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Certified Public Accountants

With the help and cooperation of everyone in our office, and in our community, we at O’Brien Shortle Reynolds & Sabotka, PC expect to continue to maintain our corporate hallmark of timely professional services. That being said, the good health of our staff, their families and our community is also very important to us. Out of an abundance of caution and in the best interest of our staff and clients, please click on the button below to learn about our policies. COVID-19 & Your Tax Returns Learn More There’s nothing like a conversation with someone you trust. At O’Brien Shortle Reynolds & Sabotka, our certified public accountants, financial planners, valuation specialists and tax experts can help you with a wide range of finanical matters from tax preparation, to financial planning, to auditing to advice on developing effective accounting systems. Our Partners - Dedicated to Your Success CPAs are uniquely suited to participate in the estate planning and administration along with other planning professionals. CPAs can be especially valuable in minimizing wealth transfer tax burdens and wealth administration tasks for future generations. Estate Planning - For Your Peace of Mind

Accounting & Audit

Accounting & Audit Services

You need reliable information to make confident decisions. Trust us to provide accurate information on a timely basis with our complete range of accounting, auditing, and business advisory services.

 

Tax Planning & Preparation

Tax Preparation for Individuals & Businesses

Personal and business taxes prepared, reviewed and filed. We’ll also provide tax planning so you pay the least amount of tax.

 

Financial Planning

Financial Planning Services

You earned it. You should keep it. Our estate planning professionals will guide you through growing your assets while building income based on your current needs and future expectations.

Important Information and Tax Rules that May Affect You

Plan ahead for the 3.8% Net Investment Income Tax

High-income taxpayers face a 3.8% net investment income tax (NIIT) that’s imposed in addition to regular income tax. The NIIT applies only if modified adjusted gross income (MAGI) exceeds: $250,000 for married taxpayers filing jointly and surviving spouses; $125,000 for married taxpayers filing separately; and $200,000 for unmarried taxpayers and heads of household. The amount […]

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Many parents will receive advance tax credit payments beginning July 15

Eligible parents will soon receive payments from the federal government by direct deposit, paper check or debit card. The IRS announced that the 2021 advance child tax credit (CTC) payments, which were created in the American Rescue Plan Act, will begin July 15, 2021, and run through Dec. 15, 2021. Payments will get up to […]

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Still have questions after you file your tax return?

After filing a tax return, you may have questions. 1) When will you receive your refund? Go to irs.gov and click on “Get Your Refund Status” to find out. 2) How long should you save tax records? In general, save records for three years after filing although you should keep the actual returns indefinitely. However, […]

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Working in the gig economy results in tax obligations

Before the pandemic hit, the number of people engaged in the “gig” or sharing economy was growing. And even more people turned to gig work during the pandemic to make up lost income. There are tax consequences for the people who perform these jobs. Generally, if you receive income from gigs or freelancing, it’s taxable. […]

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