Karen joined our firm in 1996. She has over 29 years of experience in accounting and tax. Her responsibilities include preparation and review of tax returns for individuals, corporations, partnerships, estates and trusts; preparation of compiled and reviewed financial statements; tax planning and assistance with tax compliance issues.
Before joining the firm, Karen held several positions including senior accountant at KPMG Peat Marwick, LLP, where she performed audits of small businesses as well as tax preparation and review of savings and loan associations, high income individuals and consolidated corporate entities.
Karen earned her Bachelor of Science in Education and later changed careers and earned her Bachelor of Science in Accounting from Mercy College in New York. Karen is a member of the NCACPA and AICPA. Her outside interests include genealogy, travel, walking and reading.
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For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.
This is a friendly reminder that the Q3 tax estimate payment deadline is coming up fast. Be sure to make your payment by September 15, 2018 to avoid penalties. Currently, penalties for late or no payment average about 4 percent. And wouldn’t you rather keep that money in your pocket?
According to new rules from the Tax Cuts & Jobs Act, meals and entertainment tax-deductible expenses for businesses have undergone considerable reform. Because the explanations of new deduction guidelines can be confusing, we’ve created this brief outline for you. A visit with your accounting professional to ensure your Chart of Accounts is correct may also be beneficial.