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# Dasta & Company | CPAs and Tax Accountants | Worthington OH

YOUR SUCCESS IS OUR MISSION

## Sitemaps

- [XML Sitemap](https://dastacpas.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Important updates on the Corporate Transparency Act and BOI reporting](https://dastacpas.com/new-developments-for-the-corporate-transparency-act-and-boi-reporting/) - There have been some significant developments on the Beneficial Ownership Information (BOI) reporting requirements over the last week. The latest updates are in bold below. ** February 20th, 2025. Following a recent decision by the U.S. District Court for the Eastern District of Texas, the BOI reporting requirements under the CTA are back in effect.
- [Corporate Transparency Act and BOI Reporting Update](https://dastacpas.com/corporate-transparency-act-and-boi-reporting-update/) - Recent court decision: On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a preliminary injunction blocking the U.S. Department of Treasury from enforcing the Corporate Transparency Act’s (CTA) beneficial ownership information (BOI) reporting requirements nationwide. In Texas Top Cop Shop, Inc., et al. v. Garland, et al. the Court determined that
- [Inherited IRA Final Regulations](https://dastacpas.com/inherited-ira-final-regulations/) - New regulations for inherited IRAs The IRS has issued final regulations, which are set to take effect in 2025, updating the required minimum distribution (RMD) rules. The 260 pages of final regulations adopt most of the regulations as proposed in 2022, including the regulations that address the distribution rules for inherited IRAs. In the final
- [Tax Planning for Individuals](https://dastacpas.com/tax-planning-for-individuals/) - We’re here to help explain tax and financial planning opportunities. Please contact us at your earliest convenience to discuss your situation so we can develop a customized plan. In the meantime, here’s a look at some issues impacting individuals to consider this year. Charitable contribution planning If you are planning to donate to a charity,
- [Tax Planning for Small Businesses](https://dastacpas.com/tax-planning-for-small-businesses/) - We’re here to help explain tax and financial planning opportunities. Please contact us at your earliest convenience to discuss your situation so we can develop a customized plan. In the meantime, here’s a look at some issues impacting small businesses to consider this year. Analysis of your financial statements Let’s look at where your business
- [Retirees who turned 72 in 2022, RMD deadline is April 1st 2023](https://dastacpas.com/retirees-who-turned-72-in-2022-rmd-deadline-is-april-1st-2023/) - A reminder for retirees who turned 72 during 2022, Sunday April 1, 2023 is the last day to begin receiving payments from IRAs, 401(k)s, and similar workplace retirement plans. Required minimum distributions (RMDs), are normally made by the end of the year, but anyone who reached age 72 during 2022 is covered by a special
- [Biden Green Book proposals](https://dastacpas.com/biden-green-book-proposals/) - The Biden administration is now proposing to add dozens of new burdensome provisions to the tax code with the recent release of the FY 2024 “Green Book”. While they are saying that many of these provisions are aimed at high-income taxpayers and businesses, workers will ultimately pay the price. Reduced investment and innovation will lead
- [The Corporate Transparency Act](https://dastacpas.com/the-corporate-transparency-act/) - What Small Businesses need to know about The Corporate Transparency Act going into effect in 2024! The Corporate Transparency Act (“CTA”) officially goes into effect on January 1, 2024. This law affects more than just large, publicly-traded corporations. All existing and newly applied-for business entities that were either created in the U.S. or registered to

## Pages

- [Home](https://dastacpas.com/) - Worthington Ohio and Washington Pennsylvania CPA firm providing accounting, bookkeeping, tax preparation, tax planning, business advisory, and IT services.
