Two local accounting firms announced plans to consolidate and merge in January 2023.
Cg Tax, Audit & Advisory, an accounting and consulting firm with offices in Toms River and Tinton Falls, and Potter & LaMarca LLP, of Staten Island, New York, and Red Bank said the deal will bring additional capabilities to both firms in tax preparation and planning, accounting and advisory services, and financial statements and planning.
Potter & LaMarca will join Cg in its Tinton Falls office and maintain its office in Staten Island.
Deborah Mathis, a Cg shareholder, said: “We’re thrilled to gain the skill and experience of Jeffrey (Potter), Fred (LaMarca), and the Potter & LaMarca team. There is quite a lot of natural synergy between our two firms surrounding industry knowledge, client service capabilities and a unique team culture.”
Potter said: “Joining Cg allows us a fantastic opportunity to offer our clients expanded benefits and capabilities. In knowing Cg’s reputation for professionalism and high-quality results, working together is a home run.”