Since 1978, we have been servicing a select clientele of individuals and businesses throughout Georgia and nationwide. We assist you in achieving your financial and business goals by providing a wide range of services on a temporary or on-going basis. At Shubert and Company, we are dedicated to your satisfaction and success. On this website, you will find information about Shubert and Company PC, CPA's, including our list of services.
We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. Whether you are an individual or business, Shubert and Company PC, CPA's has years of valuable experience assisting professionals with their accounting needs.
We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. Whether you are an individual or business, Shubert and Company PC, CPA's has years of valuable experience assisting professionals with their accounting needs.
Services
Since 1978, Shubert and Company PC, CPA's has been providing quality, personalized financial guidance to local individuals and businesses.
Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
At Shubert and Company we take a proactive approach in meeting the needs of our clients.
Our services include: investment consulting; retirement planning; estate and business planning; as well as insurance consulting.
Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
At Shubert and Company we take a proactive approach in meeting the needs of our clients.
Our services include: investment consulting; retirement planning; estate and business planning; as well as insurance consulting.
Accurate, timely accounting information is vital for any successful business.
Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.
Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.
Have you just started a new business?
Did you know expenses incurred before a business begins operations are not allowed as current deductions?
Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins.
However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
Did you know expenses incurred before a business begins operations are not allowed as current deductions?
Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins.
However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
Following are some generally recognized financial planning tools that may help you reduce your tax bill.
Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Health Savings Accounts (HSAs) - If you have a high deductible medical plan you can open an HSA and make tax deductible contributions to your account to pay for medical expenses.
Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Health Savings Accounts (HSAs) - If you have a high deductible medical plan you can open an HSA and make tax deductible contributions to your account to pay for medical expenses.
It's possible there could be additional extensions, so check with your tax advisor for the latest information.
Trusts and estates need to file an income tax return for the 2020 calendar year (Form 1041) and pay any tax, interest and penalties due, if an automatic five-and-a-half month extension was filed.
Employers must establish a SIMPLE or a Safe-Harbor 401(k) plan for 2020 by this date, except in certain circumstances.
Individuals must file a 2020 income tax return (Form 1040 or Form 1040-SR) and pay any tax, interest and penalties due, if an automatic extension was filed.
Trusts and estates need to file an income tax return for the 2020 calendar year (Form 1041) and pay any tax, interest and penalties due, if an automatic five-and-a-half month extension was filed.
Employers must establish a SIMPLE or a Safe-Harbor 401(k) plan for 2020 by this date, except in certain circumstances.
Individuals must file a 2020 income tax return (Form 1040 or Form 1040-SR) and pay any tax, interest and penalties due, if an automatic extension was filed.
Reviews
Be the first to review Donald S Shubert, CPA.
Write a Review