Offering comprehensive expertise for privately held companies and individuals
Sax acquires SSL and Sierra Financial Advisors
The Top 75 Firm has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors.

Cannabis may see tax relief under Trump order
Right now, cannabis businesses operating legally under state law still can't deduct basic costs like rent, salaries or marketing.

Aprio merges in Delap and Hoffman, Stewart & Schmidt
The Top 25 Firm based in Atlanta is expanding into the Pacific Northwest by adding two firms in the Portland, Oregon, area.

Nvidia CEO 'perfectly fine' with billionaires tax
Under a proposed ballot initiative in California, billionaires would face a one-time 5% levy to cover funding shortages for health care, food assistance and education.

Private sector added 41K jobs in December
ADP reported annual pay grew 4.4% year over year, but the professional and business services sector shed 29,000 jobs last month.

Prager Metis names new CEO
Previously co-managing partner of the Top 100 Firm, Lori Roth will now serve as CEO.

Hg to acquire OneStream for $6.4B
Corporate performance management solutions provider OneStream has agreed to be acquired by Hg Capital, a technology investment firm.

M&A watch: Mauldin & Jenkins and Symphona expand
Mauldin & Jenkins merged in the Prinzo Group; and Schell & Hogan joined Symphona.

Small biz wage growth slowed in 2025
Hourly earnings growth at small businesses continued to decelerate in December, reflecting a pattern for much of the year, Paychex reported.

Managing cybersecurity in a CPA firm
Cyberthieves use a variety of techniques, or attack vectors, to gain access to a firm's systems.










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.