Offering comprehensive expertise for privately held companies and individuals
Tech News: New Deloitte practice incorporates open source AI models
New Deloitte practice incorporates open source AI models; LogicGate 2026 release include GRC agents, lifecycle management solution; Deel launches retirement solution; and other accounting tech news.

Tax 'traps' and capital gains strategies for in-kind charitable donations
While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.

On the move: RKL installs new CEO
Plus, Bonadio names a new CHRO; Rea appoints its first-ever chief growth officer; and other firm and personnel news from across the profession.

What offshoring vendors don't want you to know
Confronted by a chronic talent shortage, fee compression and ever-increasing workloads, more U.S. accounting firms are turning to offshore talent.

Jon Voight-led group pushes for Trump-backed film credit bill this month
A group led by the actor Jon Voight is hoping to get legislation introduced in Congress that would create new federal tax incentives for film and TV production in the U.S.

Australia says probes reveal hundreds of audit-sector complaints
Australia's top corporate cop is grappling with cleaning up a sector mired in scandal in recent years.

KPMG scandal fires up Australian lawmakers to demand audit shakeup
Piece by piece, parliamentary hearings into KPMG Australia laid bare the tensions at the heart of the nation's audit industry.

Tax Fraud Blotter: Keep on truckin'
Special Tax Shelter Strategy; ghost prepared; material falsehoods; and other highlights of recent tax cases.

Opportunity zone investors face year-end crunch
Investors who have taken advantage of opportunity zones may be facing hefty tax bills on their long-deferred capital gains unless they do some careful planning.

Bill goes remote-first
While many companies are insisting employees return to the office, accounting and payment platform Bill is going the opposite direction, announcing that it is going to become a remote-first workplace.

























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.