Offering comprehensive expertise for privately held companies and individuals
Platform adds Mass. firm The Top 50 firm acquired Burke & Associates CPAs under the new name Shoreline Advisors, expanding its presence in Massachusetts.
AICPA elects Jan Lewis as chair A tax partner at BMSS Advisors is the new chair of the American Institute of CPAs and the Association of International Certified Professional Accountants.
KPMG enters alliance with Anthropic The alliance with Anthropic will embed Claude Cowork into KPMG's global client delivery platform, beginning with tax and legal clients.
In addition, our firm assists clients with the preparation of personal financial statements, budget and financial forecasting, bookkeeping, and financial analysis.