Pages
- About DP&C
- Blog
- Careers
- Cash Or Accrual? Do You Know The Difference?
- Client Login
- Client Testimonials
- Contact Us
- Core Values
- form test
- Industries
- Life Insurance – Get the Facts
- Monitoring Your Accounts Receivable
- News
- Our Passions
- Our People
- Plan Today For Future Long-Term Care Costs
- Plan Your Estate To Reflect Your Intentions
- Privacy Policy
- Receive our Newsletter
- Refinancing? Understand The Tax Issues
- Resources
- Save Taxes With Summertime Planning
- Services
- Site Map
- Sound Success Begins Here
- Supreme Court Issues Ruling on ACA Subsidies
- Terms of Use
- The Affordable Care Act: Know The Terms
- The DP&C Client Experience
Posts by category
- Category: Uncategorized
Slide
Services
- Internal Control Assessments
- State and Local Tax
- Controller Outsourcing & Search Services
- Accounting & Business Consulting (ABC)
- Estate Planning
- Succession and Business Planning
- Tax Planning & Compliance
- Compilations, Review, and Audit
Testimonials
People
- Jason Kors, CPA
- Terry Cronk, CPA
- Ed Ramos, CPA
- Zach Parsons, CPA
- Bryce Comfort, CPA
- Karin Teles
- Roger Lilley, CPA
- Kathy Nguyen, CPA
- Michael Anthony, CPA, MS Tax
- Marlayna Geary, CPA, MAcc
- Andrew Kwon, CPA
- Apinya Tsai, CPA
- Connor Mott, CPA
- Jansen Lee, CPA
- Katherine Gordon
- Hannah Wright
- Erik Calabaza
- Josh Hanigan
- Katie Koszczewski
- Micah Tongedahl
- Kristin M. Kiehl
- Jennifer Saalfeld
- Joy Vivar-Beeks
- Melissa Wiltrout
- Jacquie Sonnenfeld
- Joni Larson
- Jackie Leleisiuao
- Jeanne McCormack
Industries
- High Net Worth Individuals
- Family Owned Businesses
- Professional Practices
- Utility Cooperatives
- Distribution
- Not-for-Profit Organizations
- Employee Benefit Plans
- Manufacturing
- Real Estate
- Construction
News
- Tips to Protect Your Social Security Number
- 5 Ideas to Help Save Money
- Protect Your Valuables BEFORE Thieves Arrive
- Tax Credit or Tax Deduction: Understand the Difference
- Debt Relief and Taxes
- Early Mortgage Payoff: Small Payments Can Save You Big Money
- Banks Won't Always Save You from Scams
- The Busy Business Owner: Get Back 15 Minutes a Day
- 5 Little-Known IRA Opportunities You Should Know About
- Increasing the Worth of Your Most Valuable Asset
- Beware of Scammers Targeting Your Tax Info Warns IRS
- Six Simple Ideas To Help Your Small Business
- Partner with a Tax Expert If The IRS Comes Knocking
- Retiring Early Catches On Fire
- Avoid The Summertime Tax Blues With These Planning Tips
- Watch Out For These Sneaky Vacation Costs
- Prepare Yourself Financially When Purchasing a Vehicle
- Business Advice: Every Impression Matters
- You Need Tax Planning If...
- The Benefits of Being a Sole Proprietor
- Protecting Your Digital Footprint
- The Psychology of Saving - How to Change Your Money Habits
- Start Your Tax Planning Now!
- Make Online Reviews Work For Your Business
- Password Madness: Tips to Keep Your Growing List Under Control
- Annual Tax Quiz - Is It Taxable?
- Tax Day is Here!
- Retirement Plan Options for Small Business Owners
- Oh No! Your Tax Refund is Now a Bill
- Important Moves to Consider When Interest Rates Change
- Building an Emergency Fund When Cash is Scarce
- Common Missing Tax Return Items
- File Your Business Return on Time Or Pay The Price
- Reasons To File Your Tax Return Early
- Avoid A Penalty and Tax Surprise When Withdrawing From Retirement Accounts
- Yes! You Owe Tax on That
- Best Way To Avoid An IRS Audit: Preparation
- Plan Your Retirement Savings Goals for 2024
- Every Business Needs Cash!
