Offering comprehensive expertise for privately held companies and individuals
SEC names new PCAOB chair, board members
The SEC named Demetrios "Jim" Logothetis as chairman of the PCAOB, and Mark Calabria, Kyle Hauptman and Steven Laughton as board members.

FASB to tackle market-return cash balance plans
The Financial Accounting Standards Board has voted to add a project to its technical agenda on market-return cash balance plans.

Senate Dems want info on IRS sharing taxpayer data with ICE
Lawmakers are demanding answers about the sharing of taxpayer information with the Department of Homeland Security and Immigration and Customs Enforcement.

Should public companies report twice a year?
The pros and cons of Trump's pitch to move from quarterly financial reporting to semiannual are not as clear-cut as either side thinks.

Tech news: RSM opens PartnerSight platform to direct licensing
Plus, Melio unveils "Agent Mel" AI; Rillet announces continuous close, Brex integration, auto-booking for journal entries; and other accounting tech news and updates.

On the move: Centri promotes partner
UHY appoints 13 new managing directors; Weaver relocates Austin office; and more news from across the profession.

Set the right compensation for CPA firm wealth management
Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.

SEC to dismiss accounting fraud case against bridge builder
The SEC will drop a lawsuit against the former VP of a construction company accusing him of fraudulent accounting in projects including New York's Kosciuszko Bridge.

Trump deal to avert major shutdown set to miss funding deadline
President Trump and Senate Democrats reached a tentative deal to avert a disruptive government shutdown as the White House continues to negotiate with Democrats.

Trump sues IRS, Treasury for $10B for tax-return leak
The lawsuit by a sitting president against the government he leads puts Trump in a highly unusual position in the case.







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.