Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
Deloitte Tax Expands Fiduciary Services with TPS Asset Acquisition
Join our 250K+ subscribers
Join our 250K+ subscribers
Subscribe16 JUL 2025 / M&A UPDATES
-1752829323.webp)
Deloitte Tax has acquired select assets from Cincinnati-based Trust Processing Solutions LLP (TPS), effectively growing its Institutional Trust Group (ITG) and signaling significant expansion in fiduciary tax services. This move integrates TPS's experienced team and clientele with Deloitte, positioning the company as a leading fiduciary tax provider in the U.S and promising improved accuracy, efficiency, and customization in service delivery.
Deloitte Tax has acquired select assets of Cincinnati-based Trust Processing Solutions LLP (TPS), strengthening its Institutional Trust Group (ITG) and signaling a major expansion in the fiduciary tax services space. The acquisition brings TPS’s seasoned team and client relationships under the Deloitte umbrella, helping position the firm as one of the largest fiduciary tax providers in the U.S.
TPS is known for its high-volume return processing and deep expertise in trust, gift, estate, and information reporting. By integrating TPS with its ITG team, Deloitte aims to deliver greater accuracy, efficiency, and customization, leveraging platforms like CCH Axcess, ONESOURCE Trust Tax, and its own proprietary Intela system.
“The combined team will provide clients with unparalleled depth and service quality,” said Carin Giuliante, chair and CEO of Deloitte Tax. Doug Hart, MP of TPS, echoed the enthusiasm, calling the deal “an exciting new chapter” with global reach and greater value delivery.
Until next time…
Don’t forget to share this story on LinkedIn, X and Facebook
📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join
Earn CPE Credits by Simply Reading Articles – Starting at Just $199/Year!
50 of the Top 200 Accounting Firms trust MYCPE ONE for their team’s learning—why not you? With 15,000+ approved content hours, 500+ emerging subject areas, and automated compliance tracking, staying ahead has never been easier.
We don’t just create boring tax, accounting, and audit content—our platform offers engaging, insightful, and trending material that your team will actually enjoy while earning CPE credits.
Sign up today, go through the comprehensive list of features and unlock unlimited learning!
