Offering comprehensive expertise for privately held companies and individuals
Firms warn about IRS CP53E notice scams
Accounting firms are seeing an increase in scams involving the notices the IRS is sending to taxpayers when they don't provide their direct deposit information.

Frazier & Deeter adds Minneapolis firm
The Top 50 Firm acquired Minneapolis-based Copeland Buhl, marking its first expansion into the Midwest.

JPMorgan sees higher NYC downgrade risk amid tax pushback
New York City's risk of seeing a credit-rating downgrade has increased, according to JPMorgan Chase & Co. strategists.

COSO offers risk management guidance
Few enterprise risk management programs are truly integrated into strategic decisions, according to a new report.

Deadline approaches for claiming COVID tax refunds
Tens of millions of taxpayers may be able to claim big tax refunds thanks to a court decision, but they must file soon.

401(k) plan credit may need a nudge from financial advisors and CPAs
With about 41 million American workers lacking access to a retirement plan through their jobs, experts say advisors could play a pivotal role.

SEC semiannual reporting proposal clears White House review
A Securities and Exchange Commission plan to let public companies cut quarterly disclosures to twice a year moved closer to reality after passing a White House review.

55 should be the new 65 for succession planning
At 55, owners are often in a stronger position to adapt, lead change, shape the firm's future and participate in a transition from a position of strength.

Accounting's AI arms race
The top firms in accounting are all in on artificial intelligence, as it forces the profession to evolve rapidly.

Trump seeks to woo seniors by touting tax law, drug cost push
Trump took his economic pitch to The Villages in Florida where he promoted a deduction for seniors that helps reduce their tax burden.













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.