What financial records should I keep?

SJG Tax Alpharetta

Good financial records lay the foundation for mapping business progress, preparing statements, identifying key income sources, tracking deductible expenses, keeping track of property, preparing your tax returns, and supporting the items you report on tax returns. One of the questions we get most often is how long to keep financial documents. Generally, the length of time you should keep a document depends on the action, expense or event the document records.  … [Read more...]

Enrolling for Medicare: A Primer

SJ Gorowitz Morgan Stanley Medicare Primer

The complexity of Medicare and the myriad options enrollees face can be daunting. Here are some pointers on how to go about enrolling for Medicare, and suggestions on different alternatives such as working with a Medicare advisor. As any American over 65 knows, signing up for Medicare is not simple. There are four different parts, each with different options that can have widely divergent effects on costs and coverage. Enrollees may also wish to supplement their Medicare with private coverage. If you are approaching that landmark birthday, consider the following pointers to guide you through the enrollment process. Start by determining whether you’ll continue to have group coverage through an employer or association. This is an especially important first step for anyone who continues to work past age 65 or who can be covered by a spouse who continues to work. While not all private group plans allow people to keep their coverage after age 65, those that do could help give you … [Read more...]

March 2015 Newsletter

Best of Alpharetta Accountant

A Note From Stacey J. Gorowitz In 1991, I opened shop and left the world of the Big Four to launch S.J. Gorowitz Accounting & Tax Services, P.C. with the goal of offering executive level accounting, tax and business advisory support to emerging, growth-oriented companies. Since that time, SJG has evolved as much as the clients we support. We’ve built a team of strong accounting and tax professionals, and supported clients in countless industries. We’ve earned awards and a reputation among clients and partners as a boutique CPA firm that provides the highest level of care. Some things haven’t changed. We were founded on – and continue to be – a firm built on strong values. At SJG, clients know they will be served with the highest standards of integrity and authority. They rely on us for a commitment to building and sustaining genuine relationships. We work every day to help the owners of emerging companies to meet their financial and business goals. As we look toward our … [Read more...]

Volunteering with the Special Olympics

special olympics georgia

A little over a year ago, Candace Spencer, a Tax Manager here at SJG, was looking for a way to give back to her community and volunteer with a charitable organization, but wasn’t sure what to do. She didn’t just want to volunteer for something random – she wanted to find something that would touch her heart. “I was trying to find the perfect fit for me, so that my work would be meaningful both for the organization and for me personally,” says Candace. As she was listening to the radio one morning, she heard a segment about the Special Olympics of Georgia that mentioned they were looking for volunteers. “Listening to the other volunteers describe their experiences on the radio, I realized this could be it.” She immediately went online to learn more about the organization and the upcoming Special Olympics Winter Games. After viewing photo galleries and videos of previous games, she knew this was the organization she wanted to work with. Candace’s first volunteer event was the 2013 … [Read more...]