Recent Accounting & Tax Acquisitions in Maryland
Acquisition Volume in Accounting & Tax in Maryland by Year
Last 5 years
Maryland accounting and tax acquisitions from 2022–2025 show a clear focus on growing Mid-Atlantic footprints while expanding advisory and specialty service lines. Across these transactions, targets are typically CPA and advisory firms—often described as full-service or specialized in areas like tax, risk advisory, state and local tax, and technology implementation.
Several recurring buyer types stand out. Platform-style acquirers such as Prosperity Partners and established advisory firms such as Citrin Cooperman and Rosen, Sapperstein & Friedlander have used acquisitions to add talent, partners, and offices in Maryland and the broader Greater Washington, D.C. region. In parallel, family office-backed groups like Family Office of America, Inc. and Family Office of Maryland are actively building accounting and tax capabilities for high-net-worth individuals and families.
Taken together, the deals frequently pair geographic expansion—such as adding a Baltimore-area presence—with capability expansion, including broader advisory suites, wealth-management integration, and support for specialized client needs.
What Stands Out
- Prosperity Partners (with Unity Partners LP) and Citrin Cooperman expand in Maryland by bringing partner teams and professionals into larger platforms.
- Family office-backed buyers (Family Office of America, Inc. and Family Office of Maryland) acquire Maryland CPA firms to broaden accounting and tax services for families and high-net-worth individuals.
- Capability expansion is a recurring theme: enhanced risk advisory, state and local tax, wealth-management-related offerings, and specialty tax services.
- Geographic clustering centers on Maryland—often with an explicit Greater Washington, D.C. or Baltimore-area focus.
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November 5, 2025
- Buyer
- Frazier & Deeter
- Target
- Rosen, Sapperstein & Friedlander, LLC (RS&F)
- Industry
- Accounting & Tax
- Location
- Maryland, United States
- Type
- Buyout
Frazier & Deeter has completed its acquisition of Rosen, Sapperstein & Friedlander, LLC (RS&F), a Towson, Maryland–based CPA and advisory firm serving family offices, ultra-high-net-worth families, and middle-market organizations. The deal expands Frazier & Deeter's Mid-Atlantic footprint and broadens its advisory capabilities across industries including real estate, healthcare, government contracting, construction, manufacturing and technology.
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October 15, 2025
- Buyer
- Family Office of America, Inc., Family Office of Maryland
- Target
- Toone & Associates, LLP
- Industry
- Accounting & Tax
- Location
- Maryland, United States
- Type
- Buyout
Family Office of America, Inc. (FOFA), through its subsidiary Family Office of Maryland, has acquired Toone & Associates, a Maryland-based CPA firm. The deal launches FOFA's roll-up strategy to expand into accounting and tax services for high-net-worth individuals and families and to broaden its family office service platform.
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- Buyer
- Aprio
- Target
- Nardone, Pridgeon & Company, P.A.
- Industry
- Accounting & Tax
- Location
- Maryland, United States
- Type
- Buyout
Aprio has combined with Timonium, Maryland-based Nardone, Pridgeon & Company, P.A., expanding Aprio's Mid-Atlantic footprint and adding a Baltimore-area office. The six-person tax and accounting firm will join Aprio's platform, providing its clients access to Aprio's broader suite of advisory, wealth management, and specialty tax services.
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November 14, 2024
- Buyer
- Citrin Cooperman Advisors LLC, Citrin Cooperman & Company, LLP
- Target
- Clearview Group, BD & Co., Inc.
- Industry
- Accounting & Tax
- Location
- Maryland, United States
- Type
- Buyout
Citrin Cooperman has entered into an agreement to acquire substantially all the assets of Baltimore-based Clearview Group, including its affiliated licensed CPA firm. The deal brings Clearview's 10 partners and over 150 professionals into Citrin Cooperman, enhancing the firm's risk advisory, state and local tax, and technology implementation capabilities while strengthening its Mid-Atlantic presence.
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October 1, 2024
- Buyer
- Prosperity Partners, Unity Partners LP
- Target
- Wiener and Garg (W&G)
- Industry
- Accounting & Tax
- Location
- Maryland, United States
- Type
- Addon
Prosperity Partners, a Chicago-headquartered accounting platform backed by Unity Partners, has completed the acquisition of Wiener and Garg (W&G), a Rockville, Maryland-based tax, accounting and advisory firm founded in 1980. The deal expands Prosperity's presence in the Greater Washington, D.C. area; W&G partners Subhash Garg and Vikesh Bansal will remain with the business and all W&G employees will join Prosperity's Employee Purpose Plan.
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- Buyer
- Rosen, Sapperstein & Friedlander, LLC
- Target
- Mister, Burton & Associates, LLC
- Seller
- George Mister, Jr., Mark Burton
- Industry
- Accounting & Tax
- Location
- Maryland, United States
- Type
- Buyout
Rosen, Sapperstein & Friedlander, LLC (RS&F) has acquired Mister, Burton & Associates, LLC (MBA), a Maryland-based full-service accounting firm. The deal brings MBA’s partners and staff into RS&F as part of RS&F’s strategy to expand talent and client services in the greater Baltimore region.
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- Buyer
- Yount, Hyde and Barbour (YHB)
- Target
- Glass Jacobson, PA
- Industry
- Accounting & Tax
- Location
- Maryland, United States
- Type
- Buyout
Yount, Hyde and Barbour (YHB) will acquire Glass Jacobson, PA, a Maryland-based tax, accounting, and management consulting firm, effective July 1, 2022. The deal adds 6 principals and 54 staff to YHB, expands its Maryland/DC footprint (offices in Owings Mills and Rockville) and creates a joint wealth-management venture to broaden client offerings.
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Frequently Asked Questions
Which kinds of accounting & tax firms are being acquired in Maryland?
The page features acquisitions of Maryland-based CPA and advisory firms, described as full-service or specialized in tax and related advisory capabilities (including state and local tax and risk advisory in some cases).
What buyer profiles appear most often on this Maryland page?
Recurring buyers include platform-style accounting firms (e.g., Prosperity Partners, Aprio), established advisory brands (e.g., Citrin Cooperman, Rosen, Sapperstein & Friedlander), and family office-backed groups (e.g., Family Office of America, Inc. and Family Office of Maryland).
Do these deals focus on expanding offices within Maryland?
Yes. Several transactions explicitly reference adding or strengthening Maryland presence, including Baltimore-area expansion and a broader Mid-Atlantic footprint (often tied to the Greater Washington, D.C. region).
What kinds of services do acquirers say they gain through these transactions?
Acquirers commonly cite expanded advisory capabilities such as risk advisory, state and local tax, technology implementation support, broader specialty tax services, and in some cases wealth-management-related offerings.