Offering comprehensive expertise for privately held companies and individuals
Intuit replacing QuickBooks Online Accountant with Intuit Accountant Suite
The shift will happen gradually starting this summer until December, when QBOA will be discontinued.

Pilot launches fully autonomous AI bookkeeper
The new Pilot AI Accountant claims to run the entire bookkeeping and financial reporting process with zero need for human intervention.

Key OBBBA tax breaks for businesses this filing season
The tax-filing season for individuals just opened recently, but businesses already got a head start on various tax incentives in the One Big Beautiful Bill Act.

On the move: Koltin Consulting names first chief growth officer
PCAOB adds to advisory groups; Schneider Downs transitions to single CEO structure; and more news from across the profession.

Blue acquires D & Co. in Texas
The Top 75 Firm acquired D & Co., expanding its presence in Texas and strengthening its healthcare specialty.

Tech news: KPMG launches Tax AI Accelerator program
Plus, Sage rolls out AI enhancements for reporting, AP, sales; Datarails launches Spend Control solution for contract visibility.

Build the firm of the future right now
As technology, regulation and client expectations evolve in 2026, accounting, tax and wealth management firms will transform into modern, relationship-based practices.

GHJ acquires Blueprint CFO
The Top 100 Firm acquired Blueprint CFO, a fractional CFO services firm, expanding its presence in Southern California.

IRS had some problems with tax relief for former hostages
The agency incorrectly labeled some taxpayers as hostages when providing tax relief, or failed to remove a special indicator after their release from captivity.

Burgmaier Group adds Balise
Albuquerque, New Mexico-based Burgmaier Group announced it completed a merger with tax firm Balise PC.










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.