Offering comprehensive expertise for privately held companies and individuals
Kentucky passes CPA pathway bill
Kentucky has become the latest state to pass legislation offering an alternative pathway to qualifying for a CPA license to broaden the talent pipeline.

Prediction markets step up lobbying to fight stricter rules
Officials in some states are seeking to regulate prediction markets like casinos, requiring the companies to apply for state licenses and pay state taxes.

Where smart CPA firms are getting stuck
The firms that survive and thrive in the next 10 years won't be the ones with a great strategy alone.

US opens portal for tariff refund claims
Businesses can file their claims for refunds on the tariffs they paid under the emergency powers that the Supreme Court has since ruled unconstitutional.

Ineligible businesses getting payroll tax credits
Small businesses that don't qualify for a payroll tax break are still receiving it, despite the IRS's efforts to stop them, according to a new report.

IRS updates guidance on educational assistance programs
The IRS posted an updated fact sheet on the tax rules surrounding educational assistance benefits after the passage of the One Big Beautiful Bill Act.

Balancing executive incentives with tax penalties
Golden parachutes remain a popular strategy for aligning executive and shareholders' interests in corporate transactions but can trigger significant tax penalties.

Measuring and managing your firm's technology
Two dozen KPIs to help you figure out if your accounting firm is getting good value from its tech investments.

Hong Kong Exchange tightens rules to avoid auditor shopping
Hong Kong listed companies must now obtain shareholder approval to change auditors, part of a regulatory push to bolster corporate governance and transparency.

Short seller targets AQR backer over tax-loss harvesting
A short seller is taking aim at the more than $1 trillion that's invested in strategies that reduce taxes for the rich — putting one of the U.S.' most staid money managers in its crosshairs.













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.