Offering comprehensive expertise for privately held companies and individuals
IRS advisory committee recommends AI, preparer safeguards
The Electronic Tax Administration Advisory Committee report calls for sustained IRS funding, human-centered design, fraud prevention and preparer regulation.

Tax Fraud Blotter: Bum a smoke
Disbarred lawyer; frozen bank accounts; bridal shop scam; and other highlights of recent tax cases.

IRS plans qualified opportunity zone rules
The Internal Revenue Service and the Treasury Department plan to issue proposed regulations for qualified opportunity zones under the TCJA and the OBBBA.

The missing layer in your AI tax strategy
Here's why every AI-powered tax initiative starts with a document problem — and what to do about it.

Firms' lack of standardization costs more than it appears
Professionals are not only overwhelmed because they work long hours, but because they operate within unstable systems.

JPMorgan's Vince La Padula to join IRS after 23 years at bank
La Padula led the firm's workplace solutions business, and will leave the bank after more than two decades to take a senior role at the Internal Revenue Service.

Sniffer dog shortage costs South African tax agency millions
The agency's Detector Dog Unit has 66 handlers, nine of whom are without dogs, and needs to acquire 14 additional canines to meet operational requirements.

Massachusetts court strikes down tax cut ballot measure
The proposal to slash the tax to 4% from 5% can't go before Massachusetts voters in November because of misleading language in the official summary.

Crowdsourcing Code: Embedding experts in every business unit
Firms are sourcing new solutions from field staff to expand their tools and upskill their professionals. They aren't just throwing together programs and calling it a day.

R&D tax break window closes July 6
Between now and July 6, companies have a narrow time limit to retroactively recover research and development tax deductions from up to the previous three years.













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.