Offering comprehensive expertise for privately held companies and individuals
On the move: Schneider Downs names new leaders
Plus, Forvis Mazars promotes 50 new partners and managing directors; CohnReznick names a new chief technology officer; and more personnel and firm news from across the profession.

The bust in US home solar has worsened after Trump ends subsidies
One of the nation's largest solar installers filed for bankruptcy last month, citing the phaseout of federal tax credits and Trump's executive orders.

Trump's latest 10% tariffs found unlawful by US trade court
A divided three-judge panel granted a request by a group of small businesses and two dozen mostly Democrat-led states to invalidate the tariffs.

Xero founder returns New Zealand prize after misconduct claims
Rod Drury, the founder of ASX-listed accounting software firm Xero, has handed back the New Zealander of the Year prize he won just weeks ago.

Post‑AI client expectations: Why predictive insight is the new baseline
Clients are beginning to assume that if technology can forecast trends, flag anomalies and surface insights instantly, then their accountant should be doing the same.

Sage touts new, enhanced products for advisory, payroll, more
Accounting ERP provider Sage announced a wide variety of new offerings and enhancements for both general business customers as well as the CPAs that serve them.

Tax Fraud Blotter: The Divine Miss W
Financial conquest; getting plastered; Bill of Information; and other highlights of recent tax cases.

SEC, FASB prepare for semi-annual reporting option
Officials discussed the SEC's proposal for a semi-annual reporting option along with new accounting standards at a Baruch College conference.

4 steps to integrate AI into your operations
To begin your AI journey, here is a four-step plan that firms can use to transition from experimentation to execution, in a safe, practical manner.

NY announces $268B budget deal including second-home tax
Governor Kathy Hochul and state lawmakers settled on a pied-à-terre levy aimed at high earners who don't call the city home.




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.