- Ideas To Help Set Financial Goals
- Tips For A Smooth Tax Season
- Tips To Turn Buying a Home into a Reality
- Ingredients of a Successful Business Partnership
- Watch Out for These Unexpected Tax Surprises
- Year-End Tax Cutting Moves to Consider
- Spend Less With These 5 Money Tips
- Year End Tax Planning Tips for Your Business
- 2024 Social Security Changes
- Tax Planning: Now More Important Than Ever
- Unique Employee Benefits to Differentiate Your Business
- Tax Court Corner - 3 Cases, 3 Great Tips
- The IRS Is NOT Always Right
- 5 Great Money Ideas
- Taxes: Knowing The Basics Is Key
- Mitigating Business Risk with Cross Training
- Your Home Is a Bundle of Tax Benefits
- The Trouble with 0% Financing
- What You Need to Know About Hiring Family Members
- 6 Tips for Lower Car Insurance Rates
- Mastering Your Credit Card
- When To Call: Common Situations That Require a Tax Review
- Budgeting Basics
- Surprise Bills: Prepare Your Business for the Unexpected
- Prepare Your Finances for More Interest Rate Hikes
- Pull Your Property Taxes Back Down to Earth
- Common Tax Questions
- Prioritizing Inventory Management Can Help Your Business
- Never Take On The IRS Alone!
- Shield Your Emergency Fund From Inflation
- Make Your Child's Summer Break a Tax Break!
- Making Your Cash Worth More
- The Home Gain Exclusion: Make Sure You Qualify!
- Safeguard Your Business's Cash with Segregation of Duties
- Calling All Taxpayers: Plan Now or Pay Later!
- Five Tips for Small Business Insurance Reviews
- Great Money Habits
- Help Older Adults Stand Up Against Scams
- Business Advice: Every Impression Matters
- Tips for Working Beyond Retirement Age
- New Tax Rules Mean Changes for Retirement Accounts
- Creating Financial Goals As A Couple
- Jumpstart Your Savings With These 3 Rules
- Tips To Make Sure Your Tax Return Doesn't Get Stuck!
- Why You Should File Your Tax Return Early
- Keys to Keeping Great Business Records
- Tips to Get Your Finances in Tip Top Shape
- Plan Your Retirement Savings Goals for 2023
- It's Tax Time! Tips to Get Organized
- Tips to Keep Your Customers Coming Back
- Shrink Your Tax Bill in 2023
- Identity Thieves Love Tax Season
- Year End Tax Cutting Ideas
- 6 Ways to Cut Your Expenses
- Customer Retention: The Key to Profitability
- 'Tis The Season For Gift Card Fraud
- 2023 Social Security Adjustment
- Planning For Future Care: A Financial Dilemma
- Ingredients of a Successful Business Partnership
- Improve Your Personal Cash Flow
- There's Still Time to Reduce Tax Surprises!
- Handling Negative Online Reviews of Your Business
- Student Loan Forgiveness Q&A
- Taming Monthly Bill Creep
- Tips to Protect Your Social Security Number
- New Electric Vehicle and Other Energy Credits
- Debit Card Smarts
- Ideas When Reviewing Franchise Agreements
- Tips To Improve Your Credit Score
- Turning Your Hobby Into A Business
- 5 Great Things To Know About IRAs
- Understanding Tax Credits Versus Deductions
- The IRS Announces Tax Scams
- Your Business Mileage Deduction Just Became More Valuable
- Watch For These Tax Surprises
- Layering Your Bank Accounts
- Six Simple Ideas To Help Your Small Business
- Make Your Child's Summer Break a Tax Break
- Hustling For Extra Income
- Start Your Tax Planning NOW!
- Making Your Home Office A Tax Deduction
- The Home Gain Exclusion: Make Sure You Qualify!
