Offering comprehensive expertise for privately held companies and individuals
Job satisfaction in accounting rises — slightly
Just over half of accountants report being "highly satisfied" with their jobs, according to an ongoing survey — and perhaps just as important, the sources of dissatisfaction in the profession are becoming clearer and clearer.

Sadler Gibb leads in new SEC audit clients in Q2
Meanwhile, KPMG and Grant Thornton led in terms of new engagements among the largest audit firms.

On the move: A new board at NASBA
Plus, Johnson Lambert launches a new practice; Kaufman Rossin names CIO; and other firm and personnel news from across the profession.

Tech news: AICPA, CPA.com open applications for 2027 Startup Accelerator
Plus, Bloomberg Tax Provision gets beefed up ; support for FileCabinet CS to expire in 2027; and other updates.

Pathways to Growth: New market pitfalls
Four potential obstacles to watch out for on the way to new clients and new services.

Trump may net tax windfall in crypto bill divestiture plan
The proposal would impose a new requirement on Trump, who isn't currently required to sell his assets while serving in office.

Justice Department sued over Trump IRS audit immunity shield
The suit now includes the National Treasury Employees Union as a plaintiff.

Navigating the unresolved terrain of crypto accounting
Crypto assets do not clearly meet the definitions of cash, financial instruments or inventory under GAAP, leaving preparers uncertain.

The Blanche order rewrote Trump's audit immunity
If the DOJ can revise immunity language in one of the highest-profile tax settlements in memory, then no closing agreement your client is holding is immune.

IRS would create Business Child Care Liaison under new bill
The wide-ranging Taxpayer Assistance and Service Act includes a requirement for a new IRS office to educate businesses about child care tax breaks.







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.