Capital Tax & Consulting, LLC

09/08/2024

We're hiring! We have an opportunity to join our team as an Office Assistant! We are currently seeking the right candidate to help meet the demands of our growing firm. Position will require a minimum of 20 hours/week with additional hours necessary during tax season (January through April 15). The ideal candidate must possess a high degree of attention to detail and discretion and be able to show professionalism in both the completion of work and dealing with our clients. Dependability and the ability to work independently as well as a team player are key. Prior office experience is required. Hourly wage will be set in accordance experience. Resumes can be submitted to Lori Owen/Office Manager at [email protected].

11/14/2023

announces 401(k) limit increases to $23,000 for 2024.

Learn more about this and the rise of other pension limits at: https://ow.ly/Lr9n50Q3gpu

10/26/2023

Capital Tax & Consulting is looking for a part-time Office Assistant with prior office experience. This position will require approximately 25+ hours/week during tax season (January - April 15) with the remainder of the year on a flexible as needed work schedule for vacations, special projects, etc. The ideal candidate must possess the following skillset:

Attention to detail (crucial)
Ability to multi-task
Be willing to take initiative
Dependable
Flexible
Quick learner
Professional
Ability to work as a team player as well as independently

Pay will be at an hourly rate commensurate with experience ($15/hour minimum).

Send resume and references to Lori Owen (Office Manager) at [email protected].

01/11/2022

The 2022 filing season is upon us! The IRS will begin accepting 2021 returns on Monday, January 24. The deadline for filing most individual income tax returns is Monday, April 18. Taxpayers who received advance child tax credit payments in 2021 should be on the lookout for IRS Letter 6419 which summarizes the payments received for reconciliation on their 2021 return. Taxpayers who received the third stimulus payment in 2021 should receive IRS Letter 6475 reporting the amount received for reconciliation on their 2021 return. Knowing the amounts of these advances is vital to the preparation process to ensure you are receiving the proper amount of credit from these sources applicable to tax year 2021. Now more than ever, e-filing of returns is encouraged as the backlog of paper returns at the IRS has been great since the onset of the pandemic. If you are due a refund, the IRS expects that most taxpayers will receive their refund within 21 days of when they file electronically, unless there is an issue with processing the return.

09/22/2021

Do you have an online account with the IRS? If not, check out IRS Publication 5533 which explains why you should create one! This is the best way to access your tax records when your tax preparer wants to verify things like stimulus payments received during the year. https://www.irs.gov/pub/irs-pdf/p5533.pdf

08/16/2021

We are adding to our professional staff!

https://careers.mocpa.org/job/staff-accountant-tax-preparer/58233877/

06/17/2021

Advance child tax credit payments are coming ... what does that mean for you?

06/08/2021

The IRS is sending letters to families who potentially will qualify for advance child tax credit payments that are to begin July 15, 2021. The IRS plans to release a portal to allow families to unenroll from receiving the advance payments and instead receive the full amount of the credit when they file their 2021 return next year. Eventually families will also be able to use the portal to notify the IRS of changes in their income, filing status, or number of qualifying children and update their direct deposit information. Families who will see changes that may affect the amount of child tax credit they will qualify for between 2020 and 2021 will want to pay particular attention to whether updates in their portal will be necessary to avoid surprises during the 2021 filing season.

Information for taxpayers who may receive advance Child Tax Credit payments in 2021.

05/04/2021

Did you know that eight out of 10 taxpayers get their refunds by using IRS Direct Deposit? It’s the most direct way to receive a federal tax refund. To learn more, click here: www.irs.gov/directdeposit

05/04/2021

We are a small but rapidly growing firm looking to add to our professional staff. The ideal candidate would bring some experience to the table in the following areas:

Individual & Business tax preparation (Ultra Tax experience a plus!)

Familiarity with small business accounting ~ being able to review and understand balance sheet and profit & loss statements.

A working knowledge of QuickBooks Online.

A working knowledge of Microsoft Excel, Word, Outlook, Teams

Work experience in the above areas is a definite plus, however, we are also willing to train a motivated candidate with the necessary education and a strong work ethic.

The ideal candidate for our office would be a self starter, quick to learn and ready to tackle a multitude of different tasks.

Candidates should at minimum have a Bachelor's degree, preferably in accounting. Preferred candidates will either have already attained their CPA or are wanting to work towards that end.

In our practice we place a major emphasis on caring for our clients. When you truly care you perform better and always act in the best interest of the client. It is important that a candidate be of the proper character to fit in to this model. This is not just a job, it is a place to make an impact on those you are given the opportunity to serve.

We are a small firm and place an emphasis on work / life balance. In our industry there is a little "less" balance during our busy tax season and some overtime will be required. Generally, after tax season, this position would be on a 40 hour work week. We believe in providing a flexible schedule in order to meet the needs of our staff and their families.

Beginning salary will take into consideration the candidates level of experience as it pertains to the needs of our firm, credentials (CPA) and level of education of the candidate.

Ideally our new candidate will begin in August or September of 2021.

01/23/2021

Did your small business qualify for PPP funding but not participate in the first draw? The SBA has reopened the program for BOTH first draw and second draw loans.

An SBA loan that helps businesses keep their workforce employed during the Coronavirus (COVID-19) crisis.