Offering comprehensive expertise for privately held companies and individuals
The best accountants aren't quitting over pay
Before posting a new job opening or signing a software contract, take a step back and look at where work is actually happening.

Tax Fraud Blotter: Keys to the kingdom
Check churning; a Maserati and a McLaren; private family foundation; and other highlights of recent tax cases.

AICPA approves auditing standard for spotting fraud
The American Institute of CPAs' Auditing Standards Board adopted new guidance governing the auditor's responsibility for identifying fraud or suspected fraud.

IRS unveils Tax Compliance Report for taxpayers
The digitally authenticated report can be used when applying for a job, loan, government benefit or another service requiring tax compliance information.

Pet owners set up wills and trusts in estate plans
The AICPA is finding a growing number of pet owners including their cherished pets as part of their estate plan, and CPAs can help them set up wills and trusts.

IRS extends safe harbor for carbon capture tax credit
The Internal Revenue Service and the Treasury Department issued a notice extending a safe harbor for carbon capture and sequestration technology.

Retirement is a long game: What 43 years of saving taught me
We spend our careers measuring income, assets and rates of return, but the return that matters most is what all those years of discipline allow you to do.

IRS proposes rules for Trump account investments
Under the proposed regulations, funds can only be invested in eligible investments beginning when the account is established until the beneficiary turns 17.

Treasury seeks to limit immigrants' use of some tax breaks
The Trump administration moved to further limit immigrants' access to the refundable portion of four tax credits aimed at aiding students, workers and families.

Tax Strategy: Taxes and name, image and likeness issues
Questions continue to arise as to whether some student athlete NIL compensation should be treated as wages subject to withholding.

























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.