Personal Tax Planning & Compliance Advisory Services

team members meeting at the office to discuss personal taxes

Gaining – and Keeping – Control of Your Personal Taxes

To create a comprehensive personal tax plan, we will consider your estate plans, trust plans, and any charitable or philanthropic interests as part of your integrated tax strategy.

In addition, we will coordinate your tax planning strategy with other personal wealth and tax advisory services, such as wealth management, investment management, and business succession planning, as your needs dictate.

The personal tax planning and compliance process evaluates income from your holdings and investments to develop a strategy to minimize the income tax you pay.

2021 Tax Advisory

In order to better prepare yourself for your 2021 year-end tax reporting, this guide includes vital information regarding compensation paid to your employees as well as amounts paid to non-employees including payments of dividends, interest, rents, etc.

Industry-Leading Insights

Delivering insights and points of view on vital news, strategies to consider, technology developments, and current topics that are important to your business and personal financial success. Check here for content from Meaden & Moore professionals.

Updates on ERC Moratorium and New Withdrawal Process

IRS Halts Processing of New Employee Retention Credit (ERC) Claims – What Now?

Where Is My Employee Retention Credit (ERC) Refund? Part 2

How to Prepare for an Audit of Your Employee Retention Credit (ERC)

Defining Your Employee Benefits Strategy

Answers to Common Questions About ESOPs

Answers to Common Questions About Employee Retention Credits (ERCs)

How to Calculate Return on Equity (ROE) with the DuPont Formula

DOL Issues Changes to Benefit Plan Audit Requirements and Form 5500

How Do ESOPs Work and How Well Do They Perform for Employees

Secure Act 2.0—Changes to Retirement Plans

Construction Industry Economic Outlook Presented by FMI

Where Is My Employee Retention Credit (ERC) Refund?

Cybersecurity for Employee Benefit Plans

Claiming the Employee Retention Tax Credit Using Form 941-X

Lease Standard ASC 842 Implementation Solutions

Proposed Regs for Inherited IRAs Bring Unwelcome Surprises

Benefit Plan Considerations Your Organization Should Consider in the Current Talent Climate

PCAOB's 2021 Conversations with Audit Committee Chairs

What’s In Store if the SECURE Act 2.0 Gets Signed into Law?

WEBINAR: ESOP Repurchase Obligation - Considerations for 2022

Employee Retention Credit for Recovery Startup Businesses

Highlights of Accounting Lease Standard ASC 842

ESOP vs. Non-ESOP Companies: What’s the Difference?

Has the Coronavirus Pandemic Been Kind to ESOPs?

Utilize Internal Controls to Prevent Employee Fraud and Embezzlement

Why Industry 4.0 Represents the Future of Manufacturing

New Auditing Standard – SAS 136 will Impact Employee Benefit Plan Audits

IRS Issues Retirement Plan Limits for 2022, Pension Plan FAQs

Policy and Climate Change: Recent Actions and Their Impact on Accounting

State and Local Fiscal Recovery Funds - Compliance Overview

Advantages of Utilizing an ESOP In a Transition Strategy

Are You Thinking About Your ESOP Repurchase Obligation?

How to Guard Against the Most Common Cyberattacks

Journal Entries for Employee Retention Credits

Important Factors for Hiring Quality Employee Benefit Plan Auditors

New Employee Retention Credit Guidance - PPP Forgiveness Gross Receipts, Owner Wages, Employee Counts, Amended Income Tax Returns and More

SBA Streamlines Forgiveness for Smaller PPP Loans

Employee Plan Corrections: IRS Offers Updated Guidance

How to Improve Your Business Using Data Analytics

PPP Forgiveness and Repayment: What Businesses Need to Know Now

Managing Your Retirement Plan - How to Stay on Top of Complex Requirements

SECURE Act 2.0? How Retirement Plans Might Change

Diversity + Inclusion Spotlight - Pride Month

Diversity + Inclusion Spotlight - Empathy

Diversity + Inclusion Spotlight - Workplace Culture

ESOP Valuations - How 2020 Changed Things

Questions to Ask Yourself to Assess Your Cybersecurity Risk

WEBINAR: The Employee Retention Credit - Deep Dive into How to Qualify and Calculate

PPP Application Deadline Extended

Diversity + Inclusion Spotlight—Respectful Communication

Employee Retention Credits (ERC) – What Is a Partial Shutdown?

American Rescue Plan Act of 2021

Are you Eligible for the Employee Retention Credit?

