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CPA Practice Advisor · Jan 7, 2026

Sax Adds Scheidel, Sullivan & Lanni CPA and Sierra Financial Advisors

Tax Brief summary and classification of the original reporting.

Bottom Line

💡 Sax Adds Scheidel, Sullivan & Lanni CPA and Sierra Financial Advisors. General industry update.

Summary

The top 75 accounting firm said Jan. 7 it has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors, SSL's wealth management arm, effective Jan. 4.

Classification

Category: backgroundPriority: informationalReason: General tax news

Affected Groups

All tax practitioners

Original Source

We aggregate public tax updates and provide AI-assisted summaries. Please read the original reporting for full details.

Read original article

Bottom Line

Summary

Classification

Affected Groups

Related Topics

Original Source