Offering comprehensive expertise for privately held companies and individuals
Designing an AI-ready accounting function
As artificial intelligence rapidly reshapes the finance landscape, accounting leaders face a pivotal moment.

Weaver acquires SaaS provider
The Top 50 Firm acquired Mass Ingenuity, a Portland, Oregon-based software-as-a-service company, effective April 1.

IRS telework plunged after Trump return-to-office mandate
The percentage of IRS employees who work from home plummeted from 65% to 25% last year after President Trump ordered federal employees to return to in-person work.

IRS offers guidance on nominating opportunity zone tracts
The IRS and Treasury are providing guidance on how states, territories and the District of Columbia can nominate census tracts to be qualified opportunity zones.

FASB to study data infrastructure, private credit
The Financial Accounting Standards Board is studying current trends and emerging issues in data infrastructure investments and nontraditional lending.

IRS extends business accounts to partnerships, nonprofits, gov'ts
The Internal Revenue Service expanded its Business Tax Accounts to partnerships, tax-exempt organizations, and federal, state, local and tribal governments.

Wisconsin licensure law goes into effect
Wisconsin Governor Tony Evers signed a bill into law on April 3, establishing an additional pathway to CPA licensure.

Strategy posts $14.5B unrealized loss in Q1
The Bitcoin accumulator adopted accounting standards last year that require changes in the fair value of its holdings to flow through earnings.

Robinhood, BNY Mellon tapped to run Trump accounts
The Internal Revenue Service said that the funds should have annual fees and expenses of no more than 0.1%.

Sax acquires Faz Forensics
The Top 75 Firm acquired Faz Forensics, a forensic accounting, valuation and litigation support firm, effective March 20.













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.