Revenue (Tables)

12 Months Ended

Dec. 31, 2025

Revenue Recognition and Deferred Revenue [Abstract]

Schedule of Disaggregation of Revenue

The following table presents the disaggregation of revenue by timing of revenue recognition (in thousands):

	Year Ended December 31,
	2025		2024		2023
Over time	$	836,190	$	727,103	$	632,762
Point in time	2,502		4,490		6,349
Total revenue	$	838,692	$	731,593	$	639,111

The following table presents the disaggregation of revenue by service line (in thousands):

	Year Ended December 31,
	2025		2024		2023
Private Client Services	$	431,807	$	364,659	$	321,014
Business Tax Services	291,804		261,048		226,343
Alternative Investment Funds	72,914		68,922		58,888
Valuation Services	42,167		36,964		32,866
Total Revenue	$	838,692	$	731,593	$	639,111

The following table presents the disaggregation of revenue by region (in thousands):

	Year Ended December 31,
	2025		2024		2023
East	$	325,914	$	272,348	$	235,931
Central	159,525		135,632		115,027
West	353,253		323,613		288,153
Total revenue	$	838,692	$	731,593	$	639,111