Offering comprehensive expertise for privately held companies and individuals
M&A roundup: Platform, Springline, Sorren and Patrick expand
Platform Accounting Group expanded in Oregon; Springline Advisors acquired Actuarial Resources; Sorren added RTO; Patrick Accounting and Tax Services is buying Knight Home Care Financial.

Want to add estate planning? Start by thinking about fee models
Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

House committee passes tax-related bills
The House Ways and Means Committee passed three bills aimed at bolstering taxpayer rights.

ISSB amends greenhouse gas disclosure requirements
The International Sustainability Standards Board issued amendments to greenhouse gas emissions disclosure requirements in IFRS S2 Climate-related Disclosures

Execs concerned about cyber threats and AI risks
Business executives are most worried about the risks from cybersecurity and third parties, but see opportunities for growth in the next few years.

Tax Strategy: Options for claiming the 2025 deductions for tips and overtime
That guidance basically asks employers to use their best efforts to provide documentation; no penalties will be imposed on those who were unable to document qualified tips and overtime.

American Cancer Society launches Accountants United to End Cancer Council
The council's inaugural in-person meeting will be held on Tuesday, Dec. 16 from 12:00 p.m. EST through 1:30 p.m. EST at Sax's New York City offices.

Hospital payments targeted as GOP grasps for health plan
Republicans already hit hospital finances in their massive tax and spending package this summer that included cuts to Medicaid.

Accounting for mission: How churches use automation to strengthen trust
Congregations are enabling automation to make stewardship easier to verify and faster to report on.

It's time for internal auditors to become intrapreneurs
Successful companies in the future will rely on employees with an entrepreneurial spirit.







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.