News

PPP Task force

Wallace Plese + Dreher | PPP Loan Forgiveness Application Assistance

Many Arizona businesses received SBA Paycheck Protection Program (PPP) loans. Our SBA Paycheck Protection Program (PPP) task force helps businesses and nonprofits navigate the forgiveness process. They are familiar with the PPP Loan Forgiveness Application, which is complex and complicated, and can answer your questions.

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Brammer_Randy G._CPA_2019

Randy G. Brammer, CPA Designated Managing Partner

Categories: News

Effective January 1, 2021, Wallace Plese + Dreher (WP+D) designated Randy G. Brammer, CPA as the Firm’s new managing partner. Mark R. Dreher, CPA, former managing partner, remains a partner and will continue assisting businesses with sales, purchases, mergers and acquisitions.

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Consolidated Appropriations Act, 2021

The pandemic relief package (Consolidated Appropriations Act, 2021) gives a break to the hardest-hit small businesses by reopening the Paycheck Protection Program and offers them the ability to apply for a second loan. The new round of loans will be limited to those with fewer than 300 employees that have experienced drops of at least 25% in revenue during any quarter of 2020 compared with the same quarter in 2019.

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Paycheck Protection Program

IRS: Eligible PPP Expenses Now Deductible

On January 6, 2021, the IRS and Treasury Department issued guidance allowing deductions for the payments of eligible expenses when such payments would result, or be expected to result, in the forgiveness of a covered loan under the Paycheck Protection Program (PPP).

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2021 America's Best Tax and Accounting Firms

Wallace Plese + Dreher Awarded Forbes America’s Best Tax and Accounting Firms 2021

Categories: News

Wallace Plese + Dreher has been awarded and recognized on the Forbes list of America’s Best Tax and Accounting Firms 2021. In total, 250 companies were awarded the title of America’s Best Tax Firm 2021 and 200 companies were awarded the title of America’s Best Accounting Firm 2021. Wallace Plese + Dreher received awarded titles in both accounting and tax.

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Client Accounting Services

Understanding Your Financials with QuickBooks

You need current and accurate financial statements for good business decision-making. Do you understand your financials and what they say about your business? QuickBooks can help you grasp your debits and credits and take charge of your data and financial reports.

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Foreign bank account reporting

Foreign Financial Account Reporting and FBAR

Every year, under federal law, taxpayers must report certain foreign financial accounts to the Treasury Department. Whether the account produced taxable income has no effect on whether the account is a foreign financial account for FBAR purposes.

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Nonprofit accounting

Simplifying Life for the Arizona Nonprofit CFO

One of the most challenging responsibilities for Arizona nonprofit CFOs is managing a budget with financial constraints. Even though it may be needed, financial management software can sometimes seem like a distracting and risky problem. Benefits from cloud-based accounting may outweigh the risks.

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Stephen J. Rodis, CPA

Understanding Changes to USMCA and Mexico

In a free two part webinar on September 23 and 30, 2020, hear experts with the Arizona District Export Council (DEC) discuss exporting from the U.S. to Mexico. Learn about the tax benefits from Stephen J. Rodis, CPA, on September 30. Read further for the full agenda and registration details.

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