Offering comprehensive expertise for privately held companies and individuals
M&A Watch: The flood begins ...
The profession is already seeing the beginning of the annual flood of M&A deals looking to get completed before year's end and the start of next tax season.

IRS sets inflation adjustments for tax year 2027
The Internal Revenue Service released the annual inflation adjustments Thursday for tax year 2027 as inflation continues to impact taxpayers in the wake of this week's midterm elections.

IRS and Treasury designate thousands of opportunity zones
The list of over 6,500 opportunity zones stretches across all 50 states, plus territories, where real estate investors can gain valuable tax breaks.

AICPA teams up with University of Phoenix
The American Institute of CPAs is partnering with the University of Phoenix on a new initiative combining accounting and finance content with faculty resources.

California voters poised to reject first-ever billionaire tax
Proposition 40 would impose a one-time 5% tax on the wealth of billionaires who were California residents at the start of 2026, with most of the proceeds earmarked to shore up healthcare.

What AI benchmarks can teach accounting firms
How can a firm turn benchmark results into evidence for its own decisions?

What the midterm election results mean for taxes and money
Americans handed Democrats a thumping midterm victory on Tuesday, and with it, a mandate to fix their money problems.

10 Days to a Better Firm: Anywhere, anytime
The 2026 Best Firms to Work For realize that 'No success at work is worth failure at home,' which is why they've kept remote work around since the pandemic.

No more on-the-job training
With AI and automation set to take over entry-level work, accounting firms need to reimagine how they're handling training and staff education.

SOC 2 is in our DNA: Why the 2027 Trust Services Criteria matter
The AICPA has released its exposure draft of the proposed 2027 SOC 2 Trust Services Criteria. What should CPAs do to get ready for the possible changes?










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.