Offering comprehensive expertise for privately held companies and individuals
In the blogs: No longer have a choice
Midterm elections a month away; tax geeks; zero U.S. tax; and other highlights from our favorite tax bloggers.

IFAC sets new global principles for accountants
The International Federation of Accountants introduced a set of six global principles to provide a framework for creating healthy, sustainable professional environments.

Groups ask IRS to stop plan to deny tax credits to immigrants with citizen children
Nearly 200 organizations are urging the IRS to scrap a plan to deny federal tax credits to lawful immigrants and their children who are U.S. citizens.

Are CPA firms asking the right questions of offshore partners?
When CPA firms add offshoring to their strategy, they often approach several third-party providers across different countries to understand their capabilities.

Blue & Co. names next managing director
Kurt Beier will succeed Brad Shaw as managing director of Indiana-based Top 100 Firm Blue & Co. in January 2027.

Prager Metis grows real estate expertise
The Top 75 Firm acquired Sherbert CPA, expanding its industry expertise in real estate, affordable housing and construction, and growing its Southeast footprint.

Trump eases limits on dyed diesel in bid to cut fuel costs
President Trump signed an executive order to ease restrictions on the use of a tax-exempt variety of diesel ahead of November's midterm elections.

Citrin Cooperman adds AI consulting firm
The deal gives the Top 25 Firm's middle-market clients access to AI implementation that was mostly only available to large enterprises.

Is one CAM per audit report enough?
According to a new analysis, the number of critical audit matters included in the average public company audit report continues to drop closer to one.

Senators ask IRS to drop immigration status question from Form 1040
A group of Senate Democrats is calling on the IRS not to ask taxpayers about their immigration status on next year's income tax form




























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.