Great Advice Tailored to Your Needs
RMD Relief and Guidance for 2023
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement…
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Take Action Now to Reduce Your 2023 Tax Liability
The end of the year is a popular time to read articles on how you can reduce your tax bill. Here are a few changes you can make now, at the beginning of the year, that can…
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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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New Rules and Ways to Use HSAs/FSAs
People who own a high-deductible health insurance plan may have the ability to open a health savings account (HSA). They can contribute pre-tax income to an HSA and invest…
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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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Sold Your Home Last Year or Plan to in 2023? If So, Here’s What You Need to Know
The U.S. housing market has been extremely volatile over the past year. Year-over-year growth rates were at highs of 20.1 percent in April 2022, then declined to only 8.6…
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Changes That May Affect Your 2022 Tax Return
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When it comes to taxes, one might call 2022 the year of the great reset. That’s because a lot of things that were put into place for 2021 will revert back to…
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Strategies for Paying Off Student Loans
Today, 70 percent of college students graduate with an average of $30,000 in student loan debt. The average payment is nearly $400 a month and will take about 20 years to pay…
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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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Important Changes to the Child Tax Credit
[Notice: The information in this blogpost is in reference to the 2021 tax year only.]
UPDATE 8/11/21: The IRS recently posted “Common questions about the advance…
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Financial Tips for Recent College Graduates
Members of the college graduating class of 2017 owed an average of close to $30,000 each in student loan debt. Imagine starting out adult life with that kind of debt…
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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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Changes to Required Minimum Distributions
By: Mengjiao (Sherry) Yao, CPA, Supervisor
[Notice: Some of the information in this blogpost is no longer relevant. Click here to read our latest post for updates to the…
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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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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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Roth Conversion – Should You or Shouldn’t You?
Factors to Consider if Converting from a Traditional IRA to a Roth
By: Kimberly Zarett, CPA, MS, Principal
2020 has certainly been a year unlike any other. In terms of…
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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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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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Have You Received a “Balance Due” Notice from the IRS?
You filed your tax return on time and paid the taxes due, yet you received a notice from the IRS. Why?
By: Luci Roseman, CPA, Manager
Due to the COVID-19 pandemic, the…
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How We Help
We provide a full range of tax and advisory services to individuals and families. We stay current on the ever-changing tax laws so you don’t have to and are passionate advocates for your financial health and well-being.
Our most requested services for individuals and families include:
- Individual tax preparation
- Strategic tax planning
- Tax examinations and problem resolution
- Representation before the IRS in audits of tax returns
- Education and retirement planning
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.
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.
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.
