Accounting & Tax Acquisitions in Massachusetts
Massachusetts Accounting & Tax Deals
Massachusetts has seen steady deal activity across accounting and tax services, ranging from regional CPA roll-ups to platform build-outs backed by private equity. Recent transactions include acquisitions and growth investments tied to expanding audit, tax, advisory, valuation, and specialty practices.
Across the listed Massachusetts deals, recurring buyer types include established CPA and advisory firms (for example AAFCPAs, Cherry Bekaert, Aprio, Citrin Cooperman, and Mazars USA LLP) and growth platforms such as Earned and private equity-backed operators. Several deals also target expansion into specific Northeast or Boston-area markets and add capability depth—such as forensic accounting and litigation support, outsourced accounting for government contractors, healthcare practice services, and managed SEC or valuation offerings.
The page also reflects how capital and expertise move together in this industry: private equity funds and operators (including CVC Capital Partners, Carlyle, Kelso & Company, and Everlane Equity Partners) support scaling strategies, while targeted acquisitions bring in partner and professional teams to strengthen local presence and service breadth.
What Stands Out
- AAFCPAs acquired McLaren & Associates CPAs, PC to expand forensic accounting, litigation support, business valuation, and tax advisory capabilities.
- Cherry Bekaert completed multiple Massachusetts-area acquisitions, including Jameson & Company CPAs and Katz Nannis + Solomon, strengthening audit, tax, and advisory presence in the Northeast.
- Specialty service themes appear repeatedly: outsourced accounting for small federal government contractors, healthcare-focused tax and practice services, and property tax consulting.
- Partner-and-team integration is a consistent deal feature, with acquirers bringing over managing partners and professional staff to deepen local capability.
| Buyer / Platform | What the deal focused on (from the summaries) | Massachusetts angle |
|---|---|---|
| Cherry Bekaert | Audit, tax, advisory; outsourced and attest-related capabilities | Northeast/Boston-area expansion |
| Earned | Integrated wealth, tax, retirement, and practice services | Establishes an East Coast footprint (greater Boston) |
| Mazars USA LLP | Adds audit/tax/advisory professionals | Expands Boston/New England presence |
| Kelso & Company | Accelerates growth of valuation/tax/managed SEC services | Partners with WilliamsMarston in Boston market |
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January 26, 2026
- Buyer
- AAFCPAs
- Target
- McLaren & Associates CPAs, PC
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
AAFCPAs, a Top 100 U.S. CPA and advisory firm, has acquired McLaren & Associates CPAs, PC to expand its forensic accounting, litigation support, business valuation, and tax advisory capabilities. The deal brings McLaren's team of approximately 17 professionals into AAFCPAs and reinforces the firms' shared Certified B Corporation commitments.
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August 5, 2025
- Buyer
- Cherry Bekaert
- Target
- Jameson & Company CPAs
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
Cherry Bekaert has acquired the business of Jameson & Company CPAs, a Bedford, Massachusetts-based firm that provides outsourced accounting solutions to small federal government contractors and grantees. The acquisition strengthens Cherry Bekaert's Government Contractor Consulting Services and expands its outsourced accounting and government contracts compliance capabilities in the Northeast.
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August 4, 2025
- Buyer
- Earned
- Target
- Schwartz & Schwartz PC
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
New York-based Earned, a tech-enabled financial services firm for healthcare professionals, has acquired Boston-area accounting and tax firm Schwartz & Schwartz PC to establish an East Coast footprint. The acquisition expands Earned's integrated wealth, tax, retirement and practice services offering to dental and other healthcare practices in the greater Boston market.
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July 1, 2025
- Buyer
- Aprio
- Target
- Sandler & Company, P.C.
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Addon
Aprio has acquired Needham Heights-based boutique CPA firm Sandler & Company, P.C., effective July 1, 2025. The deal brings Managing Partner Don Sandler and a team of nine professionals to Aprio, expanding its Financial Services capabilities and deepening its presence in the Greater Boston market.
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- Buyer
- EisnerAmper
- Target
- Prague & Company, P.C.
- Seller
- Andrew Prague (founder)
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Addon
EisnerAmper will combine with Prague & Company, a Boston-area full-service accounting and tax firm, in a deal expected to close in spring 2025. The combined team is intended to bolster EisnerAmper’s presence in New England and deepen capabilities in trusts, estates, foundations, nonprofits, and closely held businesses.
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December 16, 2024
- Buyer
- Ascend, Alpine Investors
- Target
- Walter Shuffain
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Addon
Arlington, Va.-based Ascend, a growth platform for regional accounting firms backed by private equity firm Alpine Investors, will add Boston-based IPA 200 firm Walter Shuffain effective Jan. 1. The deal brings Walter Shuffain’s FY23 net revenue of $30.3 million and 114 professionals (including 13 partners) onto Ascend’s platform and expands Ascend’s footprint into the Boston market; terms were not disclosed.
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December 10, 2024
- Buyer
- Cherry Bekaert LLP, Cherry Bekaert Advisory LLC
- Target
- Katz Nannis + Solomon
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
Cherry Bekaert (Cherry Bekaert LLP and Cherry Bekaert Advisory LLC) has acquired Katz Nannis + Solomon, a Boston-area full-service CPA firm, to strengthen its presence in the Northeast and expand audit, tax and advisory capabilities. The transaction transfers Katz Nannis + Solomon's attest assets to Cherry Bekaert LLP and non-attest assets to Cherry Bekaert Advisory LLC, and the combined firm will operate under the Cherry Bekaert brand.
