Philadelphia Businesses Should Prepare for Changes to the Use & Occupancy Tax

Philadelphia businesses that use or occupy real estate for commercial purposes should be aware of an important tax change that took effect in 2026. The City of Philadelphia has eliminated the annual $2…

For many individuals and businesses, taxes become a priority only as filing deadlines approach. However, effective tax planning is not a once-a-year activity, it is an ongoing process that can help taxpayers…

The deadline for the second quarter estimated tax payment for the 2026 tax year is Monday, June 15, 2026. This payment covers income earned from April 1 through May 31, 2026. Estimated tax payments can…

Forbes has produced their second America’s Best-In-State CPAs list and we’re proud to share that Leading Partner Jim Haefele has once again been recognized. This honor reflects both Jim’s expertise…

Many nonprofit leaders and board members bring strong experience from the commercial business world. That expertise is a real advantage. Budgeting, financial reporting, transparency, and accountability…

by Beth Renga, Director of Consulting Services Imagine you’re in a business meeting or in a conversation with colleagues or someone in leadership. Something comes up and you have a thought you could…

On April 10, 2026, the U.S. Department of the Treasury and the IRS released final regulations implementing the “No Tax on Tips” provision of the One, Big, Beautiful Bill. The rules define what qualifies…

As millions of people file their 2025 tax returns, the Internal Revenue Service reminds taxpayers to use the Where’s My Refund? tool on IRS.gov to confirm receipt of their return and track a refund.…

Each year, the IRS releases its Dirty Dozen list to warn taxpayers about common scams that threaten personal and financial information. These schemes target individuals, businesses, and even tax professionals…

The Executive Order 14247, signed March 25, 2025, directs the U.S. Department of the Treasury and the Internal Revenue Service to transition federal payments to fully electronic methods. The goal is to…