Mariya Pioszak: Anxiety — many of the issues brought up by the IRS to us and our clients are time sensitive, requiring a phone call or a letter to resolve which is hard to do when the IRS answering machine says they are not taking any more calls for the day or when their processing times are double of the time allowed to the taxpayers to respond.
Pioszak, CPA, is tax manager, Montgomery Taylor Wealth Management, 2880 Cleveland Ave., Suite 2, Santa Rosa 95409; 707-576-8700; montgomerytaylorwealth.com.
Pioszak earned her master’s degree in economics from Tver State University in Tver Russia, arrived in Boulder Colorado in 1998, and has since gained 20-plus years of comprehensive accounting experience. She started her career in financial accounting establishing and managing controllership functions including treasury, payroll compliance, sales/use/property taxes, and financial statement preparation.
Her public accounting experience comes from working with boutique CPA firms providing tax planning and compliance services to closely held businesses and high net worth individuals.
When not solving tax problems or putting together financial puzzles Mariya enjoys swimming, growing tomatoes from a seed, or flying kites with her husband and two daughters.
Andy Vedder: The biggest impact of the IRS backlog has been the opportunity cost of clients having to direct resources to past filings. We work hard with clients to be forward-looking, and opportunity focused but too often we find ourselves waiting on IRS decisions or responding to issues that should have been closed with the original filing. Taxpayers deserve a dependable partner on the revenue agency side so that they can make educated 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 of 2015 with three years’ experience in public accounting. After a successful career running his own business, he decided to pursue his higher education and studied at Santa Rosa Junior College and Sonoma State University, where he graduated in May of 2013 with a degree in both accounting and economics.
A resident of Ukiah, Vedder enjoys the rural beauty and open spaces of Mendocino County, traveling with his family and, of course, a good book.
If there was one change in the tax code you could make, what would it be, and why?
Michelle Muth Ausburn: Like many, I would make it less complicated. A simpler taxation system would be more business-friendly, boost productivity, and keep our nation’s economy more competitive on the world stage.
Muth Ausburn, CPA, is partner-in-charge for the 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-compliant financial accounting and reporting. She spends the majority of her time working with wineries, vineyards, real estate entities, négociants, custom crush facilities, wine and spirits distributors, natural and organic food companies, and non-wine agriculture businesses.
She is a graduate of St. Mary’s College of California.
Brewer: I would remove the $10,000 cap on state and local tax (SALT).
The SALT cap unfairly limits the deduction for taxpayers who live in high tax states such as California. An itemized deduction should be allowed for amounts paid towards state income taxes, property taxes and other state and local taxes without limitation.
Dal Poggetto: I would change due dates of individual tax returns to coincide with the month of the taxpayer’s birth, to spread out the workload past April 15.
Flynn: To simplify the tax code overall. There are so many nuances and intricacies in the tax code it is near impossible to stay on top of and informed on of everything.
Hull: I would get rid of the cap on the amount of state taxes individuals can deduct.
Pioszak: Tax policy is used by the 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 would like to see would be a limit on the frequency of tax law changes (say, no more than one every three years) and effective dates (at least six months after the date of enactment and prohibit retroactive application). It should be a policy, not a game of tag.
Vedder: I would like to see improvements made to the qualified business income deduction in line with the recent AICPA recommendations.