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Deals•Feb 27, 2026
Xendoo Acquires Botkeeper's Infinite AI Platform
Xendoo, a provider of online bookkeeping and accounting services, announced it has acquired Botkeeper's Infinite platform, an AI-powered bookkeeping solution. Financial terms were not disclosed. The acquisition ensures the platform remains active and supported for existing users.
CPA Practice Advisor
Deals•Feb 25, 2026
UHY Acquires Larson Tax Partners to Expand Midwest Presence
UHY announced the acquisition of Larson Tax Partners, a St. Louis-based tax, accounting and advisory practice. The deal expands UHY's Midwest footprint and strengthens its national tax capabilities. Financial terms were not disclosed.
CPA Practice Advisor
Deals•Feb 23, 2026
Platform Accounting Group Acquires Smeriglio Associates, Rebranding as Green Coast Advisors
Platform Accounting Group announced the acquisition of Smeriglio Associates, a Connecticut‑based firm, which will operate under the name Green Coast Advisors. The deal adds Platform’s first presence in Connecticut, expanding its network of professional services across 15 states. Financial terms...
CPA Practice Advisor
Deals•Feb 23, 2026
Bowers CPAs & Advisors to Acquire Sciarabba Walker, Expanding Presence in New York
Bowers CPAs & Advisors announced a deal to acquire Ithaca‑based CPA firm Sciarabba Walker, expanding its footprint across upstate New York. The transaction is expected to close on July 1, with financial terms undisclosed. The partnership aims to broaden advisory capabilities...
CPA Practice Advisor
News•Feb 17, 2026
‘Millionaires Tax’ Clears Washington Senate
Washington state senators approved a 9.9% income tax on earnings above $1 million, marking the first legislative hurdle for the so‑called “millionaires tax.” The measure, passed 27‑22, is projected to generate about $3.5 billion annually and would affect roughly 30,000 high‑income taxpayers....
By CPA Practice Advisor
News•Feb 17, 2026
Sage Adds New AI Functions to Intacct for Financial Analysis, Closes and Management
Sage announced a suite of AI‑powered enhancements to its Sage Intacct cloud ERP, targeting finance‑close analytics, cash intelligence, and workflow automation. The R1 2026 release adds a Finance Intelligence Agent, AI‑driven close analytics, cash‑position dashboards, AI line‑level AP matching, an Import...
By CPA Practice Advisor
News•Feb 17, 2026
UCLA Wins 24th Annual Deloitte FanTAXtic National Case Study Competition
UCLA’s student team captured first place in Deloitte’s 2026 FanTAXtic national case study competition, delivering the strongest analysis of a complex entity‑focused tax scenario. The case required recommendations on whether a fictional company should operate as an LLC taxed as...
By CPA Practice Advisor
News•Feb 17, 2026
UHY Expands Presence in Upstate New York with Addition of CMJ LLP
UHY, a top‑25 U.S. accounting firm, has added Queensbury‑based CMJ LLP to expand its footprint in New York’s Capital Region. The merger brings CMJ’s construction and financial‑services expertise into UHY’s national platform, while CMJ founders join as partners. The move follows...
By CPA Practice Advisor
News•Feb 17, 2026
Cherry Bekaert Acquires California Accounting Firm Richardson Kontogouris Emerson LLP
Cherry Bekaert has acquired the assets of Richardson Kontogouris Emerson LLP, a California‑based public accounting and advisory firm. The purchase adds RKE’s middle‑market client base across manufacturing, real estate, construction, and consumer sectors to Cherry Bekaert’s portfolio. The deal splits the assets...
By CPA Practice Advisor
News•Feb 17, 2026
MindBridge Announces Global Partnership with Genpact to Elevate Audit Analytics and Risk Consulting
MindBridge, an AI‑powered financial intelligence firm, announced a global partnership with Genpact to embed its analytics platform into Genpact’s Enterprise Risk Consulting engagements. The collaboration will allow Genpact to deliver full‑population risk scoring, anomaly detection, and continuous controls monitoring for...
By CPA Practice Advisor
Deals•Feb 17, 2026
Cherry Bekaert Acquires California Accounting Firm Richardson Kontogouris Emerson LLP
Cherry Bekaert, a global advisory, tax and assurance firm, announced the acquisition of the business and assets of Richardson Kontogouris Emerson LLP, a California-based public accounting and advisory firm. The transaction expands Cherry Bekaert’s presence on the West Coast and adds RKE’s...
