Offering comprehensive expertise for privately held companies and individuals
In the blogs: Global tax gods
Dangerous procedural traps; justification for change; unexpected tax exposure; and other highlights from our favorite tax bloggers.

Avoid these pitfalls with generation-skipping and dynasty trusts
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.

IRS receives billions in unidentified payments
The Internal Revenue Service received approximately $3.2 billion in unidentified payments from fiscal years 2022 through 2024.

Centri scores $20M credit facility
Centri Business Consulting plans to use a $20 million credit facility from Citizens Financial Group for acquisitions and talent.

NASBA's CPA exam reporting problems are improving, but not solved
New reporting changes represent meaningful progress, but inaccurate institutional attribution will distort university-level CPA exam outcomes in the 2025 data.

Trump hits Democrats on crime, taxes to boost NY's Lawler
Trump said Democratic policies on crime and taxes were leading to an exodus of businesses and taxpayers from New York, as he touted his tax cuts.

Wyden, Finance panel Democrats seek investigation of DOJ fund
Democrats on the Senate Finance Committee called on chairman Mike Crapo to launch a bipartisan probe into the Justice Department's new weaponization fund.

The AI Pecora Moment: Who will conduct the examination?
AI governance is awaiting its Ferdinand Pecora, counsel to the Senate Banking Committee in the 1930s, who built the evidentiary foundation for every protector system that followed.

CAS delivers 'the keys to the kingdom'
Jim Bourke of Withum lays out why CAS is a crucial foundation for highly profitable advisory services.

Best Firms to Work For deadline is fast approaching
The last day to sign up to participate in the 2026 Best Firms to Work For is Friday, May 29.






















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.