The CPAlliance caters to accounting-oriented advisors looking to deepen their investment and financial planning offerings. You can reach out to them via the VIP Messenger and they've got great news to share:
Two locally-owned CPA firms have joined forces by combining their 85 years of experience to provide professional consulting, tax, accounting, and auditing services to the community and beyond. Baylis & Company PA CPAs merged with CPS Group CPAs, PA as of December 1, 2020 and will continue together, as one family, to serve all their clients with the same high-level personal service that they have come to know.
This future path for Baylis & Company was started by their late founder, Edie Yates Henderson, who had planned for a future transition and provided options for the firm and shareholders after her passing. “My mother was a consummate visionary and planner at heart. Her desire to have a succession plan in place in anticipation of her retirement led her to begin exploring partnership opportunities within the local community,” said Todd Baylis, Edie’s son. “It was extremely important for her, and the existing Baylis and Company shareholders, to continue the local ownership and to build on the culture she, along with my father, the shareholders, and the team, built over the last 40 years: serving clients and employees at the highest level. I know that she would be proud to see the culture and local ownership continue on and provide exceptional services to clients and community.”
Baylis & Company’s shareholders, Tamara J. Burroughs, Tracy Y. Kimbrough, and Karen P. Lean, along with the entire Baylis team, will continue to serve clients at the 53 Lake Morton Drive office location until relocating in May to their new home at CPS. “We are excited about continuing Edie’s focus of providing service that is best for the client. We look forward to becoming part of the CPS Group team and carrying the torch within a firm that shares our values,” shared Kimbrough.
Both firms have a long history of building lasting relationships with their clients, as well as actively supporting the community through philanthropic and volunteer efforts. Their combined services span a wide range of client needs: tax compliance, auditing, estates & trusts, and all aspects of personal financial planning. “After nearly a year of planning, we are honored to welcome the Baylis team into the CPS Group family. We wish that Edie were here with us to see this become a reality. With her legacy in our hearts and minds, we know the future of our combined teams will lead to success for our clients,” said Peter Golotko, President, Chief Executive Officer, and Partner at CPS Group CPAs.