CPA Practice Advisor
Deals•Feb 17, 2026
UHY Acquires CMJ LLP to Expand Presence in Upstate New York
UHY, a top‑25 U.S. accounting and advisory firm, announced the acquisition of Queensbury‑based CPA firm CMJ LLP, adding its construction and financial services expertise to UHY’s national platform. CMJ’s founders Paul A. Curtis and William A. Jeffreys will join UHY...
CPA Practice Advisor
News•Feb 15, 2026
Knowledge Foundations Fuel AI Use, Growth, and Client Trust, New iManage Study Finds
The iManage Knowledge Work 2026 Benchmark Report, surveying 3,185 decision‑makers across 26 countries, shows that professional services firms with mature, well‑governed knowledge foundations outperform peers in AI adoption, revenue growth, and client trust. While 85% of firms are piloting AI,...
By CPA Practice Advisor
News•Feb 13, 2026
CPE Webinar: Building Economic Resilience: How Accounting Firms Can Stay Profitable when Markets Shift
On February 26, 8am CPA Charge will host a free, one‑hour CPE webinar titled “Building Economic Resilience: How Accounting Firms Can Stay Profitable When Markets Shift.” The session, presented by CPA Kelley Brubaker of Profit Scale Thrive and 8am specialist Brittany Hoffmann, focuses on...
By CPA Practice Advisor
News•Feb 10, 2026
KPMG Starts Tax AI Accelerator Program
KPMG has launched a Tax AI Accelerator Program to help corporate tax departments adopt generative AI. The initiative provides hands‑on training, a secure Azure OpenAI‑based sandbox called Digital Gateway, and access to KPMG’s “Think, Prompt, Check” framework. More than a...
By CPA Practice Advisor
News•Feb 10, 2026
Report Finds Trump’s Tariffs Cost U.S. Households $1,000 on Average in 2025
The Tax Foundation reports that Trump‑era tariffs added an average $1,000 to U.S. household expenses in 2025, rising to $1,300 in 2026. A weighted average tariff rate of 13.5% pushed the effective rate to 9.9%, the highest since 1946. Companies...
By CPA Practice Advisor
News•Feb 10, 2026
19 States Offer Tax Credits for Private School Scholarship Donations
Eighteen states now offer tax credits for donations to scholarship‑granting organizations that fund private‑school tuition, mirroring Ohio's program. Ohio’s credit, introduced in 2021, has cost the state over $80 million in lost revenue and reduced tax collections by $21 million in fiscal 2024...
By CPA Practice Advisor
News•Feb 10, 2026
Sen. Bernie Sanders to Kick Off California Billionaire Tax Campaign
Senator Bernie Sanders will launch a campaign to place a one‑time 5% billionaire tax on California’s November ballot. The measure seeks to raise funds to offset federal healthcare cuts, protecting over 3 million working‑class residents. Supporters must collect roughly 875,000 signatures...
By CPA Practice Advisor
News•Feb 10, 2026
Washington’s Millionaires Tax Advances in State Senate with Some Changes
Washington Senate Ways and Means Committee approved a revised millionaire’s tax bill, preserving a 9.9% levy on earnings above $1 million starting in 2028. The measure is projected to generate roughly $3.5 billion annually from about 30,000 high‑income taxpayers. Amendments include expanding...
By CPA Practice Advisor
News•Feb 10, 2026
Blue & Co. Joins Forces with D & Co. In Texas
Blue & Co., a top‑60 accounting firm, announced the acquisition of Texas‑based D & Co., adding more than 40 healthcare‑focused employees and six directors to its roster. The deal, effective Feb. 1, expands Blue & Co.’s footprint into Lubbock, Dallas, Fort Worth and Waco,...
By CPA Practice Advisor
News•Feb 10, 2026
How Is New Paid Family Leave Law in Minnesota Holding Up?
Minnesota’s paid family and medical leave program launched on Jan. 1 and delivered over $30 million in benefits during its first month, approving 13,700 claims. Early demand was buoyed by a surge of child‑bonding applications, a phenomenon known as the “baby bump.”...
By CPA Practice Advisor
News•Feb 10, 2026
Leah Partners with PwC UK on Agentic AI
Leah, the creator of Leah Agentic OS, has teamed up with PwC UK to embed its enterprise‑grade, domain‑native agentic AI platform into global business services. The partnership combines PwC's industry and functional expertise with Leah's OS to design, deploy, and...
