Offering comprehensive expertise for privately held companies and individuals
AICPA elects Jan Lewis as chair
A tax partner at BMSS Advisors is the new chair of the American Institute of CPAs and the Association of International Certified Professional Accountants.

Jan. 6 police officers sue to block Trump's $1.8B fund
The lawsuit follows the announcement of the nearly $1.8 billion fund as part of an agreement to end Trump's unprecedented $10 billion lawsuit against the IRS.

Why automation doesn't fix broken finance processes
Many organizations are trying to scale automation on top of processes that were never designed for consistency or repeatability.

PwC, EY lay off executive assistants as AI accelerates
PwC, EY, KPMG and Deloitte have cut support staff in the last 12 months or so, along with Grant Thornton and law firms Baker McKenzie and Clifford Chance.

Mamdani's tax plans may hurt New York, JPMorgan's Dimon says
JPMorgan Chase & Co. Chief Executive Jamie Dimon criticized plans by New York's left-leaning mayor Zohran Mamdani to slap more taxes on the rich, arguing the move risks doing further damage to the city's status as a business hub.

Tax Strategy: Post 2026 tax-filing season synopsis
The Internal Revenue Service characterizes the 2026 tax filing season as a success. What do you think?

KPMG enters alliance with Anthropic
The alliance with Anthropic will embed Claude Cowork into KPMG's global client delivery platform, beginning with tax and legal clients.

Intuit to lay off 17% of workforce
Intuit chairman and CEO Sasan Goodarzi announced the layoffs in a company-wide message.

SEC semiannual reporting option stirs friction
The Securities and Exchange Commission's proposal for a semiannual reporting option has quickly provoked debate.

Intuit to sunset ProAdvisor Program, launch new ProPartner Accountants program
Early next year, Intuit's ProAdvisor Program will be replaced with a new Intuit ProPartner Accountants program, integrated with Intuit Accountant Suite.







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.