Offering comprehensive expertise for privately held companies and individuals
PCAOB: Broker-dealer audits improve
Deficiency rates in audits of broker-dealers declined in 2025, according to the Public Company Accounting Oversight Board — particularly for auditors that perform a large number of engagements.

Tech news: Digits launches Agentic Close
Digits launches Agentic Close; Expensify, Ignition both announce new MCPs; Xero makes standard ACH free; and other news and updates from the accounting tech arena.

Accounting undergrad enrollment up 9%
Accounting undergraduate enrollment grew 8.9% in spring 2026 year-over-year, continuing steady growth for the third consecutive year.

AI in the tax department
How AI will — and won't — change public accounting.

The capital stack for accounting firms
Here's a strategic guide for partners acquiring books of business and financing firm operations.

On the move: Wolf launches a TAS practice
Plus, MarcumAsia launches a SPAC and de-SPAC practice; CrossCountry elevates two co-CEOs; and other firm and personnel news from across the profession.

Tax Fraud Blotter: Own nothing, control everything
Ultimate frisbee team; sham sale; abusive trust; and other highlights of recent tax cases.

Foundation assets keep growing amid tax threats
The number of private tax-advantaged foundations and the amount of assets contained in them has reached nearly $2 trillion, even as the administration considers imposing new taxes.

Crowe gets investment from KKR
The Top 20 Firm will receive an investment from private equity giant KKR, making it among the largest accounting firms to take PE money.

States introduce AI tax changes
Some state lawmakers are introducing tax legislation targeting the growing use of artificial intelligence, according to a new report.







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.