Offering comprehensive expertise for privately held companies and individuals
In the blogs: Hoisting the FIFA trophy
High‑stakes civil action; explainable AI; productivity partners; and other highlights from our favorite tax bloggers.

Tax-exempt central organizations get new IRS form
Central organizations at nonprofits with local affiliates are now required to file a new form with the IRS to maintain their tax-exempt status.

Tax pros starting to see AI as less of a job threat, more of a job perk
AI is changing the way tax practitioners work in significant ways, but none of them involve massive job losses or shrinking demand for accountants and auditors.

Platform enters South Carolina
The Top 50 Firm acquired The Hultquist Firm in Greenville, South Carolina, which will join as Milestone Advisors.

Edgefield AI accounting training available to public
Edgefield Group has expanded its formerly private training for individual firms into publicly available CPE courses, as well as launched a new learning platform on using Microsoft Copilot for accounting workflows.

Behind the multiple in accounting firms
Are you ready to calculate your firm's net adjusted EBITDA?

OBBBA changes to keep an eye on for 2026
Taxpayers and tax pros have already dealt with many changes from the One Big Beautiful Bill Act on 2025 returns, but many provisions will be effective for the first time in 2026.

IMA unveils Management Accounting Competency Index
The Institute of Management Accountants' MACI measures how strongly organizations value the competencies that shape business performance.

Taxpayer group sues IRS over donor lists
The National Taxpayers Union Foundation's Taxpayer Defense Center filed a lawsuit seeking to end the collection of donor information from nonprofits.

Judge rules Trump IRS immunity deal has no 'basis in law'
A federal judge ruled that President Donald Trump's lawsuit against the Internal Revenue Service was a "bad faith" attempt to manipulate the judicial process.































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.