- [Insights](https://dastacpas.com/insights/) - Recent Tax Law Changes! - One Big Beautiful Bill One Big Beautiful Bill September Newsletter Articles Agency Needs To Do Better Communicating Tech Advances – IRS OfficialNEW YORK—The Internal Revenue Service needs to find ways to better communicate how it is handling technology modernization and transformation, including in areas such as the use of artificial
- [July 2024 Newsletter Articles](https://dastacpas.com/insights/july-newsletter/) - JULY NEWSLETTER ARTICLES Guidance Provided on Early Retirement Distributions for Emergencies and Domestic Abuse Victims, Notice 2024-55; IR-2024-170The IRS has provided guidance on two exceptions to the 10 percent additional tax under Code Sec. 72(t)(1) for emergency personal expense distributions and domestic abuse victim distributions. These exceptions were added by the SECURE 2.0 Act of
- [August 2024 Newsletter Articles](https://dastacpas.com/insights/august-newsletter/) - AUGUST NEWSLETTER ARTICLES IRS Issues Final and Proposed Regulations on Required Minimum Distributions, T.D. 10001; Proposed Regulations, NPRM REG-103539-23; IR-2024-190The IRS issued final and proposed rules governing required minimum distributions (RMDs) under Code Sec. 401(a)(9). The regulations reflect changes made by the SECURE Act (P.L. 116-94) and SECURE 2.0 Act (P.L. 117-328) that apply to
- [September 2024 Newsletter Articles](https://dastacpas.com/insights/september-newsletter/) - SEPTEMBER NEWSLETTER ARTICLES IRS Announces Second Voluntary Disclosure Program for Employee Retention Credit, Announcement 2024-30; IR-2024-212; IR-2024-213The IRS has announced a second Voluntary Disclosure Program for employers to resolve erroneous claims for credit or refund involving the COVID-19 Employee Retention Credit (ERC). Participation in the second ERC Voluntary Disclosure Program is limited to ERC claims
- [October 2024 Newsletter Articles](https://dastacpas.com/insights/october-newsletter/) - OCTOBER NEWSLETTER ARTICLES 2024-2025 Special Per Diem Rates Released, Notice 2024-68The IRS has released the 2024-2025 special per diem rates. Taxpayers use the per diem rates to substantiate certain expenses incurred while traveling away from home. These special per diem rates include:The IRS has released the 2024-2025 special per diem rates. Taxpayers use the per
- [November 2024 Newsletter Articles](https://dastacpas.com/insights/november-newsletter/) - NOVEMBER NEWSLETTER ARTICLES IRS Releases 2025 Inflation-Adjusted Tax Tables, Standard Deduction, AMT and Other Amounts, Rev. Proc. 2024-40; IR-2024-273The IRS has released the annual inflation adjustments for 2025 for the income tax rate tables, plus more than 60 other tax provisions. The IRS makes these cost-of-living adjustments (COLAs) each year to reflect inflation. The IRS
- [December 2024 Newsletter Articles](https://dastacpas.com/insights/december-newsletter/) - DECEMBER NEWSLETTER ARTICLES 2025 Inflation Adjustments for Pension Plans, Retirement Accounts Released, Notice 2024-80; IR-2024-285The 2025 cost-of-living adjustments (COLAs) that affect pension plan dollar limitations and other retirement-related provisions have been released by the IRS. In general, many of the pension plan limitations will change for 2025 because the increase in the cost-of-living index due
- [January 2025 Newsletter Articles](https://dastacpas.com/insights/january-newsletter-2/) - JANUARY NEWSLETTER ARTICLES Transition Relief for Third Party Settlement Organization Reporting; $5,000 Threshold for 2024 Form 1099-K, Notice 2024-85; IR-2024-299The IRS has provided transition relief for third party settlement organizations (TPSOs) for reportable transactions under Code Sec. 6050W during calendar years 2024 and 2025. These calendar years will be the final transition period for IRS
- [February 2025 Newsletter Articles](https://dastacpas.com/insights/february-newsletter/) - FEBRUARY NEWSLETTER ARTICLES IRS Hiring, OECD Agreement Targeted In Day One Executive OrdersPresident Donald Trump targeted federal hiring, including specific rules for the Internal Revenue Service, and the United States’ participation in the global tax framework being developed by the Organisation for Economic Co-operation and Development among his flurry of executive orders signed on the
