| Blue Collar Tax Advisors | Corona, CA | Tax Preparation Services | Acquisition | Sep 30, 2026 | $521K |
| Genesis Tax & Accounting Solutions MN LLC | Saint Paul, MN | Tax Preparation Services | Acquisition | Sep 24, 2026 | $804K |
| Main Street Tax Group LLC | Lubbock, TX | Tax Preparation Services | Acquisition | Sep 17, 2026 | $1.0M |
| Positive Rate Tax Advisors LLC | Alpharetta, GA | Tax Preparation Services | Acquisition | Sep 2, 2026 | $1.5M |
| Roberts CPA Ohio LLC | Maumee, OH | Tax Preparation Services | Acquisition | Aug 13, 2026 | $1.2M |
| Bona Chance LLC | Spokane, WA | Tax Preparation Services | Acquisition | Apr 12, 2026 | $3.4M |
| Mary Artz Tax & Business Services Inc | Stayton, OR | Tax Preparation Services | Acquisition | Mar 3, 2026 | $1.1M |
| Crestwood Tax & Advisory LLC | Newark, OH | Tax Preparation Services | Acquisition | Feb 23, 2026 | $1.1M |
| Rush Tax Preparation, lnc. | Tucson, AZ | Tax Preparation Services | Acquisition | Jan 30, 2026 | $1.1M |
| Yaeger Advisory Services and Tax, LLC | Madison, WI | Tax Preparation Services | Acquisition | Jan 7, 2026 | $1.7M |
| DSDZ Oregon Acquisitions, LLC | Tigard, OR | Tax Preparation Services | Acquisition | Jan 6, 2026 | $868K |
| Yates & Family LLC | Capitola, CA | Tax Preparation Services | Acquisition | Jan 2, 2026 | $721K |
| Tailwind Ventures LLC | Atascadero, CA | Tax Preparation Services | Acquisition | Dec 15, 2025 | $1.5M |
| Accounting Center for Smb, LLC | Orlando, FL | Tax Preparation Services | Acquisition | Dec 10, 2025 | $1.2M |
| Frank Cornell Associates Inc. | Lockport, NY | Tax Preparation Services | Acquisition | Nov 17, 2025 | $620K |
| Epiphany Southeast LLC | Dallas, TX | Tax Preparation Services | Acquisition | Sep 30, 2025 | $5.0M |
| Akhtar Tax & Accounting LLC | Tampa, FL | Tax Preparation Services | Acquisition | Sep 26, 2025 | $1.2M |
| Pacific Tax and Financial Advisory Inc. | Sherman Oaks, CA | Tax Preparation Services | Acquisition | Sep 16, 2025 | $720K |
| Dixie's Tax & Financial Services, L.L.C. | Des Moines, WA | Tax Preparation Services | Acquisition | Sep 13, 2025 | $720K |
| Ckm Financial Services, Inc | Santa Monica, CA | Tax Preparation Services | Acquisition | Sep 5, 2025 | $575K |
| Nelson & Associates CPA PA | Doral, FL | Tax Preparation Services | Acquisition | Aug 25, 2025 | $1.9M |
| William Rogers Company, Inc. | San Diego, CA | Tax Preparation Services | Acquisition | Aug 19, 2025 | $715K |
| Valerie Deike CPA | San Francisco, CA | Tax Preparation Services | Acquisition | Aug 12, 2025 | $522K |
| Northwest Accounting Group | Shelton, WA | Tax Preparation Services | Acquisition | Jun 13, 2025 | $1.3M |
| Pep Houston, LLC | Pearland, TX | Tax Preparation Services | Acquisition | May 27, 2025 | $1.0M |
| M2 Bookkeeping LLC | Las Vegas, NV | Tax Preparation Services | Acquisition | May 20, 2025 | $904K |
| JSL Accounting and Tax LLC | North Canton, OH | Tax Preparation Services | Acquisition | Apr 30, 2025 | $560K |
| S.J. Associates NYC, L.L.C. | New York, NY | Tax Preparation Services | Expansion | Apr 21, 2025 | $1.0M |
| Hill Coleman Enterprise LLC | Inlet Beach, FL | Tax Preparation Services | Acquisition | Mar 21, 2025 | $1.4M |
| Wch Acq, LLC | Tustin, CA | Tax Preparation Services | Acquisition | Jan 7, 2025 | $500K |
| McPi Solution CPA Inc | Yorba Linda, CA | Tax Preparation Services | Acquisition | Dec 26, 2024 | $608K |
| No Worries Tax of Cape Coral LLC | Cape Coral, FL | Tax Preparation Services | Acquisition | Dec 20, 2024 | $768K |
| Jaffe, Yaffe, & Feingold P.C. | Worcester, MA | Tax Preparation Services | Acquisition | Dec 4, 2024 | $605K |
| Choi & Associates P.C. | San Diego, CA | Tax Preparation Services | Acquisition | Nov 19, 2024 | $1.3M |
| Accounting Professionals Network Inc. | Nashville, TN | Tax Preparation Services | Acquisition | Nov 7, 2024 | $2.1M |
| Ellerra LLC | Palo Alto, CA | Tax Preparation Services | Acquisition | Oct 28, 2024 | $500K |
| Dixie Partners I LLC | St. George, UT | Tax Preparation Services | Expansion | Oct 3, 2024 | $3.4M |
| Verafi LLC | Sarasota, FL | Tax Preparation Services | Acquisition | Aug 27, 2024 | $2.2M |
| West Coast Accounting and Tax, Inc. | Sarasota, FL | Tax Preparation Services | Acquisition | Aug 27, 2024 | $1.9M |
| Ebenezer Tax & Services Inc. | Peabody, MA | Tax Preparation Services | Expansion | Jul 5, 2024 | $1.4M |
| Melissa Tax LLC | New York, NY | Tax Preparation Services | Acquisition | Feb 7, 2024 | $797K |
| Pullen Accounting & Tax Prep Inc | De Pere, WI | Tax Preparation Services | Acquisition | Jan 11, 2024 | $640K |
| VFP Tax Services LLC | Montgomery, OH | Tax Preparation Services | Acquisition | Nov 14, 2023 | $500K |
| Tax Pros Plus | San Clemente, CA | Tax Preparation Services | Acquisition | Nov 11, 2023 | $761K |
| Pillar of Autumn Holdings LLC | Manassas, VA | Tax Preparation Services | Acquisition | Nov 2, 2023 | $1.5M |
| Snap Advisory Inc. | San Jose, CA | Tax Preparation Services | Acquisition | Nov 2, 2023 | $655K |
| CFOmate, Inc. | Whittier, CA | Tax Preparation Services | Acquisition | Oct 28, 2023 | $1.4M |
| Benham, Miller and Harris, Inc. | Boynton Beach, FL | Tax Preparation Services | Acquisition | Oct 28, 2023 | $744K |