Offering comprehensive expertise for privately held companies and individuals
Accounting firm CBIZ urged by activist investor to pursue M&A
A CBIZ Inc. shareholder is urging the accounting firm to re-evaluate its capital allocation, abandon a share buyback plan and return to pursuing acquisitions.

The 2026 VAR 100: Clients demand more
This year's top resellers in the accounting space say they're facing greater expectations on a number of fronts.

The 2026 VAR 100
Accounting Today's annual ranking of the top firms in accounting software reselling.

Citrin Cooperman acquires Boston firm
The Top 25 Firm acquired LGA, a Boston-area accounting and business advisory firm serving mid-market businesses, entrepreneurs and families.

New tax credit adds planning strategy for advisors and charitable clients
The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.

Trump accounts risk missing low-income families
The Trump administration is touting its tax-advantaged investment accounts, but critics say the accounts may only reach those who are already set in life.

Trump hails Trump accounts at NYSE
The tax-advantaged accounts are available to all minors who are U.S. citizens, with a $1,000 seed contribution for children born between 2025 and 2028.

CohnReznick expands in Texas
The Top 25 Firm acquired Houston-based Ham, Langston & Brezina, effective as of July 1, expanding its presence in Texas.

EY leverages AI for tax automation
Ernst & Young is expanding its use of artificial intelligence to make the tax preparation process more efficient, while also recognizing its limitations.

Public officials aren't immune from IRS probes
Once the IRS believes the conduct was willful, a taxpayer's legal training, government position or role of public trust can make the case far more damaging.







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.