Combined Firm Expands Presence in Dallas and Bolsters Real Estate Tax
Services
SEATTLE and DALLAS, Sept. 28,
2022 /PRNewswire/ -- Moss Adams, one of the largest accounting,
consulting and wealth management firms in the nation, announced it
agreed to combine with Kurtz & Company, P.C., a CPA firm
located in Dallas. Under the asset
purchase agreement, the Kurtz & Company team, including its
founder and owner, David Kurtz, and
18 employees, will join Moss Adams, effective Dec. 1, 2022. Kurtz & Company's client
relationships will also transition to Moss Adams.
"As we strategically grow our business and team, Texas plays an integral role," said
Eric Miles, chairman and CEO of Moss
Adams. "We expanded to the Dallas
market in 2015 and have experienced significant growth ever since.
With the addition of Kurtz & Company's team and expertise, we
can strengthen our presence in the market and help more clients
champion their goals through our seamless, integrated service
portfolio."
Established in 1992, Kurtz & Company provides accounting and
federal and state income tax return preparation, compliance and
planning services for domestic and foreign partnerships, limited
liability companies and corporations, with a strong focus on real
estate.
"We share long-term respected clients with Kurtz & Company
and have admired David and his team for quite some time," said
Megan McFarland, partner in charge
of the Moss Adams Dallas office. "This move made sense for both of
our businesses and clients. We're gaining a talented team with
expertise in areas of demand for our clients, while Kurtz &
Company clients will have access to broader service offerings."
With a people-first culture, client-centric advisory focus, and
expertise in real estate and utility services, there is excellent
alignment between the two firms' specialty areas.
"We've had a wonderful working relationship with Moss Adams
through our mutual clients over the years," said David Kurtz, CPA, founder and owner of Kurtz
& Company. "We've admired their approach and dedication to
serving clients with innovative solutions, and this is a strategic
next step for growth for the both of us. It enhances our collective
teams with broader knowledge and expands resources for clients,
creating an even stronger firm and better experience for
everyone."
The Kurtz & Company team will join the Moss Adams team at
its Dallas-Fort Worth office,
augmenting the firm's existing tax and Outsourced Finance and
Accounting practices and working with professionals across its Real
Estate and Power & Utility practices.
About Moss Adams LLP
With more than 3,800 professionals across 30-plus locations in
the West and beyond, Moss Adams provides the world's most
innovative companies with specialized accounting, consulting and
wealth management services to help them embrace emerging
opportunity. For more information, visit www.mossadams.com.
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SOURCE Moss Adams