Offering comprehensive expertise for privately held companies and individuals
KLR adds Massachusetts firm
The Top 100 Firm acquired Franklin, Massachusetts-based Pavento, Ratcliffe, Renzi & Co., expanding its presence in the state and New England.

PCAOB wants input on its draft strategic plan: What should firms suggest?
The Public Company Accounting Oversight Board voted to request public comment on the goals and objectives for its 2026-2030 strategic plan.

Vibe Coding and Its Discontents 
A small but rising number of firms are turning to AI-guided vibe coding for their firm's solutions versus turning to one from a vendor. We talk to Ellen Choi, CEO of Edgefield Group, about the benefits and risks of this approach.

Checklist for smoothly onboarding new staff
You only get one chance to make a first impression. Here are seven key areas you want to get right from day one

Baker Tilly eyes $3B in debt to replace private credit
Deutsche Bank AG is preparing to sell about $3 billion in debt markets for accounting services firm Baker Tilly Advisory Group to refinance private credit loans.

Shakira's €55M Spain tax fight shines light on agency
A dispute the singer sought to turn into a public indictment of inspectors' practices is set to be thrust back into the limelight.

Wall Street's record profits boost NYC tax revenues
A windfall in corporate profits for the largest banks has led to billions in extra tax revenue for New York City, shrinking the city's budget shortfalls.

Shakira tax win set to face Supreme Court appeal in Spain
Shakira's fight with Spain's tax agency is set to head to the country's highest court after authorities challenged an earlier ruling in the singer's case.

Trump tax leaker Littlejohn loses appeal of prison sentence
The former IRS contractor pleaded guilty to stealing Trump's tax data and leaking it to the New York Times before the 2020 election.

Basis offers AI agents, love letters and an ode to accounting
Basis, an AI agent platform for accountants that reached a $1.15 billion valuation, debuted a website that provides a tribute to the accounting profession.







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.