Offering comprehensive expertise for privately held companies and individuals
Bloomberg projects tax rates for 2027
The projected U.S. tax rates give tax professionals an early look at potential adjustments that could affect their 2027 tax planning for their clients.

Tech news: Certinia unveils major AI update
Plus, Cherry Hill Advisory launches set of free AI tools; Datarails launches finance ticketing system; and other accounting tech news.

BPM's new CEO plans for expansion
Nick Steiner is planning to build on the firm's Bay Area and Silicon Valley roots, while offering AI consulting for clients.

Why some offshoring relationships don't work
Before concluding that offshoring doesn't work for CPA firms, would it be worth asking what actually doesn't work in the relationship?

Burgum says Congress role in Trump's $5,000 payment plan unclear
Interior Secretary Doug Burgum pointed to "trillions of dollars" in foreign investment, along with lower taxes and fewer regulations, as potential sources.

In age of AI, partners focus on relationships vs. productivity
With AI taking on a growing share of routine tasks, accounting firms want more than just productivity from their partners.

Whitman launches coaching program for departing partners
Whitman Advisory introduced a Partner & Leadership Transition Coaching Program, a 90-day succession-planning program for departing firm leaders.

Meet the 2026 Best Small Firms to Work For
An introduction to the small members of Accounting Today's annual ranking of the top workplaces in the profession.

Meet the 2026 Best Midsized and Large Firms to Work For
An introduction to the midsized and large members of Accounting Today's annual ranking of the top workplaces in the profession.

Appeals court blocks IRS from sharing taxpayer info with ICE
A federal appeals court upheld a lower court order preventing the IRS from sharing massive amounts of taxpayer data with Immigration and Customs Enforcement.
















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.