Offering comprehensive expertise for privately held companies and individuals
Tax season damages accountants: Survey
Most accountants came out of tax season measurably damaged, according to a new index.

Black Ore spotlights tax and AI at Nasdaq
AI tax startup Black Ore hosted a series of discussions on the growing role of AI in making tax preparation and planning more efficient.

Scaling finance amid skill gaps
CFOs are pushing aggressively to digitize finance, but finding talent shortages and skill deficits — not technology — are now the biggest barriers to progress.

Poor data governance not just embarrassing, it's expensive
While leaders express confidence in their own data to fuel their AI initiatives, they have also experienced material financial losses due to poor data governance, but this has not blunted efforts to implement AI.

DeSantis proposes axing taxes on most primary homes in Florida
The governor proposed to lift the exemption on homesteaded properties to $250,000, which would fully eliminate property taxes for 60% of Floridians.

Accountants want to make a social impact
A new ACCA survey finds that accountants and financial professionals are interested in engaging in environmental and social issues.

Byron launches with AI for business tax workflows
The new agent-based AI-based tax platform focuses on automating business tax workflow and debuts after about half a year in early access.

IASB releases rate-regulated company standard
The International Accounting Standards Board issued a new standard for businesses subject to rate regulation, such as electricity, water and gas utilities.

In the blogs: Global tax gods
Dangerous procedural traps; justification for change; unexpected tax exposure; and other highlights from our favorite tax bloggers.

Avoid these pitfalls with generation-skipping and dynasty trusts
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.










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.