News

BGM Strengthens the Firm’s Northeast Presence

BGM, a Top 200 full-service accounting, tax, audit, and advisory firm headquartered in Bloomington, Minnesota, is pleased to announce that R. L. DePanfilis & Company, LLC, a certified public accounting and business consulting firm based in Norwalk, Connecticut, has joined BGM.

The combination establishes BGM’s presence in Connecticut and builds on the firm’s growth in New England. R. L. DePanfilis & Company will begin operating under the BGM name. Firm partners David W. Gibbs, CPA, and Kenneth T. Miller, CPA, together with their team, and will continue serving clients from the Norwalk office.

Founded in 1979, R. L. DePanfilis & Company serves businesses, individuals, estates, and trusts with tax, accounting, audit, and business consulting services. Its work includes tax compliance, research, and planning; multistate and foreign tax filings; reviews, compilations, audits, and agreed-upon procedures; financial reporting and controls; business succession planning; due diligence; estate and trust returns; and related advisory services.

“R. L. DePanfilis & Company brings more than four decades of local market knowledge, technical skill, and close client relationships to BGM,” said Dane J. Boeckermann, CEO and Principal of BGM. “The team’s commitment to personalized client service and solutions closely align with our philosophies and guiding principles. This combination gives us a stronger base in New England and creates additional opportunities for our professionals to collaborate and support clients. We are pleased to welcome David, Kenneth, and the Norwalk team to BGM.”

“Joining BGM allows us to preserve what our clients and team value most while gaining access to additional capabilities, services, resources, and colleagues across the firm,” said David W. Gibbs, CPA, Member of R. L. DePanfilis & Company, LLC. “Our clients will continue to work with the same professionals in Norwalk, now supported by a broader range of accounting, audit, tax, business advisory, wealth management, and trust and estate resources. We are pleased to begin this next chapter together.”

Clients of R. L. DePanfilis & Company will experience continuity in their day-to-day relationships and service. The combination also provides BGM clients with access to additional professionals and capabilities in Connecticut, further strengthening the firm’s ability to serve clients across New England and the United States.

Joe Tarasco, CEO of Accountants Advisory Group, advised both parties on the transaction.

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.