Offering comprehensive expertise for privately held companies and individuals
ISSB to take over work of TNFD on nature-related financial disclosures
The International Sustainability Standards Board plans to take on the activities of the Taskforce on Nature-related Financial Disclosures.

On the move: Abdo renovates Minneapolis office
RRBB names COO; Citrin Cooperman announced new partner class; and more news from across the profession.

Insero acquires DeMott & Smith
The Regional Leader firm based in Rochester, New York, has acquired a firm also headquartered in Rochester.

Tech News: Expensify launches AI expense agent
Plus, Forwardly announces AI bill pay system; Patriot Software introduces Auto Payroll; and other accounting technology news and updates.

What CFOs should do as interest rates begin to fall
CFOs must consider what falling rates might mean for their balance sheets, borrowing strategies and overall business positioning.

Treasury probes $9B in small-business aid
Among the targets of the audit is a business development program designed to serve socially or economically disadvantaged individuals.

Grant Thornton adds GT Poland
The Top 10 Firm agreed to add Grant Thornton Poland to its multinational platform, expanding its presence in Europe.

WNBA standoff pits players against former Deloitte CEO
As WNBA commissioner, ex-Deloitte chief Cathy Engelbert has transformed women's basketball, but a standoff could threaten her leadership and her legacy.

More BlackLine investors push software company to explore sale
Several investors in the accounting software provider are pushing the company to explore a potential sale following reported takeover interest by SAP.

Intuit infuses Credit Karma, TurboTax with AI agents
Intuit announced a host of new agentic AI features for both TurboTax and Credit Karma users.










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.