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We Are Hiring: Tax Preparer/Accountant
Are you a self-motivated leader and experienced accountant looking for a new opportunity? Do you desire more freedom in managing your own schedule and client base while utilizing various service offerings and a team of experienced staff? If so, working with us as a tax preparer/accountant may be your next career step.
Important Dates
Legend
^ National Holiday – Canon Capital/most banks are closed. Allow an extra day for direct deposit services.
+ National Holiday – Most banks are closed. Allow an extra day for direct deposit services.
Calendar Year 2026
^ New Year’s Day – January 1
+ Martin Luther King, Jr. Birthday – January 19
+ President’s Day – February 16
^ Memorial Day – May 25
^ Juneteenth National Independence Day – June 19
^ Independence Day – July 4
^ Labor Day – September 7
+ Columbus Day – October 12
+ Veterans Day – November 11
^ Thanksgiving Day – November 26
^ Christmas Day – December 25
Quickbooks GL Interface
Our QuickBooks General Ledger interface provides you with online access to your payroll data with every payroll. You instantly save time, reduce errors, and increase flexibility.
Benefits of QuickBooks General Ledger interface include:
- Flexible solution to chart total net pay or each paycheck
- Distribute payroll expenses to multiple accounts and/or departments
- After each payoll, we will instantly generate a file to provide electronic payroll data that you can apply directly to your general ledger.
Watching the Markets: Can the Rally Continue?
The weather forecast for the stock market continues to be mostly sunny, but how long can this rally continue? We have the details you need.
If you have questions or would like to discuss your portfolio, we are happy to help. Call us at 215-723-4881.
Payroll Forms & Documents
Do a Paycheck Check-up
The IRS provides an online Withholding Calculator to help you determine the right type of withholding for your situation. But even with this calculator, completing a Form W-4 can be confusing. We’ve provided a step-by-step guide.
Rise in Check Washing Crimes: What You Need to Know
When you hear “check washing,” it probably reminds you of that time you forgot to check everyone’s pockets before doing laundry. But the term refers to a criminal act that is on the rise throughout the United States. This fraudulent activity involves altering a written check by erasing its details — such as the recipient’s name or the check amount — and rewriting them to benefit the criminal.
The Check Washing Process
The process is alarmingly simple. Once the thief has the check, they use chemicals or heat to erase the existing information without damaging the paper. Then they write in new details to their benefit.
Preventing Check Washing
There are several ways to protect yourself from becoming a victim of check washing:
- Use pens with pigment-based ink. These inks are resistant to most chemicals used in check washing.
- Always keep your checks in a secure place. If mailing checks, use a tamper-evident envelope. For an additional layer of safety, walk the check into the post office instead of using the outdoor mailboxes.
- Where possible, switch to electronic transactions to avoid using physical checks.
What to Do If You’re a Victim
If you think you’ve been targeted by check washing, here’s what to do:
- Contact your bank to stop payment on the suspected check immediately.
- Notify your local law enforcement and the Federal Trade Commission about the issue.
- Monitor your accounts and bank statements for any unauthorized transactions.
Taking a few simple preventive measures will go a long way in protecting yourself against check washing.
One source, many services, the right decision.
Accounting. Payroll. Technologies. Wealth Management. We’re here to help. Call us at 215-723-4881 or contact us online.
Will We See Another Interest Rate Hike?
The Fed has hit pause on another interest rate hike, at least for now. We are monitoring their activity closely and will keep you updated. In the meantime, here are more details about the current landscape.
Useful Payroll Links
Find your municipality and tax rate:
munstats.pa.gov/Public/FindMunicipality.aspx
PSD Codes
PSD_CODES_-_2-3-11PUB_3.pdf
American Payroll Association:
americanpayroll.org
IRS – home page:
irs.gov
IRS – forms & publications:
irs.gov/Forms-&-Pubs
Social Security Administration:
ssa.gov
Immigration and Naturalization Service
uscis.gov
Department of Labor:
dol.gov
Pennsylvania Department of Labor & Industry:
dli.state.pa.us
New Jersey Department of Revenue:
state.nj.us/treasury/taxation
Pennsylania Department of Revenue:
revenue.state.pa.us
Berkheimer Associates (Local tax adminstrator):
hab-inc.com
Philadelphia Deparment of Revenue:
phila.gov/revenue/Pages/default.aspx
Department of Community and Economic Development
dced.pa.gov
Keystone Collections Group
keystonecollects.com
Berks Earned Income Tax Bureau
berkseit.com
Mid-year Market Check-in
So far in 2023 we have experienced a series of interest rate increases from the Fed and a tightening of the labor market. Continue reading for a more detailed update.