Offering comprehensive expertise for privately held companies and individuals
Stephano Slack scores PE funding
The Regional Leader based in Wayne, Pennsylvania, received a strategic growth investment from Madison Dearborn Partners and co-investor Norlantic Capital.

Encourage business clients to do a post-tax season checkup with you
Here are 10 tactics for transforming your client's return from a compliance document to a planning and business development tool.

What 831(b) plans mean for CPAs in a post-ruling environment
For years, many accountants approached 831(b) micro-captive insurance plans with caution, if not outright avoidance. The reason was understandable.

GOP lawmakers raise doubts on prospects of third budget bill
The tax-writing Ways and Means Committee hasn't had any discussions about including tax provisions in a third reconciliation bill.

Baker Tilly acquires Anchin
Top 10 Firm Baker Tilly will acquire Top 100 Firm Anchin, Block & Anchin, and will move its headquarters from Chicago to New York City.

FASB proposes guidance on market-return cash balance plans
The Financial Accounting Standards Board issued a proposed accounting standards update to enhance the guidance for some market-return cash balance plans.

In the blogs: Hit 'post' too soon
Dangerous counter-trend; compliance challenges; tax-free periods; and other highlights from our favorite tax bloggers.

Accounting has large freelancer gender pay gap
The finance and accounting sector has the largest freelancer gender pay gap of any major work category, according to a new global study.

Two firms merge, rebrand as Proactive Advisory Group
Proactive Tax & Advisory in Babylon, New York, and Accountability Services in Seattle merged and rebranded under the name Proactive Advisory Group.

Congress introduces bills to overhaul digital asset tax rules
Members of the tax-writing House Ways and Means Committee are holding a hearing on a legislative package that would overhaul the taxation of digital assets.







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.