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News and Events

San Francisco Tax Preparation / CPA: IRS issues proposed guidance on employee consents for employers seeking FICA tax refunds

The IRS has issued a proposed revenue procedure to clarify questions from employers regarding what information must be provided in an employee’s consent to a refund claim made under Code Sec. 6402 for an overpayment of Federal Insurance Contributions Act (FICA) tax or Railroad Retirement Tax Act (RRTA) tax. The proposed revenue procedure permits-but does not require-the employee […]

Filed in CCH NEWS FEED by on March 2, 2015

San Francisco Tax Preparation / CPA: How do I? Apply for an employer identification number (EIN)

Employers and other organizations must obtain an employer identification number (EIN) to identify themselves for tax administration purposes, such as starting a new business, withholding taxes on wages, or creating a trust. Entities apply for an EIN by filing IRS Form SS-4. Page two of the form advises whether an applicant needs an EIN. Other […]

Filed in CCH NEWS FEED by on March 2, 2015

San Francisco Tax Preparation / CPA: IRS will disallow most severance-pay FICA refunds after Quality Stores ruling

The IRS has announced that it will disallow claims for refunds of Federal Insurance Contributions Act (FICA) taxes paid with respect to most severance payments and will take no further action on any of the appeal requests from denied FICA tax refund claims that it suspended pending the resolution of the Quality Stores case. The IRS restated […]

Filed in CCH NEWS FEED by on March 2, 2015

CPA Blog

San Francisco Contractor: Are You a Contractor or a Worker (Bee)?

Business owners often struggle with whether to hire employees, or to use outside contractors.  And these days many residents in San Francisco and throughout the Bay Area, especially in Silicon Valley towns like Palo Alto or Sunnyvale, work as independent contractors – long term. Are they truly independent contractors or workers?  The IRS has many […]

Filed in CPA Blog by on February 25, 2015

Tax Filing Alert: San Francisco, California, Filers

Were you “supposed” to file a tax return in previous years, such as 2013… but just forgot? Here’s an alert on the necessity of filing, even if you “forgot.” It slipped your mind, you thought you didn’t have to, you just would have rather forgotten? As a top tax service in San Francisco, we deal with […]

Filed in CPA Blog by on February 23, 2015

Retirement Planning – San Francisco Bay Area, Style

This month’s lively tax bulletin has an in-depth article, entitled, “Income Annuities in Employer Retirement Plans.”  You can read it, here.  To be frank, it’s a little “inside Baseball,” with a rather esoteric discussion on new opportunities presented by Deferred Income Annuities. If you’re into the technical, please read the article. If not, here are […]

Filed in CPA Blog by on February 21, 2015