Offering comprehensive expertise for privately held companies and individuals
The right thing to do when your client has an offer to sell their business
You're not expected to know everything, but you should take the lead in assembling the deal team. Don't act like you're losing a client.

Measuring the true capacity of AI seats
Many firms are choosing to quietly absorb rising AI costs, rather than raise client fees, but this tracking focus creates a major accounting blind spot.

IRS hard-pressed to measure customer service investments
The Internal Revenue Service is facing hurdles in measuring the benefits of its customer service investments, according to a new government report.

IRS foresees challenging tax filing season ahead
Internal Revenue Service officials described their priorities for tax professionals at an AICPA tax conference, as the agency deals with a sharply reduced workforce and a challenging tax season next year.

In the blogs: A change in the landscape
Bracket creep; runaway productions; a knock at the door; and other highlights from our favorite tax bloggers.

HBK expands in Florida
The Top 50 Firm acquired McDirmit Davis in Orlando and added Gary Sanders to its Southwest Florida team in Naples, Florida.

Blue J announces $176M in Series E round
Blue J announced it raised $176 million in a Series E round, which valued the company at more than $700 million.

10 Days to a Better Firm: Developing talent
Talent development at the Best Firms to Work For means tailoring professional support to each employee's goals and needs.

Decoding ERP adoption fails: It isn't a technology problem
In a world dominated by headlines surrounding technology innovation and trends, arguably nothing continues to be as indispensable to CFO and financial teams' day-to-day workflows as ERP systems.

Florida's new tax law makes timing critical for wealthy client moves
Florida's Amendment 3 triples homestead property tax exemptions, but there's a five-year wait period to benefit from it — unless clients move soon.

























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.