Mariya Pioszak: Anxiety – many of the issues the IRS raises for us and our clients are urgent, requiring a phone call or letter to resolve, which is difficult to do when the IRS answering machine says they are not taking any more calls. ‘calls for the day or when their processing times are double the time allowed for taxpayers to respond.
Pioszak, CPA, is Tax Director, Montgomery Taylor Wealth Management, 2880 Cleveland Ave., Suite 2, Santa Rosa 95409; 707-576-8700; montgomerytaylorwealth.com.
Pioszak received his Masters in Economics from Tver State University in Tver, Russia, arrived in Boulder Colorado in 1998, and has since gained over 20 years of accounting experience. She started her career in financial accounting establishing and managing control functions including treasury, payroll compliance, sales / use / property taxes, and financial statement preparation.
His public accounting experience stems from his work with specialized CPA firms providing tax planning and compliance services to private companies and high net worth individuals.
When not solving tax problems or solving financial puzzles, Mariya enjoys swimming, growing tomatoes from a seed, or flying kites with her husband and two daughters.
Andy Vedder: The most significant impact of the IRS backlog has been the opportunity cost of clients having to allocate resources to past filings. We work hard with our clients to be forward looking and opportunity driven, but too often we find ourselves waiting for IRS rulings or responding to issues that should have been addressed with the initial filing. Taxpayers deserve a reliable partner on the revenue agency side so they can make informed planning decisions.
Vedder, CPA, is with Linkenheimer LLP CPAs & Advisors, 187 Concourse Blvd., Santa Rosa 95405; 707-546-0272; linkcpa.com.
Vedder joined the Linkenheimer team in September 2015 with three years of experience in public accounting. After a successful career in running his own business, he decided to continue his graduate studies and studied at Santa Rosa Junior College and Sonoma State University, where in May 2013 he obtained a degree in accounting. and in economics.
A resident of Ukiah, Vedder enjoys the rural beauty and the great outdoors of Mendocino County, traveling with his family and, of course, a good book.
If you could make one change to the tax code, what would it be and why?
michelle Muth Ausburn: Like many, I would simplify things. A simpler tax system would be more business friendly, increase productivity and keep our country’s economy more competitive on the world stage.
Muth Ausburn, CPA, is the managing partner of North Bay, BPM LLP, 110 Stony Point Road, Suite 210, Santa Rosa 95401; 707-524-6588; bpmcpa.com.
A Certified Public Accountant in the State of California, Muth Ausburn’s area of expertise is GAAP accounting and financial reporting. She spends the majority of her time working with wineries, vineyards, real estate entities, merchants, contract crushing facilities, wine and spirits distributors, natural and organic food businesses, and agricultural businesses. non-viticultural.
She graduated from St. Mary’s College in California.
Brewer: I would remove the $ 10,000 cap on state and local taxes (SALT).
The SALT cap unfairly limits the deduction for taxpayers who live in high-tax states like California. An itemized deduction should be allowed for amounts paid under state income taxes, property taxes and other national and local taxes without limitation.
Dal Poggetto: I would change the due dates for personal income tax returns to coincide with the taxpayer’s birth month, to spread the workload after April 15.
Flynn: To simplify the tax code as a whole. There are so many nuances and intricacies in the tax code that it’s almost impossible to stay up to date and informed about everything.
Shell: I would remove the cap on the amount of state taxes that individuals can deduct.
Pioszak: Tax policy is used by government to promote certain behaviors and discourage others. However, it takes time to implement and see the fruits of the labor.
The biggest change I’d like to see would be a limit on how often tax law changes (say, no more than once every three years) and the effective dates (at least six months after the date promulgation and prohibit retroactive application). It should be a policy, not a tag game.
Vedder: I would like to see improvements to the qualifying business income deduction in line with recent AICPA recommendations.