Thinking, in plain terms.
Long-form writing on tax, advisory, and the accounting profession. Shorter briefings on news and where AI is changing our work. Reference tools that produce estimates, never advice. And visual explainers for the client who wants the argument at a glance. No lead capture. No email gate. No noise.
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Articles
Long-form thinking on tax strategy, advisory, and the work we do. Where our point of view lives.
Featured
Why Most NY Partnerships Are Leaving PTET Money on the Table
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Briefings
Shorter commentary on accounting, AI, and where the profession is heading. Regular cadence.
Featured
If AI Filed Your Return Perfectly, Would You Still Need Us?
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Tools
Two reference calculators. Estimates only. Built to be useful without pretending to be advice.
Available
NY PTET Calculator · Filing Deadline Tracker
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Infographics
Visual explainers of how we work, where firms miss the strategy, and what the engagement actually looks like. One page each. Printable.
Four explainers
Proactive vs. Reactive · Availability · Engagement Cycle · Full Catalog
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Briefing
July 13, 2026
If AI Filed Your Return Perfectly, Would You Still Need Us?
The mechanics of tax are getting cheaper and faster. Two things are not: someone to carry the worry, and someone who has seen your decision before.
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Article
July 3, 2026
The New SALT Cap Has a Trapdoor at $500K
The cap quadrupled, and for the clients who most needed relief, it quietly phases right back to $10,000. PTET planning did not get simpler. It got personal.
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Article
July 3, 2026
The R&D Deductions Still Parked on Your 2022–2024 Returns
Congress fixed Section 174. The fix is not automatic. Most tech companies are still sitting on capitalized R&D they could be deducting now.
Every article, every briefing, and every tool output on this page is informational only. Not tax advice. Not a client relationship. Contact us for the actual work.
Next step
Have us do the actual work.
Thirty minutes. Tell us your situation. We will tell you whether we can help, what it would cost, and what the first six months would look like.