Offering comprehensive expertise for privately held companies and individuals
Firm360 announces tax prep automation capacities
Firm360 announced new tax prep automation capacities via an integration with Juno.

Prosperity flips PE partners
The Top 100 Firm is getting a majority investment from Lightyear Capital, while its previous investor, Unity Partners, will maintain a minority position in the firm.

IESBA reports on ethics for accountants using new tech
The International Ethics Standards Board for Accountants released a staff publication on the ethical implications of emerging technologies such as AI.

Missouri signs CPA pathway bills into law
Missouri Gov. Mike Kehoe, signed Senate Bill 1233 into law, creating an additional pathway to CPA licensure, effective Aug. 28, 2026.

Shultz Huber expands in Ohio
Shultz Huber & Associates acquired Stroh, Johnson & Company, effective as of July 1, expanding its presence in Ohio.

Audit partners concerned about AI risks
Technology disruption and AI-related competitive pressures rank among the top risks facing companies, according to a new survey of audit firm partners by the Center for Audit Quality.

The AP audit problem starts before the AI
The reason most AP AI fails an audit isn't necessarily due to architecture but because you cannot audit a process that the organization hasn't actually defined.

Hong Kong audit watchdog targets idle firms to boost capacity
Hong Kong's accounting regulator signaled a tougher supervisory stance on audit firms with weak track records, while encouraging underutilized firms to take on a greater role in supporting the city's capital markets.

As AI replaces search, all roads lead to authority
Accounting firms must optimize for AI‑visible authority, not clicks or vanity thought leadership.

In the blogs: Hoisting the FIFA trophy
High‑stakes civil action; explainable AI; productivity partners; and other highlights from our favorite tax bloggers.







Tax Services

We offer tax planning assistance as a valuable tool to minimize current and future tax liabilities, by staying current on tax legislation. We evaluate various scenarios to keep our clients aware of their tax saving options. In addition, we offer our clients a wide variety of tax assistance including tax return preparation for the following:

Individuals
Corporations (including subchapter S and consolidated returns)
Partnerships
LLCs and LLPs
Estates
Trusts
Gifts
Non Profit Organizations

In addition, our firm offers assistance with payroll tax returns, property tax returns, business license renewals, and multi-state income tax filings.