Masters & Jorgensen, Inc.

Champions of Your
Financial Well-being

Certified Public Accountants & Business Consultants

Small Business and Tax Updates

President Biden’s proposed budget highlights his tax agenda

May 6, 2024

President Biden has released his proposed budget for the 2025 fiscal year, including numerous tax provisions affecting both businesses and individual taxpayers. While most of these provisions have little chance of coming to fruition while the U.S. House of Representatives remains controlled by the Republican Party, they might gain new life depending on the outcome […]

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Tax-wise ways to take cash from your corporation while avoiding dividend treatment

April 29, 2024

If you want to withdraw cash from your closely held corporation at a low tax cost, the easiest way is to distribute cash as a dividend. However, a dividend distribution isn’t tax efficient since it’s taxable to you to the extent of your corporation’s “earnings and profits,” but it’s not deductible by the corporation. 5 […]

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1-(800)-531-1632 or

We Focus on Personalized Service.

Masters & Jorgensen, Inc. is a full service accounting firm specializing in tax planning, tax return preparation, retirement planning, attestation engagements, and consulting services for individuals, non-profit organizations and businesses of all sizes.

Services

  • Taxation
  • Audit
  • Review
  • Estate Planning
  • Bookkeeping
  • Consulting
  • Software Training

Partners

Staff

  • Paul Pal, CPA
  • John Walters, CPA
  • Bonnie Bort
  • Linda Humenik
  • Marcus Masters
  • Tammy Wilson

Location

Warren Office

1620 Niles Cortland Road NE, Suite B
Warren, Ohio 44484

Phone: (330) 399-2727
Toll-Free: (800) 531-1632
Fax: (330) 399-2800
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