Offering comprehensive expertise for privately held companies and individuals
55 must be the new 65 for succession planning
At 55, owners are often in a stronger position to adapt, lead change, shape the firm's future and participate in a transition from a position of strength.

Accounting's AI arms race
The top firms in accounting are all in on artificial intelligence, as it forces the profession to evolve rapidly.

Trump seeks to woo seniors by touting tax law, drug cost push
Trump took his economic pitch to The Villages in Florida where he promoted a deduction for seniors that helps reduce their tax burden.

New paths to growth
Your firm won't grow just because you want it to; it requires the kind of disciplined, intentional approach that Jane Woodling of Marketri lays out in this episode.

AI governance more about humans than bots
For firms that have thought seriously about AI, there is a single animating principle behind their oversight: the human is in control.

Ascend acquires Jackson Thornton
The Top 25 Firm today acquired Jackson Thornton, a Gulf Coast Regional Leader.

FASAB proposes expedient for embedded leases
The Federal Accounting Standards Advisory Board exposure draft offers a practical expedient for reporting on embedded leases in federal government contracts.

Lawmaker introduces bill to expand EITC
Rep. Kristen McDonald Rivet, introduced the Working Parents Tax Relief Act, which would give parents up to an additional $5,500 per child under the age of four.

IIA urges better oversight of prediction markets
The Institute of Internal Auditors is calling on lawmakers and policymakers to strengthen their oversight of prediction markets such as Kalshi and Polymarket.

Maryland signs alternative pathway bill into law
The law, effective Oct. 1, 2026, will create a third pathway that allows candidates to earn their CPA license with a bachelor's degree, two years of experience and passing the CPA exam.










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.