Tax Management & Preparation

The U.S. Tax Code brings a myriad of tax issues that confront businesses, estates and individuals requiring skilled professional help to carefully track, interpret and apply changes. At Hertzbach and Company, P.A., our Tax Department brings over 65 years of experience to every area of tax planning and preparation. Our experts are focused on you and your business and keeping you informed to take advantage of opportunities these changes present.

Here are some of the tax matters in which we can assist:

  • State & Local Tax
  • Fixed Assets
  • Estate Planning
  • Succession Planning
  • Employee Benefit Plans
  • ESOP Advisory Services
  • Federal and State Credits and Incentives
  • International Tax
  • Property Tax
  • Transactional Advisory Services
  • Payroll Services

Recent tax Updates

Tax Blogs

Nonprofits May Now Have Estimated Payment Requirements for 2018

Posted By: Tax Department , June 15, 2018

Because of recent changes to the tax law, some nonprofit organizations will find themselves with taxable income this year, requiring them to make quarterly payment of estimated taxes. What changed? Nonprofit organizations have long been subject to tax on Unrelated Business Taxable Income (UBTI), but the tax reform package passed late in 2017 created a…

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Wynne-Related Interest Claims: The Tax Court Rules

Posted By: Tax Department , June 7, 2018

The Maryland Tax Court has issued a taxpayer-friendly decision regarding interest on Wynne-related claims. Comptroller of the Treasury v. Brian Wynne, et ux. was a case decided by the U.S. Supreme Court in 2015 that concerned the credit Maryland taxpayers can take for taxes paid to other states. As a result of the Supreme Court’s…

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Guidance on Blended Tax Rates for Corporations with Fiscal Year-ends

Posted By: Marketing , May 24, 2018

The IRS issued further guidance on April 16, 2018 regarding blended tax rates for C-Corporations with a fiscal year-end.  The Tax Cuts and Jobs Act (TCJA) changed the graduated corporate tax rate to a flat tax rate.  This change is effective for taxable years beginning after December 31, 2017.  What about fiscal year-ends that include…

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Cryptocurrency and Your Taxes

Posted By: Marketing , May 9, 2018

Bitcoin and other forms of cryptocurrency, such as Litecoin and Ethereum, have been attracting increasing interest from individual investors and the media. As CPAs who are interested in tax and finance, we’re paying close attention, too. Hertzbach advises taxpayers and prepares returns for cutting-edge investors who are trading in cryptocurrency. We’re staying up-to-date on related…

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Bret Carr interviewed by Thomson Reuters

Posted By: Marketing , April 13, 2018

Bret Carr, Partner and CIO, recently took the time to speak with Thomson Reuters about Hertzbach and our experience with the Enterprise Cloud Audit Suite, a completely integrated, real-time, cloud-based audit solution from Thomson Reuters. The suite features the combined power of Checkpoint Engage and AdvanceFlow, which work together seamlessly to increase accuracy, facilitate easy…

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Brian Ray, MS, CPA to Discuss New Tax Law at Tax Education Seminar

Posted By: Marketing , March 15, 2018

Hertzbach’s Brian Ray, MS, CPA will be discussing the new 2018 tax law at the Building Congress & Exchange’s upcoming Tax Law Seminar. This seminar will include a panel of accountants who will discuss the impact the new law will have on businesses. Brian is a partner in Hertzbach’s tax department and specializes in assisting…

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