Accounting & Tax Acquisitions in Florida
Florida Accounting & Tax Deals
Florida’s accounting and tax M&A activity highlights a steady mix of platform build-outs, geographic expansion, and service-line deepening across public-company and private-client work. Recent transactions show both traditional accounting firms increasing their Florida footprint and PE-backed platforms adding offices, talent, and capabilities.
Across 2019–2026, multiple buyers—such as Forvis Mazars, LLP, Citrin Cooperman, Mauldin & Jenkins, Ryan, and PKF O'Connor Davies—have acquired Florida-based practices. Deal narratives commonly emphasize bringing teams and partners into a larger platform while broadening audit, tax, advisory, and consulting capacity for clients in key Florida markets (including Miami, Fort Lauderdale, Orlando, and St. Petersburg).
Other transactions also reflect niche capability consolidation. TOPS Software, LLC acquired a community financial services firm serving condominium and homeowner associations, while Ryan added specialized payroll and employment tax recovery expertise to its Human Capital Tax practice.
What Stands Out
- Florida-focused buyers frequently describe gains in audit, tax, and consulting depth alongside office and team expansions.
- Recurring acquirers span both regional/local firms and larger national platforms, including Forvis Mazars, LLP, Citrin Cooperman, and PKF O'Connor Davies.
- PE-backed growth appears in the accounting-platform channel, including Ascend (supported by Alpine Investors), which added a Miami-based office network and integrated an offshore captive team.
- Deal themes also include private client and payroll tax recovery specialization, alongside niche community-association accounting services.
| Buyer (recurs across deals) | What the deal highlights |
|---|---|
| Forvis Mazars, LLP | Expanding Florida presence via new offices and added staff |
| Citrin Cooperman | Strengthening Florida capabilities through practice acquisition |
| Ascend | Platform expansion with added offices and offshore integration |
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March 12, 2026
- Buyer
- Doeren Mayhew
- Target
- Berman Hopkins CPAs & Associates LLP
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Doeren Mayhew, an IPA 100 accounting firm based in Troy, Michigan, has acquired Berman Hopkins CPAs & Associates LLP, a top 300 CPA firm with offices in Orlando and Melbourne, Florida. The deal expands Doeren Mayhew’s footprint in central Florida, adding nearly 100 employees and nine principals while Berman Hopkins operates under Doeren Mayhew’s alternative practice structure.
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January 13, 2026
- Buyer
- PKF O'Connor Davies
- Target
- Topping Kessler & Company
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
PKF O'Connor Davies announced that Hollywood, Florida-based Topping Kessler & Company has joined the firm, bringing Topping Kessler's tax, accounting and advisory capabilities and its team of four partners and more than 30 staff into PKF's platform. The combined practice will operate across Hollywood and PKF O'Connor Davies' Fort Lauderdale office, expanding PKF's Florida footprint and service depth following its strategic growth investment from Investcorp and PSP Investments.
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December 17, 2025
- Buyer
- Doeren Mayhew
- Target
- Lancaster & Reed LLC
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Doeren Mayhew completed the acquisition of Florida-based Lancaster & Reed LLC (effective Dec. 17, 2025), bringing the Key Biscayne practice and its staff into the Doeren Mayhew brand. The deal gives Doeren Mayhew an entry into the Miami international private client and high-net-worth market and strengthens the firm's international tax and private-client capabilities; Lancaster & Reed co-founders Sherry and Richard Reed will remain with the firm.
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September 1, 2025
- Buyer
- Ascend, Alpine Investors
- Target
- KSDT
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Addon
Ascend, the PE-backed accounting platform supported by Alpine Investors, completed its largest merger to date by bringing Miami-based KSDT onto its platform effective September 1. The merger adds five offices, 29 partners and 276 professionals to Ascend’s southeastern footprint and integrates KSDT’s India team into Ascend’s offshore captive, Sentient Solutions; terms were not disclosed.
