Offering comprehensive expertise for privately held companies and individuals
It's not a people problem anymore
Accounting firms need to stop worrying about staffing problems, and start focusing on capacity.

The ERC trap: Closed claims and ticking clocks
The confusion over pending Employee Retention Credit claims is bad. The situation for disallowed claims is much worse.

Tax season ramps up with client questions, capacity issues
Preparers are helping clients navigate OBBBA deductions and other pressing concerns.

Tax Fraud Blotter: Got to know when to hold 'em
Wrong arm of the law; it all comes out in the wash; human nature and other highlights of recent tax cases.

IRS sent $447.8M in RRC payments to ineligible taxpayers
The IRS issued Recovery Rebate Credits for the pandemic to nearly 301,000 ineligible taxpayers, many of whom were either immigrants or received extra payments.

AICPA wants guidance on Trump Accounts from IRS
The Institute asked for guidance from the IRS and the Treasury on the Trump Accounts for newborns as well other provisions of the One Big Beautiful Bill Act.

Tax bills to watch for this year
Lawmakers in Congress have their eyes on several pieces of tax-related legislation that may or may not get passed this year, though the upcoming November midterm election is bound to affect any possibility of the bills advancing.

Act now to battle data exfiltration
For accounting firms, the evolution in cyberthreats is more than a wake-up call, it's a risk to client trust, compliance status, and long-term reputation.

IRS creates tax scam reporting web page
The IRS introduced a new web page where taxpayers can confidentially report suspected tax fraud schemes, scams, evasion or other tax-related illegal activities.

Boomer's Blueprint: Mind the gap: Change, talent, and the CPA future
This is the transformation gap, between an accounting firm's current business model and the strategic relevance it will need to remain competitive over the next several years.










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.