Offering comprehensive expertise for privately held companies and individuals
AICPA urges Education Dept. to list accounting as professional degree
The Institute submitted a letter in response to the Department of Education's plan to exclude accounting from its definition of "professional degree" programs.

Botkeeper Infinite acquired by Xendoo, platform will live again
Botkeeper, which abruptly shut down earlier this month, has found a new lease on life as the Botkeeper Infinite platform after being acquired by Xendoo.

Tech news: ISACA updates IT audit framework
Plus, Propense unveils Hatfield client service AI; Skipentry premieres with QBO data extractor tool; and other accounting tech news and updates.

AICPA proposes changes to sustainability attestation standards
The American Institute of CPAs' Auditing Standards Board proposed a set of updates to its attestation standards regarding sustainability and other emerging assurance issues.

Senate committee proposes to regulate tax preparers, improve IRS
Senate Finance Committee leaders introduced bipartisan legislation with changes to IRS procedures and administration, and standards for tax preparers.

On the move: CRI launches capital markets practice
HCJ CPAs adds partner; pair of CohnReznick leaders recognized on local lists; and more news from across the profession.

Audit enforcement plummeted last year
The Public Company Accounting Oversight Board and the Securities and Exchange Commission curtailed enforcement actions against auditors significantly in 2025.

It's not a people problem anymore
Accounting firms need to stop worrying about staffing problems, and start focusing on capacity.

The ERC trap: Closed claims and ticking clocks
The confusion over pending Employee Retention Credit claims is bad. The situation for disallowed claims is much worse.

Tax season ramps up with client questions, capacity issues
Preparers are helping clients navigate OBBBA deductions and other pressing concerns.













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.