Jason Vathis, CPA, CFP

Jason Vathis, CPA, CFP

Jason Vathis, CPA, CFP, brings over 26 years of experience in public accounting and financial planning. As both a Certified Public Accountant and Certified Financial Planner, Jason offers a strategic, well-rounded approach to tax and financial advisory services. He currently serves as CEO of Gift CPAs, having worked his way up through the firm, and is a Leadership Harrisburg graduate. Jason’s expertise and leadership have earned him recognition as a Simply the Best award winner by the Carlisle Sentinel.

Recent Posts

IRS Releases New W-4 Form & Tax Withholding Estimator

After much anticipation, the IRS debuted the new 2020 Form W-4 in December 2019. The form has been completely revamped as a result of the 2018 Tax Cuts & Jobs Act (TCJA). The redesigned form is intended to simplify a potentially complicated process and assist employees in making accurate determinations on federal tax withholding. Since 2018 was the first–year taxpayers were impacted by the …

Succession Planning 101

While some days it may seem impossible, hopefully you won’t actually be working forever. For anyone that has built a successful business the question arises of what happens to that business when they are ready to move on to a new adventure, whether that is retirement or an alternate business opportunity. No matter the scenario, …

Get the Most Value from WOTC

Don’t leave valuable tax benefits on the table for your company. You’re running a complex business, with many layers of operations, services, and priorities. As you’re hiring the right people to make your business shine, it can be worthwhile to make sure you’re receiving all applicable benefits.  One such opportunity is the Work Opportunity Tax …

Is it time to sell?

When is the right time? If you’ve been growing your small business, putting your blood, sweat, and tears into it for years, you might be starting to think about when would be the right time to sell. Maybe you’re nearing retirement, and you’re deciding how much longer you want to work, or perhaps you have …

Mid-Year Direction

Why reviewing your goals and financials can keep you on the right track  If you take a wrong turn partway through a race, you may not reach the finish line. If you’re chugging along with your business, great! But as mid-year approaches, are all your ducks lined up to hit your goals this year? Checking …