Offering comprehensive expertise for privately held companies and individuals
On the move: CBIZ names new CIO/CTO
CohnReznick adds chief administration and transformation officer; HCVT opens Denver metro office; and more news from across the profession.

Tech news: Xero announces XeroOS
Plus, Tieout announces launch; LogicGate touts Config Newton, an agentic GRC Engineer; and other news and updates from the accounting tech world.

Protect margins and retain talent in a rising wage era
This year alone, minimum wages increased in 19 states and dozens of cities and counties, reflecting a broader national shift toward higher baseline pay.

Trump says Mamdani 'destroying' NY as mayor vows tax hikes
President Trump assailed New York Mayor Zohran Mamdani, warning that his push to ramp up taxes on the wealthy would be destructive to the nation's largest city.

States rush to build clean energy projects to tap expiring incentives
U.S. states are moving to establish a pipeline of large-scale renewable energy projects that can qualify for billions of dollars in expiring federal tax credits.

NYC's second-home tax unites Mamdani, Hochul after budget fights
Governor Kathy Hochul and New York City Mayor Zohran Mamdani have finally found a tax to agree on. Getting everyone else on board stands to be more complicated.

Lawmakers propose tax and IRS bills as filing season ends
Senators introduced tax-related legislation aimed at improving taxpayer service, cracking down on tax evasion and curbing the carried interest tax break.

Lack of governance coordination on AI costing companies
While organizations are pouring incredible amounts of money into AI, lack of strong governance and coordination between leaders has blunted the effectiveness of these investments or even lost them money.

IRS creates online tax debt tool
The Internal Revenue Service introduced an online Tax Debt Help tool, the day after the tax deadline, to help taxpayers understand and resolve their tax debts.

Tax Fraud Blotter: A little off the sides
Failed election campaign; six-figure salary; online scam; and other highlights of recent tax cases.




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.