Our full-service tax department provides services with an emphasis on maximizing value to the client through knowledge, insight and detailed methodology.
SERVICES
Your business is important to us. Whether you are in need of tax, business consulting or auditing and assurance service, our team of dedicated professionals will determine the best, customized solution to help your business grow.
The Accounting Services Team provides tailored, cost-effective accounting solutions to all organizational levels spanning a variety of industries.
ACCOUNTING SERVICES
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We provide a comprehensive range of business consulting services to help navigate any challenges that arise within the industry.
BUSINESS CONSULTING
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We offer tailor-made audits and accounting plans built around specific areas of concerns and risks that come up in the industry.
AUDIT & ASSURANCE
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Our Risk Advisory Team is ready to initiate your SOC Complaince, HITRUST, IT Audit & Compliance and Cybersecurity projects, whether it’s your first or hundreth.
RISK ASSURANCE & ADVISORY
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M+N Family Office Services, a subsidiary of Maloney + Novotny, offers a full line of family planning services to multi-generational family units.
FAMILY OFFICE SERVICES
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News Uncategorized - March 26, 2024
JON RUPLE NAMED TO CLEVELAND MAGAZINE’S THE CLEVELAND 500
Cleveland, Ohio – Maloney + Novotny is proud to recognize that Jon Ruple, Managing Partner of the firm, has been named by Cleveland Magazine as a member of its The Cleveland 500 list. Cleveland Magazine’s 2024 edition of The Cleveland 500 is a resource that features leaders from all facets of the business, arts and […]
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- News
- January 1, 2024
ANGEL BOULIS TO LEAD DELAWARE OFFICE
DELAWARE, OH – January 1, 2024 – We are pleased to announce that Angel Boulis has been named the Partner in Charge of Maloney + Novotny’s Delaware office. Angel is a Shareholder and has been with the firm for over 10 years. Her practice focuses on tax and accounting work for small to mid-sized businesses. […]
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- News
- December 13, 2023
IRS DETERMINES OSHA GUIDANCE CANNOT BE USED FOR ERC ELIGIBILITY
By: Chris Anderson, Shareholder In Generic Legal Advice Memorandum (GLAM) 2023-007, the IRS has determined that taxpayers cannot treat OSHA guidance as a government order that caused a full or partial suspension of operations, which was one of the ways in which taxpayers could become eligible for the Employee Retention Credit (ERC). The GLAM noted […]
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- News
- November 27, 2023
CORPORATE TRANSPARANCY ACT — Beneficial Ownership Information Reporting Requirement
The Corporate Transparency Act (“CTA”) was enacted into law as part of the National Defense Act for Fiscal Year 2021. The CTA requires the disclosure of the beneficial ownership information (otherwise known as “BOI”) of certain entities from people who own or control a company. It is anticipated that 32.6 million businesses will be required […]
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- News
- October 20, 2023
IRS ANNOUNCES WITHDRAWAL PROCESS FOR EMPLOYEE RETENTION CREDIT CLAIMS
By: Chris Anderson, Shareholder In our previous article “IRS Halts Processing of Employee Retention Credit Claims”, we noted that the IRS was in the process of developing a program to allow taxpayers to withdraw an ineligible Employee Retention Credit (ERC) refund claim. The program was unveiled on October 19, 2023, in a news release (IR-2023-193). […]
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News Tax Alerts - September 15, 2023
IRS HALTS PROCESSING OF EMPLOYEE RETENTION CREDIT CLAIMS
By: Chris Anderson, Shareholder The IRS announced through its Newswire service (IR-2023-169) on September 14, 2023, that it has halted the processing of new employee retention credit (ERC) claims through the end of 2023 amid concerns of fraudulent returns and predatory tactics of certain boutique tax credit firms. IRS Commission Danny Werfel stated, “The IRS […]
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News Tax Alerts - August 31, 2023
IRS ANNOUNCES DELAY IN ROTH CATCH-UP CONTRIBUTION REQUIREMENT
The SECURE Act 2.0 made a significant change to 401(k) and 403(b) catch-up contributions made by participants who are age 50 or older. Beginning in 2024, participants who are eligible to make catch-up contributions and whose compensation exceeded $145,000 in the preceding calendar year are required to make their catch-up contributions as Roth after-tax contributions. […]
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News - August 16, 2023
M+N Young Professional Group Honored
Maloney + Novotny is proud to announce that the firm’s Young Professional group has been named Engage!Cleveland’s 2023 Program of the Year.
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