- Summer Jobs and Taxes
- Maximizing Your Working From Home Opportunity
- Tax Consequences of Virtual Transactions
- 12 Ways to Help Your High School Student Become Money Smart
- The Benefits of Being A Sole Proprietor
- Protect Your Emergency Fund From Inflation
- Debt: Gone But Not Forgotten By The IRS
- Review Financial Decisions When Interest Rates Change
- Tax Saving Tips For Parents AND Grandparents
- The Secret To A Quick Tax Refund
- Business Metrics That Have Impact
- Great Tips For Your Home Based Business
- I Owe Tax on That?
- Easy-to-Overlook Tax Documents
- 5 Ideas to Improve Your Financial Health in 2022
- Small Business Tax Return To-Do-List
- Do You Have a Plan for Your Retirement Savings Goals for 2022?
- Small Business: Thriving, Not Just Surviving
- Make Order Out of Chaos
- Make Payroll Taxes Easy in 2022
- Surprise Bills: Prepare Your Business For The Unexpected
- Five Ways To Save More This Year
- What Is Your Company's Financial Story?
- Proactively Plan For Year End
- Social Security Announces 2022 Adjustments - How Changes Impact You
- Reduce Your Taxable Income Before Year End
- 5 Tips to Help Onboard New Employees
- IRS Backlog: What You Need to Know If Your Tax Return is Stuck
- 5 Tips for Dealing with Common Accounts Payable Problems
- Want to Know a Bank Secret?
- 5 Signs of Identity Theft
- States Without Income Tax Still Have Taxes - What You Need To Know
- How To Be More Productive
- How To Protect Your Money From Inflation
- Financial Health Assessment For Your Business
- Tax Planning for 2021: It's Time.
- 5 Ways to Attract and Retain Employees
- Help! I Just Got A Letter From The IRS!
- Get The Best Bank For Your Buck!
- What To Know When Deducting Your Vehicle For Business
- 2021 Child Tax Credit Payments: Everything You Need To Know
- What Unemployment Taxes Is My Business Required To Pay?
- Small Business IRS Audit Triggers
- Good Debt Vs. Bad Debt
- How Can I Lower My Tax Bill
- 5 Tips to Manage Customer Accounts
- Cryptocurrency Tax Laws - Everything You Should Know
- Rolling Forecast - Why You Should Use It?
- Tax Savings Strategies: Hire Your Kids and Grandkids
- Why Is Knowing Your Net Worth Important?
- Tax Basics: Understanding Taxes
- 6 Ways to to Build a Fortress Balance Sheet
- 5 Ways to Support Fellow Small Business Owners
- 6 Tips for Easy Bill Payments Every Month
- What is Renter's Insurance and Why You Should Have It?
- Why Cross-Training Employees is Important for Small Business Survival
- PPP Loan Application Deadline Extended!
- Everything You Need to Know About the New Tax Breaks
- A Portion of Unemployment Income Now Tax Free - What You Need to Know!
- Why the Pandemic Could Be the Right Time to Start a New Business
- Independent Contractor vs. Employee? Classify Your Workers RIGHT!
- Why and How to do a Bank Reconciliation
- 8 Common Tax Questions Answered
- Hiring Family Members - What You Need to Know
- Protect Your Tax Return With This Secret Weapon!
- 4 Ways to Save Time and Money By Organizing Business Records
- 5 Pandemic Related Tax Surprises You Can Expect
- Where's My Refund? 4 Ways to Make Sure Your Tax Return Gets Done
- 7 Financial Wellness Tips For 2021
- Contribution Limits for 2021 Retirement Plans
- COVID Relief Bill: Paycheck Protection Program (PPP) Loan Expenses Are Now Tax Deductible
- Three Ways to Get a Higher Interest Rate For Your Savings
- How to Control a Loan Forgiveness Tax Surprise by Using Depreciation
- 3 Tips to Ensure a Happy Banker-Business Relationship
- 5 Common IRS Surprises and What You Can Do to Make Sure You are Filing Your Taxes Right
- Home Office Deduction - A Guide to Turn Your Home Office into a Tax Deductible
- Retirement Savings Tips for Small Business Owners
- Steer Clear of Money Making Scams While You're Stuck at Home
- How to Walk the Tightrope When Raising Prices
- Saving Too Much Can Sometimes Be Expensive
- Don't Make These Business Website Mistakes
- How to Build Your Emergency Fund - When You Have No Money
- Switching Jobs? Here's What To Do With Your 401(k)
- Is a Tax Trap Lurking in Your Paycheck?
