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Blueprint for Growth: Five things seperating high performers from the pack


Accountants feeling more cautious in Q3
Confidence among accountants globally declined slightly in Q3, but rose in North America, especially in the U.S., according to a new survey.

IRS 1040 citizenship question could discourage tax filing
The Internal Revenue Service's plan to include a question on the Form 1040 next year asking about a taxpayer's citizenship status is already drawing fire.

WilliamsMarston acquires a NetSuite practice
The deal strengthens the WilliamsMarston office of the CFO and controller services, and expands its AI-driven ERP capabilities.

UHY expands in Ohio
The private equity-backed Top 50 Firm acquired Whalen CPAs in Dublin, Ohio, expanding its footprint in the Midwest.

How accounting firms can spend less time managing client documents
Labor shortages and tighter filing deadlines might dominate the headlines, but capacity management has also become a major challenge for accounting practices.

Big Four probed on offshore tax shelter consulting
The top Democrat on the Senate Finance Committee sent letters to the leaders of the Big Four Firms asking about their consulting work on offshore tax shelters.

Opportunity Zone 1.0 begins expiration process at year-end
Here's how to help clients with long-deferred gains prepare to settle up.

Griffin says Republicans erred by cutting taxes last year
Billionaire Ken Griffin said after the U.S. government's heavy spending during the pandemic "we didn't have the fiscal space to renew the tax cuts."

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.