About Us

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

  • 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 interstate and/or international needs.

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