Offering comprehensive expertise for privately held companies and individuals
Tax Fraud Blotter: Get your stolen checks here
OnlyFans; Telegram app; seven acres in Evergreen; and other highlights of recent tax cases.

Family-owned businesses moving away from internal leadership
"Family-run" businesses are transitioning away from internal leaders into more of a "family-governed" holding company model, according to a new report.

Ascend acquires Miller Grossbard
The Top 25 Firm added Southwest Regional Leader Miller Grossbard Advisors, expanding its Texas footprint, effective Sept. 1.

How a tax credential can help advisors keep business 'sticky'
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

Some IRS employees kept laptops and phones after resigning
Hundreds of Internal Revenue Service employees retained their laptops and smartphones accepting a voluntary buyout offer from the IRS last year, according to a new report.

Trump H-1B charge tests bounds of fee-setting authority
DHS proposed the fee after a judge vacated a proclamation that slapped a six-figure charge on H-1B workers hired outside the U.S., finding it an illegal tax.

The new opportunity zone era starts now
The deferral clock runs from the date the gain occurred. Clients sitting on capital gains from this year's liquidity events need a plan this quarter.

Deloitte to pay $21.5M to resolve DEI discrimination claims
Deloitte settled allegations it violated the False Claims Act by failing to comply with anti-discrimination requirements in its federal contracts.

Post-AI client expectations: Why predictive insight is becoming the new baseline
Clients are beginning to assume that if technology can forecast trends, flag anomalies, and surface insights instantly, then their accountant should be doing the same.

PCAOB reorganizes investor advocate and other offices
The Public Company Accounting Oversight Board has been restructuring several offices and plans to close its Office of the Investor Advocate in the next few weeks.



















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.