Starting for tax year 2023, if you have 10 or more information returns, they must be filed electronically. This also includes Forms W-2, e-filed with the Social Security Administration. Final e-file regulation details are linked here: https://www.irs.gov/filing/e-file-information-returns
-
Services
Businesses
Strategic financial solutions for businesses, fostering growth and compliance:
Individuals
Personalized tax strategies for high-net-worth individuals:
Employee Benefit Plans
Skilled attestation and compliance for employee benefit plans:
Trusts
Comprehensive trusts planning and reporting:
Not For Profits
Tailored financial services to nonprofit missions:
- Leadership
- About Us
- Careers
- Insights