Growth through merger RBT CPAs recently combined with UHY LLP, indicating a strategic expansion and integration into a larger network. This presents cross-sell opportunities for UHY service lines such as international tax, complex audits, and expanded advisory capabilities to existing clients.

Hudson Valley footprint With offices in NYC, Newburgh, Poughkeepsie, and Wurtsboro, RBT CPAs has a strong regional presence in the Hudson Valley and greater New York metro. Targeted outreach to mid-market clients in these areas can unlock opportunities in audit, tax, and consulting services across multiple industries.

Financial scale Reported revenue in the 100M–250M range and a mid‑sized employee base (51‑200). This signals potential for value-added services such as risk advisory, outsourced finance and accounting, and technology-enabled outsourcing to improve efficiency for growing firms.

Tech-forward Affiliations and technology partnerships like the Trullion lease management integration for GASB 87 indicate openness to modern solutions. There is a sales opportunity to offer cloud-based accounting, software implementation, and data analytics services to differentiate and optimize client operations.

Recognition leverage Being recognized as Best Tax Firms 2021 and inclusion in Forbes America’s Best Tax Firms suggests credibility and marketing leverage. Use this credential in outreach to both existing and prospective clients for premium advisory services, succession planning, and sophisticated tax strategy engagements.