- IRS Rolls Out Quicker Fix for Missing, Incorrect Stimulus Payments
- Find a Budget Method That Works
- Great Tips to Improve Your Credit Score
- IRS Announces Common Tax Scams
- How to Eliminate a Tax Surprise
- Build a Fortress Defense for PPP Loan Forgiveness
- Should You Incorporate Your Business?
- New Tax Rules for 2020!
- Will That Be Cash or Barter?
- Small Business Owners Get Good News on PPP Loan Forgiveness
- Help! My Stimulus Payment is Wrong or Missing!
- Think Before Tapping 401(k) as Emergency Fund
- Be Prepared for Pandemic Tax Surprises
- IMPORTANT! You may Owe a Tax Payment This Month
- Beware of Scams Tied to COVID-19 Economic Impact Payments
- Answers to Common COVID-19 Unemployment Questions
- Get Your Money: Ensure You Receive a Stimulus Payment
- Key 2020 Coronavirus Tax Changes
- Keep Your Social Security Number Safe
- Is Your General Ledger Squeaky Clean?
- New Law Requires Small Business to Provide Paid Leave
- Ease the Pain of Repaying Student Loans
- How to Succeed as an Independent Contractor
- Should You Buy or Rent a Home?
- The IRS Data Theft Problem
- Setting Up Your Business Accounting System
- New W-4 Creates Questions for Human Resources
- How to Take Advantage of the New Retirement Rules
- You NEED These Documents to File Your Taxes
- Finding the Balance of Income vs. Spending
- It's Time to Prioritize Inventory Management
- 2020 Retirement Plan Limits
- There's Still Time to Fund Your IRA
- Make Your Cash Worth More
- Time for a Yearly Credit Report
- Cash Flow: A Central Part of Your Business Plan
- 3 Major Charity Scam Red Flags
- Avoid Misclassification: Independent Contractors
- Tips to Improve Your Credit Score
- Reminder: Major Employment Tax Deadlines
- 6 Ways to Cut Your Everyday Expenses
- 2020 Social Security Benefits
- Save Money With These Year End Ideas
- Bill Collector Calling? Know Your Rights
- 5 Ways Payroll Services Boost a Business
- Amazon and eBay Sales Tax ALERT!
- Reminder: Time To Start The Financial Aid Process
- Another Year, Another New 1040
- How to Handle Negative Reviews
- Why You Need to Read the Fine Print
- Select the Right Health Insurance for Your Business
- The IRS Is Not Always Right
- Business Advice: Every Impression Matters
- No Excuses - Time to Lower Your Tax Bill
- Cash Flow Concepts That Can Save Your Business
- Smart Tactics to Manage Student Debt
- I Owe Tax on That?
- Basic Customer Retention Questions You Need to Answer
- How To Protect Your Social Security Number
- Making Setting Salaries Easier With These 5 Steps
- What You Need To Know About IRS Audits
- Effective Tax Planning Starts Now!
- Never Take on the IRS Alone
- Payroll Fraud Schemes Every Business Should Know
- 5 Summer Tax Savings Opportunities
- Digital Marketing Mistakes to Avoid
- The Casualty Loss Problem
- 4 Key Elements of Great Business Books
- Watch Out! 7 Vacation Costs That Sneak Up On You
- Al Capone, Aunt Becky, Tax Fraud and You!
- You Know You Need Tax Planning If...
- Don't Leave Your Business Exposed
- Tax Day Is Here
- Leasing Vs. Buying A Car
- 4 Key Metrics To Fortify Your Business
- 7 Common Missing Tax Return Items
- Businesses: File On Time Or Pay The Price
- Hints To Eliminate Monthly Bill Creep
- Oh No! Your Tax Refund Is Now A Bill
- Major Life Changes Ahead? Read This!