- [March 2025 Newsletter Articles](https://dastacpas.com/insights/march-newsletter/) - MARCH NEWSLETTER ARTICLES Beneficial Ownership Reporting Requirement Back On; Deadline Extended 30 Days (FinCEN Notice FIN-2025-CTA1)The Financial Crimes Enforcement Network (FinCEN) has announced that the mandatory beneficial ownership information (BOI) reporting requirement under the Corporate Transparency Act (CTA) is back in effect. Because reporting companies may need additional time to comply with their BOI reporting
- [April 2025 Newsletter Articles](https://dastacpas.com/insights/april-newsletter/) - APRIL NEWSLETTER ARTICLES FinCEN Removes BOI Reporting Requirement for U.S. Companies, U.S. Persons (RIN 1506-AB49)The Financial Crimes Enforcement Network (FinCEN) has removed the requirement that U.S. companies and U.S. persons must report beneficial ownership information (BOI) to FinCEN under the Corporate Transparency Act.The Financial Crimes Enforcement Network (FinCEN) has removed the requirement that U.S. companies
- [May 2025 Newsletter Articles](https://dastacpas.com/insights/may-newsletter/) - MAY NEWSLETTER ARTICLES AICPA Applauds Passage Of Tax Administration Bills In The HouseThe American Institute of CPAs in a March 31 letter to House of Representatives voiced its “strong support” for a series of tax administration bills passed in recent days.The American Institute of CPAs in a March 31 letter to House of Representatives voiced
- [June 2025 Newsletter Articles](https://dastacpas.com/insights/june-newsletter/) - JUNE NEWSLETTER ARTICLES Treasury Secretary Bessent To Lean on AI To Cover Workforce ReductionsThe Internal Revenue Service is looking toward automated solutions to cover the recent workforce reductions implemented by the Trump Administration, Department of the Treasury Secretary Bessent told a House Appropriations subcommittee.The Internal Revenue Service is looking toward automated solutions to cover the
- [July 2025 Newsletter Articles](https://dastacpas.com/insights/july-2025-newsletter-articles/) - JULY NEWSLETTER ARTICLES Supreme Court Rules Tax Court Lacks Jurisdiction Where IRS Withdraws Levy (Commissioner v. Zuch, SCt.)The U.S. Tax Court lacks jurisdiction over a taxpayer’s appeal of a levy in a collection due process hearing when the IRS abandoned its levy because it applied the taxpayer’s later year overpayments to her earlier tax liability,
- [August 2025 Newsletter Articles](https://dastacpas.com/insights/august-2025-newsletter-articles/) - AUGUST NEWSLETTER ARTICLES IRS Details New Deductions for Tips, Overtime, Car Loans, and Seniors (FS-2025-03)The IRS has outlined key provisions of the One Big Beautiful Bill Act (P.L. 119-21), signed into law on July 4, 2025, that introduce new deductions beginning in tax year 2025. The deductions apply through 2028 and cover qualified tips, overtime
- [September 2025 Newsletter Articles](https://dastacpas.com/insights/september-2025-newsletter-articles/) - SEPTEMBER NEWSLETTER ARTICLES IRS Announces No Changes to 2025 Returns or Withholding Under OBBBA (IR-2025-82)The IRS has announced that, under the phased implementation of the One Big Beautiful Bill Act (OBBBA), there will be no changes to individual information returns or federal income tax withholding tables for the tax year at issue. The IRS has
- [October 2025 Newsletter Articles](https://dastacpas.com/insights/october-2025-newsletter-articles/) - OCTOBER NEWSLETTER ARTICLES Proposed Regs Identify Occupations Eligible for "No Tax on Tips" Deduction, Define "Qualified Tips" (NPRM REG-110032-25)The Treasury Department and the IRS have proposed regulations that identify occupations that customarily and regularly receive tips, and define "qualified tips" that eligible tip recipients may claim for the "no tax on tips" deduction under Code
