Offering comprehensive expertise for privately held companies and individuals
Tax Fraud Blotter: Keep on truckin'
Special Tax Shelter Strategy; ghost prepared; material falsehoods; and other highlights of recent tax cases.

Opportunity zone investors face year-end crunch
Investors who have taken advantage of opportunity zones may be facing hefty tax bills on their long-deferred capital gains unless they do some careful planning.

Bill goes remote-first
While many companies are insisting employees return to the office, accounting and payment platform Bill is going the opposite direction, announcing that it is going to become a remote-first workplace.

The blind spot in accounting consolidation: The $1M trap
The core issue is not that small firms are fundamentally worth less; it's that they lack access to buyer competition.

Treasury targets tax exemptions for schools over racial policies
The Treasury Department escalated an effort to strip schools of their tax-exempt status if they consider race in admissions, scholarships or other areas.

Epstein's tax advice and the mysterious $158M 'work of art' for Leon Black
Many of the tools Jeffrey Epstein employed in the tax transactions cited in a report have been used by other billionaires to generate massive tax savings.

Trump administration threatens tax-exempt status of thousands of schools
The Treasury Department and the IRS issued proposed regulations threatening to end the tax-exempt status of schools that offer programs to help minority groups.

The AI skills gap in accounting is structural, not technical
The common assumption is that closing the AI skills gap means teaching accountants new technical skills. But the real gap is structural: whether a firm has redesigned its governance, roles, and workflows around AI.

Gray Griffith & Mays expands in West Virginia
Charleston, West Virginia-based Gray Griffith & Mays acquired Lambright & Gutta, effective as of Sept. 2.

Trout expands dental advisory practice
Lancaster, Pennsylvania-based Trout CPA acquired Schiff & Associates, expanding the firm's dental advisory practice.



















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.