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blumshapiro Announces Merger With Cowan Bolduc Doherty

WEST HARTFORD – August 2, 2019

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Insights  <  blumshapiro Announces Merger With Cowan Bolduc Doherty

WEST HARTFORD – August 2, 2019

WEST HARTFORD – August 2, 2019 – blumshapiro, the largest accounting, tax and business advisory firm based in New England, today announced a merger with Cowan Bolduc Doherty (CBD) of North Andover, MA.  The merger becomes official on August 1, 2019.

blumshapiro has been growing significantly in the Massachusetts area over the last 5 years and this combination with CBD will expand the firm’s presence in Massachusetts to 5 office locations, adding 20 professionals—including 3 partners—to further fortify the firm’s position as the largest accounting, tax and business advisory firm headquartered in New England.

“CBD’s strong and well-respected team of auditing, accounting and tax experts—and their reputation for providing exceptional client service—greatly complements blumshapiro and further supports our commitment to provide our clients the personal level of service that has contributed to our firm’s success. We are honored and thrilled to welcome CBD into the firm,” said blumshapiro CEO Joseph A. Kask.

“Since our founding in 1988, CBD has fostered strong relationships with our clients in northeastern Massachusetts.  For more than 30 years we have embraced growth and change, and this merger with blumshapiro is a natural next step in providing our clients with more resources while maintaining the personalized commitment they have come to expect from CBD.  We are very excited to join the blum team,” said Stephen J. Doherty, CPA, partner at CBD.

CBD’s 20-member team specializes in business, financial and client accounting; financial and tax due diligence; business financing; estate planning; individual tax preparation and planning; multi-state tax planning; business tax preparation and planning; and 401(k) audits for business.

“This combination helps extend blumshapiro’s reach and leadership serving entrepreneurial clients in the Boston market,” said Gary Adamson CPA, CEO of Adamson Advisory LLC, the advisor to both firms on this merger. “Cowan Bolduc Doherty has been a leader serving the Boston market for many years and was attracted to blumshapiro because of their outstanding talent pool and extensive range of services focused on the middle market.”

The merged firm will adopt the blumshapiro name.  The North Andover office will join blum locations in Boston, Newton, Quincy and Worcester, MA.  blum also has offices in West Hartford, Shelton and Marlborough, CT and Cranston, RI.

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