- [November 2025 Newsletter Articles](https://dastacpas.com/insights/november-2025-newsletter-articles/) - NOVEMBER NEWSLETTER ARTICLES IRS Releases 2026 Inflation-Adjusted Tax Tables, Standard Deduction, AMT and Other Amounts (Rev. Proc. 2025-32; IR-2025-103)The IRS has released the annual inflation adjustments for 2026 for the income tax rate tables, plus more than 60 other tax provisions. The IRS makes these cost-of-living adjustments (COLAs) each year to reflect inflation.The IRS has
- [December 2025 Newsletter Articles](https://dastacpas.com/insights/december-2025-newsletter-articles/) - DECEMBER NEWSLETTER ARTICLES IRS Grants 2025 Penalty Relief for New Tip and Overtime Reporting Rules (Notice 2025-62; IR-2025-110)The IRS has announced penalty relief for the 2025 tax year relating to new information reporting obligations introduced under the One, Big, Beautiful Bill Act (OBBBA). The relief applies to penalties imposed under Code Secs. 6721 and 6722
- [January 2026 Newsletter Articles](https://dastacpas.com/insights/january-2026-newsletter-articles/) - JANUARY NEWS LETTER ARTICLES IRS Issues Guidance on Deductions for Tips and Overtime Compensation (Notice 2025-69; IR-2025-114)The IRS has provided interim guidance on the deductions for qualified tips and qualified overtime compensation under the One Big Beautiful Bill Act (OBBBA) (P.L. 119-21). For tax year 2025, employers and other payors are not required to separately
- [February 2026 Newsletter Articles](https://dastacpas.com/insights/february-2026-newsletter-articles/) - FEBRUARY NEWS LETTER ARTICLES IRS Issues FAQs on Deduction for Qualified Overtime Compensation (FS-2026-1; IR 2026-10)The IRS issued frequently asked questions (FAQs) addressing the new deduction for qualified overtime compensation added by the One, Big, Beautiful Bill Act (OBBBA). The FAQs provide general information to taxpayers and tax professionals on eligibility for the deduction and
- [March 2026 Newsletter Articles](https://dastacpas.com/insights/march-2026-newsletter-articles/) - MARCH NEWS LETTER ARTICLES NTA Calls On Congress To Protect Taxpayers In Wake Of Supreme Court DecisionCongress needs to do more to protect taxpayers in the wake of the Supreme Court’s decision in the Commissioner of the Internal Revenue Service v. Zuch, National Taxpayer Advocate stated in a recent blog post.Congress needs to do more
- [April 2026 Newsletter Articles](https://dastacpas.com/insights/april-2026-newsletter-articles/) - APRIL NEWS LETTER ARTICLES Answers Sought On Tax Refund DelaysAbout 830,000 taxpayers are having their tax refunds held up due to the move away from paper checks and Democratic leadership on the House Ways and Means Committee is seeking information on what the IRS is doing to expedite the issuance of those refunds.About 830,000 taxpayers
- [May 2026 Newsletter Articles](https://dastacpas.com/insights/may-2026-newsletter-articles/) - MAY NEWS LETTER ARTICLES White House Aims To Lower IRS BudgetThe White House is looking to lower the Internal Revenue Service budget by $1.4 billion in fiscal year 2027.The White House is looking to lower the Internal Revenue Service budget by $1.4 billion in fiscal year 2027. The budget request, released April 6, 2026, says
- [June 2026 Newsletter Articles](https://dastacpas.com/insights/june-2026-newsletter-articles/) - JUNE NEWS LETTER ARTICLES Final Regulations Modify Reporting Requirements for Partnership Interest Transfers (TD 10048)The IRS has issued final regulations modifying reporting obligations for partnerships involved in Code Sec. 751(a) exchanges of partnership interests. The regulations remove the requirement that partnerships furnish transferors with certain information relating to unrealized receivables and inventory items by January
- [July 2026 Newsletter Articles](https://dastacpas.com/insights/july-2026-newsletter-articles/) - JULY NEWS LETTER ARTICLES House Committee Continues Work On Digital Asset Tax LegislationThe House Ways and Means Committee recently offered a window into what the legislative body is working on when it comes to developing legislation to govern the taxation of digital assets, highlighting six bills and a discussion draft covering a range of topics.The
