TYS Finalizes Merger With Lefkowitz & Company

Walnut Creek, Calif.-based TYS merged in Lefkowitz & Company of San Francisco on Jan. 1.

David Lefkowitz and Lori Lefkowitz have been admitted as TYS partners, and four other employees will join the combined firm, which will operate as TYS.

“I was once told by a friend and client, ‘Bigger is not always better, but better is almost always bigger,’ ” says Glen A. Thomas, TYS co-founder. “At TYS, we’ve always believed in being better. The merger with Lefkowitz clearly makes us bigger. The addition of David, Lori and their team increases our service offerings, broadens our human capital, extends our geographic reach and brings new clients. Simply put, the merger with Lefkowitz & Company makes TYS better.”

Along with Christopher York and Tim Shortsleeve, Thomas founded the firm in 2010, and set out to create a new brand of accounting firm that did not focus on the billable hour. “Instead, employees are client-centric and engaged in constantly improving TYS. By offering quality benefits and supporting work/life balance, the founders believe employees are able to better serve clients,” the firm states.

The Lefkowitz team sought a merger to increase the number of professionals available to serve clients. “We realized we needed to make a change when our client commitments increased, and we weren’t able to deliver. We owe it to our staff, our clients and business to bring these two firms together,” says Lori Lefkowitz.

“TYS puts people first and doesn’t discriminate about who should be ‘sitting at the table’ as long as they’re active contributors. That’s what we want too. The holistic and practical approaches that both firms bring is what sets us apart from the others.”

With the merger, TYS office locations will include Rochester, N.Y., Summerville, S.C., Miami and two California offices in San Francisco and Walnut Creek.