Offering comprehensive expertise for privately held companies and individuals
The future for small firms
Stephanie Otero, the vice president small firm advocate at the AICPA, talks about the issues and opportunities that face the firms that make up the backbone of the profession.

PwC CEO: You cannot opt out of AI
Paul Griggs, CEO of PwC, said they plan to adjust billing model to factor in AI, potentially without even a human professional in the loop, and added that if any humans have a problem with it they have no place in this firm.

With AI doing more work, reviewing becomes paramount
AI can now do most of the boring work, which raises the question of what the humans will be doing. According to vendors featured during the IMA's Technology Showcase, the answer is reviewing the work the AI does.

IRS offers $1.2B in unclaimed tax refunds for 2022
More than 1.2 million taxpayers only have until April 15 to claim a total of approximately $1.2 billion in refunds for tax year 2022.

Tech news: Deloitte and UiPath team up to launch Agentic ERP
Plus, EY announces new software development model; SAP touts new integrations, features for Concur; and other accounting tech news and updates.

Moss Adams spins off wealth management unit
The unit will now be renamed Threadline Wealth, backed by investment from the Cynosure Group, and have $5.8 billion in client assets under management

On the move: Bennett Thrasher adds int'l tax partner
Weaver names pair of tax partners; RubinBrown appoints assistant managing partner; and more news from across the profession.

Why AP leaders must modernize before the pressure boils over
Accounts payable processes once ran on predictable inputs. That world has changed.

Evergrande liquidators, PwC to face off in court
The case may reveal how far auditors can be held accountable for their work on insolvent companies accused of fraudulent accounting.

SEC targets auditing 'bad actors' with new enforcement team
It's unclear whether the commission plans to move auditor enforcement out of the PCAOB and into the SEC.




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.