Who Do We Serve?

Who Do We Serve?

When people see our package of services they sometimes comment that they don’t need the “royal treatment” or will call us when they are a “big wig.” I understand what we offer seems like a lot when comparing our services to other accountants who just do tax returns....

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Top 5 Local Coffee Shops

Top 5 Local Coffee Shops

Top 5 Local Coffee Shops I love coffee as much as I love tax planning and the counting of beans. I spend a great deal of my time out and about networking with referral partners, meeting new people and catching up with clients. Most of the time we are conversing over a...

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Let’s Trade!

Let’s Trade!

Often, I find barter transactions in a client’s books by accident. This prompts a conversation about what the tax implications of the services being provided and received looks like. I imagine the initial barter conversation goes like this: Small Business Owner #1...

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To S Elect or Not to S Elect? That is the Question…

To S Elect or Not to S Elect? That is the Question…

Once a week I field a telephone call from a small business client, acquaintance or a high school friend about electing S Corporation status on their single member LLC (Schedule C). Someone, usually their Uncle Joe, Sister Jane or some other business owner, told the caller that they will save so much money in taxes with an S election.

“Is that TRUE?!” they always ask me. In true CPA fashion my answer is…

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JE O'Kane, CPA has a decade of experience in providing tax and accounting help for businesses that value connection.

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