New York-based IPA 100 firm PKF O’Connor Davies (FY21 net revenue of $256.5 million) is merging in Archambault & Associates of Wakefield, Mass.
Founded in 1991, Archambault & Associates offers a wide range of services for both individual and fiduciary clients, including those addressing personal, estate, gift, trust and business tax matters. The firm’s offerings include estate taxation and administration, trust funding and administration, tax preparation, tax planning, IRS representation, tax cost accounting, fiduciary accounting, and asset consolidation and simplification. As part of the deal, principal and managing director Susan Archambault and four employees will join PKF O’Connor Davies’ office in Woburn, Mass.
“The addition of the Archambault & Associates team to our Woburn office presents a valuable opportunity to strengthen our specialty tax expertise and grow our client base in the New England market,” says Laurie Austin, New England co-MP at PKF O’Connor Davies. “Archambault & Associates prides itself on the close, personal relationships its team has forged with clients. I’m confident the expanded resources, connections and expertise the team now has access to will only strengthen those relationships in the years ahead.”