Janet Moore

Relief for Storm-Affected Taxpayers

On March 2 and February 24, the State of California and the Internal Revenue Service (IRS), respectively, announced postponement of the filing and payment deadlines to October 16, 2023. This applies for most calendar-year filing residents and businesses in the following California disaster-affected counties only.   Alameda, Alpine, Amador, Butte, …

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Year-End Tax-Saving Strategies

What are some key tax-saving strategies available to taxpayers that could potentially minimize taxes? With the 2022 tax year quickly ending, there are only a few weeks left to take advantage of the available tax breaks, detailed below.   Evaluate Opportunities for Roth Conversions   Investors with traditional IRAs might …

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The California Competes Tax Credit

The next round of applications for the California Competes Tax Credit (CCTC) begins January 3, 2023. Businesses looking to relocate, or stay and grow, in California should take into consideration the CCTC offering. Those seriously interested should prepare for the upcoming second round of tax credits, especially considering there is …

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Spiegel Prepares for the Future

Jeff Spiegel founded Spiegel Accountancy Corp. in 1991, based on a need he saw in the industry. A natural entrepreneur, Spiegel envisioned a business that would reflect principles of integrity in service, responsive communication with clients, and commitment to its employees. Spiegel operated as a sole practitioner until the end …

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Changes in Spiegel Firm Leadership

Spiegel Accountancy would like to announce a noteworthy development within the Spiegel management structure. After 10 years with the firm, Beeta Lecha, Principal, has chosen to pursue another career path.   As a result of this development, Spiegel leadership decided to offer its existing fund accounting practice to Beeta. “I …

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Determining ERC Eligibility

There are two ways an employer can qualify for the Employee Retention Credit (ERC).  The first is to have a decline in revenue for eligible quarters in 2020 and 2021. If you do not qualify by a decline in revenue, the second qualification is your business must have a full …

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