Advisory
Moving Beyond QuickBooks Desktop: What Businesses Need to Know
Summary: Intuit’s decision to no longer sell new subscriptions to QuickBooks Desktop marks a major shift for businesses relying on…
Case Study: Turning Complexity into Clarity in a High-Stakes Equity Sale
How Leveraging Strategic Tax Consulting Helped a Mid-Sized Software Company’s Equity Sale When a mid-sized software company known for its…
Why Timely Unclaimed Property Reporting Matters: A Crucial Reminder as State Deadlines Loom
At a glance Schedule a consultation. The full story As fall approaches, so does a critical compliance milestone for businesses…
Personal Goodwill Valuation Demystified: Safeguarding Your Business Tax Planning, M&A & Litigation
At a glance Schedule a consultation In many privately held businesses, particularly those led by founders, the departure of the…
Top Employee Benefits Enhancements for Small Businesses in 2025
At a glance The full story: As we wrap up the first quarter of 2025, small business owners face an…
Can Government Contractors Qualify for Employment Tax Refunds?
At a glance Schedule a free consultation today to learn more! The full story: Has your organization experienced internal restructurings,…
Selling Your Company? Here’s How to Get the Best Deal
At a glance The full story: It can take years to build a successful, thriving business from the ground up…
A Major Lawsuit Against the IRS; Why Your ERC Claim Status is Taking So Long
At a glance The full story: The IRS has faced unprecedented challenges in recent years with processing tax claims, particularly…