Offering comprehensive expertise for privately held companies and individuals
CFOs souring on economy, but not their companies
Chief financial officers are going negative on the economy, but more upbeat about their own businesses' prospects, according to a Deloitte survey.

CIMA names new president
The Chartered Institute of Management Accountants chose Alfred Ramosedi as its next president and co-chair of the Association of International Certified Professional Accountants.

IRS had successful filing season despite challenges
The Internal Revenue Service had a largely successful tax-filing season, despite staffing cutbacks and long delays on refunds for millions of taxpayers.

Rethink job interviews and embrace transparency
Accounting firms that switch to transparent interviewing are improving hiring outcomes, reducing recruitment costs and creating a better candidate experience.

IRS rolls out AI guidelines for tax pros
Among other things, the IRS's preliminary AI guidelines call for firms to exercise due diligence on AI outputs and pass AI-related savings on to clients.

Armanino, CBIZ and others win AI awards
The AI Native Accounting Foundation announced the winners of its first-ever AI Native Accounting Awards.

In the blogs: A Tale Of Two Cities
Tax amnesty programs; protecting your practice; unidentified tax payments; and other highlights from our favorite tax bloggers.

Intuit CEO to accountants: 'You are the customer, not a channel'
Intuit CEO Sasan Goodarzi declared today that, going forward, accountants are the customer not the channel and consequently they will be serving them as the customer.

PCAOB requests comments on standard setting
The Public Company Accounting Oversight Board is requesting input on future focus areas for standard setting.

Whitman launches firm valuation tool
Whitman Advisory introduced valueMyCPAFirm.com, an AI-powered tool that provides insights on a firm's market value.










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.