- [August 2026 Newsletter Articles](https://dastacpas.com/insights/august-2026-newsletter-articles/) - AUGUST NEWS LETTER ARTICLES Contributions to Trump Accounts Treated as Completed Gifts; Gift Tax Returns Not Required (Rev. Proc. 2026-25; IR 2026-80)Contributions to Trump accounts will be treated as completed gifts that are not future interests in property and the gift tax annual exclusion amount will apply under a safe harbor for certain donors making
- [Services](https://dastacpas.com/services/) - Professional Accounting and Consulting Services we offer Accounting Services Our accounting services ensure your financial records are accurate and up-to-date. We use the latest software and technology to handle all your bookkeeping and financial reporting needs, so you can focus on growing your business. Learn More Tax Services Our tax planning and tax preparation services
- [Advisory Services](https://dastacpas.com/advisory-services/) - We offer a wide range of advisory services to help you grow and succeed. From startup to exit and estate strategy, our team can help you navigate the challenges of running a business and planning for the future. We work with individuals and businesses of all sizes to help them grow and thrive. Advisory Services
- [Administrative Assistant](https://dastacpas.com/administrative-assistant/) - Administrative Assistant position in our Worthington Ohio office Job Summary:The Administrative Assistant will play a key role in ensuring the office runs smoothly and efficiently. This person will handle a variety of administrative and clerical tasks, provide client support, and assist the professional staff with daily operations—particularly during the busy tax season. Key Responsibilities: Must
- [Contact Us](https://dastacpas.com/contact-us/) - Dasta & Company - Office Locations Worthington, Ohio Dasta & Company CPAs and Consultants 870 High Street, Suite 100Worthington, OH 43085 Phone: (614)-547-8580Fax: 380-800-9966 info@dastacpas.com Peters Township, Pennsylvania Dasta & Company CPA 218 Walnut DriveVenetia, PA 15367 Phone: (412)-343-8050Fax: 380-800-9966 eric@dastacpa.com Use the form below to let us know more about your needs and to
- [Where's my refund](https://dastacpas.com/news-and-tools/wheres-my-refund/) - Track your Refund Tax Refund Status If you would like to know when you will be receiving your federal or state tax refund, please use this form. --Select-- Federal Alabama Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Missisippi
- [Financial Calculators](https://dastacpas.com/news-and-tools/financial-calculators/) - Financial Calculators Auto Calculators Auto Loan Calculator Auto Rebate vs. Interest Rate Calculator Boat Loan Calculator Dealer vs. Credit Union Financing Calculator Home Equity vs. Auto loan Calculator Lease vs. Buy Calculator Motorcycle Loan Calculator Recreational Vehicle (RV) Loan Calculator Business Calculators Break Even Analysis Calculator Business Debt Consolidation Calculator Business Valuation Calculator Cash Flow
- [Accounting Industry News](https://dastacpas.com/news-and-tools/accounting-industry-news/)
- [Personal Finance News](https://dastacpas.com/news-and-tools/personal-finance-news/)
- [Cyber Security News](https://dastacpas.com/news-and-tools/cyber-security-news/)
- [Stock Market News](https://dastacpas.com/news-and-tools/stock-market-news/)
- [Make a Payment](https://dastacpas.com/make-a-payment/) - Pay your invoice online We accept credit card and ACH payments online. Credit card payments require a 3% processing fee which will automatically be added to your payment. ACH payments do not have a processing fee. Payments are one time and are processed using Helcim's secure payment processing service. We do not store or have
- [Careers](https://dastacpas.com/jobs/) - Careers at Dasta & Company — Where Excellence Begins with People At Dasta & Company, excellence is more than a goal—it’s a standard. We pride ourselves on delivering exceptional tax and accounting services, powered by a team of dedicated professionals. Their personalized approach and unwavering commitment to quality define our reputation and drive our success.
