Offering comprehensive expertise for privately held companies and individuals
Institutional investors trust audits, but want independence
Investors place strong trust in public company audits as a check on the financial statements issued by companies, but auditor independence remains a focus.

Kaufman Rossin elects next CEO
The Top 100 Firm elected Marc Feigelson as its next chief executive, following the retirement of Blain Heckaman.

Back to the future: Revisiting a blockbuster AI prediction
New data shines a light on some of the uncertainty that exists out there among accountants when it comes to agentic AI.

Private sector added 63K jobs in February
The professional and business services sector, which includes accounting and tax preparation along with other services, lost 30,000 jobs, ADP reported.

West Virginia, Nebraska adopt licensure changes
West Virginia and Nebraska are the latest states to implement legislation creating alternative pathways to CPA licensure.

Intapp's Celeste AI aims to automate judgment-heavy tasks
Celeste AI draws on a company's data set to autonomously perform complex workflows consistent with the firm's own best practices and compliance rules.

For the Top 100 Firms, 2026 is the year of the client
Growth strategies at the largest firms in the country this year are revolving around identifying and finding the right clients, and serving them better.

SEC and PCAOB enforcement fall sharply
Enforcement activity against accounting and auditing firms declined sharply last year under the second Trump administration, according to two new reports.

In the blogs: Slice, slice, baby
New tax changes; love it or hate it; tax spirit animal; and other highlights from our favorite tax bloggers.

AICPA Auditing Standards Board plans future projects
The American Institute of CPAs' Auditing Standards Board posted a work plan for 2026 through 2027 and a five-year strategic plan for 2026 through 2030.







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.