Auditors
RSM US said Thursday it has launched "Ask Luca," a generative AI tool within RSM Luca, the firm's digital audit ecosystem, that leaders say will assist its assurance professionals in delivering more efficient, high-quality audits for clients.
Taxes January 8, 2026
IRS: 2026 Tax Filing Season to Start Jan. 26
The IRS expects to receive about 164 million individual income tax returns this year, with most taxpayers filing electronically.
Mergers and Acquisitions January 8, 2026
Doeren Mayhew Acquires Lancaster & Reed in Florida
The top 50 accounting firm announced Wednesday that it added Key Biscayne, FL-based CPA firm Lancaster & Reed as of Dec. 17, 2025.
Mergers and Acquisitions January 8, 2026
HoganTaylor Merges in Hawthorn, Waymouth & Carroll in Louisiana
The top 100 accounting firm has expanded its footprint in Louisiana through a merger with Hawthorn, Waymouth & Carroll, a CPA firm based in Baton Rouge that provides audit, tax, and accounting services, effective Jan. 1.
Mergers and Acquisitions January 8, 2026
FustCharles Adds Stephen J. Flood CPA PLLC in New York
Syracuse, NY-based FustCharles, an INSIDE Public Accounting top 400 firm, has completed an M&A deal with Stephen J. Flood CPA PLLC, an accounting practice based in Latham, NY, effective Jan. 1.
Technology January 7, 2026
OneStream Acquired by Hg in $6.4 Billion Deal
London-based private equity firm Hg is buying enterprise finance management platform OneStream in an all-cash transaction valued at $6.4 billion, it was announced on Jan. 6.
Mergers and Acquisitions January 7, 2026
Aprio Merges in Two Oregon-Based CPA Firms
The top 25 firm has kicked off the new year by making its foray into the Pacific Northwest, announcing Jan. 7 that it has merged with two CPA firms in the greater Portland area: Delap LLP and Hoffman, Stewart & Schmidt PC.
Firm Management January 7, 2026
PYA Names David McMillan Next President and CEO
McMillan officially succeeded his friend and mentor Marty Brown as PYA president on Jan. 1, and he will assume the title of CEO from Brown on Jan. 1, 2027.
Firm Management January 7, 2026
Lori Roth Takes Over as CEO of Prager Metis
Previously co-managing partner of Prager Metis along with Glenn Friedman, Lori Roth was named CEO of the top 60 accounting firm and Stuart Mayer was named COO, effective Jan. 1.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
