M&A roundup: IRIS and SD Mayer expand


Courtesy of SD Mayer & Associates

SD Mayer & Associates, a San Francisco-based accounting, wealth management and business advisory firm has the addition of the tax practice of Seifer, Murken, Despina, James & Teichman, a taxation law firm also based in San Francisco. As part of the deal, SMDJT founder Douglas Murken and partner Randi Teichman will join SD Mayer’s team to handle tax and probate law, trust administration, and business and real estate transactions.

Financial terms were not disclosed. “With the addition of the SMDJT tax team, we’re expanding our service offerings to more clients and leveraging Doug’s business and real estate expertise, as well as Randi’s estate planning, trust and probate law experience,” said SD Mayer tax partner Helen Johnson in a statement Tuesday. “Their team’s commitment to delivering superior, personalized legal and tax services is a perfect complement to SDM’s strong tax, wealth management and financial planning practices.”

SMDJT was founded in 1979 and originally focused on tax planning, preparation and representation and has grown to provide a wide range of legal and tax advice and services to individual and business clients throughout the Bay Area. “I am truly excited about merging our tax practice into SD Mayer,” said Murken in a statement. “Our clients now have access to an expanded range of high-quality, integrated tax and financial services.”

“SD Mayer was founded on the core values of helping clients be successful in business and in life while investing in and serving the community,” said SD Mayer managing partner Stephen D. Mayer in a statement. “This is a strategic move that furthers our Bay Area reach and impact. Doug and Randi share our culture and commitment to providing the most beneficial outcome for all clients. We’re delighted to welcome them and their team to the SD Mayer family.”

In 2021, SD Mayer added TNT Inc. CPAs, a firm in Redwood City, California.

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