Offering comprehensive expertise for privately held companies and individuals
ISSB plans nature-related disclosure proposals
The International Sustainability Standards Board intends to issue an exposure draft of its nature-related disclosure proposals in October.

IRS sharing tax info with over 1,100 organizations
The Internal Revenue Service is having trouble keeping track of exactly which other agencies are receiving the data, according to a new report.

The 150-hour revolution in accounting
In just a few short years, a grassroots movement has completely revamped the pathways to CPA licensure.

IRS offers safe harbor for Trump accounts
There's a safe harbor for gift tax reporting, but the American Institute of CPAs recommends families educate themselves as the accounts go live July 4.

Supreme Court expands president's power to fire officials
The blockbuster decision puts the White House firmly in control of potentially dozens of agencies that have long operated independently.

Your state and the 150-hour rule
The accounting profession is nearly finished with its overhaul of CPA licensure requirements, with only a few states left to make changes.

How the hybrid finance workforce creates new value
The accounting talent shortage is now a structural feature of the finance and accounting sector.

California leaders boost budget with software tax
The state budget will be bolstered in part by a newly proposed tax on digital software sales.

Trump vows 100% tariff on Europe over digital services taxes
The president is escalating pressure on European nations that just ratified a trade pact with the U.S.

Overcoming AI false confidence: Governing what you can't see
AI technology is new, so it feels like it should demand a new kind of governance. It doesn't. The profession already has the answer inhouse.













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.