By CPA Practice Advisor
News•Feb 10, 2026
CFOs to Prioritize Growth Functions, Technology and AI in 2026
CFOs are reshaping 2026 budgets to favor growth‑driving functions, technology and artificial intelligence, according to Gartner’s survey of over 300 finance leaders. More than half plan higher spending on sales and IT, with 28% targeting double‑digit growth, while marketing follows...
By CPA Practice Advisor
News•Feb 10, 2026
Citrin Cooperman Adds Browne Consulting Group in Massachusetts
Citrin Cooperman, a top‑20 accounting firm, announced its first M&A transaction of 2026, acquiring Boston‑based Browne Consulting Group. The deal adds roughly 60 professionals with deep expertise in life‑science and biotech advisory services. Financial terms were not disclosed. The acquisition...
By CPA Practice Advisor
News•Feb 10, 2026
Car Dealers Worry Prices Are Getting Too High for Shaky Economy
Car dealers warn that rising new‑vehicle prices threaten sales in 2026. Average new‑car price now $50,000, monthly payment $750, loan terms 70 months, while consumer confidence hits an 11‑year low. Dealers plan to increase inventory of cheaper trims and used...
By CPA Practice Advisor
News•Feb 10, 2026
Michigan Governor Floats ‘Sales Tax Holiday’ for School Supplies, Property Tax Refund for Seniors
Michigan Governor Gretchen Whitmer is set to unveil a budget proposal that includes a sales‑tax holiday on school supplies and a property‑tax refund for seniors. The holiday would suspend the 6% sales tax on clothing, classroom items and computers, while...
By CPA Practice Advisor
News•Feb 10, 2026
Oregon Democrats’ Bill to Add $300M to State’s Budget by Ending 3 Trump Tax Breaks Advances
Oregon Democrats moved Senate Bill 5107 forward, aiming to raise more than $300 million for the state’s 2025‑27 budget by repealing several Trump‑era tax breaks and adding new credits. The bill eliminates the accelerated depreciation deduction, costing corporations an estimated $267 million...
By CPA Practice Advisor
News•Feb 10, 2026
Circit Secures $22 Million Growth Equity Funding for Audit Technology
Circit announced a $22 million growth equity round led by Ten Coves Capital to scale its audit‑confirmation platform. The funding backs a network already adopted by over 400 audit firms—including all Top 20 global networks—and connects more than 30,000 banks, funds and...
By CPA Practice Advisor
Deals•Feb 10, 2026
Citrin Cooperman Acquires Browne Consulting Group to Expand Life Sciences Advisory
Citrin Cooperman, a top‑20 accounting firm, announced on Feb. 10, 2026 that it has acquired Boston‑based Browne Consulting Group, which provides accounting and advisory services to life‑science and biotech firms. The terms were not disclosed. The deal adds about 60 professionals and...
CPA Practice Advisor
Deals•Feb 10, 2026
Circit Raises $22M Growth Equity Round Led by Ten Coves Capital
Audit confirmation platform Circit announced a $22 million growth equity financing led by Ten Coves Capital, with participation from Aquiline and MiddleGame Ventures. The funding will support product innovation, AI‑powered workflows, expanded bank API connectivity, and scaling of go‑to‑market and customer...
CPA Practice Advisor
News•Feb 9, 2026
IRS Rolls Out New Enhancements to Tax Pro Account
The IRS announced new enhancements to its Tax Pro Account, extending digital capabilities to tax‑professional businesses. The upgrade lets designated representatives manage business CAF access, link CAF numbers to EINs, and view or withdraw active authorizations. These tools aim to...
By CPA Practice Advisor
News•Feb 9, 2026
KPMG Brings Aboard AI Development Platform PrivateBlok
KPMG announced that the founders and employees of PrivateBlok, an AI development platform from Bangalore with a U.S. office, have joined the firm. The deal, whose financial terms were not disclosed, adds a dedicated AI‑first product team to KPMG’s existing...
By CPA Practice Advisor
Deals•Feb 9, 2026
KPMG Acquires PrivateBlok AI Team
KPMG announced that the founders and employees of AI development platform PrivateBlok have joined the firm, expanding its AI talent bench. The undisclosed transaction aims to boost KPMG’s generative AI capabilities across its service offerings.
CPA Practice Advisor