Offering comprehensive expertise for privately held companies and individuals
IRS making tech changes on APIs, information return e-file
The IRS is transitioning its technology systems, including secure APIs and a new intake system for electronically filed information returns.

Carney matches Trump tariffs with 50% tax on US dairy, steel
Prime Minister Mark Carney matched the new tariffs imposed by President Donald Trump and announced new support programs for Canadian businesses hurt by the escalating trade war with the country's largest trading partner.

AI-powered fraud is breaking traditional controls
Finance leaders who haven't yet updated their mental model of what fraud looks like in 2026 are operating with a set of assumptions that no longer holds.

Salary first, and then everything else
No matter what other priorities members of a generation may have, no matter what benefits they may ask for, money matters to all of them.

Guggenheim's Walsh says accounting at GPI unit was 'appropriate'
Guggenheim Partners is working with regulators as they probe a business accounting issue at an investment subsidiary, according to the chief investment officer.

Xerocon 2026: Leaders not sweating vibe coders, AI token costs
Diya Jolly of Xero is not worried about competition from vibe coders and is confident Xero can control AI token costs via optimization.

Xerocon 2026: use AI but stay aware of security risks
Liz Mason, CEO of High Rock Accounting, said that if firms want to get the benefits of AI they need to understand the current risks in the broader ecosystems before choosing what AI tools to utilize.

Should I stay or should I go? Wealth taxes add to financial planning decisions
As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.

Melio launches expense management, testing client admin AI
Melio, which Xero bought last year, will expand into expense management and open up its payment API, allowing anyone to access its payment capacities. They are also testing a client admin AI.

Xerocon 2026: JAX AI aims to automate admin work
Xero announced a wide variety of AI enhancements centered around its agentic system JAX.
















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.