Offering comprehensive expertise for privately held companies and individuals
In age of AI, partners focus on relationships vs. productivity
With AI taking on a growing share of routine tasks, accounting firms want more than just productivity from their partners.

Whitman launches coaching program for departing partners
Whitman Advisory introduced a Partner & Leadership Transition Coaching Program, a 90-day succession-planning program for departing firm leaders.

Meet the 2026 Best Midsized and Large Firms to Work For
An introduction to the midsized and large members of Accounting Today's annual ranking of the top workplaces in the profession.

Meet the 2026 Best Small Firms to Work For
An introduction to the small members of Accounting Today's annual ranking of the top workplaces in the profession.

Appeals court blocks IRS from sharing taxpayer info with ICE
A federal appeals court upheld a lower court order preventing the IRS from sharing massive amounts of taxpayer data with Immigration and Customs Enforcement.

Why lease accounting is about to test your accounting workflow
For many firms managing leases in the U.K. and Ireland, FRS 102 has long been a stable part of the reporting landscape, but that's changing with Section 20.

Trump's $5,000 payout promise could turn into a tax refund
Senator Ted Cruz said he expected lawmakers to discuss the deficit impact and suggested it would be better structured as a tax refund with work requirements.

NYC mulls property-tax break for $2.7B Hudson Yards tower
New York is considering a $100 million property tax break for a new Hudson Yards skyscraper proposed by developer Tishman Speyer.

PCAOB relaxes QC 1000 quality control standard
The Public Company Accounting Oversight Board voted to adopt amendments that ease the requirements of its QC 1000 quality control standard for auditing firms.

IIA urges SEC to reject NYSE audit proposal
The Institute of Internal Auditors wants the SEC to reject a proposal to give newly listed companies up to five years to establish an internal audit function.













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.