5725 Forward Ave #400, Pittsburgh, PA 15217 (Squirrel Hill)

Rosenberg Accountancy Blog

Jon Rosenberg

The new tax bill – what to do now

By Jon Rosenberg / December 24, 2017 / 0 Comments

In my opinion, the new tax bill is, on balance, less than optimal. The bill is over 1,000 pages long and has been called “a simplification.” To be very general, here’s what an individual can do now (before December 31): Prepay your 2018 real estate taxes.  This is subject to many restrictions, so call your…

Read More

Equifax hack and the IRS

By Jon Rosenberg / October 4, 2017 / 0 Comments

According to the Philadelphia Inquirer of October 4, 2017 (page A-12) ” Equifax signed a $ 7.25 million contract last month (Sept) with the IRS to verify taxpayer identities. The no-bid contract is for Equifax to provided the IRS taxpayer and personal identity verification services. The contract stated that Equifax was the ONLY COMPANY CAPABLE…

Read More

New Tax regulations

By Jon Rosenberg / September 28, 2017 / 0 Comments

There are headlines pro and con about President Trump’s proposed new tax law. I don’t know the details and, even if I did, things will certainly change between the proposed legislation and whichever bill is eventually reconciled and passed. I remember the last big tax change in 1986 and, if this is as big a…

Read More

Identity Hacked?

By Jon Rosenberg / September 26, 2017 / 0 Comments

It’s happened to 3 of my clients this year, most of them physicians.  I go to efile their returns and get a message back that their return has already been submitted to the IRS (and someone else has already received that refund).  Tax fraud is the #1 form of identity theft in the US, or…

Read More

Scam Alert!

By Jon Rosenberg / September 26, 2017 / 0 Comments

I always tell my clients to not give any information to those who pose as IRS agents through a phone call or email.  The IRS will never reach out initially this way – the first contact is always via letter. The scammers are very accomplished in their manner, may entice you by showing you that…

Read More

How this CPA prepares to do your tax returns

By Jon Rosenberg / September 15, 2017 / 0 Comments

I’ve just finished with extended corporate and partnership tax returns. I’ll switch into really getting ready for tax season 2018 when I finish preparing extended individual tax returns by October 15. The first thing I’ll try to do is hire experienced office staff with good work ethic (the last one “went out to lunch” and…

Read More

How to prepare for “Tax Season 2018”

By Jon Rosenberg / September 15, 2017 / 0 Comments

We accountants are always a year behind. When I say “this year” I usually mean 2017 — the just past but not necessarily just filed tax year. This blog post will be about 2017 tax returns – your “this year” and my “next year.” A good way to start to get ready is to look…

Read More