REAL ESTATE INVESTMENT STRATEGY
A Practical Tax Guide for Individual and Small Business Clients By Jessica Irving Marschall, CPA, ISA AM President and CEO, MAS LLC | The Green Mission Inc. | GM-ESG | Probity Appraisal Group April 2026 Introduction Real estate has long served as one of the most powerful wealth-building vehicles available to individual investors and small […]
Read MoreThe Tax Preparer Problem Is Bigger Than You Think – And It Tracks With Everything We See
PROFESSIONAL COMMENTARY | TAX PRACTICE By Jessica Marschall | March 2026 A recent report from the Center for Taxpayer Rights sent undercover investigators into tax preparation offices across six states, and what they found was alarming. Non-credentialed paid preparers routinely failed to ask basic questions about household composition and income. When they did ask, their […]
Read MoreYour Tax Preparer Committed Fraud. You Pay the Price.
A federal court ruling makes clear: if your preparer filed a fraudulent return, the IRS can audit you decades later, even if you had no idea what was happening. By Jessica Irving Marschall, CPA March 19, 2026 The Case That Should Get Every Taxpayer’s Attention Here is a case out of Tax Court that should […]
Read MoreThe Patchwork Problem: State Conformity with the One Big Beautiful Bill Act
TAX POLICY ANALYSIS | MARCH 2026 How diverging state tax laws are creating compliance complexity for businesses and individuals across America EXECUTIVE SUMMARY Enacted on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduced sweeping changes to the federal tax code. However, federal law is only the starting point. Most states base their […]
Read MoreQSBS Eligibility Evaluation and Ongoing Compliance Consulting
MAS LLC Tax Advisory & Consulting Services QSBS Eligibility Evaluation and Ongoing Compliance Consulting Expanded Advisory Services for New and Existing Clients February 2026 Jessica Irving Marschall, CPA, ISA AM President & CEO, MAS LLC Fredericksburg, Virginia Why QSBS Matters More Than Ever The Qualified Small Business Stock exclusion under Internal Revenue Code Section 1202 […]
Read MoreSMALL BUSINESS STANDARD OPERATING PROCEDURES
Bookkeeping, Recordkeeping & Tax Compliance Guide Prepared by MAS LLC Tax Advisory & Small Business Services Updated 2026 Introduction Maintaining accurate, timely financial records is critical for tax compliance, business decision-making, and audit preparedness. This guide outlines the essential tasks every small business owner should complete on a weekly, monthly, quarterly, and annual basis. Following […]
Read MoreVirginia’s Proposed Net Investment Income Tax
An Analysis of House Bill 378 and Its Implications for High-Income Taxpayers By Jessica I. Marschall, CPA, ISA AM January 2026 Introduction View Post Virginia House Bill 378, introduced on January 12, 2026, by Delegate Elizabeth Bennett-Parker (D-5), represents a significant departure from the Commonwealth’s historical approach to taxing investment income. If enacted, the legislation […]
Read MoreSEP-IRA Contribution Limits for 2025 and 2026:
What Business Owners and Self-Employed Individuals Need to Know By Jessica I. Marschall, CPA, ISA AM ~ January 20th, 2025 Simplified Employee Pension Individual Retirement Accounts (SEP-IRAs) remain one of the most powerful retirement savings tools available to small business owners and self-employed individuals. With higher contribution limits than traditional IRAs and relatively simple administration, […]
Read MoreThe Complete Guide to Forming a 501(c)(3) Nonprofit Organization
With the Tax-Free Income Comes Strict Compliance Jessica I. Marschall, CPA, ISA AM President & CEO MAS LLC January 10th, 2026 Introduction The allure of tax-exempt status draws many charitable-minded individuals and organizations toward forming a 501(c)(3) nonprofit. The benefits are substantial: exemption from federal income tax, eligibility to receive tax-deductible charitable contributions, and access […]
Read MoreNavigating the New “No Tax on Car Loan Interest” Deduction
By Jessica Irving Marschall, CPA, ISA AMPresident & CEO, Marschall Accounting Services LLC January 9th, 2026 The enactment of the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, introduced significant changes to the federal tax code. Among the most widely discussed provisions is the new deduction for interest paid on certain vehicle loans, […]
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