Melissa Greer
Melissa Greer
Melissa has been with the firm for nearly 5 years and is Senior Accountant. She completes monthly and year end work for various business clients and assists in tax preparation for both business and individual returns. She engages in training and webinars to stay up to date on current tax and accounting topics. In addition to being a certified QuickBooks Online Advanced ProAdvisor, she is experienced with the desktop version and a variety of other accounting and tax software. She studied Accounting and Business Analytics at Ohio University and is working toward obtaining her CPA licensure. During her free time, she enjoys walking with her dog and spending time with family and friends.
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Acumen MB LLC
Latest Tax & Accounting News
By Amanda Beder
•
14 May, 2024
Life is full of milestones – from welcoming a new bundle of joy into your family to embarking on exciting entrepreneurial ventures. While these moments bring joy and excitement, they also bring changes to your financial landscape, including their impact on your taxes. At Acumen MB LLC, we understand that each of these life events carries unique tax implications, and we’re here to guide you through them. 1. The Birth of a Child : Welcoming a new member to your family is a life-changing event, both emotionally and financially. Did you know that having a child can lead to tax benefits such as the Child Tax Credit, Child and Dependent Care Credit, and the Earned Income Tax Credit? Additionally, you may want to explore tax-advantaged savings options like a 529 plan for your child’s education expenses. Our team can help you navigate these opportunities and ensure you’re maximizing your tax savings. 2. Buying or Selling Real Estate : Whether you’re purchasing your dream home or selling an investment property, real estate transactions can have significant tax implications. From capital gains taxes to mortgage interest deductions, it’s essential to understand how these transactions impact your tax liability. Consulting with our experts can help you strategize to minimize taxes and maximize returns in your real estate endeavors. 3. Buying or Selling a Business : Entrepreneurship comes with its own set of tax considerations, especially when buying or selling a business. Structuring the transaction in the most tax-efficient manner can save you substantial amounts of money. Whether you’re evaluating the tax consequences of an acquisition or planning an exit strategy, our team can provide invaluable advice tailored to your unique situation. 4. Investment Income During Volatile Periods : Volatile markets can lead to fluctuations in investment income, which in turn can affect your tax liability. Understanding the tax treatment of various types of investment income, such as capital gains, dividends, and interest, is crucial for optimizing your tax situation. We can help you develop tax-efficient investment strategies that align with your financial goals. 5. Moving : Relocating to a new state or country can have significant tax implications, State and local income tax rates vary widely, and moving across state lines can impact your tax filing requirements and deductions. Additionally, international moves may trigger complex tax issues such as foreign income reporting and tax treaties. Our team can assist you in navigating the tax consequences of your move and ensure compliance with applicable laws. These are just a few examples of life events that can impact your taxes, but there are many others. Whether you’re getting married, divorcing, starting a business, or planning for retirement, consulting with our experienced tax professionals can provide peace of mind and potentially save you money. At Acumen MB LLC, we’re committed to helping you make informed financial decisions at every stage of your life. Contact us today to schedule a consultation and take control of your tax situation. Remember, proactive tax planning is the key to financial success!
Making a Difference: Acumen MB LLC Celebrates National Volunteering Week in Cleveland and Nationwide
By Amanda Beder
•
13 May, 2024
As National Volunteering Week approaches, we at Acumen MB LLC are thrilled to celebrate the spirit of giving back and making a positive impact in our community. Volunteering is not just about donating time; it’s about contributing to the greater good, fostering connections, and creating lasting change. This year, we are excited to shine a light on some incredible volunteering opportunities right here in northeast Ohio or in your area. Feeding the Hungry: One of the most pressing issues facing communities across the nation is food insecurity. Numerous organizations are working tirelessly to ensure that no one goes hungry. From food banks to soup kitchens, there are ample opportunities to volunteer your time and support those in need. Consider lending a hand at a food bank or pantry or serving meals at a local shelter. Your efforts can make a significant difference in the lives of individuals and families struggling to put food on the table. Mentoring Youth: Empowering the next generation is essential for building a bright future for our community. Organizations like Big Brothers Big Sisters and Boys & Girls Clubs provide invaluable mentorship programs that help young people reach their full potential. By volunteering as a mentor, you can make a profound impact on a child’s life, offering guidance, support, and encouragement. Environmental Conservation: Protecting our environment is a collective responsibility, and there are plenty of opportunities to get involved in conservation efforts. Whether it’s participating in a local clean-up event, volunteering at a community garden, or joining a conservation organization, you can play a vital role in preserving the beauty of our natural surroundings for future generations to enjoy. Supporting Seniors: Many seniors in our community face challenges such as loneliness, limited mobility, and financial hardship. Volunteering with local organizations or senior centers can provide much-needed companionship and assistance to older adults in need. Whether it’s visiting with seniors, helping with household tasks, or organizing recreational activities, your time and compassion can make a world of difference. Caring for Animals: Let’s not forget about our furry friends who also need our support and care. Cleveland is home to several animal shelters and rescue organizations dedicated to finding loving homes for pets in need (including our very own Head of Security, Eddy!) Volunteering at a shelter can involve everything from walking dogs and socializing with cats to assisting with adoption events and fundraising efforts. By volunteering your time and skills, you can help improve the lives of animals and contribute to their well-being. At Acumen MB LLC, we believe in the power of volunteering to strengthen communities and drive positive change. That’s why we encourage our team members to get involved in causes they are passionate about and support their efforts to make a difference. This National Volunteering Week, we invite you to join us in giving back and making a lasting impact in the lives of others. Together, we can create a brighter, more compassionate future for all.