Offering comprehensive expertise for privately held companies and individuals
Running a firm? Get a system — any system
Management systems and philosophies are a dime a dozen; it doesn't matter which you follow — as long as you follow one.

Fieldguide announces $75M in new funding
Audit AI solutions provider Fieldguide announced a $75 million Series C round.

75-year-old CPA pleads guilty to $2M fraud conspiracy
Thomas Unsworth, a CPA from East Naples, Florida, pleaded guilty in a federal fraud probe of Oakes Farms Food & Distribution Services.

IRS uses IRA funding to stay open during shutdown
The Internal Revenue Service posted a contingency plan Friday indicating that it would be able to operate until Feb. 7, 2026, while keeping all 74,942 employees working.

AICPA unveils Profession Ready Initiative
The American Institute of CPAs introduced a new program to identify and develop the skills needed by early-career CPAs to succeed in an AI-driven market.

Identify and develop emerging leaders at your firm
Are you looking at the right attributes? The answers may surprise you.

Mandelson may have leaked UK gov't tax info to Epstein
The former ambassador forwarded internal emails about tax policy proposals to Jeffrey Epstein while a member of former prime minister Gordon Brown's cabinet.

US companies blast Polish digital services tax plan
The draft legislation seeks to introduce a levy of up to 3% on digital platforms that sell advertising, process user data or enable online sales.

AI agents managing 25-75% of tasks for many CFOs
While still a minority, a significant percent of finance leaders have offloaded at least half of their accounting and finance workload to agentic AI tools.

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.