Gerry is the Managing Partner at Marsocci, Appleby & Company. Gerry graduated from University of Tampa with a Masters in the Science of Accounting. Gerry also has a Bachelor's of Business Administration with a Major in Accounting from Niagara University. Gerry is a licensed CPA in both Florida and New York State.
Gerry has a combined experience of over 31 years in industry and public accounting. Gerry's professional practice has a concentration in healthcare, non-profits, governments, construction, employee benefit plans, low-income housing projects and small businesses. Gerry strives to provide added value to clients through genuine interest in the clients business and success.
Gerry has a combined experience of over 31 years in industry and public accounting. Gerry's professional practice has a concentration in healthcare, non-profits, governments, construction, employee benefit plans, low-income housing projects and small businesses. Gerry strives to provide added value to clients through genuine interest in the clients business and success.
Services
Marsocci, Appleby & Company, PA provides a wide range of services to individuals and businesses in a variety of industries. At Marsocci, Appleby & Company, PA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Have you just started a new business? Did you know expenses incurred before a business begins operations are not allowed as current deductions? Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins. However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
It's possible there could be additional extensions, so check with your tax advisor for the latest information. Trusts and estates need to file an income tax return for the 2020 calendar year (Form 1041) and pay any tax, interest and penalties due, if an automatic five-and-a-half month extension was filed.
But what should be done with those documents after your check or refund request is in the mail? Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.
Reviews (1)
Ashkhas A.
Jun 29, 2019
Report
Marsocci, Appleby & Company wrote financial statements for Wise Property Management and Raintree Condominium #4 Association Inc.
Division of Florida Condominiums, Department of Business and Professional Regulation said Wise Property Management and Raintree Condominium #4 Association Inc. are not compliant.
Their financials say in the first part that they have "missing information" and at the end their financials say that Raintree went over budget in 2018 by over $55000.
Mercedes Lydon was the Raintree Board President and left Raintree with telling few people. She says on Google
Division of Florida Condominiums, Department of Business and Professional Regulation said Wise Property Management and Raintree Condominium #4 Association Inc. are not compliant.
Their financials say in the first part that they have "missing information" and at the end their financials say that Raintree went over budget in 2018 by over $55000.
Mercedes Lydon was the Raintree Board President and left Raintree with telling few people. She says on Google
