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.
Taxes are never simple. If you are a nonprofit working to understand the tax laws and make sure all the right paperwork is completed, we’re here to walk you through some details to navigate nonprofit tax regulations. Nonprofit vs. For-Profit Taxes Tax regulations vary depending on the type of organization involved. For-profit companies, regardless …
A new year, a new way to relieve stress. And save time and money! That’s the best kind of New Year’s resolution, we think. Now is a great time to conduct a clean-up of your finances. Tackling this can result in increased business efficiency and performance. You can achieve this fresh start and get to …
Continue reading “Outsourced Accounting: More time, less cost”
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 …
Continue reading “IRS Releases New W-4 Form & Tax Withholding Estimator”
With the end of the year right around the corner, now is a great time to start planning ahead for tax time and making sure that you have put yourself in a good position for next April 15. Below we offer a few options to consider that may help make tax time a bit easier …
Continue reading “Six tips to get a jump on your 2019 taxes”
Not all business growth is organic. For many small and medium-sized businesses, growth can also come via a merger or acquisition. By using this kind of strategy, your business can add services, people, product lines, geographic coverage, and more in one step. If you’d like to grow your company via a merger or acquisition, read …
Continue reading “Mergers & Acquisitions: What You Need to Know”
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, …
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 …
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 …
Both can motivate employees. Many businesses look to reward their teams and keep the company moving forward with profit sharing or bonuses. Both can help bring team loyalty and a sense of value, as well as improve company performance. We’re bringing you the ins and outs of how bonuses and profit sharing can work for …
Continue reading “Motivation and Value: Bonuses and Profit Sharing”
More flexible than a loan, a business line of credit can give you a resource to keep your cash flow strong without jeopardizing your company’s future. Even if you have steady revenue to meet your expenses, that may not mean your cash flow comes in at the rate you need to meet those costs. If …
©2026, Gift CPAs. All Rights Reserved. Privacy Policy