Recent Media Coverage

April 1, 2025

Director of Tax Services Michael Brennan, CPA, was quoted in this article in Financial Advisor Magazine.

Upheaval In D.C. Sows Confusion Among Taxpayers, Advisors Say.”

 

April 1, 2025

Senior Manager of Tax Services Joseph Leocata, JD, CPA, MBA, was quoted in this CBS Moneywatch article about IRS loan forgiveness programs.

How to Qualify for IRS Tax Forgiveness