Recent Accounting & Tax Acquisitions in Georgia
Acquisition Volume in Accounting & Tax in Georgia by Year
Last 5 years
Georgia-based accounting and tax acquisitions shown here feature a mix of platform rollups and capability expansion—often with firms adding new offices, teams, or specialized advisory services.
Several deals focus on growing regional footprint in the Atlanta area and the broader Southeast Georgia/North Florida reach. For example, Symphona LLP acquired Schell & Hogan LLP (effective Jan. 1, 2026), while Doeren Mayhew merged AGL CPA Group into a new Atlanta (Duluth) office effective July 16, 2025.
Other transactions center on service depth and systems-backed delivery. Aprio acquired JMS Advisory Group to strengthen unclaimed property compliance and escheat process development, and Payentry (MPAY LLC) announced a merger with Corporate Payroll Services (CPS) under the Payentry brand.
What Stands Out
- Symphona LLP and Doeren Mayhew both broaden Georgia geography through acquisitions that keep partner teams and local offices intact.
- Buyers often combine accounting work with advisory specialties, including tax, audit, transaction advisory, CFO advisory, and industry-focused expertise.
- Technology- and compliance-driven services recur—such as Aprio’s unclaimed property/escheat focus and Payentry’s HR compliance and SaaS-enabled payroll capabilities.
- Multiple transactions bring in teams of CPAs and advisory staff, then integrate them into a larger branded platform.
| Buyer (Recurring) | What it tends to add | Example deal in Georgia |
|---|---|---|
| Symphona LLP | Regional footprint and advisory capacity | Schell & Hogan LLP |
| Doeren Mayhew | New office presence and broader advisory capabilities | AGL CPA Group |
| Aprio | Specialized compliance and asset recovery capabilities | JMS Advisory Group |
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January 1, 2026
- Buyer
- Symphona LLP
- Target
- Schell & Hogan LLP
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Buyout
Symphona LLP, a CPA and technology firm based in Savannah, Georgia, has acquired Schell & Hogan LLP, an accounting and advisory firm serving Southeast Georgia and North Florida, effective January 1, 2026. The acquisition expands Symphona's regional footprint and service capabilities while keeping Schell & Hogan's Saint Simons Island office and partner team in place under the Symphona name.
-
September 11, 2025
- Buyer
- Payentry (MPAY LLC)
- Target
- Corporate Payroll Services (CPS)
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Buyout
Payentry and Corporate Payroll Services (CPS) announced a merger under the Payentry brand, with CPS to be integrated and rebranded in mid–late 2026. The combination expands Payentry's payroll and human capital management capabilities, increases service capacity, and gives CPS clients access to Payentry's SaaS tools and HR compliance resources.
-
- Buyer
- Doeren Mayhew
- Target
- AGL CPA Group
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Buyout
Doeren Mayhew has merged AGL CPA Group into its firm, establishing a new Atlanta (Duluth) office effective July 16, 2025. AGL brought more than 20 employees and expands Doeren Mayhew's capabilities across tax, audit, transaction advisory, CFO advisory and sector expertise including technology and broker-dealer/alternative investments.
-
March 4, 2025
- Buyer
- Aprio
- Target
- JMS Advisory Group, LLC
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Buyout
Aprio has acquired JMS Advisory Group, an Atlanta-based firm specializing in unclaimed property compliance and escheat process development. JMS's 14-person team, including attorneys and CPAs, will join Aprio with JMS leaders becoming partners, strengthening Aprio's escheat management and asset recovery capabilities.
-
August 1, 2024
- Buyer
- Frazier & Deeter
- Target
- KMN CPA LLC
- Seller
- KMN CPA LLC, Kathy Moore-Nietrzeba (Founder, KMN CPA LLC)
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Buyout
Frazier & Deeter, a Top 50 accounting and advisory firm based in Atlanta, acquired KMN CPA LLC, a seven-person outsourced accounting and bookkeeping provider, effective August 1, 2024. The acquisition integrates KMN's team and capabilities into FD's service offering to expand outsourced accounting, bookkeeping and technology-driven financial solutions for clients.
-
- Buyer
- Charlesbank Capital Partners
- Target
- Aprio
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Growth capital
Charlesbank Capital Partners has made a strategic growth investment in Aprio, a leading business advisory and accounting firm, marking Aprio’s first institutional capital investment. The partnership will accelerate Aprio’s organic and inorganic growth by funding investments in talent, technology, corporate infrastructure, and geographic and capability expansion; terms were not disclosed.
-
August 18, 2022
- Buyer
- WilliamsMarston LLC, Align Capital Partners (ACP)
- Target
- Paradigm Advisory Group, LLC
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Addon
WilliamsMarston LLC, a PE-backed accounting, tax and valuation advisory firm, has acquired Atlanta-based Paradigm Advisory Group, a boutique accounting advisory practice. The acquisition (WilliamsMarston's sixth in two years) expands WM’s Southeast presence and enhances its technical accounting and transaction advisory capabilities; Paradigm co-founders Travis Hannon and Chris Bitler and the full Paradigm team joined WilliamsMarston at close.
-
August 3, 2020
- Buyer
- Cherry Bekaert LLP
- Target
- CoNexus CPA Group
- Industry
- Accounting & Tax
- Location
- Georgia, United States
- Type
- Buyout
Cherry Bekaert LLP has acquired CoNexus CPA Group, an Atlanta-based certified public accounting firm, to strengthen its presence in the Greater Atlanta market. Several CoNexus partners and professional staff will join Cherry Bekaert and relocate to the firm's midtown Atlanta office, expanding Cherry Bekaert's local practice to 14 partners, nearly 100 CPAs and roughly 140 associates.
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Frequently Asked Questions
Which acquisitions stand out most in Georgia’s accounting and tax space?
Notable Georgia deals include Symphona LLP acquiring Schell & Hogan LLP (effective Jan. 1, 2026), Doeren Mayhew merging AGL CPA Group into a new Atlanta (Duluth) office (effective July 16, 2025), and Aprio acquiring JMS Advisory Group (announced March 4, 2025).
Are Georgia deals concentrated in Atlanta?
Several transactions are tied to Atlanta or metro Atlanta. For example, Doeren Mayhew created an Atlanta (Duluth) office through its merger with AGL CPA Group, and both Aprio and Frazier & Deeter are described with Atlanta-based activity in the Georgia listings.
What types of capabilities do buyers seek in accounting and tax acquisitions?
Across these Georgia transactions, buyers commonly expand through accounting and advisory services, including tax, audit, transaction advisory/CFO advisory, and specialization such as unclaimed property compliance and escheat process development.
Do any deals focus on payroll, HR compliance, or technology-enabled services?
Yes. Payentry (MPAY LLC) announced a merger with Corporate Payroll Services (CPS) under the Payentry brand, highlighting expanded payroll and human capital management capabilities and access to Payentry’s SaaS tools and HR compliance resources.