Revenue (Tables)

3 Months Ended

Mar. 31, 2026

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):

	Three Months Ended March 31,
	2026		2025
Over time	$	239,352	$	207,512
Point in time	1,394		555
Total revenue	$	240,746	$	208,067

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

	Three Months Ended March 31,
	2026		2025
Private Client Services	$	123,177	$	104,191
Business Tax Services	80,635		71,703
Alternative Investment Funds	25,193		22,166
Valuation Services	11,741		10,007
Total revenue	$	240,746	$	208,067

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

	Three Months Ended March 31,
	2026		2025
East	$	101,485	$	82,887
Central	39,374		35,437
West	99,887		89,743
Total revenue	$	240,746	$	208,067