Offering comprehensive expertise for privately held companies and individuals
AICPA releases practice guide for auditors dealing with AI
The practice guide explains how audit standards apply to the use of AI for entities using it for financial statements and practitioners using it during the audit.

How AI assistants could send potential clients to another firm
Plenty of firms' websites describe the services they provide in language that could belong to any practice in the country.

IRS proposes rules limiting Obamacare tax credits
Proposed regulations restrict eligibility for Premium Tax Credits for health insurance to U.S. citizens, U.S. nationals and some lawfully present noncitizens.

CRI expands in Southwest Florida
The Top 25 Firm acquired Stroemer & Company, a firm based in Fort Myers, Florida, specializing in community associations.

Social Security to increase benefits 3.6% in 2027
The Social Security Administration plans to increase benefits the most in four years, for an average increase of $75 per month.

IRS Whistleblower Office goes digital and teams with UK
The IRS's Whistleblower Office introduced a digital version of its tipster form and is partnering with tax authorities in the United Kingdom.

Are firms speaking the same language as the graduates they want to hire?
Here's what emerging talent finds helpful, confusing, positive and frustrating about today's hiring processes.

Why waiting is the riskiest AI strategy
In audit and advisory, the decision not to act on AI is still a decision, and the math is starting to show it.

In the blogs: Baby, you can drive my carĀ 
Cybersecurity Awareness Month; cross-functional team; durable power of attorney; and other highlights from our favorite tax bloggers.

IFAC debuts Client Classification Tool
The International Federation of Accountants introduced a Client Classification Tool for small and medium-sized accounting practices.
















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.