Switzer, Roy & Jones

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Dublin, OH
Switzer, Roy & Jones

Switzer, Roy & Jones has been trusted partners in the Dublin community.

For years our dedicated team of employees, focus on our clients and keen attention to detail have helped our clients and their businesses reach their full potential.

09/01/2026

U.S. businesses that export goods to Canada should prepare for tariffs taking effect Sept. 8, 2026. Canada will impose tariffs of 15%, 25% or 50% on certain U.S.-origin products, with rates varying by product. Affected sectors include agricultural equipment, appliances, dairy, electronics, pulp and paper, and steel. The measures apply only to goods originating in the United States. U.S. goods already in transit to Canada when the tariffs take effect generally won’t be subject to these tariffs. If your products are subject to the tariffs, Canadian importers may seek price concessions to offset tariff costs, or you might become less competitive there. Contact us to discuss the potential impact.

08/31/2026

To attract and retain skilled workers, your small business needs to offer more than competitive pay. Your benefits package matters, too.

Tax-free fringe benefits may be especially valuable to employees. Examples include many types of insurance (health, disability, long-term care and life), assistance plans (dependent care, adoption and educational) and transportation benefits, subject to certain limits. The One Big Beautiful Bill Act also changed some fringe-benefit tax rules for 2026 and beyond.

Open enrollment is right around the corner for many businesses. As you review your 2027 benefits package, contact us for help evaluating your current offerings and fine-tuning them as needed.

08/28/2026

Has your business’s bookkeeping fallen behind? Getting back on track is often easier than you think. With a disciplined approach and the right support, you can regain control. Start by organizing key records, identifying incomplete bookkeeping tasks and addressing outstanding tax issues. Accounting platforms, such as QuickBooks, can help streamline the process. Once your books are current, you’ll be ready to monitor profitability, manage cash flow and plan for growth. If you need assistance catching up, contact us. We can help ensure you have the right tools and the timely, reliable data your business needs.

08/27/2026

Improving accessibility at your business may come with a valuable tax break: Eligible small businesses can claim the Disabled Access Credit for certain costs related to improving accessibility for individuals with disabilities. A business may qualify if, in the prior tax year, it had gross receipts of $1 million or less or no more than 30 full-time employees. The credit equals 50% of eligible expenses above $250 but not above $10,250. Examples of potentially eligible costs include providing interpreters for people with hearing impairments, providing readers for people with visual impairments, and acquiring or modifying equipment or devices. We’re here if you need guidance on the credit.

08/26/2026

Employees may occasionally need to take medical leave, creating a difficult situation for both the individual and organization. A formal return-to-work program can help you support these workers while mitigating the operational and financial impact. Such programs take a systematic, thoughtful approach to communicating with employees on leave and easing their transitions back to work. Best practices include starting early, designating a clear contact, and establishing a consistent approach for evaluating work-related restrictions and potential adjustments in line with federal and state laws. We can help you explore the financial impact of implementing a return-to-work program.

08/25/2026

Wondering how Sec. 530A accounts (also known as Trump Accounts) may be invested? The IRS has issued proposed regulations clarifying the investment options allowed during the “growth period.” This period begins when the beneficiary’s initial account is established and ends on Dec. 31 of the year the child turns 17. During this time, eligible investments generally include mutual funds or exchange-traded funds that track an equity index of mainly U.S. companies, don’t use leverage, and have annual fees and expenses of no more than 0.1% of the fund’s balance. The proposed regulations would apply to tax years starting on or after Jan. 1, 2026. Contact us with questions.

08/24/2026

Could your traditional 401(k) or IRA balance be too large? Maybe!

Contributing as much as you can to tax-deferred retirement accounts can be a good idea. Contributions are pretax or deductible, and tax-deferred compounding can turbocharge growth.

But sometimes maximizing tax deferral is counterproductive. This may be true if tax rates increase by the time you pay tax on distributions. Also, retirement plan distributions are taxed at your ordinary-income rate, not your long-term capital gains rate. So you may pay a higher tax rate on dividends and growth than you would if you held the investments in a taxable account.

Fortunately, there are strategies that can help. Contact us to learn more.

08/21/2026

Businesses have long used bank lockbox services to accelerate collections and reduce work involved in processing checks. Now, technology enables lockbox users to automate many accounts receivable procedures. But other electronic payment methods, including ACH and credit cards, may provide less expensive, yet effective, solutions. To determine what makes sense for your organization, evaluate the volume of paper checks you receive. If it’s high, you might benefit from a lockbox service. Otherwise, consider accepting paper checks while steering customers to electronic methods. Talk to your bank about its services, and contact us for help calculating your current payment-processing costs.

08/20/2026

Businesses operating vehicles with a gross weight of 55,000 pounds or more on public highways may owe the federal Heavy Highway Vehicle Use Tax. The current reporting period for Form 2290, Heavy Highway Vehicle Use Tax Return, is July 1, 2026, to June 30, 2027. The filing deadline is based on the month a taxpayer first used the taxable vehicle on public highways during the reporting period. For example, for vehicles first used on a public highway in July 2026, Form 2290 must be filed by Aug. 31, 2026. For a taxable vehicle placed on the road during any month other than July, the tax is prorated for the months it was in service. Contact us for more details or visit: https://bit.ly/4ziuIcy

08/19/2026

Employers subject to COBRA have important responsibilities when this federally mandated continuing health care coverage ends early. Although you generally aren’t required to send monthly premium bills or payment reminders, qualified beneficiaries must be granted the required grace period to make premium payments if they fall behind. Should coverage end before the maximum allowed period, the plan administrator (whether your organization or a third-party provider) must issue a written early-termination notice disclosing why coverage is ending, the termination date and any applicable rights to other coverage. Contact us for help managing the costs of COBRA compliance.

Address

5555 Frantz Road
Dublin, OH
43017

Website

http://www.SwitzerRoy.com/

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