{"id":37182,"date":"2022-02-15T09:58:51","date_gmt":"2022-02-15T14:58:51","guid":{"rendered":"https:\/\/www.saratoga.com\/saratogabusinessjournal\/?p=37182"},"modified":"2022-02-15T11:14:02","modified_gmt":"2022-02-15T16:14:02","slug":"cpa-firm-bucknam-conley-moves-into-larger-space-has-clients-across-the-u-s","status":"publish","type":"post","link":"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2022\/02\/cpa-firm-bucknam-conley-moves-into-larger-space-has-clients-across-the-u-s\/","title":{"rendered":"CPA Firm Bucknam & Conley Moves Into Larger Space, Has Clients Across The U.S."},"content":{"rendered":"
\"\"
Co-managing partner Carissa Conley of the tax advisory CPA firm Bucknam & Conley.
\u00a9Dania Bagyi Photography<\/figcaption><\/figure>\n

By Christine Graf<\/p>\n

Tax advisory CPA firm Bucknam & Conley has relocated its offices to a larger space at 18 Division St. in Saratoga Springs.<\/p>\n

Founded 30 years ago by CPA Melinda Bucknam, the business has six employees. Co-managing partner Carissa Conley, CPA, joined the firm two years ago and formed a partnership with Bucknam in 2021.<\/p>\n

\u201cWe focus on tax work,\u201d said Conley. \u201cWe don\u2019t do audit work, and we don\u2019t work with non-profits or government. We don\u2019t take on small returns because clients won\u2019t get the benefit of our services. Our main focus is on business advisory and tax advisory for businesses across the country of varying sizes and different markets.\u201d<\/p>\n

Approximately 50 percent of the firm\u2019s clients are local, and the rest are spread out throughout the United States. Many operate in multiple states and require multi-state returns.<\/p>\n

Bucknam & Conley utilizes the latest technology and is 100 percent cloud based. For them, it remained business as usual when the COVID-19 pandemic shuttered offices.<\/p>\n

\u201cWe already had a half and half work schedule and people were working from home half the time and coming into the office half of the time,\u201d said Conley. \u201cWhen COVID hit, our work flow did not stop at all. It was tax season, and we were able to get everything done. Our clients didn\u2019t even notice that anything had changed.\u201d<\/p>\n

Since the start of the pandemic, staff at Buckman & Conley have helped clients optimize their employee retention credits and apply for New York State grants as well as PPP and EIDL loans. Many of their clients are restaurants\u2014including many in downtown Saratoga–and all were able to survive the pandemic.<\/p>\n

<\/span><\/span>\u201cWe have done a lot of work with all of the COVID relief programs, and it\u2019s still going on,\u201d said Conley. \u201cWe are still doing a lot with the employee retention tax credit because the IRS kept changing how it should be reported. A lot of restaurants and other employers were carrying over these credits, so we\u2019re still trying to get these processed and get the clients the tax credits or the refund that they deserve. But the IRS is extremely behind this year and are not even processing most of what they are receiving.\u201d<\/p>\n

Some of the firm\u2019s clients have been waiting more than eighteen months for their tax refunds while others have not yet had their 2020 returns processed. Conley said it is nearly impossible to get through to a live agent at the IRS.<\/p>\n

\u201cThere\u2019s no one answering the phone at the IRS, and if you do get through, you get put on hold for 60 or 90 minutes. You either get disconnected or someone answers and tells you that there is nothing anyone can do.\u201d \u00a0<\/span><\/p>\n

\u201cRight now, I\u2019m advising clients not to overpay their taxes\u2014try to get closer to the exact amount. And if they are overpaid for 2021, maybe apply it to 2022 and change your withholding or estimated payment so that you aren\u2019t expecting the cash to come back. You will increase the tax that is in your pocket now.\u00a0 <\/span>I know a lot of people like to have a refund, but it\u2019s just not worth it right now if you are not going to get it.\u201d \u00a0<\/span><\/p>\n

As of the end of the year, the IRS still had 6 million unprocessed individual returns. As a result, some people are receiving panic-inducing letters from the IRS stating that their assets will be seized due to unpaid taxes. \u00a0<\/span><\/p>\n

\u201cIt\u2019s terrifying for people. The notices just keep coming, and they are impossible to stop,\u201d said Conley. \u201cI have a client who the IRS thinks owes a significant amount of money. We filed an amended return at the beginning of last year, and the IRS actually owes her money. But they haven\u2019t processed the return yet, so she is still getting tax notices that she owes money as well as penalties and interest and now we are going to come after you because you didn\u2019t pay it.<\/p>\n

\u201cWe were able to get them to put a hold on the account for 120 days, but we are approaching that mark now and they still haven\u2019t processed it.\u201d \u00a0<\/span><\/p>\n

In addition to helping clients navigated the unique challenges brought on by the pandemic and the IRS backlog, staff at Buckman & Conley are closely monitoring changing tax laws and the floundering Build Back Better bill.<\/p>\n

For more information, visit www.saratogacpa.com.<\/p>\n","protected":false},"excerpt":{"rendered":"

By Christine Graf Tax advisory CPA firm Bucknam & Conley has relocated its offices to a larger space at 18 Division St. in Saratoga Springs. Founded 30 years ago by CPA Melinda Bucknam, the business has six employees. Co-managing partner Carissa Conley, CPA, joined the firm two years ago and formed a partnership with Bucknam […]<\/p>\n","protected":false},"author":89,"featured_media":37183,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32],"tags":[],"class_list":["post-37182","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-legal-accounting"],"yoast_head":"\r\nCPA Firm Bucknam & Conley Moves Into Larger Space, Has Clients Across The U.S. - Saratoga Business Journal<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2022\/02\/cpa-firm-bucknam-conley-moves-into-larger-space-has-clients-across-the-u-s\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"CPA Firm Bucknam & Conley Moves Into Larger Space, Has Clients Across The U.S. - Saratoga Business Journal\" \/>\r\n<meta property=\"og:description\" content=\"By Christine Graf Tax advisory CPA firm Bucknam & Conley has relocated its offices to a larger space at 18 Division St. in Saratoga Springs. 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