We are a team of 8 Professionals in 2023
John D'Aquila, CPA, CGMA
Top tax questions from our clients recently.
Accounting for PPP Loans, ERC Credits and EIDL loans for Accounting AND Tax purposes?
IRC section 199a up to 20% small business deduction for qualified businesses.
Electric vehicle credits.
Which states must I file income tax in ? Which must I file sales tax in? Wayfair?
Should I elect S Status for my LLC?
SEP IRA, ROTH IRA, SIMPLE IRA, 401K ? Or Defined Benefit plan?
PTET tax enrollment in over 20 states in 2023. Should I ?
Revocable or Irrevocable Trust ? Legacy Trust ? Must I file Gift Tax Returns
New FINCEN foreign account disclosure filing requirements.
New UK and other country Tax treaty changes
Some concentrations within our client base:
Individuals that need a team of Trusted Advisor CPAs with over 30 years experience each.
Small businesses doing business both within and outside the USA
Web analytics and business intelligence software companies
Multi-state tax filers
Financial service professionals
Medical device and medical services companies
Retired and active military clients
Intellectual property companies
Executives and high net worth individuals with interstate and/or international needs.
Serving clients in most states PLUS United Kingdom, France, Italy, Indonesia, Chile, Canada and elsewhere.