Offering comprehensive expertise for privately held companies and individuals
How offshoring can alleviate the CPA middle manager crisis
Much of the repetitive work that ties up middle managers — data entry, bookkeeping, trial balances, and tax return preparation — is already being done offshore.

EY global revenue increased to $57B
Ernst & Young global revenues increased 4.7% to $57 billion in fiscal year 2026, with each of EY's service lines and geographic areas posting revenue increases.

The pillars of a successful firm culture
Firms focused solely on short-term financial performance may achieve early success, but sustainable growth requires more than profitability.

Gusto adds firm-centered enhancements, partner program
Gusto deepened its presence in the practice management space with updates to Gusto Pro for accountants, plus an expanded partner program with funding for marketing and business development.

Tech news: Inscope launches Agentic First Draft
Plus, IAASB releases digital technology catalog; SAP rolls out new AI agents, payments solution; and other accounting tech news and updates.

Tax Fraud Blotter: Friends in high places
Bold and arrogant; secure repeat business; questionable tax returns; and other highlights of recent tax cases.

Clients spend $5K a year on accounting for as long as they can
How much a business will dig into its pockets for an accountant increases as the business scales — but not evenly, according a report.

Walter Shuffain adds Massachusetts firm
The Regional Leader acquired Stolberg & Blanchette, expanding its New England footprint, adding business valuation expertise and strengthening the firm's existing industry specialties.

Trump accounts expand to nearly 70M kids as stock proposal draws questions
The IRS proposed rules that would let donors gift stock to Trump accounts and request comments on the strict minimum holding period for beneficiaries.

Business leaders cope with AI risks
Executives are dealing with more business risks as the impact of artificial intelligence cascades across the economy and brings challenges and opportunities.

























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.