Offering comprehensive expertise for privately held companies and individuals
PwC shakes up UK consulting unit in global integration drive
The U.K. arm of the Big Four accountancy firm is merging its consulting and risk divisions, shrinking its offering from five service lines to four.

IRS fraud rings move beyond tax refund theft
Fraudsters have been active again this tax season, but the increasing power of artificial intelligence is helping supercharge the danger of tax scams.

IRS warns preparers about misappropriating refunds
The IRS's Office of Professional Responsibility warned tax preparers of endorsing or negotiating taxpayers' federal refunds.

IFIAR sees global uptick in audit inspection problems
The International Forum of Independent Audit Regulators released a report summarizing its annual survey of inspection findings from audit regulators around the world.

GASB considers restructuring accounting literature
The Governmental Accounting Standards Board is proposing to overhaul the structure for providing guidance on U.S. GAAP for state and local governments.

Five signals M&A advisors should watch in 2026
If your clients been waiting for the merger market to fully reopen, they're not alone — and 2026 may be the year their patience runs out.

Iran war spurs states to consider gas tax halt
The war in Iran is prompting states across the country to consider temporarily cutting fuel taxes, a relief measure that could cost them millions of dollars.

Santa Clauses get a tax break on tips, but not accountants or tax pros
The IRS declined to include accountants or tax preparers as qualified occupations, despite support in public comments.

Maryland approves licensure pathways bill
The bill creates an alternative path to CPA licensure, and it awaits the signature of Maryland Gov. Wes Moore, after which it will go into effect on Oct. 1, 2026.

Forget cross-selling
Growth consultant Gale Crosley talks about how firms can build truly client-centered approaches to growth that go far beyond cross-selling.













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.