Matthews, Carter & Boyce

09/03/2026

How much do you know about trusts? Not only do they allow you to establish legally binding rules for asset distribution, they also provide management guidelines during your lifetime. Trusts are particularly useful when family circumstances, asset types or long-term planning goals make a one-time asset transfer impractical or risky.

Learn more about trusts and when they're most helpful: https://mcb.cpa/the-value-of-trusts-in-estate-planning/

Learn how Estate Planning with trusts can simplify asset distribution and maintain privacy for your family after death. MCB CPA Firm.

09/01/2026

JMU Dukes! We are headed to campus next week for the Meet the Firms event on September 9. We look forward to meeting students interested in accounting careers!

Learn more: https://www.jmu.edu/cob/accounting/meet-the-firms/details.shtml

James Madison University JMU College of Business

Accounting ~ Meet the Firms Event Details

08/31/2026

We are excited to share the news that Kay Lee has been recognized as a Top Financial Professional for 2026 in Northern Virginia Magazine. Kay is a Tax Director with our firm and a valued member of our team.

Congratulations and well deserved, Kay!

Read more about Kay's practice and career:
https://mcb.cpa/kay-lee-named-in-northern-virginia-magazines-top-financial-professionals-for-2026/

08/27/2026

Join us in congratulating Senior Manager Rui Sun on her selection to the next cohort of the AICPA Leadership Academy! The highly-competitive program brings together just 36 emerging leaders nationwide to enrich professional development and foster meaningful connections across the profession.

Well done, Rui!

Read more: https://mcb.cpa/rui-sun-selected-for-the-2026-aicpa-leadership-academy/

08/20/2026

Beginning in 2027, HSA contribution limits will increase. For self-only coverage, the limit will be $4,500, a 2.3% increase from the $4,400 cap in 2026, based on the latest inflation adjustments. The limit for family coverage will rise to $9,000, up 2.9% from $8,750.

Learn more about these changes and follow us for updates throughout the year! https://mcb.cpa/irs-unveils-new-health-savings-account-limits-for-2027/

Find out how Health Savings Accounts are becoming essential for saving on healthcare costs and keeping your finances healthy. MCB CPA Firm

08/18/2026

Did you know that summer day camp may qualify working parents for the child and dependent care credit, worth 20% to 50% of expenses for children under age 13?

Before we say "so long" to summer, here are some additional tax tips to consider: https://mcb.cpa/irs-tax-tips-to-maximize-your-deductions/

Get ahead this tax season with IRS tax tips that simplify reporting changes and maximizing deductions for families. MCB CPA Firm.

08/12/2026

The IRS has announced new and expanded features for Business Tax Account (BTA) users, giving eligible businesses and organizations more ways to view digital notices, make payments, and access and manage federal tax account information online.

Here's what you need to know about what business are eligible and what the features are: https://mcb.cpa/business-tax-account-new-features-for-users/

Learn about the updates to Business Tax Accounts that improve access to tax records and payment options for businesses. MCB Accounting Firm.

08/06/2026

If you’re dealing with the IRS, you can authorize someone to act on your behalf in certain tax matters. There are a few types of third-party authorizations:

• Power of attorney
This grants someone full authority to represent you in tax matters before the IRS

• Tax information authorization
This allows someone to access or receive your confidential tax information.

• Third-party designee
You can name someone directly on your tax return to discuss a particular return with the IRS.

• Oral disclosure
If you’re speaking with the IRS over the phone or in a meeting you can authorize them to share information with a person who’s present with you.

Learn more and follow us for tax tips throughout the year:
https://mcb.cpa/irs-third-party-representation-someone-in-your-corner/

The IRS permits you to authorize another person to act on your behalf in certain tax matters. MCB CPA and Accounting Firm.

08/04/2026

Trusts are legal tools that help protect and distribute assets, often within estate plans. In our latest blog article, we break down the different types of trusts and how their use can support effective tax planning. Follow us for tax tips throughout the year!

Learn about Trust Taxation and how revocable and irrevocable trusts are taxed during estate planning. MCB Accounting Firm

07/30/2026

We're Hiring!

We are seeking to fill the following roles:
• Audit Senior/Supervisor
• Tax Senior/Supervisor

Learn more and apply here:
https://lnkd.in/e9UK4Vhh