Offering comprehensive expertise for privately held companies and individuals
Time saved by AI partially canceled out by time spent checking AI
The time saved by using AI is being eroded by the time spent verifying its outputs.

In the blogs: The royal treatment
Jordan's Revenge; generative AI; faulty assumptions; and other highlights from our favorite tax bloggers.

Meaden & Moore gets PE investment
Meaden & Moore, a Cleveland-based accounting, tax, advisory and forensic accounting firm, took an investment from private equity firm Unity Partners.

World Cup players face tax penalties
Athletes from countries across the globe competing in the World Cup may be going home with an unwelcome prize this year: a hefty tax bill from the United States.

Windes acquires Harris, Greene
The Regional Leader acquired Harris, Greene LLP, an accounting firm in Irvine, California, expanding its footprint in Southern California.

Sovos Intelligence centers Reconciliation Rules Engine
New features and updates include a revamped Reconciliation Rules engine.

Peacetime made you successful. Wartime will decide if you survive
For most of the last 40 years, running a tax and accounting firm was a peacetime job. That's not the case anymore.

Forced-labor hearing begins, paving way for more Trump tariffs
A three-day hearing on the U.S. Trade Representative's latest plan to impose tariffs on major trading partners kicks off in Washington on Tuesday.

Equitas acquires McBride Accounting
Nashville firm Equitas Strategic Partners acquired McBride Accounting, a tax, accounting and business advisory firm in the Atlanta metropolitan area.

CBIZ urged by activist investor to pursue M&A
A CBIZ Inc. shareholder is urging the accounting firm to re-evaluate its capital allocation, abandon a share buyback plan and return to pursuing acquisitions.







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.