Offering comprehensive expertise for privately held companies and individuals
Melio launches expense management, testing client admin AI
Melio, which Xero bought last year, will be expanding into expense management as well as opening up its payment API which will allow anyone to access its payment capacities. They are also testing a client admin AI.

Xerocon 2026: JAX AI improvements focused on automating "unbillable" admin work
Xero announced a wide variety of AI enhancements centered around its agentic system JAX, with most aimed at addressing the "unbillable" work that needs to be done before accounting can even take place.

Xerocon 2026: CEO promises OpenAI, MS365 integrations
Xero CEO Sukhinder Singh Cassidy, at the Xerocon event in Denver, announced new integrations with OpenAI, as well as deepened Microsoft integrations.

What successful M&A looks like
The 2026 Fastest-Growing Firms rely heavily on mergers and acquisitions — and they've worked hard to develop strong playbooks.

Boomer's Blueprint: 'Human in the lead' means redesigning firms
With artificial intelligence, a 'human in the loop' is a speed bump; a 'human in the lead' is a leadership model.

Will AI replace accounting firms in the small biz market?
Many companies are looking at a combination of AI, a CPA and internal assets.

The 2026 Salary Survey: Inching upward
Accounting Today's annual salary survey shows overall compensation at accounting firms rising — but is it growing fast enough?

An AI-generated P&L is only as good as the data beneath it
Generative artificial intelligence is changing how finance teams interact with corporate data.

Sax Wealth Advisors adds Florida wealth manager
The acquisition helps expand Sax Wealth Advisors' presence in the Sunshine State and continues its M&A streak this year.

IRS chief blasted for employee treatment
The top Democrat on the House Ways and Means Committee says IRS employees have suffered since the agency unilaterally ended its union contract.













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.