Offering comprehensive expertise for privately held companies and individuals
What Canada tariffs mean for your clients
Both the U.S. and Canada have increased tariffs across the border in recent weeks, ratcheting them as high as 50% — and businesses are caught in the middle.

In the blogs: Talking v. fighting
Appeals versus the Tax Court; fourth quarter tax projections; state budget planning; and other highlights from our favorite tax bloggers.

UHY expands in South Texas
UHY acquired Adamson & Company in Corpus Christi, Texas, continuing its streak of dealmaking activity.

Paystand agents now available
Paystand announced the general availability of its agentic finance suite, which brings AI agents into accounts receivable, spend management and reporting on its B2B payment network.

Hall expands into dental industry
Hall CPA, a firm focused on serving real estate investors, acquired Tooth & Coin, marking its first acquisition and expansion into the dental practice industry.

IRS directly contacted some represented taxpayers
Most Internal Revenue Service employees avoided directly contacting taxpayers who were represented by tax professionals, but there were some misunderstandings.

Acquisitions could be solving the succession crisis, so why aren't they?
Many M&A deals dwindle, bleeding clients and revenue for a lack of strong leadership on the practice level.

'Fighting for our life': Canadian businesses reel from US tariff shock
The economic pain that Canadian Prime Minister Mark Carney warned would come from a trade war is now a reality for some small businesses that export to the U.S.

Europe's software giant fights to stay relevant in the AI era
In recent years, artificial intelligence has rattled the enterprise software industry, raising doubts about the fundamentals of SAP's business model.

Ascend adds Southeast Regional Leader
The Top 25 Firm acquired GreerWalker in Charlotte, North Carolina, effective as of Sept. 1.
















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.