Switzer, Roy & Jones

Switzer, Roy & Jones Switzer, Roy & Jones has been trusted partners in the Dublin community.

For years our dedicated team of employees, focus on our clients and keen attention to detail have helped our clients and their businesses reach their full potential.

Summer often means vacation time. But if your employees don’t take accrued paid time off (PTO), it can be a problem. Dep...
06/26/2026

Summer often means vacation time. But if your employees don’t take accrued paid time off (PTO), it can be a problem. Depending on your policies and state laws, workers may lose unused PTO hours at year end. Harms to your business can include lower productivity and greater fraud risk. Encourage workers to use their PTO with a formal policy and regular reminders from supervisors. If you offer a 401(k) plan, consider a PTO contribution program. These programs allow employees to convert unused vacation hours to 401(k) plan contributions. Contact us for help evaluating your PTO policies and developing strategies to keep unused PTO from becoming a liability.

Has your business’s bookkeeping fallen behind? Getting back on track is often easier than you think. With a disciplined ...
06/25/2026

Has your business’s bookkeeping fallen behind? Getting back on track is often easier than you think. With a disciplined approach and the right support, you can regain control. Start by organizing key records, identifying incomplete bookkeeping tasks and addressing outstanding tax issues. Accounting platforms, such as QuickBooks, can help streamline the process. Once your books are current, you’ll be ready to monitor profitability, manage cash flow and plan for growth. If you need assistance catching up, contact us. We can help ensure you have the right tools and the timely, reliable data your business needs.

The 2026 FIFA World Cup games are underway. They’re being played in the U.S., Canada and Mexico. What many American fans...
06/23/2026

The 2026 FIFA World Cup games are underway. They’re being played in the U.S., Canada and Mexico. What many American fans may be surprised to learn is that foreign participants in the World Cup, including athletes, coaches and team personnel, may be subject to U.S. taxes on income earned while they’re here. The Taxpayer Advocate Service says that nonresident alien individuals are subject to U.S. federal income tax and reporting rules on their U.S. source income, including payments for participating in matches, promotional appearances, endorsements or other event-related services performed in the U.S. — though tax treaties may reduce or eliminate the tax. For details: https://bit.ly/4ejSHj5

If you’ve recently lost your job, you’re likely focused on replacing income and evaluating your next steps. But some tax...
06/22/2026

If you’ve recently lost your job, you’re likely focused on replacing income and evaluating your next steps. But some tax implications related to a job loss may also require attention. For example, unemployment compensation and severance pay are generally taxable, at least at the federal level. And health insurance premiums you’d been paying pre-tax from your paycheck may now have to be paid after-tax — though you might be able to deduct them. There are also tax consequences to consider in relation to your retirement plan with your former employer or withdrawing funds from an IRA to replace some of your lost income. If you’d like guidance, contact us.

Employers must carefully handle employee requests to bring an emotional support animal to work. The Americans with Disab...
06/19/2026

Employers must carefully handle employee requests to bring an emotional support animal to work. The Americans with Disabilities Act doesn’t address private workplaces, but an animal-related request tied to a disability may trigger the law’s reasonable accommodation process. Engage in an interactive discussion with the employee, asking for documentation as appropriate. Also, consider whether an accommodation would create undue financial hardship for your organization, as well as safety risks, disruptions or other problems. Document the process, consider alternatives and, when in doubt, consult an attorney. Contact us for help evaluating the financial impact of workplace accommodations.

According to the U.S. Treasury Dept., 98% of taxpayers receive their IRS refunds electronically. In 2026, direct deposit...
06/18/2026

According to the U.S. Treasury Dept., 98% of taxpayers receive their IRS refunds electronically. In 2026, direct deposit refunds increased by 14% over 2025, likely due to the IRS’s paperless initiative. Yet not all taxpayers can receive electronic refunds. The Federal Deposit Insurance Corporation has reported that 4% of U.S. households lack a bank account. Those who request paper checks include the elderly, members of certain religious groups and domestic violence victims. Some taxpayers reportedly wait more than 10 weeks to receive checks. Recently, Treasury Secretary Scott Bessent answered lawmakers’ questions about the issue in a U.S. House Ways and Means Committee hearing.

Many parents don’t know that the “kiddie tax” exists. Others assume it affects only minor children. But it also can appl...
06/17/2026

Many parents don’t know that the “kiddie tax” exists. Others assume it affects only minor children. But it also can apply to full-time students through age 23 and 18-year-olds even if they aren’t full-time students. When it applies, the child’s unearned income in excess of $2,700 (for 2026) is taxed at the parent’s tax rate, if higher.

If your child has investment income from custodial accounts, consider reviewing the types of investments in those accounts. Growth-oriented investments that generate little current income may help reduce exposure to the kiddie tax until your child is old enough that the tax no longer applies.

If you’d like help evaluating your family’s situation, contact us.

Employers: A qualified adoption assistance program is a family-friendly benefit worth looking into. It can help your emp...
06/16/2026

Employers: A qualified adoption assistance program is a family-friendly benefit worth looking into. It can help your employees manage adoption costs by allowing qualifying employer-provided payments or reimbursements to be excluded from federal taxable income. You can fund the program yourself or, in some cases, through pretax employee salary reductions under a Section 125 cafeteria plan. To qualify for tax advantages, a program must have a written plan and comply with other IRS rules — including nondiscrimination, substantiation, payroll tax and reporting requirements. Contact us to discuss whether an adoption assistance program would make sense for your business.

Self-employed individuals often miss legitimate tax savings because they fail to keep adequate records or misunderstand ...
06/15/2026

Self-employed individuals often miss legitimate tax savings because they fail to keep adequate records or misunderstand the rules. Don’t let this happen to you.

Follow this golden rule: Business expenses must be ordinary (common in your industry) and necessary (helpful and appropriate for the business). Of course, you can deduct supplies, materials, and employee payroll and benefits. But don’t overlook other deductible costs — such as for your home office, education, business meals and travel, and business vehicles.

We can help you identify qualifying business expense deductions and establish recordkeeping practices that support them. Contact us to learn more.

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5555 Frantz Road
Dublin, OH
43017

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