- 7 Tax Free Ideas For Your Benefits Packages
- How To Correct Common Financial Mistakes
- Tips To Protect Yourself From Tax Scams
- How To Raise A Financially Savvy Child
- Every Business Needs Cash!
- Taking A Home Office Deduction
- IRS Announces 2019 Mileage Rates
- Tips For A Faster Refund
- Protect Yourself From Port-Out Scams
- Get Your Small Business Off the Rocks
- How to Handle a Gap in Health Care Coverage
- Update on the Tax Cuts and Jobs Act (TCJA)
- Stay Prepared To Sell Your Business
- Great Uses For Your Tax Refund
- Know the IRS's "Dirty Dozen" Tax Scams
- When an Extension Makes Sense
- Staying Organized At Tax Time
- Tax Checklist For Business Startups
- New Tax Legislation Requires Planning
- Answers To Commonly Asked Tax Questions
- Alert: Expired Home And Education Tax Breaks Revived
- Taxes And Virtual Currencies: What You Need To Know
- Tips For When Your Employees Are Family Members
- Reduce Your Property Taxes
- Your New Life As A Pass-Through Entity Owner
- Does Your Business Need Cyber Insurance?
- The Best Way To Avoid An Audit: Preparation
- Looking Ahead: Tax Reform In 2018
- Get Ready To Save More In 2018
- Credit Card Transactions & Audit Risks
- Business Year-End Tax Moves
- New Year, New Job - 5 Tax Tips For Job Changers
- Don't Dig Yourself Into Holiday Debt
- 5 Tips For Smarter Banking
- Business Disaster Recovery Plan Essentials
- 6 Must-Dos When You Donate To Charity
- The Equifax Breach And You: Be Proactive
- Business Tax: Time To Consider Section 179?
- How To Fix Your Overfunded Account
- Renew Your ITIN Now
- 5 Tax-Loss Harvesting Tips
- Know Your Rights When Debt Collectors Call
- Contractor Or Employee?
- Avoid These Common Tax Mistakes
- Business Planning: The Hourglass Approach
- Say Goodbye To The College Tuition Deduction
- Becoming A Smarter Renter
- Learn From The "Best Places To Work"
- Medical Access Denial
- Is Your HSA A Retirement Tool?
- Reap The Benefits Of Hiring Your Child For The Summer
- A Marriage Penalty Lingers In The Tax Code
- Zombie Payer - Keep Your Automatic Payments In Control
- Tax-Free Income
- Five Reasons To Incorporate Your Business
- Donate Stock To Lower Your Tax Burden
- 4 Tips To Landing Your Dream Home In A Seller's Market
- Finances After The Death Of A Loved One
- Keep Your Audit Fears In Check
- Summer Vacation Without Breaking The Bank
- Consider A Midyear Business Self-audit
- Four Tips For Working Beyond Retirement Age
- Everyone Knows Someone Who Missed The Boat
- Common Audit Red Flags - What Attracts The IRS
- Alert: New Small Business Scam Steals Key Information
- Be Tax Wise When Withdrawing Your Retirement Savings
- Alimony In The IRS Spotlight
- 12 Common Items Missing From Tax Returns
- Smart And Fun Ways To Use Your Tax Refund
- 2017 Tax Planning - Changes To Note
- Filing Extension - Get More Time To File, Not To Pay
- Donating A Car To Charity - Don't Make A Costly Mistake
- When Business Travel Insurance Makes Sense
- Depreciation Made Easy For 2017
- Cures Act Authorizes New Breed Of Small Employer HRAs
- Planning By The Numbers: Updates for 2017
- Knowing "The Line" Creates Opportunity
- Have You Created An Emergency Records Binder
- Start 2017 With A Review Of Your Insurance Coverage
- Will You Have To File A 2016 Tax Return
- Stay On Top Of New Due Dates This Year
- Do You Need A Safe Deposit Box?
- Planning To Retire?
