Offering comprehensive expertise for privately held companies and individuals
In the blogs: It's not nice to fool Mother Nature!
Completing tedious tasks; reconciliation package; second homes; and other highlights from our favorite tax bloggers.

Illinois CPA Society opens manager survey
The ICPAS survey is fielding responses from accounting and finance professionals within their first five years of managing others for its new survey.

IRS CEO meets with NY tax pros
IRS CEO Frank Bisignano met with tax professionals from the New York area during the IRS's Nationwide Tax Forum in New York City.

AICPA offers new crypto guidance, IRS recommendations
The American Institute of CPAs updated a practice aid on auditing stablecoins and cryptomining revenue, and asked the IRS to speed up name and address changes.

HBK takes outside investment
Top 50 Firm HBK is getting an investment from H.I.G. Capital, expected to close in the fourth quarter of 2026.

IRS making tech changes on APIs, info return e-file
The IRS is transitioning its technology systems, including secure APIs and a new intake system for electronically filed information returns.

Carney matches Trump tariffs with 50% tax on US dairy, steel
Prime Minister Mark Carney matched the new tariffs imposed by President Donald Trump and announced new support programs for Canadian businesses hurt by the escalating trade war with the country's largest trading partner.

AI-powered fraud is breaking traditional controls
Finance leaders who haven't yet updated their mental model of what fraud looks like in 2026 are operating with a set of assumptions that no longer holds.

Salary first, and then everything else
No matter what other priorities members of a generation may have, no matter what benefits they may ask for, money matters to all of them.

Guggenheim's Walsh says accounting at GPI unit was 'appropriate'
Guggenheim Partners is working with regulators as they probe a business accounting issue at an investment subsidiary, according to the chief investment officer.





































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.