Offering comprehensive expertise for privately held companies and individuals
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.

SEC's power to recoup illicit profits challenged at Supreme Court
Critics say the SEC is using disgorgement to enrich the Treasury, rather than compensate victims.

Becoming greater than the sum of your parts
Alan Whitman of Nichols Cauley looks at the factors that inform the way firms will grow in the future, and the strategies that will support them.

FASB plans changes in crypto accounting
The Financial Accounting Standards Board met to discuss accounting for transfers of crypto assets and disclosures around digital assets such as stablecoins.

IRS encourages whistleblowers to report fraud at tax-exempt groups
The IRS is asking for whistleblowers to report misuse, diversion or fraudulent use of federal funds by nonprofits, individuals and businesses.

On the move: CBIZ names new CIO/CTO
CohnReznick adds chief administration and transformation officer; HCVT opens Denver metro office; and more news from across the profession.

Tech news: Xero announces Xero OS
Plus, Tieout announces launch; LogicGate touts Config Newton, an agentic GRC Engineer; and other news and updates from the accounting tech world.
















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.