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January 14, 2025
- Buyer
- Springline Advisory, Trinity Hunt Partners
- Target
- Fiske Advisory LLC
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Addon
Springline Advisory, a financial and business advisory platform backed by private equity firm Trinity Hunt Partners, has invested in Fiske Advisory LLC, a South Florida accounting, tax, business valuation and advisory firm headquartered in Plantation, Florida. The transaction expands Springline's advisory footprint and capabilities in South Florida; financial terms were not disclosed.
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November 1, 2024
- Buyer
- Forvis Mazars, LLP
- Target
- MSL, P.A.
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Forvis Mazars, LLP is expanding its Florida footprint through the acquisition of MSL, P.A., effective November 1. The deal adds approximately 120 professionals (including 14 partners) and three new offices in Orlando, Fort Lauderdale, and Tallahassee, strengthening Forvis Mazars' audit, tax, and consulting capabilities in the state.
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February 6, 2024
- Buyer
- Citrin Cooperman
- Target
- Keefe McCullough & Co., LP
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Citrin Cooperman has acquired Keefe McCullough & Co., LP (KMC), a Fort Lauderdale-based tax, attest, and business advisory firm, effective February 1, 2024. The deal brings KMC's 11 partners and more than 75 employees (and over $15M in revenue) into Citrin Cooperman as part of a strategic expansion of the firm's Florida presence.
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February 23, 2021
- Buyer
- TOPS Software, LLC
- Target
- Sharma & Associates, Inc.
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
TOPS Software, a leading provider of Community Association Management (CAM) SaaS, has acquired Sharma & Associates, Inc., a Fort Lauderdale-based community financial services firm that provides bookkeeping and accounting to condominium and homeowner associations. The deal brings Sharma's financial services team and client portfolio into TOPS, enabling TOPS to offer expanded, integrated financial services to its CAM customers.
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September 18, 2020
- Buyer
- Mauldin & Jenkins
- Target
- Plush Smith P.A.
- Seller
- Plush Smith P.A., Carla Plush Smith
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Mauldin & Jenkins, an Atlanta-based accounting and consulting firm, acquired Sarasota-based Plush Smith P.A., expanding its Florida presence and bringing the firm's office count to nine across the Southeast. Plush Smith, led by founder Carla Plush Smith, provides tax, financial reporting and consulting services and sought a succession partner to maintain continuity of client service in the Sarasota market.
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December 2, 2019
- Buyer
- Ryan
- Target
- SALT Payroll Consultants
- Seller
- Pinpoint Recovery Solutions Corporation
- Industry
- Accounting & Tax
- Location
- Florida, United States
- Type
- Buyout
Ryan, a global tax services and software provider, has acquired SALT Payroll Consultants, a St. Petersburg-based payroll and employment tax recovery firm owned by Pinpoint Recovery Solutions Corporation. The acquisition strengthens Ryan's Human Capital Tax practice by adding specialized payroll tax recovery expertise, significant Fortune 500/1000 client relationships, and experienced leadership (Kevin Cappock) who will join Ryan as practice leader.
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Frequently Asked Questions
Which buyers are most common in Florida accounting & tax acquisitions?
Several firms show up repeatedly, including Mauldin & Jenkins, Ryan, Citrin Cooperman, TOPS Software, LLC, Ascend, Forvis Mazars, LLP, and PKF O'Connor Davies.
What kinds of services are typically described in these acquisitions?
Many deal summaries emphasize tax and accounting capabilities, often alongside audit and advisory/consulting functions. Some transactions also highlight specialized areas like payroll tax recovery and private-client services.
Do acquisitions concentrate in specific Florida cities?
Recent deals reference multiple Florida markets, including Hollywood, Fort Lauderdale, Miami/Key Biscayne, Orlando, Tallahassee, Sarasota, and St. Petersburg.
Are there examples of platform or technology-enabled rollups?
Yes. Ascend, a PE-backed accounting platform supported by Alpine Investors, completed a major merger bringing multiple Miami offices onto its platform and integrating an offshore captive team into Sentient Solutions. TOPS Software, LLC also acquired a community-association financial services firm to expand integrated services for its CAM customers.