Offering comprehensive expertise for privately held companies and individuals
In the blogs: Ghouls just wanna have fun
Backdoor Roth IRA; anti-tax lobbyists; deciding to part ways; and other highlights from our favorite tax bloggers.

Why upcoming IRS rollover guidance is likely to disappoint advisors
The IRS changes will help with some advisor pain points, but several processes seen as antiquated may remain.

New CEO named at Center for Audit Quality
FASAC chair Dave Sullivan will head the CAQ, following the April departure of Julie Bell Lindsay.

PCAOB's Steven Harris passes away
A board member for two terms, Harris founded and chaired the Investor Advisory Group and helped draft the Sarbanes-Oxley Act of 2002 that created the PCAOB.

Digging into the fertility deduction
While everyone calls it the "fertilizer deduction," that shorthand actually understates the statute.

Black Ore launches Tax Autopilot for smaller firms
Black Ore announced the launch Black Ore for Small Firms, packaged with the integrations, pricing and support particular to their needs.

Intuit plans bigger AI rollout with accountants
Intuit executives outlined the latest enhancements to QuickBooks, Intuit Accountant Suite and Intuit Enterprise Suite leveraging AI during Intuit Connect.

Can the IRS survive these seven major hurdles?
A new report from TIGTA highlights the Internal Revenue Service's most significant operational and management challenges.

Survey opens on caregiving's impact in accounting
A new survey is asking accountants how caregiving and outside life events — such as illness, loss or financial strain — impact their careers.

Tipalti launches treasury solution
Payments and finance platform Tipalti now has a fully integrated treasury solution which connects real-time cash visibility and automated forecasting with accounts payable.








































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.