Great Advice Tailored to Your Needs

Attention Business Owners and Nonprofits – Important Change to Filing 2023 Forms 1099
If you are a business owner or nonprofit organization that paper-files 1099s, you need to read this!
On February 21, 2023, pursuant to the Taxpayer First Act, the…
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ERC – Too Good to be True?
The Employee Retention Credit is a legitimate program, but failure to apply the actual rules of the credit to applicants and their specific situation will result in inflated credit amounts which will, in all likelihood, need to be repaid.
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Sending QuickBooks Files to Your Accountant
By: Wendy Rafferty, Supervisor
It’s tax time once again and if you’re a business owner, your CPA/tax preparer is hounding you for your financials. One reason we…
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![Strategies to help you save time, money and aggravation at tax time. [Updated Dec 2022]](https://coverrossiter.b-cdn.net/wp-content/uploads/2021/12/WIB-final-image-title-1024x681-1.jpeg)
Strategies to help you save time, money and aggravation at tax time. [Updated Dec 2022]
By: Jennifer Pacilli, CPA, Director
**Note: We’ve updated all financial references to tax years 2022 and 2023.
The role of a certified public accountant has changed…
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Tax Implications of Charitable Planning/Giving Strategies – Update for 2022/2023
By: Marie Holliday, CPA, MBA, Managing Director
In late 2021, I presented “Tax Implications of Charitable Planning/Giving Strategies” to a DTCC virtual audience. The…
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Understanding the R&D Tax Credit
By: Mitchell Byerly, CPA, Senior Accountant
The research and development (R&D) credit is a great incentive to spur innovation and improvements that benefit us all. Let’s…
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Tangible Property Regulations Guidance
By: Luci M. Roseman, CPA, Manager
To Expense or Capitalize? That is a question that continues to elude taxpayers. Historically, the general rule has always been that tangible…
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How to Stay Productive When Working from Home
Due to the unprecedented effects of COVID-19, the line between our professional and personal lives has blurred. Trying to take care of job responsibilities from home requires…
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8 Things that Could Trigger a Business Audit
Whether you’re doing taxes for your own business or a client’s business, the small – but real – possibility exists for an audit.
Understanding the chances of an audit…
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Understanding and Applying the Home Office Deduction
By: Tina Truby, CPA, Supervisor
Check out our corresponding video
Recently, a client contacted us with a question. “I’m a partner in a design business and we’ve…
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What’s the Best Type of Business Entity for Tax Purposes
There are several major types of business entities, including S Corporations, C Corporations, Limited Liability Companies (LLCs) and being self-employed. Each type of structure…
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Tax Implications of Rental Property
By: Jason Shuman, Staff Accountant
One of the more common questions we get asked leading up to and during tax season is about the reporting of rental properties. At first…
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Time to Go Digital
By: Marie Holliday, CPA, MBA, Managing Director
News stories and images of mailed tax returns and payments piled up outside closed IRS and state processing centers, not to…
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Too Many Passwords to Remember? We’ve Got a Solution
By: Donna Bryant, C&R Administration and IT Manager
Those pesky passwords. The length, numbers, special characters, capital letters! According to a survey conducted by…
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Need to Pay Taxes? Try Online Payment Options
By: Mengjiao (Sherry) Yao, CPA, Supervisor
Paying your taxes online is convenient and secure.
The pandemic changed people’s lifestyles from cutting hair at home to paying…
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Top 6 Year-End Tax Planning Tips
This has been a year of economic and tax uncertainty with the impact of the COVID-19 pandemic, potential stimulus bills, and the presidential election. As a result, tax…
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7 Steps to Start a Business
The idea of starting your own business is inherently romantic, if not exhilarating: You get to run the show, flesh out your ideas and live your dream. But where do you begin?…
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It’s National Tax Security Awareness Week – Tips to Stay Safe
Image source: HCAMag.com
On this Cyber Monday, as the IRS celebrates the 5th annual National Tax Security Awareness week, here are a few basic steps everyone should remember…
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Understanding and Applying the Home Office Deduction
By: Tina Truby, CPA, Supervisor
Check out our corresponding video
Recently, a client contacted us with a question. “I’m a partner in a design business and we’ve…
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QuickBooks – Dashboard Tour
If you’re making the transition from an excel spreadsheet to QuickBooks or you’ve been using QuickBooks but maybe not taking full advantage, join us for an overview of all that…
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QuickBooks – How to Eliminate Clutter
If you’re like the majority of people paperwork seems to have taken over your workspace. With QuickBooks you can eliminate piles of…
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How We Help
Cover & Rossiter is proud to represent many of the region’s finest-managed businesses. We focus on providing strategies to maximize your opportunities and minimize your tax burden. We work closely with you to ensure every aspect of the planning and implementing processes will be covered, providing the best results for you. The technical expertise and dedication our clients receive is what sets us apart from other accounting and tax services firms.
Our most requested services for businesses include:
- Tax compliance
- Preparation of annual tax returns
- Preparation of annual 1099 statements
- Strategic tax planning
- Employee benefit plans
- Cost control and financing
- Growth management consulting
- Operational excellence, e.g. Profitability consulting
- Tax incentives, e.g. R&D tax credit, Opportunity Zone incentive
- Compliance consulting, e.g. Lease accounting standards, Nexus tax consulting
- Cost segregation study
- Succession planning
- Client Accounting services
- Financial statements preparation
- Prepare payroll
- Accounts payable
- Year-end tax planning and preparation for company audit
- Bank reconciliations
- Gross Receipts
- Software setup and training, e.g. QuickBooks, Sage 50, Bill.com
Great People

