Author Archives: Jason Vathis, CPA, CFP

Documents To Prepare For This Year’s Tax Filing
January 13, 2021 Whether it’s your first time filing taxes for your business this year or your tenth, being prepared for tax season… Read More

Getting Granted Approval
September 24, 2020 How to prepare your financial records for future economic recovery grants While the application period for the Paycheck Protection Program… Read More

Maximizing PPP loan forgiveness
May 12, 2020 As a recipient of a Paycheck Protection Program loan, we want to remind you of program rules— especially in relation… Read More

Important EIDL Advance Program Update
April 9, 2020 As we continue to monitor updates to the recent legislation in Washington, we learn just how quickly things can change. … Read More

Tax Law Changes: 2020 Updates
March 19, 2020 Lots of tax changes are coming your way for next year’s tax returns. As part of the Consolidated Appropriations Bill… Read More

New Rules Affect Retirement Plans
March 5, 2020 If you offer a 401(k), have part-time employees, or would benefit from a multiple-employer retirement plan, listen up: new rules… Read More

Nonprofit Tax Regulations
February 27, 2020 Taxes are never simple. If you are a nonprofit working to understand the tax laws and make sure all the… Read More

Outsourced Accounting: More time, less cost
January 30, 2020 A new year, a new way to relieve stress. And save time and money! That’s the best kind of New… Read More

IRS Releases New W-4 Form & Tax Withholding Estimator
January 23, 2020 After much anticipation, the IRS debuted the new 2020 Form W-4 in December 2019. The form has been completely revamped as a result… Read More

Six tips to get a jump on your 2019 taxes
December 10, 2019 With the end of the year right around the corner, now is a great time to start planning ahead for… Read More


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