PPP Revisions Target Smallest Businesses

Diversity + Inclusion Spotlight - Black History Month

WEBINAR: 2021 Economic Outlook and JobsOhio Incentive Programs

What Plan Sponsors Need to Be Thinking About in 2021

Sales and Use Tax Implications on Construction Contracts

Employee Retention Credits in 2021 – Considerations for Contractors

Fiduciary Risk Alert: Missing Plan Participants – DOL Offers Long-Awaited Guidance

Second Draw PPP Loans: How to Calculate Revenue and Maximum Loan Amounts Including What Documentation to Provide

WEBINAR: Stimulus Bill Overview – PPP is Back, Employee Retention Credits, and Much More

Additional Guidance from SBA for PPP Second Draw Loans - What Do I Need and When Can I Apply?

Employee Retention Credits (ERC) - Do You Qualify Now?

Stimulus Bill Update – PPP is Back for Another Round and Expenses are Tax-Deductible

WEBINAR: PPP Loans – An Update on What Bankers are Seeing as Loans get Processed

Benefit Plan Compliance Alert 2021: Are You Ready?

How to Implement an ESOP: 5 Decisions You Need to Make

Recent Legislation Created New Retirement Plan Opportunities for Small Businesses

SBA Audits of Paycheck Protection Program Loans – Questionnaire for Loans over $2 million

Starting an ESOP? Do These Three Things First

Accounting for Forgiveness of Paycheck Protection Program (PPP) Loans

Construction Accounting - Using Accounting Data to Help Project Managers Manage Their Projects

The ESOP Participant’s Guide to ESOP Funding Rules

WEBINAR: PPP Forgiveness Application Time – Are You and Your Bank Ready?

The IRS Issues Guidance on the Executive Action Deferring Payroll Taxes

Best Practices for ESOP Companies

WEBINAR with FMI: Imagining a Reimagined Future - US Construction Outlook Post COVID-19

PPP Loans - Timing of Recognition of Forgiveness

A Recap of CARES Act Changes for Defined Benefit Plans

PPP Forgiveness Covered Period Considerations – Longer Covered Period and More Expenses Could Cancel Out Reduced FTE and Salary Reduction Penalties

Internal Controls in the Age of the CARES Act

Can I use Data Analytics in my Business?

Updates and Revisions to PPP Loan Forgiveness – File Early, Reduced Business Safe Harbor

WEBINAR: Where Do We Go From Here?

Guidance Issued by the AICPA on Accounting and Reporting for PPP Loan Forgiveness

Should I use 8-weeks or 24-weeks for my PPP Loan Covered Period?

The Benefits of an ERP Audit in the COVID-19 Era

Should You Apply for PPP Loan Forgiveness Now?

PPP Loan Forgiveness Documentation Checklist

Cash flow considerations related to defined contribution retirement plans under COVID-19

Considerations on Accounting and Reporting for PPP Loan Forgiveness

What You Need to Consider as You Seek Loan Forgiveness – Q&A Highlights

PPP Loan Forgiveness Application Form Released

SBA Extends Repayment Deadline Until May 18, 2020

WEBINAR: How Your Organization Can Adjust to the New Normal

Working Capital Adjustments – Why and How?

The IRS Clarifies the Deductibility of PPP-Funded Expenses

group of men discussing tax strategies at the office

2022–2023 Tax Planning Guide

A comprehensive guide to help you prepare business and personal taxes in 2022–2023. With some tax law changes already signed into law in 2022 and more changes potentially on the horizon, you probably have questions about tax planning this year.

To save the most on your 2022 taxes, you need to be familiar with the changes and how you may need to adjust your tax planning strategies.

Meet Our Experts

At Meaden & Moore, our people are our most vital asset, providing the strength behind our reputation, technical excellence, and top-notch quality service. Wherever your business operates, you can count on the leaders at Meaden & Moore to provide the comprehensive services you need.

Karen M. McCarthy, CPA, AEP®

Karen is based in the Cleveland office where she directs the Personal ...

David P. Di Salvo, CPA, MT

Dave is a Vice President in the Akron Tax Services Group and has over ...

Melissa Gallop, CPA

Melissa is a Vice President in Meaden & Moore’s Personal Tax Advisory ...

Natalie B. Takacs, CPA, MT

Natalie is a Senior Manager in Meaden & Moore’s Personal Tax Advisory ...

Douglas Carpenter, CPA

Doug has broad experience in public accounting with businesses in the ...

Susan Marlar, CPA, MT

Susan has provided tax planning and compliance services for over ...

Carl Wells

Many years of tax and accounting services to both public and closely ...

Personal Tax Advisory Services

Stress-Free Personal Tax Advisory Services

Gaining – and Keeping – Control of Your Personal Taxes

2021 Tax Advisory

Industry-Leading Insights

2022–2023 Tax Planning Guide

Meet Our Experts