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Board records ROC approvals for five firm names in Q1 2026
Summary
The Request Oversight Committee reported Board approvals of five firm names for Q1 2026: Fiducia Accounting & Business Services, P.S.; R&D Financial Services LLC; TranerSmith Wealth Management; Accountability CPA; and Tang Advisory.
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Brian R. Thomas presented the Request Oversight Committee (ROC) report for April 2026, which listed firm-name approvals for the first quarter of 2026. The Board recorded ROC's approvals for the following firm names: Fiducia Accounting & Business Services, P.S.; R&D Financial Services LLC; TranerSmith Wealth Management; Accountability CPA; and Tang Advisory.
The transcript records the approvals as part of standard ROC business and does not indicate controversy or further discussion. The ROC report also noted there were no requests in Q1 2026 for recognition as an educational organization for list-request purposes.
These approvals will be reflected in Board records and public registries as appropriate.
