Bellingham, WA • February 10, 2026 — Larson Gross, a leading West Coast accounting and advisory firm, is pleased to announce that the professionals of Liptz & Associates have joined the firm effective January 23, 2026. This move brings together two client-centered 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.

Bringing the Liptz team into Larson Gross further enhances the firm’s capabilities while expanding its physical presence across the West Coast. More importantly, it 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, CEO of Larson Gross. “Their client-first approach and deep expertise in a highly specialized 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.”

A Consistent Client Experience, Backed by Broader Resources

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.”

# # #

About Larson Gross

With a 77-year history of excellence, Larson Gross has built a reputation as a trusted accounting and consulting firm dedicated to strong client relationships and strategic advisory services. Led by 20 partners and supported by a team of over 200 professionals, the firm provides tailored solutions that go beyond the numbers—delivering insightful guidance and forward-thinking strategies that drive success. They value long-term partnerships built on trust, integrity, and a shared vision for the future. Whether advising businesses or individuals, the firm remains dedicated to providing clarity, confidence, and meaningful solutions for every client.