We are proud to partner with the best
Vancouver, WA
New York City, NY
San Jose, CA
Kansas City, KS
San Diego, CA
San Antonio, TX
Youngstown, OH
Atlanta, GA
Chapel Hill, NC
Lebanon, NH
Cleveland/Cincinnati, OH
Pasadena, CA
Selected recognition for our partner firms:
Introducing Our Partner Firms
San Antonio, TX
Since 1982, ATKG has specialized in tax, accounting, assurance, and advisory services for a select client base of closely held businesses and large family groups in Texas. ATKG has been named a “Best Accounting Firm to Work For” and “Best Accounting Firm for Young Accountants “ by Accounting Today
Vancouver, WA
Founded in 1979, Opsahl Dawson partners with Vancouver & Portland area businesses of all sizes, from sole proprietorships to growing corporations. Opsahl Dawson has been named a “Best Accounting Firm to Work For” by Accounting Today and a “Best Business” by theVancouver Business Journal
New York, NY
L.M. Cohen & Co., or LMC, was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. LMC was named to Crain’s “Best Places to Work in NYC” list and was named one of the “Best Companies to Work for in New York State” by the New York State Council of the Society for Human Resource Management
San Diego, CA
Founded in 1964 in San Diego, LevitZacks provides clients with comprehensive tax, accounting, and other business advisory services. Its work also includes audits for privately held companies and estate planning.
San Jose, CA
Launched in 1951 in the Bay Area, Petrinovich Pugh & Co., LLP (PP&Co) PP&Co is a full service accounting and consulting firm. For over 70 years, it has been committed to providing the highest quality service to its clients and the Silicon Valley community.
Kansas City, KS
Launched in 2014, Goering & Granatino is an entrepreneurial CPA firm in the Kansas City area serving small to mid-sized businesses, entrepreneurs, and start-ups. The firm offers a culture of personal growth, collaborative relationships, and innovative thinking, both for its clients and its professional team
Atlanta, GA
Founded in Atlanta in 1999, Wilson Lewis is a full-service accounting and advisory firm serving entrepreneurial clients across a range of industries. Its work includes accounting, taxes, advisory, assurance and audit, and retirement planning.
Youngstown, OH
HD Davis was founded in Youngstown in 2007 with a unique spin on the traditional accounting firm from day one. The firm provides a range of services including tax advisory, audits, succession planning, fractional CFO services, and more.
Lebanon, NH
Founded in 1986, Tyler, Simms & St. Sauveur, CPA’s, P.C. has grown to become the largest CPA firm headquartered in the Upper Valley Connecticut River Valley of New Hampshire and Vermont – providing services as diverse as their clients and as specific as their needs.
Chapel Hill, NC
Established in 1973 by William C. Blackman and James H. Sloop, Blackman & Sloop provides clients with a range of services including auditing, taxation, management consulting, financial planning and related services.
Cleveland/Cincinnati, OH
With roots going back to 1954, Onpointe Advisors has a rich history built on the merged talent and expertise of multiple CPA firms. With locations in Cleveland, Cincinnati, and Bardstown, KY, it brings decades of combined experience to serve a range of clients.
Pasadena, CA
Established in 1957 in Pasadena, Lucas Horsfall is a firm of certified public accountants and business advisors serving a diverse group of clients throughout the southwest. Its areas of focus include manufacturing, wholesale distribution, real estate development, construction, and more.