- [Estate Tax News](https://dastacpas.com/news-and-tools/estate-tax-news/)
- [Tax Services](https://dastacpas.com/tax-services/) - When most people think about taxes, they think about April 15th. Tax planning is not just planning for the next tax deadline. A proper tax planning strategy should be a multi year approach to reduce taxes with a focus on growing and preserving your wealth for the future. Tax Services we offer: Tax Planning and
- [Newsletter Article Archives](https://dastacpas.com/newsletter-article-archives/) - Past Tax Briefings One Big Beautiful Bill (Signed by President Trump)Senate Finance Committee Version of Reconciliation Bill2025 Post Filing Season Update2024 Post Election Tax Policy Update2024 Post Filing Season Update Past Newsletter Articles
- [Accounting Services](https://dastacpas.com/accounting-services/) - We offer comprehensive bookkeeping and accounting services to keep your financial records organized and up-to-date. Our team of experts will work with you to ensure your books are in order, allowing you to focus on running your business. Accounting Services we offer: Bookkeeping and Payroll Consulting: Helping you manage your daily and monthly accounting transactions to
- [Privacy Policy](https://dastacpas.com/privacy-policy/) - Dasta & Company CPAs and Consultants Website Privacy Policy This Website Privacy Policy sets forth our policies regarding the collection, use and disclosure of certain personally identifiable data (“Personal Data”) relating to an individual’s use of dastacpas.com. Your use of dastacpas.com signifies your understanding and acceptance of the terms of this Website Privacy Policy. This Website Privacy Policy
- [About Us](https://dastacpas.com/about-us/) - The Dasta family has been providing business owners and families with accounting, tax, and business advisory services for decades since our father became a CPA in 1968. Dasta & Company CPAs and Consultants in Worthington Ohio and Dasta & Company CPA in Peters Township Pennsylvania have strategically aligned to provide more comprehensive resources and expertise
- [EU Data Statement](https://dastacpas.com/eu-data-statement/) - Please note: This information only applies to data subjects in the European Economic Area. PERSONAL DATA: Dasta & Company CPAs and Consultants strives to protect any data relating to an identified or identifiable individual data subject located in the European Economic Area. Dasta & Company CPAs and Consultants may collect personally identifiable information (“EU Personal
- [Terms and Conditions](https://dastacpas.com/terms-and-conditions/) - Dasta & Company CPAs and Consultants Website Terms and Conditions The following terms and conditions (the “Terms and Conditions”) govern your use of the dastacpas.com web site that is made available by Dasta & Company CPAs and Consultants. Dasta & Company CPAs and Consultants may change these Terms and Conditions at any time without notice to you,
- [IT Services](https://dastacpas.com/it-services/) - Starting up and maintaining a successful business also requires setting up and maintaining a secure IT infrastructure. IT Services we offer: Network Design: We can help you design a secure wired and/or wireless computer network. We'll outline a full plan and work with all the necessary vendors to get your IT infrastructure put in place. Domain
- [Leadership Team](https://dastacpas.com/leadership-team/) - CEO Matt Dasta, CPA, CITP, CExP, CTEP Matt Dasta is the CEO of the firm. Matt has extensive experience working with individual and business clients providing practical advice on family tax planning and business operations. During his 25 plus years in public accounting, Matt has worked with a variety of clients in industries such as healthcare,
- [News and Tools](https://dastacpas.com/news-and-tools/) - Click the links below to access our news, calculators and refund tracker pages
- [State Tax News](https://dastacpas.com/news-and-tools/state-tax-news/)
- [Federal Tax News](https://dastacpas.com/news-and-tools/federal-tax-news/)

## Categories

- [Uncategorized](https://dastacpas.com/category/uncategorized/)