S E R V I C E S

Retirement Planning

There are many stages of retirement planning and many perspectives. Whether you are the employer, employee, or retiree, we can help.

Whatever your situation, we can help educate you so you can make an informed decision based on your needs and goals.

Leadership

DIANE ACURSO, CPA

Email Diane
Employers

If you are an employer, we can advise you on how to pay less money in income taxes, attract the best employees, and save for retirement. We can also assist you in choosing the correct retirement plan for you and your employees.

Employees

If you are an employee, you may wonder if you are doing enough to save for retirement. We can advise you on the tax and financial impact of different retirement plans, and which ones might make sense for your situation.

Retirees

If you are already retired or on the verge of retirement, we can help you project the effect of taking social security benefits or how your first year of RMD may impact your tax return.

State and Local Income Tax Issues to Consider Before Making Your Next Tax Payment

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State and local taxes represent a key and often material part of a business’s total tax liability. Many states are reporting budget surpluses, reducing tax rates and offering new credits and…

Plan Sponsor Alert: Planning for the End of the COVID-19 Public Health Emergency and Outbreak Period

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To help the American public endure the COVID-19 pandemic, Congress passed laws that provided billions of dollars in emergency funds to buy vaccines, tests, and other treatments that were free…

Mandatory Capitalization of R&E Expenses

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The Impact on Government Contracting Companies Government contracting entities often incur considerable expenses associated with the performance of research and development activities — both on behalf of their government agency…

Revised Filing Instructions for K-2 and K-3 for Partnerships and S-Corps

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The IRS recently issued revised instructions regarding 2022 Schedules K-2 and K-3 for partnerships and S corporations. In these instructions, the IRS responded to requests for expanded relief and clarity…