CPA’s, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information in order to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.
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We are committed to your financial well being, and protecting the privacy and security of the information you share with us is included in that commitment. You trust us with your personal and financial information, and we will continue honoring your trust by handling your information carefully and sensibly.
Beginning in 2025, most businesses will have to file a new annual report with the Commonwealth of Pennsylvania. Exceptions include general partnerships, authorities, fictitious names, financial institutions, and other very narrowly defined business types. There are no exceptions according to the size of the business entity.
Annual filing reports must be filed online, and there is a $7 fee (except for non-profits).
Filing deadlines are as follows:
- Corporations and non-profits: June 30, 2025
- Limited Liability Companies: September 30, 2025
- Limited Partnerships: December 31, 2025
The Pennsylvania Department of State is supposed to mail notices of reminders to file but will not be doing so until two months prior to each deadline. Knowing that mail is not always reliable, we would encourage you to file your annual report now.
Here is a summary of the Annual Report filing requirement, providing extremely helpful information to to answer questions and start the filing process.
Further help, with step-by-step instructions and screenshots, can be found at How to File an Annual Report (PDF).
The filing of this annual report is different from the filing requirement for the Beneficial Ownership Information (BOI) from the federal government. Many other states already have an annual report filing requirement, so we do not expect the court challenges or implementation issues that we have seen regarding BOI filing. We would encourage you to file this annual report with the Commonwealth of Pennsylvania now.
Level II Computer Technician
Casey Fixler joined Canon Capital in 2025, bringing with him more than two decades of in-depth experience in IT systems engineering, deployment, and leadership. Throughout his career, Casey has worked in a wide range of environments, designing and implementing secure, tailored technology solutions to meet the unique needs of his clients. His extensive background includes IT consulting, systems architecture, hardware diagnostics, software quality assurance, and network infrastructure management. A resident of Harleysville, Casey is passionate about technology and is always exploring new ways to solve problems and improve systems. Outside of work, he enjoys spending quality time with his family and staying on the cutting edge of the ever-evolving IT landscape.
Shareholder & Director of Technologies
Kent has over 35 years of experience in the computer systems and services field as a computer programmer, analyst, operator, and consultant. Before joining Canon Capital as the Director of Technologies in November 2000, he was the owner of KenTech Information Systems, Inc. from 1991-2000. Kent maintains authorizations with technology companies such as Microsoft, Datto, Inc., Altaro Backup, Hewlett Packard, Calyptix Security, and Axis Communications. His education in finance and computer systems comes from Montgomery County Community College and Ursinus College. Kent serves on the board of directors for DCP Theatre in Telford, is a United Way volunteer, and is House Church Shepherd with Renew Community Church in Lansdale. Kent and his wife, Cindy, reside in Telford and they have three grown daughters. Kent’s hobbies range from music (guitar, piano, worship leading), acting in community theatre, and ballroom dancing to doing “handyman” projects.
We want to provide a new update regarding the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act (CTA).
On January 23, 2025, the U.S. Supreme Court issued a stay of a nationwide injunction previously put in place by a district court in Texas (Texas Top Cop Shop, Inc. v. Garland No. 4:24-CV-478 (E.D. Texas 12/3/24)). Despite this development, it’s important to note that a separate injunction from another Texas court (Smith v. U.S. Department of Treasury (January 7, 2025) U.S. Dist. Court, Eastern Dist. of Texas, Case No. 6:24-CV-336)) remains in place.
The Financial Crimes Enforcement Network (FinCEN) announced on January 25, 2025, that reporting companies covered by the BOI reporting requirement do not have to file the reports (and cannot be penalized for not filing) while an injunction remains in place.
However, any small businesses that fall under the CTA may still choose to submit BOI reports voluntarily.
In legislative developments, two bills, HR 425 and S 100, have been introduced in Congress to repeal the Corporate Transparency Act.
As always, we will stay on top of the fast-changing status of this law and keep you informed of all developments as they occur.
We are hiring for multiple positions. Are you an experienced tax preparer, senior accountant, or manager looking to take your career to the next level? Are you looking for a flexible, collaborative team environment where you can manage your own client base, advance quickly, and be rewarded for your contributions? Are you looking for an extremely broad work and learning experience? If you have 2-10 years of experience in tax preparation and accounting, we have very exciting opportunities and positions for you. Sound like a perfect fit? Click here to learn more about the role and apply now.
215.723.4881 phone
215.723.1487 fax
Physical Address:
357 N. Main Street
Souderton, PA 18964
(directions)
Mailing Address:
PO Box 64160
Souderton, PA 18964
Administrative Assistant
Elizabeth joined the Canon Capital Technologies team in August 2018. A graduate of Regent University with a B.A. in Business, Elizabeth has worked in the areas of human resources, escrow, and compliance. Elizabeth works with us remotely from her office in Austin, Texas, where she enjoys spending time with her husband, reading, biking and traveling.
Shareholder
Phil started with Canon Capital in 2012. Prior to Canon Capital, he held positions as a Cost Accounting Manager, Director of Administration/Assistant Secretary-Treasurer, Manager of Corporate Tax, and Corporate Secretary/Manager of Shareholders Services for a well-known local company. He also has worked as a tax preparer for several CPA firms. Phil has an Accounting degree from Peirce College and attended Philadelphia University. In addition, he belongs to the National Society of Accountants, PA Society of Tax and Accounting Professionals, National Association of Tax Professionals, and Family Offices Group. He is also involved with Indian Valley Faith Fellowship Church, Bucks-Mont Coalition for Evangelism, Indian Valley Chamber of Commerce, and Hatfield Chamber of Commerce. Phil lives in Harleysville with his wife and has three children and six grandchildren. In Phil’s spare time, he enjoys playing softball, hunting, fishing, walking, hiking, working out at the gym, and attending his grandchildren’s sporting events.
