Offering comprehensive expertise for privately held companies and individuals
Tax Strategy: So, who is a limited partner, anyway?
The Fifth Circuit has changes its mind on who is a limited partner for self-employment tax purposes.

Open Tax Technology Alliance launches with free 1040 engine
Filed and Crimson Tree have joined forced to launch the Open Tax Technology Alliance, which promotes open source software in the accounting space. The group has also released a free tax engine and open data standard.

PCAOB's Logothetis: AI can only do part of an auditor's job
The Public Company Accounting Oversight Board's chair, Jim Logothetis, thinks artificial intelligence will actually make accounting stronger.

The estate-tax trap that lurks below the federal exemption
State-level estate taxes can be imposed at much lower thresholds. From domiciles to the timing of moves, here's what financial advisors should keep in mind.

Who are the most influential people in accounting?
Accounting Today is calling for nominations for its annual Top 100 Most Influential People list of thought leaders, decision-makers, standard-setters and others who are shaping the future of the profession.

Jon Voight spent months courting Trump on tax help for Hollywood
The move toward a federal tax credit for movies involved unlikely bipartisan coalition of lobbyists, producers, moguls, and politicians and a president who was a former reality TV star.

Strategies for services: What top firms are offering clients
The Fastest-Growing Firms are taking two main approaches: moving to advisory, and laser-focusing on niches.

Rethinking your firm's growth engine
Data shows a shift from building marketing departments to building marketing capabilities.

Boomer's Blueprint: You don't have an intelligence stack; you have a drawer full of tools
The question is, how well do your tools support your decisions?

The 3-phase roadmap every accounting firm needs for AI
The firms capturing efficiency gains aren't the ones chasing the flashiest AI features. They're the ones that built the right foundation first.

























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.