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November 2023 Bulletin



50th Anniversary

A big “thank you” to all our clients, family and friends who attended our 50th anniversary event on October 26. It was great celebrating with you and looking back on this milestone for our firm. None of this would have been possible without all of you!

These are some of the other notable companies started in 1973 that we are sharing our anniversary year with:

TD Bank, N.A.

Men’s Wearhouse


Republic Airlines

Thanksgiving Holiday

Our office will be closed on Thursday and Friday, November 23rd and 24th, for the Thanksgiving Holiday. At this time of the year, we would like to thank our clients and friends for your support and confidence in our firm and to wish you and your families a happy and safe holiday.

IRS Announces Withdrawal Process for ERC Claims

As part of a larger effort to protect small businesses and organizations from scams, the Internal Revenue Service announced the details of a special withdrawal process to help those who filed an Employee Retention Credit (ERC) claim and are concerned about its accuracy. Please read the details via the attached link and contact us with any questions or concerns:,not%20impose%20penalties%20or%20interest.

Year-End Tax Planning Strategies

One of the most important tax planning strategies is timing. How many times have you met with your CPA during tax season and are shocked at the total tax liability upon completion of your return? After you discuss the results with your tax practitioner, you realize that a phone call or meeting before December 31 could have saved you thousands of dollars of your hard-earned money. Please call your accountant today to schedule an appointment before the end of the year to help you save money. Remember, call at 215-368-5755, or send an email now before it’s too late.