Offering comprehensive expertise for privately held companies and individuals
IRS Criminal Investigation refocuses on priorities
The Internal Revenue Service's CI division is getting back to its traditional priorities after it was sidetracked last year into immigration enforcement.

On the move: A new chair at the IIA
Plus, the PCAOB's chief auditor departs; and other firm and personnel news from across the profession.

FASAB offers guidance on implementing federal MD&A
The Federal Accounting Standards Advisory Board issued staff implementation guidance implementing its Management Discussion and Analysis standard from 2024.

Tax Fraud Blotter: At death's door
Lulling tactics; up to 152 years in prison; big-ticket items; and other highlights of recent tax cases.

Tech news: Deloitte announces unified agentic intelligence network
Plus, BlackLine announces AI governance console for CFOs; Sage X3 enhancements focus on manufacturers and distributors; and other accounting tech news.

Carr, Riggs & Ingram appoints first CEO
The Top 25 Firm appointed Dee Burger as its first CEO. Founder and former managing partner Bill Carr will remain on as chairman of the board.

PCAOB chief auditor to depart
Chief auditor Barbara Vanich is set to depart the Public Company Accounting Oversight Board on July 15, after 17 years.

Convert tax departments into profit centers
For many taxpayers — especially those with variable, limited or short-term tax capacity — credit transferability provides a practical and effective solution.

Newsom, billionaires face costly battle over wealth tax
Governor Gavin Newsom is calling for a federal tax on billionaires after failing to stop a California wealth tax from reaching the November ballot.

Britain's king reveals his tax bill for first time in modern era
King Charles and Prince William disclosed their personal tax obligations for the first time in their current roles in an attempt to increase the transparency of the British monarchy's finances.










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.