It’s not too late to do tax planning!
Well, it is coming up on the end of the year which means tax time is approaching. This week Richard is joined by Don Eppich and Jessica Dorsett of Polito-Eppich CPAs to discuss year-end tax planning for businesses and how the tax relief plan of 2017 has affected business and individual taxes.
Polito-Eppich CPAs and Business Advisors specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Polito-Eppich provides the highest quality forward planning services — giving businesses and high-net-worth individuals clear, actionable information that helps them achieve their goals. Their team has more than 100 years of collective business expertise, offering all the compliance, audit, tax, and other accounting services you expect from a top-notch CPA company.
Beyond the Balance
Polito Eppich helps you establish a clear path to your business goals, and empowers you to monitor progress every step of the way. Their approach — Beyond the Balance –applies a holistic, individualized plan to your accounting and tax situation. As a follow-up to the Strategic Planning process, they have developed a process whereby they take management through a quarterly review of operations. This review goes beyond a review of the enterprise’s financial statements. They work with their clients to develop critical success factors and Key Performance Indicators (KPIs) applicable to the client’s business.
Donald P. Eppich
Donald P. Eppich, CPA, has been with the firm since September 1995. He graduated from the University of San Diego in 1985 with a BBA in Accounting. He has worked in private industry and public accounting and prefers the challenges and opportunities that public accounting has to offer.
Jessica M. Dorsett
Jessica M. Dorsett, CPA, began at Polito Eppich Associates LLP, after graduating from the University of San Diego with a bachelor’s in Accountancy in 2005. While her primary focus is managing the attest department, her experience does not stop there. She has had the privilege of working closely with the partners and managers in the firm in various areas of the practice including high-level tax and business consulting work.
To learn more about Polito-Eppich CPAs listen to the show (below) and visit their website: politoeppich.com