Offering comprehensive expertise for privately held companies and individuals
IRS proposes remittance transfer tax rules
The new excise tax under the One Big Beautiful Bill Act will impose new costs on remittances sent by immigrant workers to their family members abroad.

The retirement opportunity accountants can't afford to miss
Something big is happening in the American retirement landscape, and small businesses are right in the middle of it.

IRS finalizes list of jobs entitled to deduct tips
The Internal Revenue Service and the Treasury released final regulations on the new tax deduction for tipped employees under the One Big Beautiful Bill Act.

Tech news: Intuit, Gusto both tout Claude integrations
Plus, Oracle premiers Fusion Agentic Applications; Suralink launches Financial Statement Tie Out solution; and other accounting tech news and updates.

On the move: PICPA hosts its 129th annual meeting
Plus, the SEC names a new enforcement director, FASAB names a new chair, EY names a new office MP in Dallas, and more.

The value gap between internal succession and external transactions
When they understand their market value, accounting firms are often torn about what to do.

Gibson Dunn partner takes top enforcement role at SEC
During his previous tenure at the SEC, he chaired the financial reporting and audit task force that cracked down on accounting violations and false financial statements.

Evaluating AI vendors? Start with these 4 criteria
Choosing the right AI implementation partner is one of the most consequential decisions a firm will make right now, but a meaningful number of them show significant gaps in the areas that matter most to accounting firms.

Tax Fraud Blotter: Check, please
Illicit income; fly like an eagle; subcontractor swindle; and other highlights of recent tax cases.

Big Four hold onto their share of SEC market
Ideagen Audit Analytics' annual report on the audit landscape shows the market share landscape remaining much the same.













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.