Marie Holliday
Managing Director, CPA, MBA
Individuals & Families, Businesses, Fiduciary Advisors
Individuals & Families, Businesses, Fiduciary Advisors
Marie is responsible for the strategic direction of the firm as well as leading the firm’s tax and advisory services departments, which includes individuals and families, estates and trusts, and corporate clients. She takes a more holistic approach with her client, in that she focuses on the various stages of growth in one’s life or business to come up with tax planning strategies that influence long-term financial stability.

Jennifer Pacilli
Director, CPA, CVA
Individuals & Families, Businesses, Fiduciary Advisors
Individuals & Families, Businesses, Fiduciary Advisors
Jennifer applies her expertise on many of the firm’s challenging and diverse corporate, individual and international clients. She has established a reputation for her strong attention to detail and her dedication to serving her clients.

Andy Johnson
Principal, CPA
Individuals & Families, Businesses, Fiduciary Advisors
Individuals & Families, Businesses, Fiduciary Advisors
Andy’s attention to detail and problem solving ability have benefitted his clients as he assists them with navigating the constantly changing tax landscape. He is an exceptional writer and has the ability to take the most complex of tax laws and explain them in an easy-to-understand format.

Peter Hopkins
Principal, CPA
Individuals & Families, Businesses, Fiduciary Advisors
Individuals & Families, Businesses, Fiduciary Advisors
Peter assists a wide variety of clients. Industries he has served include both onshore and offshore hedge funds, broker/dealers and investment advisory firms. He has provided tax advisory, planning and compliance services for multinational corporations both publicly traded and closely held. He also has extensive experience with foreign-owned businesses operating in the United States.

Wendy Rafferty
Supervisor
Businesses – Client Accouting Services, Nonprofits – Client Accounting Services
Businesses – Client Accouting Services, Nonprofits – Client Accounting Services
Wendy provides accounting services to some of our business and nonprofit clients. This includes, but is not limited to, software training and consultation, payroll processing, monthly and quarterly review work and part-time controller services. Having been a business owner herself, Wendy understands the compliance aspects of running a business.

Kim Zarett
Principal, CPA, MS
Individuals & Families, Businesses, Fiduciary Advisors
Individuals & Families, Businesses, Fiduciary Advisors
Kim has a broad tax background with a strong focus on tax planning for estates, trusts and high net worth individuals. Through the years, Kim has serviced clients working in many different sectors including real estate, medical/dental practices, and investment partnerships.
