Offering comprehensive expertise for privately held companies and individuals
GA Group adds Dallas forensic accounting firm
Financial services firm Great American Holdings acquired Trampe Settles, which provides business valuation, forensic accounting, due diligence and audit services.

Accounting firm M&A on the rise
Private equity is fueling a wave of mergers and acquisitions, with transaction volume rising 26% year-over-year in 2025 and continuing to climb in 2026.

Warren, Dems investigate whether IRS CEO misled Congress
Sen. Elizabeth Warren (D-Mass.) is leading 13 senators in investigating whether IRS CEO Frank Bisignano misled Congress about his agency's staffing after the Trump administration gutted the IRS workforce.

Problems found with security of IRS's Zero Paper Initiative
The Internal Revenue Service's effort to reduce the amount of paper it deals with may be exposing taxpayer data to unwanted security vulnerabilities.

Greenshoe adds continuous monitoring for changes in SEC disclosures
Greenshoe announced a new continuous monitoring feature, which allows public companies to discover and react to disclosure changes throughout the year.

How CFOs thrive with executive presence
CFOs must learn to excel in people-centric leadership, transforming teams, enhancing collaboration, planning for succession and reinforcing employee engagement.

House Republicans target tax-exempt groups
The House Ways and Means Committee held a hearing to advance legislation requiring disclosures of foreign sources of funding for tax-exempt groups and recipients.

Macquarie looks into KPMG's auditing capacity after scandal
The moves follow investor unease over Macquarie's hiring of KPMG, which has faced misconduct allegations in recent months.

Democrats threaten Yale with tax if school makes deal with Trump
A group of Democratic legislators in Connecticut with degrees from Yale University are threatening the school's tax-exempt status if leaders make a deal with the Trump administration over probes into admission practices.

KPMG working with OpenAI on new enterprise tech model
KPMG announced a strategic alliance with OpenAI to develop solutions that reflect a new "headless" vision for enterprise software where AI becomes the main work surface.







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.