Blog & Newsroom

A longtime member of the Zinner & Co. family will retire at the end of the year.

Patti Puterbaugh joined Zinner & Co. LLP in Oct. 2000 as the File Room Clerk. Since then, she has made a lasting impact on the firm.

Often taxpayers will provide their tax preparer with most of their pertinent information needed to file tax returns. However, they sometimes forget to pass along notices from a tax authority, which could impact returns.

For instance, when the Ohio Department of Taxation identifies a perceived calculation error in an individual tax return, they issue a variance notice to the taxpayer. This notice compares the figures on the return as filed to the department's recalculated figures and allows for the taxpayer to disagree with some or all of the adjustments by providing additional documentation.

As we approach the end of 2021, it is important to take a closer look at your tax and financial plans. This year likely brought challenges and disruptions that significantly impacted your personal and financial situation including the continued global pandemic, remote and new hybrid work models, supply chain disruptions and rising inflation.

Now is the time to take a closer look at your current tax strategies to make sure they are still meaningful in today’s world and to take any last-minute steps that could save you tax dollars. While looming tax law changes have not been finalized, many tax planning opportunities still exist! Here are some issues to consider as we approach year-end.

Zinner & Co. is proud to announce the launch of our new website.

Launched on Nov. 9, the new site provides visitors with important information about our firm, along with the services we offer and the specific industries we serve. Do not worry – we still offer comprehensive accounting, audit, tax, and management consulting services – but with a better website!

As the end of the year approaches, now is a great time for businesses to get a jump start on year-end payroll processing.

Even if you use an outsourced payroll provider, there are some things that you can do to make the year-end processing more efficient.

Zinner & Co. urges our clients who use Intuit QuickBooks Desktop for Windows to upgrade their one-time purchase license before Dec. 10.

The State of Ohio Department of Job and Family Services recently announced a new unemployment insurance tax system will go live in December.

The State of Ohio Unemployment Resource for Claimants and Employers, otherwise known as the SOURCE, will provide users with a friendly, self-service experience, tailored to meet the needs of both claimants and employers.

The Small Business Administration recently announced changes to its COVID-19 Economic Injury Disaster Loan program.

Over the past decade, more people have moved to electronic payments of their monthly bills and expenses.

The days of sitting down and writing checks to pay bills has quickly become a thing of the past. In fact, for many people under the age of 30, they do not know, nor have they ever had a physical checkbook!

Available for the 2020 – 2021 Tax Years

One of the most beneficial and underutilized tax credits introduced as a result of the COVID-19 pandemic relief funds is the Employee Retention Credit (ERC).

To date, our clients have filed and claimed ERC refunds exceeding $2,000,000 under this program. Claims for these refunds are included in the filing of original or amended Federal quarterly payroll tax returns.