Offering comprehensive expertise for privately held companies and individuals
Boomer's Blueprint: Building a purpose that attracts talent and clients
Let me guess what's on your firm's website right now:

4M Trump accounts created so far
Over a million of tax-favored accounts are eligible for a $1,000 contribution by the government.

Kenji Kuramoto, founder of Acuity, joins Basis
Basis announced the appointment of Kenji Kuramoto, founder of Acuity, which last year merged with thirteen other firms to form top 50 firm Sorren after he led it for 20 years, as its managing partner in residence.

PCAOB chair lays out new priorities
Public Company Accounting Oversight Board chairman Demetrios Logothetis outlined the board's strategic plans for the next five years, and asked for stakeholder input.

CPA: Be aware of both functional and technical AI risk
While AI controls are important, organizations should not pursue one-size-fits-all blanket applications, especially when differentiating between matters of governance versus technology.

In the blogs: Off to the races
March Madness; one ringy-dingy; trouble with tariffs; and other highlights from our favorite tax bloggers.

IFRS Foundation cuts costs, advances new standards
In its annual report outlined the progress in the work of the International Accounting Standards Board and the International Sustainability Standards Board in 2025.

Trump's tax cut delivers at least $65B windfall to corporations
A clear pattern is emerging of sectors that stand to win the most from the deductions and special preferences in the One Big Beautiful Bill Act.

Trump tax law's affordable housing boost hits snag
Efforts to take advantage of the dramatic expansion of the Low-Income Housing Tax Credit have bumped up against some unintended consequences, say investors and developers.

Sustainability reporting at a crossroads
Verifying environmental and social impacts is more complex than traditional financial accounting. But complexity is not a reason for retreat.

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.