Liptz & Associates joins Larson Gross
Accounting and advisory firm Larson Gross has announced that the professionals of Liptz & Associates have joined the firm effective January 23, 2026.
The company said that this move brings together two client-centred teams with shared values, complementary expertise, and a common vision for the future of advisory services.
Headquartered in California, Liptz & Associates has earned a strong reputation for technical excellence and deep client relationships—particularly within the captive insurance industry, where the team brings niche knowledge and hands-on experience navigating complex regulatory and tax matters, Larson Gross said.
The company added that bringing the Liptz team into Larson Gross further enhances the firm’s capabilities while expanding its physical presence across the West Coast and reinforces Larson Gross’s long-standing commitment to providing personalized, relationship-driven service that helps clients plan with clarity and confidence.
“We’re excited to welcome the Liptz & Associates team to Larson Gross,” said Kelli Visser, chief executive of Larson Gross. “Their client-first approach and deep expertise in a highly specialised industry make them a natural fit. We’re confident that our aligned cultures and shared dedication to service will deliver exceptional value to our clients for years to come.”
Clients of Liptz & Associates will continue working with the same professionals they know and trust, now with access to a broader bench of advisors, expanded technology, and additional service offerings. Over the coming months, the Liptz team will begin transitioning to the Larson Gross brand, with a focus on clear communication and a seamless client experience.
“Our decision to join Larson Gross comes from a place of intentionality,” said David Liptz, founder and owner of Liptz & Associates. “We weren’t looking to change who we are—we were looking to strengthen how we serve. Larson Gross brings the depth, culture, and strategic mindset we were seeking. Most importantly, they care deeply about people, just like we do.”
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