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Recent Tax News

  • IRS to rule on tax-free stock distributions
    The IRS is introducing an 18-month pilot program under which it will once again issue letter rulings concerning the general income tax effects of stock distributions under Sec. 355.
  • Rules would allow truncated taxpayer IDs on Forms W-2
    In an effort to reduce identity theft, the IRS issued proposed regulations that would permit employers to use truncated taxpayer identification numbers (TTINs) on Forms W-2, Wage and Tax Statement.
  • Hurricane Irma victims get IRS reprieve
    Acting quickly in the wake of Hurricane Irma, the IRS gave filing and payment extensions to hurricane victims in 16 counties in Florida, all of St. John and St. Thomas in the U.S. Virgin Islands, and four municipalities in Puerto Rico.

Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional:

  • Audits (For-Profit, Not-for-Profit, Governmental)
  • Reviews
  • Compilations
  • Financial Forecasts & Projections
  • Bookkeeping/Write Up
  • Payroll Services
  • Personal Income Tax
  • Business Income Tax
  • Estate & Trust Tax
  • Retirement and Welfare Benefit Plan Tax
  • Sales Tax
  • IRS Representation
  • Estate Planning
  • Accounting Software Selection & Implementation
  • Business Succession Planning
  • Business Valuations
  • Fraud Prevention & Detection
  • Financial Planning
  • Business Entity Selection
 

Recent Accounting News

  • IRS to rule on tax-free stock distributions
    The IRS is introducing an 18-month pilot program under which it will once again issue letter rulings concerning the general income tax effects of stock distributions under Sec. 355.
  • What’s next for FASB
    FASB voted to work on developing accounting rules to address areas of distinguishing liabilities and equity, financial performance reporting, and segment reporting.
  • FASB proposes reorganizing consolidation guidance
    Amid concerns that financial reporting guidance for consolidation is difficult to understand and navigate, FASB proposed a reorganization of the rules.