Schultz CPA
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a substantial tax bill. However, if assets in your traditional IRA have lost value, you will pay taxes on a lower asset base when you convert. If all conditions are met, the Roth account will incur no further income tax liability for you or your designated beneficiaries, no matter how much growth the account experiences.
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Sentiment Analysis
Ben Schultz, CPA helped me get my business on the right path and helped our company save thousands of dollars in tax benefits.
I have been filing my taxes with Ben for last 3 years.
They help ease any concern or uncertainty and let you know exactly what to expect throughout your tax process.
As a fellow business owner here in Columbus, I appreciate and want to highlight his commitment to customer service.
Have utilized Schultz CPA for both business and personal.
As a business owner and tech CEO, I needed to hire the absolute best in the industry for managing my books and filing my taxes, Schultz CPA exceeded my expectations!
He’s been wonderful to work with and would recommend him to anyone in Columbus.
I should’ve switched to him years ago as he pointed out things I did not know about that would have saved more during tax season.
(we thought after ACA that all the rates are the same), lower payroll costs, more predictable cash flow, better tax compliance and audit trails, lower credit card fees, I could go on from here.
I have had numerous issues with the IRS for amending previous taxes to claim a homebuyer loan refund and utilizing this company's services has allowed me to recoup $4000 I wouldn't have been able to do on my own.
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