CALIFORNIA
Ramirez Jimenez International completes merger
Details: Ramirez Jimenez International has completed a merger with Robert J. Casillas Accountancy Corporation of Riverside, California. Robert J. Casillas Accountancy Corporation has been providing income tax preparation, payroll reporting, bookkeeping and financial statement assurance services to the Inland Empire for over 25 years.
VLS merges in Frankeberger Vausher + Company
Details: Vicenti, Lloyd & Stutzman LLP has merged in Frankeberger Vausher + Company CPAs. According to VLS co-managing partner Linda Saddlemire, “As one of the largest CPA firms in Los Angeles County, VLS is always looking for ways to broaden our abilities to serve existing clients and to reach out to new markets. Frankeberger Vausher + Company has large client bases in the automotive dealership and restaurant industries, which are a great fit for VLS. We are very excited about this merger and the opportunities that it will provide to the clients of the combined firm.”
CONNECTICUT
Connecticut firms pair up
Details: Beers, Hamerman & Co., of New Haven, and Cohen, Burger, Schwartz & Sax, LLC of Fairfield have merged. The combined firm will operate under the name Beers, Hamerman, Cohen & Burger PC. The firm said it will keep offices at 234 Church St., New Haven, and 2228 Black Rock Turnpike, Fairfield, and serve clients in Connecticut and New York. The combined firm has 46 employees.
Stamford firms come together
Details: Dylewsky, Goldberg & Brenner LLC, of Stamford, has merged with Susan L. Neville CPA. The combined firm will continue to operate as Dylewsky, Goldberg & Brenner. Neville will maintain her office in its current Westport location, and will become a partner in the firm.
FLORIDA
South Florida firms merge
Details: Mallah, Furman & Company PA and Levin, Silvey, Zelko & Mackey PA have merged. Both firms serve a broad base of clientele, which include high net worth individuals, as well as domestic and international privately-held family owned companies and publicly owned companies. All Levin, Silvey, Zelko & Mackey, PA personnel have been retained and the firm will operate out of Mallah Furman’s Fort Lauderdale location.
NEW HAMPSHIRE
Baker Newman Noyes completes merger
Details: Baker Newman Noyes announced that the merger between Manchester, NH-based accounting firm William Steele & Associates, P.C. and BNN is complete. The combined team will operate from BNN’s existing downtown Manchester, NH office at 650 Elm Street effective immediately, serving clients in combination with professionals based in their other offices in Boston, Portland and Portsmouth.
NEW YORK
Nussbaum Yates Berg Klein & Wolpow adds Want & Ender
Details:Nussbaum Yates Berg Klein & Wolpow LLP and Want & Ender CPA PC have merged. The name of the combined firm will be Nussbaum Yates Berg Klein & Wolpow. Long Island, N.Y.based Nussbaum Yates Berg Klein & Wolpow specializes in accounting, auditing, tax and business advisory services. The merger with Want & Ender, a boutique New York City firm, will further the combined firm’s reputation in service to high net worth individuals and family groups in the New York metropolitan area.
Smolen Bonghi and David J. Fleischmann merge
Details: Smolen Bonghi Certified Public Accountants & Consultants has agreed to merge with David J. Fleischmann CPA PC in Clarence, N.Y. The combined firm will take on the name Smolen Bonghi Fleischmann LLP, and will operate two offices and employ about 10 people full-time. The merger is part of a retirement plan for David Fleischmann, who will be 59 this year. Christopher Bonghi, majority partner, plans to buy out Fleischmann in coming years.
Lougen Valenti Bookbinder & Weintraub adds an Amherst firm
Details: Lougen Valenti Bookbinder & Weintraub LLP has merged with another Amherst, N.Y.-based Borelli & LiPuma LLP. The new addition has increased Lougen Valenti Bookbinder & Weintraub staff to 28. Borelli & LiPuma’s founders, Gerald Borelli and Michele LiPuma, have joined Lougen Valenti as principals.
ONTARIO
Marg’s Accounting sold
Detials: Marg Gruenbauer of Marg's Accounting has announced the sale of her accounting and tax practice to Melissa Wardell, who currently operates Mel's Bookkeeping and Tax Service in Rodney. Gruenbauer will be working part time with Wardell for six months to provide continuity of service to existing business and personal clients. Lora Leitch, office administrator and an assistant at Marg's Accounting, will stay with the business after Wardell takes over.
TEXAS
Ryan bolsters its tax technology practice
Details: Ryan, a global tax services firm, has acquired Taxaccord, a tax automation services firm supporting multinational corporations worldwide with complex tax software implementation and process improvement solutions. The acquisition complements Ryan’s tax technology practice — one of the largest in the tax services industry — and brings an additional team of global tax technology professionals with vast systems integration expertise and knowledge in supply chain, finance, tax, and information technology. Taxaccord founders Angela Myers, Mike Reigle, and Geoff Peck will join the firm’s Tax Technology leadership team and play a significant role in the continued growth of the practice.
UNITED KINGDOM
Grant Thornton UK adds RCAG
Details: Grant Thornton UK has broadened its assurance offering with the acquisition of niche auditors Recovery Cost Auditing Group. RCAG provides cost assurance to businesses by performing forensic audits of retrospective billing of energy and telecom costs.
VIRGINA
Gross Mendelsohn pairs with Vogel, Dean & Lill
Details: Gross, Mendelsohn & Associates has merged with Vogel, Dean & Lill PLLC, of Fairfax, Va. The merger results in gives Gross Mendelsohn an opportunity to expand its presence into Northern Virginia. Partners Mark Vogel and Taylor Dean joined Gross Mendelsohn along with seven employees. Vogel, Dean & Lill is known for its litigation support, business valuation and government contracting expertise. Goldner explained that Vogel, Dean & Lill’s clients will benefit from the merger because they will gain access to additional specialized services, such as technology consulting and investment management. Likewise, Gross Mendelsohn’s already significant government contracting, litigation support and business valuation practice will gain even more depth as a result of the merger.
WASHINGTON
Yakima Valley firms merge
Details: Prosser-based Newhouse & Associates merged its practice with Yakima-based Alegria & Co. The merged firm will operate under the Alegria & Co. name. Alegria & Co. has been in business since 1947, providing tax services, financial reporting, estate planning, business valuation and other consulting. The firm will have more than 30 employees with the merger, including six partners. Newhouse & Associates has served clients in the Lower Yakima Valley for more than 20 years, focusing mainly on closely held businesses and agricultural clients. Alegria & Co. will retain all of Newhouse’s staff as well as its Prosser location, according to the news release. Accountants will work out of both Yakima and Prosser locations.
