Offering comprehensive expertise for privately held companies and individuals
MyCPE One launches assessment solution with AI anti-cheating tech
Professional development platform MyCPE One announced the release of a new skills assessment platform with an AI-powered anti-cheating monitor.

In the blogs: Season's questions
Pumping up energy credits; rental prop problems; the OBBBA and financial aid; and other highlights from our favorite tax bloggers.

CPA Crossings teams with IMA on CPE
Courses and certifications will include AI, RPA, cybersecurity, data analytics and visualization, financial planning and analysis, sustainability and leadership.

Ascend firms merge in GWO and AAB
Lucas Horsfall integrated Gettleson, Witzer & O'Connor of Encino, California. Wilson Lewis merged in Alexander, Almand & Bangs of Gainesville, Georgia.

IRS confirms 'warrior dividend' for military not taxable
The Internal Revenue Service and the Treasury said the payment of $1,776 for members of the military announced by President Trump last month would not be taxed.

AI leading to shifts in firm personnel structures
Recent data finds that a significant fraction of accounting firms are changing their organizational structures to optimize for AI, especially when it comes to junior roles.

Turning leases into leverage
Here's why modern lease management is essential for financial planning, cross-departmental collaboration and compliance.

EU finance ministers discuss trade tool use against US threats
The measures could include tariffs, new taxes on tech companies or targeted curbs on investments in the EU.

TCV, Blackstone back French accounting software
Pennylane, a French startup that sells accounting software, has raised €175 million ($204 million) in a funding round led by growth equity investor TCV.

IRS, stakeholders wrangle on group exemptions for 501(c)s
Rev. Proc. 2026-08 updates procedures for exemption from income tax on a group basis for 501(c) organizations that are under the control of a central organization.







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.