Northern California accountants tally up 2021 and where corporate finance is headed in 2022
The Business Journal asked senior accounting professionals in the region about the impact of IRS delays, best advice for clients and their best accounting jokes.
Given the backlog at the IRS, what’s been the largest impact of that on your business, and your clients?
Matthew Brewer: The IRS back log is created headaches for both tax preparers and clients. We have had clients receive notices, we have prepared a response and mailed it back, and the client receive second notices as the IRS has not opened the response.
It has taken upwards to one year to rectify small issues such as the IRS not extending the due date of a return due to a federally declared emergency.
Getting a hold of the IRS on the phone is close to impossible these days. It is not uncommon for an email to be sent firm wide when someone is able to get through to the IRS letting everyone know now is a good time to try.
Brewer is senior tax manager, Pisenti & Brinker LLP, 3562 Round Barn Circle, Suite 200, Santa Rosa 95403; 707-542-3343; pbllp.com.
Brewer is a graduate of Sonoma State University, where he received his Bachelor of Science degree in business administration with an emphasis in accounting. Brewer provides corporate, partnership and individual tax planning and compliance services.
He is a native of Sonoma County and currently resides in Santa Rosa with his wife and three children.
Jon Dal Poggetto: Difficulty in resolving IRS notices and processing of 2019 tax returns paper filed due to the fires in 2020.
Dal Poggetto is managing partner, Dal Poggetto & Company LLP, 149 Stony Circle, first floor, Santa Rosa 95401; 707-545-3311; dalpoggetto.com.
Dal Poggetto graduated from UC Berkeley with a Bachelor of Science degree in business administration with an accounting emphasis in 1975. He has been a partner with the CPA firms of Eisenberg & Company LLP, Touche Ross & Co. and Deloitte & Touche before founding Dal Poggetto & Company LLP on Nov. 1, 1992.
Dal Poggetto’s personal area of focus is coordinating the firm’s delivery of accounting, tax and consulting services to privately held companies and their owners. The firm serves over 400 clients, and has a particular emphasis in serving clients in the wine industry.
Mandy Flynn: There has been so many issues that have stemmed from the backlog at the IRS.
One of the biggest issues my clients seemed to experience was getting IRS notices for issues that had already been resolved or not being able to get a hold of anyone at the IRS to help get an issue sorted out.
Flynn is director of tax services, Mengali Accountancy, 205 Foss Creek Circle, Healdsburg 95448; 707-431-0600; mengali.com.
Flynn has been providing accounting and tax services for over ten years. She graduated from Black Hills State University in Spearfish, South Dakota in 2011 with a bachelor’s degree in professional accountancy. While in school, Flynn started work in accounting as a contract bookkeeper for a small local bookkeeping firm and then taking a job as a bookkeeper for a local wholesale meat company. After graduating, she moved to Rapid City, South Dakota, and took a job at an accounting firm where she provided outsourced accounting and tax services to many different types of business and individuals for nearly eight years.
At the end of 2019, she relocated with her family to Sonoma County. Shortly after moving, she started at Mengali Accountancy.
Tamara Hull: The largest impact for us and our clients is the problems caused by the IRS’ delays in processing our responses to IRS letters and notices. The IRS is sending second and third notices and letters without acknowledging our response to the first letter. Interest, and penalties, are adding up.
Hull, CPA, is president, Jannisse & Hull CPAs, 7599 Redwood Blvd., Suite 210, Novato 94945; 415-898-5300; jannissehull.com. Hull said she is CPA because she loves helping people understand their taxes and accounting. Hull became a CPA later in life, after spending many years doing accounting and payroll for various companies, and eventually getting her bachelor of science from UC Berkeley’s Haas School of Business.
She says, “Once I learned how to do tax planning and prepare tax returns, I never looked back. I love a good challenge – like messy books or tax returns not filed for multiple years. I also love helping small nonprofits, especially the ones that only registered for tax exempt status with the IRS because they didn’t know they also need to register with the Franchise Tax Board and the Attorney General, and file annual returns with them too. I enjoy helping cannabis businesses with their tax and accounting needs too. I grew up in Novato (go Hornets!) and still live in Marin.”