Offering comprehensive expertise for privately held companies and individuals
QC 1000 belongs in the business case
Audit quality should be part of deciding what resources to commit, what work to change, and what support can safely be withdrawn.

Cherry Bekaert expands in New England
North Carolina-based Top 25 Firm Cherry Bekaert continues its geographic expansion with Rhode Island-based Sansiveri Kimball.

IRIS releases document manager for client documents
IRIS announced the launch of a new AI-driven document management solution built specifically for CPAs that, among other things, automates tagging and filing for users.

A GPS for accounting's future
The ]AI-powered Rise Navigator offers a tremendous resource for accountants, in the form of a strategic advisor and sounding board, says the AICPA's Tom Hood.

10 Days to a Better Firm: Listen up
For the 2026 Best Firms to Work For, listening to what their employees have to say is a nonnegotiable.

Affirm billionaire Levchin mulls leaving California if wealth tax passes
Max Levchin, the billionaire co-founder of financial-technology company Affirm Holdings, said he would "probably" leave California if voters approve a one-time tax.

Clark launches Clerks AI, an audit engagement team member
Clark, an AI-driven accounting platform, announced the launch of Clerks, described as an AI coworker designed specifically for CPA firms that perform audit work.

Tokenomics: Firms see surging AI costs compared to last year
AI spending at accounting firms has risen dramatically compared to last year, a shift that is primarily–but not completely–explained by the move from subscription-based to consumption-based pricing by many providers.

The AI tool your firm needs to navigate accounting's future
The AICPA's Rise Navigator offers a kind of GPS for accountants as they travel into the future.

Pathways to Growth: Tough talk from a winning coach
Gale Crosley maps the major change accounting firms need to make with CPA Coach Doug Slaybaugh.

























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.