- A Business Loss Can Mean A Federal Tax Deduction
- Rising Receivables Call For A Year-End Review
- Don't Let The "Wash Sale" Rule Ruin Your Tax Planning
- Data Security Is An Essential Part Of Customer Care
- The Taxing Side Of Divorce
- Questions To Ask Before Signing A Business Loan
- Rent Or Buy? It's A Matter Of Perspective
- Teach Your Kids To Use Credit Cards Responsibly
- Business Charitable Deductions
- Consider The Financial Impact Of A Job Transition
- Payroll Responsibilities Go Beyond Writing Paychecks
- FDIC and SIPC: Important Allies In Uncertain Times
- "Crowfunding" Raises Tax Issues
- Navigate Business Changes Successfully
- Get Familiar With These Estate Planning Documents
- Tips To Manage Work-From-Elsewhere Employees
- What's New With Able Accounts?
- Keep Your Business Safe With Internal Controls
- Will You "Boomerang" After Graduating From College?
- New Overtime Rule
- Close Is Not Good Enough With New Reporting Rules
- How To Pay Yourself As A Business Owner
- What's Your Personal Net Worth?
- Your Child's Allowance
- Reduce Fraud In Your Business With Prevention Strategies
- Boost Employee Productivity With Paid Time Off
- Let Uncle Sam Help You Become Energy Efficient
- Maximize Tax Breaks For Your Vacation Home
- Simple Ways To Establish Good Credit
- Use Your Computer To Improve Your Bottom Line
- Real Estate Matters: Know The Tax Rules
- Speak Up About Your Finances
- Hiring For The Summer? Know The ACA Rules
- Deter Identity Theft With Fraud Alerts And Security Freezes
- It's Time To Come Clean On Past Due Tax Returns
- Next Year's Taxes Using This Year's Return
- Owe The IRS And Can't Pay? You Have Options
- Manage Your Tax Refund With Direct Deposit
- Tax News - 2016 Changes To Note
- Look Into The Tax Breaks For Supporting Adult Relatives
- Last-Minute Moves Can Lower Your Tax Bill
- Improve Your Financial Well-Being With An Annual Review
- Advantages & Disadvantages of an S Corporation Election
- These 2015 Tax Laws Can Affect Your 2016 Planning
- Tangible Property Expensing Rules
- Look Into Your 2015 Income Tax Filing Requirements
- Use These Updated Tax Numbers In Your 2016 Planning
- Get Ready To Get Going On 2015 Tax Filing
- Health Care Reporting Requirements
- Highlight These Tax Dates On Your 2016 Calendar
- Tax "Extenders" Renewed In Late December Legislation
- Do You Need To Pay Income Taxes On Gifts?
- How To Navigate The Tax Rules For Business Gifts
- Understand This Depreciation Rule When Buying Assets
- Don't Let The Alternative Minimum Tax Sneak Up On You
- Independent Contractor Or Employee?
- Do You Have These Basic Documents?
- Last-Minute Tax Savers For Individuals
- Five Year-End Tax Savers For Businesses
- Portability Can Simplify Estate Planning
- Plan For Social Security Retirement Benefits
- Interest Rates Can Affect Your Taxes
- Ready Or Not, Smart Cards Are Coming
- Age Matters In Tax Law
- Supreme Court Issues Ruling On ACA Subsidies
- Monitor Your Accounts Receivable
- Plan Your Estate To Reflect Your Intentions
- Cash Or Accrual? Do You Know The Difference?
- The Affordable Care Act: Know The Terms
- Plan Today For Future Long-Term Care Costs
- Refinancing? Understanding The Tax Issues
- Life Insurance - Get The Facts
- Review Your Beneficiary Choices
- Understand Business Financial Ratios
- Know the Tax Rules for Summer Travel
- Get a Tax Credit for Dependent Care Expenses
- Identity Theft: What to Do If It Happens to You
- Self-Employed? Start Saving for Retirement
- Standard or Itemized: Which Should You Choose?
- Financial Tips for Second Marriages
- Save Taxes with Summertime Planning