Accounting services for all your needs
年度節稅別等報稅季！9、10月是稅務規畫關鍵期
報稅是明年的事，但節稅今年就要做！會計師王榮玫提醒，9、10月其實是全年稅務規畫的關鍵期，此時全年收入及股票獲利大致已有輪廓，距離年底又還有時間調整，「現在還有時間可以做。」
她表示，可先估算今年大概會賺多少，再評估是否要出售股票、增加退休金提撥，或小商業主是否有成立公司、添購設備等計畫。由於許多稅務優惠都有所得門檻，若等到12月甚至收到報稅資料後才發現收入太高、錯過扣除或優惠，往往已經來不及。
#節稅規畫 #報稅 #2026報稅 #稅務規畫 #王榮玫會計師 #401k #SALT #MAGI #資本利得 #股票投資 #灣區華人 #美國稅務 #小商業 #退休規畫
** 聯絡資訊 **
王榮玫會計師事務所
📞 408-998-1688
🌐 www.wangaccountancy.com
探析新稅法：從電動車稅收減免到退休金帳戶變化
PPP Update – Paycheck Protection Flexibility Act of 2020
Award of Excellence
WHO’S WHO
WE ARE MEMBER OF
PPP Loan 如何免償？ 自雇人士、LLC 業主申請PPP了嗎？
中小企業以及個人川普維生法案 （The CARES Act）還有哪些福利？
1. 關於中小企業（包含非營利組織），若無法取得Paycheck Protection Program Loan (PPP) 和 Economic Injury Disaster Loan (EIDL) 的幫助，您可以利用以下方式獲得現金補助
2. 個人除了 Stimulus Checks ($1200/$500) 補助外，還有下列重要福利。
3. 新冠病毒疫情嚴重影響民生經濟，政府除釋出諸多救濟方案外，也鼓勵有經濟能力者慷慨解囊，因此增加了慈善捐款的更新稅法 （Charitable Contribution Change）.
川普维生法案概要（The CARES ACT）
川普总统于2020年3月27日签署了2兆美元（$2 Trillion）维生经济法案（ The CARES ACT）：Coronavirus Aid Relief和 Economic Security ACT 以因应新冠状病毒对美国民生经济的冲击。
What We Do
Accounting and Financial Services for Your Business
Our team is highly experienced in doing specialized audits, setting up accounting systems, as well as working with private foundations. Aside from these, we can also do jobs involving financial statement audits, tax returns, payroll reviews, and other bookkeeping services for individuals and corporate businesses.
Get to Know Our Skilled and Experienced Accountant
Rosemary has served the Bay Area for nearly 30 years. Her expertise has brought her numerous accolades throughout the US and internationally for her skills. Rosemary has attained numerous degrees and designations including CPA, MBA, and MST. She is a member of the accounting industry’s self-regulatory organization the Public Company Accounting Oversight Board (PCAOB), the American Institute of Certified Public Accountants (AICPA), and the California Certified Public Accountant (CalCPA).
We will provide personalized service and adjust how we work according to your specific needs. For more information about what we do, reach out to our team today. We look forward to hearing from you!
Phone
(408) 998-1688
Fax
(408) 998-1689
Alternate
(408) 277-0440
Office hours
Monday- Friday 8:30-5:30 PST
Address
2050 Concourse Dr #34
San Jose, CA 95131