Offering comprehensive expertise for privately held companies and individuals
Best Firms to Work For deadline is fast approaching
The last day to sign up to participate in the 2026 Best Firms to Work For is Friday, May 29.

What can we learn from CBIZ?
As the only publicly traded firm with a meaningful operating history, the CBIZ story merits honest assessment.

On the move: AAM names 2026 Marketer of the Year
Plus, GASB looks for a new board member; CohnReznick launches a public finance and sustainability practice; Tommye Barie gets the AICPA Gold Medal Award of Distinction; and other firm and personnel news.

Tech news: EY and Microsoft partner in global initiative
Plus, Paychex announces WISE AI Platform; KPMG creates chief product officer role; and other accounting tech updates.

Tax Fraud Blotter: Not so great
IRS impersonation; Lootland; conduit scheme; and other highlights of recent tax cases.

Platform adds Mass. firm
The Top 50 firm acquired Burke & Associates CPAs under the new name Shoreline Advisors, expanding its presence in Massachusetts.

AICPA elects Jan Lewis as chair
A tax partner at BMSS Advisors is the new chair of the American Institute of CPAs and the Association of International Certified Professional Accountants.

Jan. 6 police officers sue to block Trump's $1.8B fund
The lawsuit follows the announcement of the nearly $1.8 billion fund as part of an agreement to end Trump's unprecedented $10 billion lawsuit against the IRS.

Why automation doesn't fix broken finance processes
Many organizations are trying to scale automation on top of processes that were never designed for consistency or repeatability.

PwC, EY lay off executive assistants as AI accelerates
PwC, EY, KPMG and Deloitte have cut support staff in the last 12 months or so, along with Grant Thornton and law firms Baker McKenzie and Clifford Chance.







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.