Offering comprehensive expertise for privately held companies and individuals
Tax Fraud Blotter: The Divine Miss W
Financial conquest; getting plastered; Bill of Information; and other highlights of recent tax cases.

SEC, FASB prepare for semi-annual reporting option
Officials discussed the SEC's proposal for a semi-annual reporting option along with new accounting standards at a Baruch College conference.

4 steps to integrate AI into your operations
To begin your AI journey, here is a four-step plan that firms can use to transition from experimentation to execution, in a safe, practical manner.

NY announces $268B budget deal including second-home tax
Governor Kathy Hochul and state lawmakers settled on a pied-à-terre levy aimed at high earners who don't call the city home.

KLR adds Restaurant Accounting Solutions
The Top 100 Firm acquired Massachusetts-based Restaurant Accounting Solutions, strengthening its expertise in the restaurant industry.

PCAOB posts project updates
The Public Company Accounting Oversight Board posted updates to its projects as it waits for public comments on its 2026-2030 strategic priorities.

Aprio enters cannabis industry
The deal adds to Aprio Legal's Arizona footprint and marks the firm's entry into the cannabis industry.

IRS plans settlements in conservation easement cases
The Internal Revenue Service plans to offer settlements in syndicated conservation easement cases, but only for a limited time, as it unveils an updated website.

Deadline extended for Top Firms by AUM submissions
The survey window for our "Wealth Magnets" annual ranking of the top CPA financial planners by assets under management has been extended until Friday, May 8.

Boomer launches tax, audit communities
Boomer Consulting launched a Tax Leader Circle and Audit Leader Circle.
















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.