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July 9, 2024
- Buyer
- Citrin Cooperman Advisors, LLC, Citrin Cooperman & Company LLP
- Target
- S&G LLP
- Seller
- S&G LLP
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
Citrin Cooperman Advisors, LLC and Citrin Cooperman & Company LLP have acquired substantially all assets and the attest assets, respectively, of S&G LLP, a Worcester, Massachusetts-based assurance, tax and advisory firm. The deal brings five partners and more than 30 professionals into Citrin Cooperman and expands the firm's presence in New England.
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May 2, 2023
- Buyer
- Everlane Equity Partners
- Target
- South Watch (South Watch, LLC)
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Growth capital
Everlane Equity Partners, a Boston-based private equity firm, has made a strategic growth investment in South Watch, LLC, an outsourced fund administration provider headquartered in Canton, Massachusetts that oversees 50+ funds and approximately $3 billion in assets. The founders and management team will remain in place; the capital will be used to strengthen market position, scale the platform and pursue inorganic growth through ancillary services and add-ons.
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December 1, 2022
- Buyer
- Mazars USA LLP
- Target
- Samet & Company PC
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
Mazars USA LLP has acquired Boston-based accounting firm Samet & Company PC, adding five partners, three managing directors and 65 professionals to its US practice. The deal expands Mazars' footprint in the Boston/New England market and augments its audit, tax and advisory capabilities serving privately owned businesses, family offices and high-net-worth clients.
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- Buyer
- Kelso & Company, Kelso Fund XI
- Target
- WilliamsMarston LLC
- Seller
- Align Capital Partners
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
Kelso & Company (via its Kelso Fund XI) has agreed to acquire WilliamsMarston LLC from Align Capital Partners. WilliamsMarston is a Boston-based accounting, tax, valuation and managed SEC services advisor that grew significantly under ACP (expanding to multiple geographies, adding service lines and completing six add-on acquisitions) and will partner with Kelso to accelerate its next phase of growth.
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May 10, 2022
- Buyer
- Ryan
- Target
- Greystone Property Tax Advisors
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
Ryan, a global tax services and software firm headquartered in Dallas, has acquired Greystone Property Tax Advisors, a property tax consulting practice located outside Boston, Massachusetts. Founder William Quigley Jr. and his team will join Ryan's Property Tax practice, expanding Ryan's property tax consulting capabilities and market coverage across the United States.
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September 15, 2021
- Buyer
- CVC Capital Partners, Carlyle
- Target
- CFGI
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Growth capital
Funds advised by CVC Capital Partners have agreed to acquire a significant interest in CFGI, valuing the leading non-audit accounting advisory firm at approximately $1.85 billion. Existing investor Carlyle and CFGI management and partners are reinvesting alongside CVC; CFGI will remain a privately held firm under its current leadership and the deal is expected to close in Q4 2021.
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December 8, 2020
- Buyer
- Source Advisors, Gainline Capital Partners
- Target
- Intrepid Advisors
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Addon
Source Advisors, supported by equity partner Gainline Capital Partners, has acquired Intrepid Advisors to expand its nationwide footprint and technical leadership in R&D tax credit and specialized tax incentive consulting. The deal strengthens Source Advisors' service offering for manufacturing, technology companies, and CPA firm partners by adding Intrepid's engineering-driven R&D tax credit expertise.
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December 8, 2020
- Buyer
- WilliamsMarston LLC, Align Capital Partners
- Target
- BA Major Associates LLC
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Addon
WilliamsMarston LLC, a PE-backed accounting advisory and management consulting firm, acquired BA Major Associates LLC, a Boston-based corporate tax advisory firm specializing in biotechnology, pharmaceuticals, medical devices, healthcare, renewable energy and technology sectors. The deal follows Align Capital Partners’ growth capital investment in WilliamsMarston earlier this year and brings BA Major’s partners into WilliamsMarston to expand the firm’s corporate tax capabilities.
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- Buyer
- Align Capital Partners
- Target
- WilliamsMarston LLC
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Growth capital
Align Capital Partners (ACP) made a growth capital investment in WilliamsMarston LLC, an accounting advisory and management consulting firm with offices in Boston and New York. The founders Landen Williams and Jon Marston will continue to lead the firm as ACP supports expansion of sales, marketing, technology and geographic reach.
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June 1, 2020
- Buyer
- AAFCPAs
- Target
- Scott A. Goffstein & Associates
- Industry
- Accounting & Tax
- Location
- Massachusetts, United States
- Type
- Buyout
AAFCPAs has acquired Scott A. Goffstein & Associates, a 14-person CPA firm based in Waltham, Massachusetts. The acquisition strengthens AAFCPAs' international tax capabilities, expands its headcount to roughly 240 professionals across four offices, and brings Scott Goffstein into the firm as a Partner.
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Frequently Asked Questions
Which types of accounting and tax acquisitions are covered for Massachusetts?
The page highlights acquisitions and a growth investment spanning CPA and advisory roll-ups, specialty practice expansion (e.g., forensic accounting, government contractor consulting, healthcare practice services, property tax consulting), and platform scaling supported by private equity.
Are these deals focused on Boston specifically, or across Massachusetts?
Many transactions are described as Boston-area or Greater Boston-focused, though some targets are located elsewhere in Massachusetts (for example, Worcester-area and the Canton-based fund administration provider).
What buyer types show up most often in Massachusetts accounting and tax deals?
Recurring buyers include established CPA and advisory firms (such as AAFCPAs, Cherry Bekaert, Aprio, Citrin Cooperman, Mazars USA LLP) alongside growth platforms and private equity-backed investors (such as Earned, Kelso & Company, Everlane Equity Partners, and CVC Capital Partners).
What capability themes recur across the listed transactions?
Common themes in the deal summaries include expanding audit, tax, and advisory services, adding specialized capabilities like forensic accounting and litigation support, building government contractor compliance/outsourced accounting offerings, and strengthening valuation and related advisory lines.