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.
Mergers and Acquisitions January 7, 2026
Sax Adds Scheidel, Sullivan & Lanni CPA and Sierra Financial Advisors
The top 75 accounting firm said Jan. 7 it has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors, SSL's wealth management arm, effective Jan. 4.
Mergers and Acquisitions January 7, 2026
Mauldin & Jenkins Merges in The Prinzo Group in Georgia
The top 60 firm is expanding its Governmental Advisory practice through a merger with The Prinzo Group, a government-focused technology firm that specializes in system modernization, procurement, and policy implementation.
Mergers and Acquisitions January 7, 2026
SSC CPAs + Advisors Combines with Harrison Henderson in Oklahoma
Topeka, KS-based SSC CPAs + Advisors, an INSIDE Public Accounting top 400 firm by revenue, has merged with Harrison Henderson, a public accounting firm with offices in Oklahoma.
Technology January 6, 2026
TaxDome Expands Suite of Spanish-Language Resources for Latino Accountants
With more than 1,000 Latino firm owners already on the platform, TaxDome now provides webinars, onboarding, customer support, and a localized platform—all in Spanish.
Mergers and Acquisitions January 6, 2026
Stephano Slack Combines with CL Rotz and Associates in Pennsylvania
The Wayne, PA-based accounting firm closed out 2025 by announcing it has merged in CL Rotz and Associates, an accounting firm based in Oreland, PA, effective Dec. 15.
Mergers and Acquisitions January 6, 2026
Capstone Adds North Star Tax & Accounting in Washington
Bend, OR-based Capstone Accounting and Tax said Dec. 29 it has added North Star Tax & Accounting, further expanding its presence in Washington state with locations in Snohomish and Lynden.
Mergers and Acquisitions January 6, 2026
Armanino Adds New York-Based Sales Tax Defense
Deer Park, NY-based Sales Tax Defense, a firm specializing exclusively in sales and use tax matters, has joined Armanino, the top 20 accounting firm said on Jan. 6.
Mergers and Acquisitions January 5, 2026
PKF O’Connor Davies Merges in Bowman & Co. in New Jersey
The top 30 accounting firm has expanded its presence in the greater Philadelphia metro area after merging with Bowman & Co., a CPA firm with three offices in southern New Jersey, effective Jan. 1.
Mergers and Acquisitions January 5, 2026
UHY Combines with Manley Garvin in South Carolina
The top 30 accounting firm now has its first office in South Carolina after announcing a deal Monday to merge with Manley Garvin, a Greenwood-based firm that provides tax, accounting, and assurance services.
Mergers and Acquisitions January 5, 2026
CohnReznick Adds Smith Schafer in Minnesota
The top 15 accounting firm has made its first M&A deal of 2026, acquiring Minneapolis-based Smith Schafer & Associates, in a move that marks the top 15 accounting firm's entry into Minnesota.
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
