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Accountants & Advisors
People Say There's No Magic In Accounting

Tax and Accounting Solutions

For us, the real magic comes from setting our clients’ core values as the foundation of the advisement we provide them.

We believe that a business’s health is not judged by its bottom line alone, but that financial capital is a by-product of four other capitals – human, social, intellectual and structural — which are driven by our clients’ unique values and priorities. Being mindful of these gives us the insights necessary to customize solutions based on the individual tax compliance, assurance, due diligence, accounting or advisory needs of our clients.

It’s not about what we do; it’s about what you get.

We understand that your personal and professional values are very different than those of your competitors; and we’ll help you build your business successfully without compromising them. Our approach, along with our highly developed strategic communication method, combined with our team-based structure, sets us apart from the rest. By providing our clients long term perspective and innovative accounting solutions, our clients can focus on pursuing their business success.

Since 1976, Our team has been working together to develop our unique client strategy.

What We Do

We Offer A Full Range of Services

RSJ offers traditional tax and accounting services.  In addition, we specialize in all aspects of Assurance, Business Advisory, Mergers & Acquisitions, SEC Compliance and Families of Wealth for both domestic and international clients.

Services to Support Your Business

RSJ offers traditional tax and accounting services.  In addition, we specialize in all aspects of Assurance, Business Advisory, Mergers & Acquisitions, SEC Compliance and Families of Wealth for both domestic and international clients.

Our Latest News

November Due Dates

INDIVIDUAL DUE DATES November 12 – Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during October 2024, you are required to report them to your employer on IRS Form 4070 no later than November 12. Your employer is required to withhold FICA taxes…

How to Prepare for Your Year-End Financial Review: A Guide for SMBs

As the year draws to a close, it’s time to take stock of your business’s financial health. A year-end financial review isn’t just a box to check—it’s a crucial opportunity to assess your profit and loss, evaluate growth potential, and ensure your business is on track for continued success. Whether you’re looking to maximize tax…

Navigating the Tax Complexities of Hiring Household Employees

Household employees play a crucial role in many homes, providing essential services such as childcare, eldercare, housekeeping, and gardening. However, employing household help comes with a set of responsibilities, particularly in terms of payroll, withholding, and tax reporting. This article delves into the intricacies of household employment, including the classification of workers, payroll requirements, tax…

Maximizing Your Retirement Savings: Strategies for Late Starters

As a baby boomer, you may find yourself approaching retirement with less savings than you’d hoped. Whether due to economic fluctuations, personal circumstances, or simply the demands of life, many late starters face this challenge. However, it’s never too late to take action. Here are effective strategies to maximize your retirement savings and catch up…

Don’t Leave Money on the Table: Essential Tax Credits You Might Be Missing

Tax preparers often encounter clients who are confused about the various tax credits available to them. Understanding these credits can significantly impact your tax liability and, in some cases, result in a refund. This article aims to demystify individual tax credits, explain the difference between refundable and non-refundable credits, and discuss credit carryovers. By the…

Navigating the Corporate Transparency Act: Essential Insights and Compliance Reminder for SMBs

As the deadline for compliance with the Corporate Transparency Act (CTA) approaches, small and medium-sized businesses (SMBs) must remain vigilant. This legislative milestone, aimed at enhancing corporate transparency, requires businesses to disclose beneficial ownership information to combat illicit activities like money laundering and tax evasion. With the latest insights and reminders, it’s crucial for SMBs…

Surprising Tax Impact of Converting Your Traditional IRA to a Roth IRA

Taxpayers are limited in the annual amount they can contribute to a Roth IRA. The maximum contribution for 2024 is $7,000 ($8,000 if age 50 or older), but the allowable 2024 contribution for joint-filing taxpayers phases out at an adjusted gross income (AGI) between $230,000 and $240,000 (or an AGI between $0 and $9,999 for…

IRS Highlights New Warning Signs for Businesses Regarding the Employee Retention Credit

In the wake of the COVID-19 pandemic, the Employee Retention Credit (ERC) emerged as a vital financial lifeline for businesses. However, as the IRS intensifies its scrutiny of ERC claims, it has unveiled five new warning signs that businesses must heed to avoid costly mistakes. Understanding these red flags is crucial for maintaining compliance and safeguarding your…

October Due Dates

INDIVIDUAL DUE DATES October 10 – Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during September, you are required to report them to your employer on IRS Form 4070 no later than October 10. Your employer is required to withhold FICA taxes and…

September Due Dates

INDIVIDUAL DUE DATES September 1 – 2024 Fall and 2025 Tax Planning  Tax Planning Contact this office to schedule a consultation appointment. September 10 – Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during August, you are required to report them to your…

Unlock Cash Flow and Profits: The Power of Installment Sales when Selling Your Rental

The installment sales method is a significant tool for taxpayers selling a rental property at a gain, offering a way to spread tax liability over the period in which the sale proceeds are received. This method, while beneficial in many scenarios, comes with its complexities and considerations, especially when dealing with rental properties. This article…

Education Savings: How a Sec 529 Plan Can Transform Your Family’s Future

Funding a child’s education can be a daunting task for many parents and guardians. With the rising costs of post-secondary education, finding a tax-efficient way to save and grow education funds is crucial. Enter the Section 529 Plan, a powerful tool in the arsenal of education savings options. This blog post will delve into the…

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We believe that a business’s health is not judged by its bottom line alone, but that financial capital is a by-product of four other capitals – human, social, intellectual and structural — which are driven by our clients’ unique values and priorities.

Being mindful of these, gives us the insights necessary to customize solutions based on the individual tax compliance, assurance, due diligence, accounting or advisory needs of our clients.

We provide an extensive array of services to

meet all your needs.

RSJ offers traditional tax and accounting services. In addition, we specialize in all aspects of Assurance, Business Advisory, Mergers & Acquisitions, SEC Compliance and Families of Wealth for both domestic and international clients.

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