Articles & Publications

On August 15, 2024, the Internal Revenue Service (IRS) announced details of the launch of a second Employee Retention Credit Voluntary Disclosure Program (ERC-VDP). The second program is similar to that of the original one that ended in March. Read More >>

It is with a great sense of pride and excitement that we announce the promotion of the following outstanding individuals across our Northeast Ohio team. Management Promotions Samantha Rathburn, CPA, tax services, to Director. Rathburn focuses on serving a. Read More >>

Top 200 Firm We have again been recognized by INSIDE Public Accounting (IPA) as a Top 200 Accounting Firm in the nation! This recognition is a testament to the dedication of our exceptional professionals and visionary leadership, as we. Read More >>

After the U.S. Supreme Court ruling in Connelly v. United States, owners of private, closely held businesses might need to update their plans and strategies for succession planning. The Supreme Court ruled that for estate purposes, the value of. Read More >>

We are excited to announce that we have again been recognized by INSIDE Public Accounting (IPA) as a Top 200 Accounting Firm in the nation! This recognition is a testament to the dedication of our exceptional professionals and visionary. Read More >>

Have you considered increasing your retirement savings plan’s default deferral rate, but are hesitant to act in fear of employee disengagement in the plan? Research suggests there’s likely little need for concern in making the change. Let’s discuss auto-enrollment. Read More >>

Comprehensive due diligence is an essential part of acquiring a business. Financial due diligence, in particular, can be a daunting task, especially for inexperienced buyers and sellers. Fortunately, financial and accounting professionals can help evaluate past and future financial. Read More >>

If you have been considering whether a switch from QuickBooks Desktop to QuickBooks Online is right for you, you’re not alone. In an era where digital transformation is reshaping industries, the contemplation of upgrading tools is inevitable. The shift. Read More >>

The Ohio Department of Taxation announced that the 2024 Sales Tax Holiday will begin on Tuesday, July 30, and run through Thursday, August 8, ending at 11:59 pm. This extension from the usual Friday through Sunday event means more days to. Read More >>

When gathering documents for your income tax return, remember to consider any home improvements made during the year. There are two main credits to consider: Energy Efficient Home Improvement Credit (25C) and the Residential Clean Energy Credit (25D). Energy. Read More >>