Offering comprehensive expertise for privately held companies and individuals
Rethink job interviews and embrace transparency
Accounting firms that switch to transparent interviewing are improving hiring outcomes, reducing recruitment costs and creating a better candidate experience.

IRS rolls out introductory AI guidelines for tax pros
The IRS introduced preliminary AI guidelines for tax practitioners using AI that, among other things, call for firms to exercise due diligence on AI outputs and transparently pass AI-related savings on to their clients.

Armanino, CBIZ and others win AI awards
The AI Native Accounting Foundation announced the winners of its first-ever AI Native Accounting Awards.

In the blogs: A Tale Of Two Cities
Tax amnesty programs; protecting your practice; unidentified tax payments; and other highlights from our favorite tax bloggers.

Intuit CEO to accountants: 'You are the customer, not a channel'
Intuit CEO Sasan Goodarzi declared today that, going forward, accountants are the customer not the channel and consequently they will be serving them as the customer.

PCAOB requests comments on standard setting
The Public Company Accounting Oversight Board is requesting input on future focus areas for standard setting.

Whitman launches firm valuation tool
Whitman Advisory introduced valueMyCPAFirm.com, an AI-powered tool that provides insights on a firm's market value.

Hourly billing very rare in tax prep
Firms that rely on the old-fashioned billable hour are in the minority compared to fixed fee, value pricing and other models.

SCOTUS sides with county on tax sale of foreclosed home
The Supreme Court ruled in favor of a Michigan county that auctioned off a family's foreclosed home for $76,008 when the family owed less than $2,242 in taxes.

Use of AI receipts in expense fraud soars
AI has become the No. 1 way to fake receipts for expense fraud. Before then, people generally relied on specialized templates from sketchy websites.
















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.