Partners named to Forbes’ list of America’s Best-In-State CPAs

On March 27, 2025, Mississippi Governor, Tate Reeves, signed new legislation that will phase out the state’s individual income tax over time.

The IRS has extended federal tax relief to all of Tennessee, providing individuals and businesses affected by recent storms with extended filing and payment deadlines until November 3, 2025.

Spring tax deadlines to be aware of.

Join us in welcoming our newest hires.

Significant enhancements to Form 6765 are on the horizon for taxpayers that claim a research and development (R&D) tax credit. The changes are optional for 2024 and mandatory for 2025. Sections E and G have been revamped to compel more detailed qualitative data directly with the originally filed tax return.

Adam Osborne honored at the Annual Impact Report & Awards Celebration

A well-structured Record Retention Schedule helps businesses manage their documents efficiently, outlining how long specific records should be kept before they can be destroyed.

Succession will happen, so it’s important to plan accordingly— and well in advance—to achieve the desired outcome and maintain the family wealth enterprise.