Offering comprehensive expertise for privately held companies and individuals
Numeric launches Financial Data Platform to replace ERPs
Close automation platform Numeric announced the launch of not an ERP but what they're calling an FDP or Financial Data Platform, meant to be a replacement for enterprise companies with complex accounting needs.

IRS sees less demand for paper tax forms
The Internal Revenue Service's National Distribution Center is experiencing a sharp decline in demand for paper tax products, according to a new report.

Tech news: Deloitte debuts AI-enabled M&A platform
Plus, FoxPointe launches AI Services for SMBs; Avalara announced new agent hub; and other accounting tech news and updates.

What accounting firms can learn from the music industry
It's not about AI; it's about building your audience and brand.

IRS replaces IRS2go with new mobile app
The Internal Revenue Service debuted a new mobile app, replacing its old IRS2go app with a new one simply called IRS.

Kalshi's backroom tax victory gives it leverage in legal fights
Kalshi's trading wasn't previously taxed, but an addition to a North Carolina bill was a big win by subjecting bets on prediction markets to a low tax rate.

Billionaire tax divides California health system it's designed to support
A proposal to tax California's billionaires has fractured Democratic politics, repelled some of the state's richest residents and exploded into a costly battle.

How skepticism toward AI may improve audit quality
The profession's skepticism toward artificial intelligence may produce an unexpected benefit: a higher standard of transparency across the audit process.

EY reports improved audit quality
Ernst & Young released its 2026 U.S. audit quality report, showing the biggest improvement ever in its annual PCAOB inspection findings.

IRS lengthy case backlog frustrates identity theft victims
Taxpayers waited about 20 months for the IRS to process their identity theft cases in recent years, frustrating and burdening taxpayers expecting tax refunds.













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.