Author Archives: Jason Vathis, CPA, CFP

Payroll, Overtime. Binder data finance report business with graph analysis in office.
Overtime Tax Deduction FAQ (2025 and Beyond)
February 2, 2026 What is the overtime tax deduction? The overtime tax deduction is a new federal tax deduction available beginning with the… Read More

A person on the phone, standing in the middle of their business floor, reviewing a clipboard, with a rack of clothing on one side and shipping boxes on the other.
Small Business Tax Strategies and Smart Moves for Small Business Owners
December 10, 2025 Running a small business in Central PA, whether you’re from Myerstown to Mechanicsburg, or Lancaster to Ephrata, means wearing many… Read More

A woman filling out a 1040 tax form.
Can You File Taxes Early?
July 14, 2025 Filing taxes is one of those annual obligations that can sneak up on you, often resulting in a stressful race… Read More

a black piece of paper that has “severance pay” written on it in white and a stack of hundred dollar bills under it
How Are Severance Packages Taxed?
February 17, 2025 Severance packages can provide financial support during times of transition, but understanding how they’re taxed is crucial to avoiding surprises… Read More

a tax form with a stack on money laying on it
Penalty for Not Filing Taxes: What You Need to Know
January 30, 2025 Filing taxes is a yearly responsibility that many people dread, but failing to file your taxes on time can lead… Read More

man pondering a document
Tax-Saving Opportunities You Can’t Miss Before Year-End!
December 12, 2024 As another year is ending and tax season is just around the corner, we would like to share the following… Read More

businessman reviewing document reports at office
How to Read a Balance Sheet, and Why Is It Important?
November 19, 2024 When reviewing a company’s financial health, the balance sheet is one of the most essential tools. But if you’re unfamiliar… Read More

several tax forms and three hundred dollar bills
Difference Between Tax Deduction and Tax Credit: How to Maximize Your Savings
November 7, 2024 When tax season approaches, many people and businesses scramble to find ways to lower their tax bills, often stumbling upon… Read More

Beneficial Ownership Reporting Requirements
September 26, 2024 Starting in 2024, corporations, limited liability companies (LLCs), limited partnerships, and other entities that filed corporate formation papers with a… Read More

a man using a laptop with his hand on a paper and smiling
The Benefits of Virtual Bookkeeping: Streamline Your Financial Processes
September 6, 2024 Maintaining financial records can be daunting in today’s fast-paced business environment. Enter virtual bookkeeping, a modern solution designed to simplify… Read More


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