The Corporate Transparency Act (CTA), requires most small businesses, (Single Member LLCs, S-Corporations, Partnerships, etc.) to retroactively file a Beneficial Owner Information Report (BOIR) regarding its “beneficial owners” and other key management personnel to the Financial Crimes Enforcement Network (FinCEN) of the United States Treasury Department. Any individuals who, directly or ind...
We are thrilled to announce the success of our recent golf outing, which raised over $170,000 in support of Fight CRC, an organization dedicated to the fight against colorectal cancer. Held in memory of our dear friend and colleague, Jonathan Schulman, who passed away from colon cancer, this event brought together clients, partners, and the community to raise awareness and funds for a cause that i...
We are thrilled to share some exciting news with you – SMG's Florida office will be moving to a stunning new location in St. Petersburg! Our doors will officially open on Thursday, January 18, 2023 at 646 94th Avenue North, St. Petersburg, FL 33702. This move symbolizes our dynamic growth and unwavering commitment to delivering exceptional service. Our new office is a testament to the vi...
On behalf of SMG and Helbraun Levey, thank you to everyone that joined us for the Inaugural Golf Outing! We send our sincerest gratitude to our sponsors and their generous donations that will benefit the Roar New York organization. Check out a slideshow of highlights from this year's event below!...
Time to File your 2022 Taxes! 1. Send Us Your Tax Documents Using the Sharefile link below, securely upload all your tax data to begin the preparation of your 2022 tax returns. Please be diligent during the uploading of your 2022 tax documentation. Once you have compiled all documentation, please ensure everything is uploaded in batches rather than individually, to avoid any administra...
As a reminder to all, With the assistance of the Coronavirus, Aid, Relief, and Economic Security Act (CARES Act), business employers are entitled to defer both the deposits and payments of their portion of Social Security taxes applicable to employees’ wages. This can be done by reducing any necessary deposits or payments for a specific calendar quarter by a certain amount that reaches the...
Dear Client, Due to the upcoming holidays, our offices will be closed on Friday, 12/23, Monday, 12/26 and Monday, 1/2/23. As a result, weekly reporting will not be issued for the last two weeks of December. If we act as your payroll processor, for the week of 12/19, please have all payroll related information sent to us no later than Tuesday, 12/20 as well as the related bills for the perio...
Please note, that it’s the client’s responsibility as the taxpayer to obtain W-9s from all vendors that provide services to recipients. This includes outside services, independent contractors, sub-contractors, commissions, repairs and maintenance, legal services, and rent, amongst other payments. It is imperative that clients provide us with this information before the end of each calendar yea...
We are pleased to announce our expansion into the state of Florida! SMG has proudly joined forces with the reputable accounting firm of Lori A. Hornby. The St. Petersburg-based firm has joined SMG's experts in providing full-service accounting, bookkeeping, taxation, and advisory services. Lori A. Hornby started providing professional services in Pinellas County in 2013. She and her team have a...
We are very excited that SMG ABA LLC. has been recognized in this year's #Inc5000 List for the 5th year in a row! Our team is truly honored to be included once again amongst the most reputable businesses across the country. Check out our ranking and the full list of honorees at inc.com/inc5000!...