Salt Lake City, January 31, 2024
Platform Accounting Group announced it acquired two accounting and advisory firms to merge with its current Maryland firm, Compass US Accountants and Advisors.
With these east coast acquisitions, Compass US expands its clientele, geographical reach and capability. Caldwell & Company and TRS CPA Group are both firms with a track record of strong client relationships, deep expertise in advising individuals and SMBs, and a commitment to evolution and growth as the industry shifts, which made them prime candidates to add to Platform’s network of local offices.
“We are proud to have these great offices joining and furthering Platform mission of preserving local accounting firm culture while sharing best-in-class resources,” said Reyes Florez, CEO of Platform Accounting Group. “These firms allow us to continue our growth in the Metro D.C. area and deepens our expertise and services related to complex international tax advisory and our real estate vertical expertise.”
Caldwell & Company has offices in both Bethesda and Virginia Beach and has been recognized as one of the Top 50 largest accounting firms in the D.C. area by the Washington Business Journal. Their approach is tailored to meet the unique financial goals of individual and business clients. Additionally, they specialize in addressing the financial challenges faced by foreign nationals working in the United States, as well U.S. companies and citizens working abroad.
TRS CPA Group, based in Salisbury, Md., is an accounting firm that strives to be their clients’ most trusted advisor. They focus on quality and value-added services, covering a broad spectrum of accounting and financial needs ranging from business valuations to litigation services. With a community-centric approach, they have a history of serving families, businesses, and investors for more than 40 years, offering personalized strategies for tax management, business support, and individual financial advice.
Platform is a national group of professional services firms created to preserve the dynamics of small firm cultures while incorporating the technology and connectedness of the 21st century. It offers enterprise-grade resources, capabilities and support to local teams so they can focus their time and energy on personal, high-touch relationships with their clients.