Offering comprehensive expertise for privately held companies and individuals
Crowdsourcing Code: Forming a Citizen Developer group
Firms are sourcing new solutions from field staff, which serves to both expand their available tools and upskill their professionals. But like any other project, they aren't just throwing together programs and calling it a day.

In the blogs: The rich are different
Juneteenth; ERP programs; compliance drift; and other highlights from our favorite tax bloggers.

Pilot touts Meridian, says AI comparable to seasoned accountant
Bookkeeping, tax and outsourced CFO services company Pilot announced Meridian, which is said to perform the full scope of bookkeeping and financial reporting.

Gusto releases AI agents for accounting firm development
Gusto's newest release is focused on the accounting practice management arena: six new AI agents designed specifically for business development for CPA firms.

Treasury plans guidance on new scholarship tax credit
The Treasury Department offered a preview of upcoming guidance on a new federal scholarship tax credit that was included in the One Big Beautiful Bill Act.

Union sues IRS for interfering with free speech
The National Treasury Employees Union has filed a lawsuit against the IRS accusing it of systematically removing union materials from offices.

Why AI could make this the best time to be a CPA
Many firms aren't prepared for the shift in capacity that's coming. The next few years will sort firms into those that used this moment to grow, and those that didn't.

Pulling the second lever: Building an integrated advice firm
There are three proven ways a CPA firm can move beyond the revenue level to start pulling the "multiple" lever.

Evergrande liquidators seek to quash PwC HK deal
China Evergrande's liquidators have asked a court to void a shareholder compensation deal a regulator struck with PricewaterhouseCoopers' Hong Kong affiliate.

Bondholders face $4B tax threat in credit feud
Patrick Drahi was running out of options to save his debt-ridden telecom empire. Then, his camp uncovered a new source of leverage: taxes.










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.