RECENT AWARDS FOR SERVICE

• • • Named “Best Estate Planning Advisory Service”
      (Private Asset Management Awards, 2024)

• • • Named “Best of Accounting® in Client Satisfaction”
      (ClearlyRated, 2023-2025)

• • • Named “Audit Firm of the Year” (Hedgeweek U.S. Emerging Manager Awards, 2024)
    • Named “Audit Firm of the Year – Start-Ups” (Hedgeweek U.S. Awards, 2024)
    • Named “Audit Firm of the Year – Middle Market” (Private Equity Wire, 2024)
    • Named “Best Auditor – Start-Ups” (With Intelligence, 2024)

• • • Named among “50 Most Admired Companies to Watch”
      (CIO Bulletin, 2023)

• • • Named a “Top Tax Firm” and “Regional Leader”
      (Accounting Today, 2022-2025)

• • • Named among “America’s Best Tax And Accounting Firms”
      (Forbes, 2021-2023)

• • • Named “Best Accountancy Advisor” (Family Wealth Report, 2023)

• • • Named among “Top 100 Firms” in the United States (INSIDE Public Accounting, 2009-2013, 2015, 2019-2025)
      

    • Named a “Top 50 Construction Accounting Firm” (Construction Executive Magazine, 2019-2024)