• Accounting
        • Your financial statements should show a complete picture of your business, and lay the foundation to help you create a strategy for the future.
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        • Tax
        • Tax returns prepared to ensure we minimize your liability and keep more of your earnings over the long term.
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        • Business Advisory
        • From proper entity selection at the inception of a business to developing an exit strategy, we are here to guide you in making informed decisions that are goal driven and take into consideration the materiality of your financial situation.
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        • QuickBooks
        • We maximize your QuickBooks investment by customizing the software to meet your specific needs and industry best practices.
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        • Litigation Support
        • We employ strong analytical and communication skills to produce evidence that supports your position in cases of a dispute or negotiation.
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        • M&A Advisory
        • Whether you are selling, acquiring or expanding, we are well equipped to ensure you respond to opportunities swiftly and with confidence.
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        • SJG
        • Manufacturing & Distribution
        • Success in manufacturing and distribution hinges on your ability to manage numerous details with accuracy and foresight into how they impact current and future operations.
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        • Consulting Services
        • You focus on your core competencies, customer service and strategy and we’ll keep you from getting caught off-guard by daily financial tasks or overwhelmed by growth.
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        • Medical
        • Patient care is your primary concern. Providing the best clinical experience for your patients continues to get more difficult and costly. Delivery models are changing from fee for service to quality based.
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        • Legal
        • Running a legal firm is a balancing act with high stakes. Your reputation hinges on your ability to support clients with responsiveness and accuracy.
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        • Real Estate
        • Real estate is characterized by large material gains and losses. Every transaction has the potential to impact your accounting and tax situation.
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        • Technology
        • Perhaps more than any other industry, technology companies must have an infrastructure built to scale. A culture of continuous iteration requires an ability to account for a fluctuating profit margin.
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        • Professional Services
        • With a consultative, integrated approach to accounting, tax and consulting services for businesses and individuals, we work hand in hand with you to achieve your goals.
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        • Renewable Energy
        • Renewable energy is an area of growing interest for businesses, as well as the advantageous tax incentives when transitioning operations to include new energy solutions. Read our series of articles to LEARN MORE.


SJG Blog

July 2015 Newsletter

Three steps toward securing financial health

As a small business owner, you probably spend almost as much time planning and managing your financial priorities as you do on your business. You have daily, weekly, monthly and quarterly to-do lists. Knowing what to prioritize and how to keep everything working smoothly takes solid planning – and reliable support.

Record Retention
Sustaining smooth, useful financials starts with knowing what records you should keep and how long you should retain them. The right information helps you to do things like map your business progress, understand your best sources of income and deductions, and remain on top of your business and personal taxes. In general, determining how long you should keep a record is based on the action, expense of event that the document records.

This is one of the questions we answer most frequently at S.J. Gorowitz Accounting & Tax Services. As we approach tax deadlines, now is a great time to make sure your finances are in shape to keep you fiscally and legally secure. Here’s the information you need.

Enrolling for Medicare
From a personal standpoint, if you’re approaching 65 or older, you know that enrolling for Medicare is incredibly important and incredibly complex. The application has four different parts, each with options that can impact cost and coverage. Supplementary coverage may be necessary. You need to start the application process at least two months in advance in order to avoid a gap in coverage. Here’s a step by step visual primer to help you navigate this major financial step.

Upcoming Tax Deadlines
Preparing for and maintaining accurate financials is only helpful if you put them to use in the most timely manner. With tax season approaching, it’s time to get your information to us!

  • If you filed an extension for your 2014 C-Corporations, S-Corporations, Partnerships or LLC, it’s time to get your information submitted so we can prepare your returns in time to meet the September 15 extended tax deadline.
  • If you extended your 2014 Individual income tax return, they are due by October 15, 2015.
  • If you have the majority of your tax information but are waiting on that final K-1, go ahead and send it to us. We’ll finish it up to the point of questions and missing information.

The SJG team has the commitment and capacity to meet you where you are in your development. We work with clients to help them meet goals by establishing the structure and processes necessary to address tax, compliance and other accounting requirements, so you can operate and grow with confidence, precision and efficiency. Get in touch.

Client Feature

Congratulations to SJG client ITAD Technologies for achieving the status of an R2, ISO 9001, 14001 certified electronics recycler. They hold the prerequisite OHSAS 18001. Their leadership is composed of respected industry veterans from the data protection industry and the refurbished computer market. And as a women-owned business, working with ITAD allows many companies to meet outreach efforts.

Learn more about ITAD Technologies.

Other Valuable Information

What you need to make your accounting invisible. (Make your financial engine work smoothly.)

Turning CAS Technologies into Profits. (Pull money from the cloud.)

Quickbooks 2015 Shortcuts. (Get your bookkeeping in shape, stat.)

Industry News

Check out the KSU Coles College of Business SBDC GrowSmart program. For more than 12 years, GrowSmart has provided small business owners the steps, tools and strategies to grow their business.

About S.J. Gorowitz Accounting & Tax Services
SJG is a boutique CPA firm supporting expanding and emerging businesses and their owners. We take a consultative, inclusive approach to accounting, tax, and trust and estate work. Working individually with each client, we generate accurate financials, minimize taxes and ensure compliance through tailored accounting solutions and financially focused business consulting. We work across industries, implementing processes and tools that maximize results, save money and create peace of mind.

For more information about how we can assist you, visit www.sjgorowitz.com.

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