Offering comprehensive expertise for privately held companies and individuals
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.

Accounting staff departures can lead to turmoil
Rapid turnover among accounting employees could be a sign of future financial reporting problems, according to a new study.

On the move: AICPA names new VP of communications
Plus, FAF names the next FASB chair; Boomer recognizes its 2026 Visionaries; and other firm and personnel news from across the profession.

Grant Thornton adds GT Australia
The deal adds 1,500 professionals and six offices to Grant Thornton's multinational platform.

Tech news: Bloomberg Tax adds multijurisdictional rule tracking
Plus, Acculink CPA announces free IRS Notice Decoder; AuditDashboard releases Collaborative Scheduling; and other accounting tech news and updates.

The best accountants aren't quitting over pay
Before posting a new job opening or signing a software contract, take a step back and look at where work is actually happening.

Tax Fraud Blotter: Keys to the kingdom
Check churning; a Maserati and a McLaren; private family foundation; and other highlights of recent tax cases.

AICPA approves auditing standard for spotting fraud
The American Institute of CPAs' Auditing Standards Board adopted new guidance governing the auditor's responsibility for identifying fraud or suspected fraud.

IRS unveils Tax Compliance Report for taxpayers
The digitally authenticated report can be used when applying for a job, loan, government benefit or another service requiring tax compliance information.










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.