Offering comprehensive expertise for privately held companies and individuals
Felon ran $1.5B tax scam, then bought Rolls Royce
A Texas felon was charged with running a tax scam, using the proceeds to buy a 2021 Rolls Royce Ghost and make a down payment on an Ocean Alexander 28E yacht.

NetSuite launches free platform for tech startups
Oracle NetSuite announced NetSuite QuickStart, a free AI-driven finance solution built specifically for early-stage technology startups.

Tech news: BizBuyData will pay accounting firms for data to train AI
Plus, Clark launches Material Intelligence AI that stays active throughout an audit; Digits launches Write MCP; and other accounting tech news and updates.

Accountants United to End Cancer Council to converge in Central Park
Accountants will be gathering this Sunday in Central Park for the Making Strides Against Breast Cancer Walk to raise money for the American Cancer Society.

On the move: Wipfli gives back
Plus, EY names a number of national leaders; Citrin Cooperman partners on IP services; SST names a new COO; and other firm and personnel news from across the profession.

Forget the billionaire tax. This California measure could affect 376K taxpayers
While California's proposed billionaire tax gets the spotlight, Proposition 3 could permanently extend higher income tax rates that are set to expire in 2031.

Tax Fraud Blotter: Open to interpretation
Fugitive from justice; private school tuition; without clients' knowledge; and other highlights of recent tax cases.

Tax pros push for House passage of TAS Act by end of year
After the Senate passed the Taxpayer Assistance and Service Act by unanimous consent, the bipartisan bill is now in the hands of House lawmakers.

IRS waives tax penalties for dyed diesel fuel sales
The Internal Revenue Service is providing relief on federal tax penalties on sales of dyed diesel fuel in response to an executive order from President Trump.

Tax Strategy: IRS identifies transactions of potential concern
The Internal Revenue Service is closely examining the tax strategies used by some exchange-traded funds, according to a recent notice and revenue ruling.
















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.