Articles & Publications

Why a High-Quality Audit Firm Relationship Matters More Than Compliance

For many companies, the annual audit is easy to view as a required compliance exercise — important, but largely procedural. Financial statements need to be issued, lenders require reporting, stakeholders expect timely results, and governance standards or regulations call. Read More >>

Tax Deadline Approaching: When to File Now vs. Request an Extension

As the April 15 tax deadline approaches, many individuals find themselves short on time, missing documents, or facing complex tax situations. If you’re feeling behind, you’re not alone—and you still have options to avoid costly mistakes and penalties. Below. Read More >>

Annual Letter From Leadership

Dear Clients, Friends, and Community Partners: The pace of change in today’s business environment has not slowed; it has accelerated. Legislative developments, shifting federal policy, evolving tariff frameworks, and continued regulatory complexity have reshaped planning assumptions for organizations across. Read More >>

8 Common Audit & Diligence Pitfalls for First-Time Sellers

How to Reduce Surprises, Improve Credibility, and Protect Deal Value For founder-owned and closely held companies, a private equity sale process is often the first time financial reporting is tested under true outside scrutiny. Even when results are strong,. Read More >>

Staff Highlights – Winter 2026

New Team Members We’re excited to welcome the following professionals to our BMF team: Bershann Bounds joins our Audit group as a Senior Accountant. She brings over four years of public accounting experience from a large national firm. Bershann. Read More >>

2026 Retirement Planning Guide: Navigating SECURE 2.0 & Key Deadlines

As we move through 2026, retirement planning continues to evolve—especially with several key provisions of the SECURE 2.0 Act now fully in effect. Whether you’re an employee, business owner, or high-income individual, understanding the deadlines, new opportunities, and planning. Read More >>

Audit Readiness: Best Practices for Year-End Financial Reporting

How Preparation Improves Audit Efficiency, Timelines, and Outcomes Year-end audits don’t have to feel stressful, disruptive, or time-consuming. Organizations that approach the audit process with preparation and structure often experience smoother fieldwork, faster completion, and fewer last-minute issues. Audit. Read More >>

Navigating State Income Tax Withholding in the Era of Mobile Workforces

The rise of mobile and remote workforces has fundamentally changed the landscape of employment tax compliance in the United States. Employers must now navigate a complex web of state tax rules that govern income tax withholding and reporting obligations. Read More >>

2025 Year-End Tax Planning for Business Owners Under the One Big Beautiful Bill Act

All enterprises face external pressures, and those that respond with agility are often best positioned for long-term success. For private companies, it is increasingly important to convert emerging developments into strategic opportunities. This year, such opportunities have been particularly. Read More >>

2025 Individual Year-End Tax Planning Under the One Big Beautiful Bill Act

As the end of the year approaches, now is the perfect opportunity to assess your financial strategies and implement effective year-end tax planning. With the recent passage of the One Big Beautiful Bill (OBBBA), it is especially important to. Read More >>