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Paul provides tax planning, compliance and consulting for organizations across financial services, private equity and industry clients.
Kaylee advises manufacturing and consumer goods companies on tax planning, compliance, and risk management for partnerships, S corps, and C corps.
Jeff supports startups and established companies with fractional CFO leadership, financial infrastructure, and strategic decision-making for expansion.
Amanda specializes in audit services, internal controls, and process improvement, helping leadership teams align financial reporting with operational goals.
Co-workers sitting at a table looking over financial documents

Article

February 16, 2026

Learn Uniform Guidance Audit requirements under 2 CFR 200 and legacy 45 CFR Part 75, including audit thresholds, common findings, and grant compliance risks.
Virginia state capitol building

Alert

February 16, 2026

Virginia BPOL tax filings and payments are due March 1, 2026. Learn who must file, common errors to avoid, how to stay compliant and how we can help.
Close up of the Capitol Hill building with an American flag waving in front of it

Alert

February 16, 2026

New federal appropriations laws introduce implications for DOE, NIH and DoD recipients, including the reinforcement of indirect cost rates. Learn more.