Offering comprehensive expertise for privately held companies and individuals
The AI tool your firm needs to navigate accounting's future
The AICPA's Rise Navigator offers a kind of GPS for accountants as they travel into the future.

Pathways to Growth: Tough talk from a winning coach
Gale Crosley maps the major change accounting firms need to make with CPA Coach Doug Slaybaugh.

Tech news: Sorren launches new Digital Advisory Practice
Plus, WM Synergy debuts new AI Business Unit; Wolters Kluwer releases tax planning, prep, audit assistance for CCH; and other accounting tech news.

DOJ faults judge who bashed Trump's IRS lawsuit, settlement
The Department of Justice said U.S. District Judge Kathleen Williams' decision was "riddled" with errors.

'Runaway' tax-slashing strategy honed by AQR draws senator's ire
In a letter, Colorado's Ron Wyden called on the Treasury and the IRS to curb the vehicles popularized by the world's largest hedge fund.

On the move: Centri volunteers across the country
Plus, Moore Global's next chair; a new CFO and CIO at Lutz; Forvis Mazars boosts the Special Olympics; and other firm and personnel news from across the profession.

AI won't fix your culture. You will
Want to succeed with artificial intelligence? Start with organizational intelligence.

Tax Fraud Blotter: Clean up on Aisle Three
Charlotte Checkers; family leave tax credits; existed on paper only; and other highlights of recent tax cases.

Top apps for accountants 2026
Accounting Today assembled a panel of accounting leaders and asked them what apps they personally find the most useful in their day-to-day work lives.

HCVT becomes ESOP, rebrands
The Top 100 Firm becomes one of a handful of major to set up an employee stock ownership plan, and is changing its named to Holthouse.













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.