Offering comprehensive expertise for privately held companies and individuals
IMA favors AI use over abuse
The Institute of Management Accountants hosted its annual conference last week and heard about the pros and cons of artificial intelligence from officials including the new leader of the Public Company Accounting Oversight Board.

Trump accounts: A major advisory opportunity
For practitioners willing to learn the rules, Trump accounts are the best client acquisition and retention opportunity we've had in a decade.

Carr, Riggs & Ingram expands in Texas
The Top 25 Firm acquired Conroe, Texas-based firm Crowl, Cameron & Associates, expanding its presence to 20 offices and across 18 cities in the state.

Your firm's review process runs on a signal AI doesn't send
AI severs confidence from correctness. Finding the areas that require scrutiny is much harder precisely because the output looks excellent everywhere.

CFOs souring on economy, but not their companies
Chief financial officers are going negative on the economy, but more upbeat about their own businesses' prospects, according to a Deloitte survey.

CIMA names new president
The Chartered Institute of Management Accountants chose Alfred Ramosedi as its next president and co-chair of the Association of International Certified Professional Accountants.

IRS had successful filing season despite challenges
The Internal Revenue Service had a largely successful tax-filing season, despite staffing cutbacks and long delays on refunds for millions of taxpayers.

Rethink job interviews and embrace transparency
Accounting firms that switch to transparent interviewing are improving hiring outcomes, reducing recruitment costs and creating a better candidate experience.

IRS rolls out AI guidelines for tax pros
Among other things, the IRS's preliminary AI guidelines call for firms to exercise due diligence on AI outputs and pass AI-related savings on to clients.

Armanino, CBIZ and others win AI awards
The AI Native Accounting Foundation announced the winners of its first-ever AI Native Accounting Awards.
















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.