Offering comprehensive expertise for privately held companies and individuals
Tax Fraud Blotter: Fairway to heaven
Fibbing for a 68-foot yacht; four bedroom in Beverly Hills; and other highlights of recent tax cases.

Treasury offers auto enrollment for Trump Accounts
The Treasury is providing automatic enrollment for Trump Accounts, creating a pathway for philanthropic contributions to invest in millions of children.

Accountants help construction companies field PE offers
Accounting firms that have been wooed by private equity investors are starting to see PE firms now wooing their construction industry clients.

The secret to closing your team's skills gap
Much of the talent finance and accounting leaders are looking for is right under their noses. It's on their own team.

Aprio expands advisory platform
The Top 25 Firm's acquired TGRP Solutions, marking its fifth acquisition in Denver and forming the Office of the CFO platform.

Playbook for Trump's $26B school choice program released
The Education Freedom Tax Credit allows taxpayers to direct up to $1,700 of their tax bill to nonprofits that grant scholarships to pay for educational expenses.

Dean Dorton adds medical billing firm
The Top 100 Firm acquired Associates in Resource Management, expanding Dean Dorton's physician practice client-base and growing its presence in Kentucky.

Senate passes TAS Act
The Senate unanimously approved the Taxpayer Assistance and Service Act, a set of 65 bipartisan reforms to modernize the IRS and strengthen taxpayer rights.

PCAOB updates agenda after comment period
The Public Company Accounting Oversight Board updated its standard-setting, research and rulemaking agendas after its first-ever public comment period.

Acumatica's latest version includes data warehouse
Acumatica announced its 2026 R2 release, featuring enhanced AI-driven capacities for automation, analytics and integrations, as well as user experience changes.



















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.