Offering comprehensive expertise for privately held companies and individuals
IRS employees owe millions in student loan repayment benefits
Over 1,000 IRS employees owe more than $8 million for not complying with the terms of a program that helps them repay their student loan debts.

IIA improves exam for internal auditors
The Institute of Internal Auditors is enhancing its Certified Internal Auditor Challenge Exam with a new experienced-based pathway pilot and updates for Global Internal Audit Standards.

In the blogs: Clowning around
Lone Star steal; Matchmaker, Matchmaker; under pressure; and other highlights from our favorite tax bloggers.

Reduce billing disputes to accelerate cash flow
Reducing disputes is not about chasing collections more aggressively. It's about designing billing processes for how work is performed and revenue is recognized.

Silicon Valley's hottest AI financial metric is also its least trusted
One AI startup executive calls annual recurring revenue "a fake accounting number developed by fake accounting people."

Artifact's Omni AI uses plain language to automate workflows
Artifact announced the launch of its new Omni agentic workflow solution meant to help firms orchestrate complex, multi-system and cross-platform work via describing the workflow in plain language.

Designing an AI-ready accounting function
As artificial intelligence rapidly reshapes the finance landscape, accounting leaders face a pivotal moment.

Weaver acquires SaaS provider
The Top 50 Firm acquired Mass Ingenuity, a Portland, Oregon-based software-as-a-service company, effective April 1.

IRS telework plunged after Trump return-to-office mandate
The percentage of IRS employees who work from home plummeted from 65% to 25% last year after President Trump ordered federal employees to return to in-person work.

IRS offers guidance on nominating opportunity zone tracts
The IRS and Treasury are providing guidance on how states, territories and the District of Columbia can nominate census tracts to be qualified opportunity zones.










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.