Utilizing Your Family’s 529 Accounts For The Upcoming Academic Year

Have you saved money in a 529 plan to pay for your kids’ college? Wondering which education expenses you can pay from the 529 account as qualified expenses and which expenses are non-qualified? With students heading back to school, now is a great time to begin...

Get A Mid-Year Checkup

Do any of these situations apply to you? You have self-employment income You made a job change during the year You have a change in marital status You have multiple sources of income If so, contact your tax accountant for a midyear tax projection. It’s a great...

New Grant Opp for MA Small Biz $10k-$75k

GRANTS RANGING FROM $10,000 – $75,000  –  APPLICATION OPENS FEB 23; ENDS APRIL 4 Commonwealth of Massachusetts has recently launched a new grant opportunity. If your business remains negatively impacted by the pandemic and has between 2-50 FTE employees,...

Phase 4 Of The Provider Relief Fund Application Due 10/26/21

Let’s start at HRSA’s Phase 4 Fact Sheet (hrsa.gov) to view a summary of the instructions for the PRF Phase 4 funded with $17 Billion, including: Who is eligible? Providers or suppliers who bill Medicare fee-for-service (Parts A, B, and C), Medicaid (fee-for-service...

Looking For A Practice in Downtown Boston

If you or one of your colleagues is hoping to purchase a general dentist office in downtown Boston, please email andrew@schwartzaccountants.com and we will reach out to you with information on this well established and very profitable practice in the next few weeks....

Recap of Changes to Tax Deadlines

For INCOME TAXES: The due due for personal income tax returns has been extended to 5/17/21 Request for automatic six month extension, Form 4868, is required to be filed by 5/17/21 unless you will submit your tax returns by then 1st quarter 2021 estimates are still due...