About Us

Our Leadership Team

John D'Aquila, CPA, CGMA

Managing Partner

Kim Sanders, CPA, MTA

Tax Manager

Top tax questions from our clients recently.

  • Accounting for 2020 PPP Loans and EIDL loans for Accounting AND Tax purposes?

  • IRC section 199a up to 20% small business deduction for qualified businesses. How does it work?

  • New expanded IRC section 179 bonus depreciation for used vehicles, HVAC systems and other assets. Should I purchase now?

  • Which states must I file income tax in ? Which must I file sales tax in? Wayfair?

  • Should I set up an HSA now?

  • SEP IRA, ROTH IRA, SIMPLE IRA, 401K ? Or Defined Benefit plan?

  • Should I amend my prior returns for some of the 2020 pro taxpayer rules? Roll back NOLs?

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

  • Medical professionals

  • 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 with complex interstate and international needs.

Serving clients in over 25 states PLUS United Kingdom, France, Italy, Indonesia, Chile, Canada and elsewhere.