Houston, TX (January 4, 2021) – Calvetti Ferguson, a Texas accounting and advisory firm, has acquired CPA firm Larkin, Ervin, and Shirley, LLP (“Larkin-Ervin”).
The deal expands Calvetti Ferguson’s expertise in serving both individuals and corporations with expatriate tax services. Based in the Woodlands, Texas, Larkin-Ervin has joined Calvetti Ferguson effective January 1, 2021. This transaction continues Calvetti Ferguson’s M&A strategy in Texas, expanding its headcount to 140 across Dallas, Fort Worth, Houston, and San Antonio.
“With this acquisition, we are even more well equipped to address the complex tax needs of our clients with a full portfolio of services. As a full-service regional CPA and advisory firm, we are always looking for ways to better serve our clients,” stated Jason Ferguson, Managing Partner.
Lori Lato, Tax Partner in Charge, added “Most Americans living and working abroad are completely unaware they still need to file a U.S. tax return, even if they are paying taxes in the new country. There are many tools that can be used to minimize or eliminate double taxation.”
James Larkin added, “I am pleased for my clients to meet Calvetti Ferguson’s team and continue receiving excellent tax advice for their expatriate tax returns. It was an easy choice to transition my clients to Calvetti Ferguson knowing they will continue to receive excellent client service and have access to a wider array of service offerings.”
Financial terms of the deal were not disclosed. Calvetti Ferguson ranked No. 198 on INSIDE Public Accounting’s 2020 list of top firms by revenue.
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