Offering comprehensive expertise for privately held companies and individuals
Barney Frank, key lawmaker during financial crisis, dies at 86
The quick-witted Democratic congressman who found himself on the front lines of the government's rescue of the American financial system has died.

Sales tax is coming for your small business clients
Sales and use tax once sat at the back of the small business tax conversation. It now has taken a seat in the front row.

Jan. 6 rioters who beat police may get payouts, Blanche says
Acting Attorney General Todd Blanche wouldn't rule out the possibility that rioters who attacked police could receive payments from a $1.8 billion taxpayer fund.

Trump IRS suit settlement questioned by judge as case closed
The judge who oversaw the president's $10 billion lawsuit against the IRS questioned whether the government was being transparent about a settlement.

New York's Lawler casts doubt on more SALT tax relief this year
Representative Mike Lawler, a key negotiator behind the temporary increase to the cap on state and local tax deductions, pushed back on efforts to expand it.

In the blogs: Rainy days and Mondays
Critical cautionary tale; reactive to proactive; consumption taxes; and other highlights from our favorite tax bloggers.

House passes bill protecting taxpayer due process rights
The House approved legislation to make IRS collection proceedings taxpayer friendly, safeguard tax refunds and provide judicial review of tax liability claims.

AICPA backs bill limiting beneficial ownership reporting
The American Institute of CPAs expressed support for legislation limiting the reporting of U.S. businesses' beneficial ownership information to FinCEN.

Trump's IRS settlement includes dropping tax cases, audits
The Internal Revenue Service agreed not to continue any legal claims or investigations of the president's past tax returns, adding to a controversial settlement.

IMA launches AI micro-credential
The Institute of Management Accountants announced the availability of its new AI in Finance Micro-credential as part of a larger rollout of similar credentials for specialized finance and accounting competencies.




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.