Author Archives: PM Business Advisors

[Webinar] Leveraging Technology to Restore Lost Revenue

Watch the recording to learn about proactive audit strategies that can restore lost revenue to your bottom line! During this webinar, PMBA and TIC experts – along with Chris Peraino, Senior Director of Domestic Tax at Henry Schein, and Bill Stewart, Director of Accounting and Accounts Payable at Aramark – discuss how technology and data

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Tax professional overwhelmed by manual storage of exemption certificates

Why Manual Exemption Certificate Management Falls Short

For many years, exemption certificate management has been a low priority for corporate accounting and tax departments. As a result, professionals have resorted to manual processes with certificates saved in paper files or shared drives. With various implications surrounding the 2018 Supreme Court ruling South Dakota v. Wayfair, companies are reconsidering their manual processes and

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Claim R&D Tax Credit

Federal R&D Tax Credit – There’s Still Time to File!

With the U.S. Federal tax deadline extensions, there’s no excuse for qualified businesses not to claim their R&D Tax Credit. The mass disruptions and unpredictability of COVID-19 have thrown us all for a loop. Consequently, businesses of all sizes desperately seek tax relief and revenue saving opportunities. Unfortunately, the final tax deadlines are upon us,

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PM Business Advisors, Striving for Greatness

PM Business Advisors Welcomes Richard Schoonover to Our National R&D Tax Credit Practice

PM Business Advisors LLC, an independent business and tax advisory services firm with offices in New York, New Jersey, and California, welcomes Richard Schoonover, CPA, as a member of the firm’s National R&D Tax Credit Practice.  Richard has approximately 35 years of combined public accounting experience ranging from BIG 4 to leading mid-sized CPA firms

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Peter J. Scalise, Alzheimer's Association, PM Business Advisors


Peter J. Scalise, our Federal Tax Credits & Incentives Practice Leader and Leading Philanthropist, has been honored for his extraordinary thought leadership and fundraising efforts for the Alzheimer’s Association by being inducted into the Elite Grand Champions Club for the fourth consecutive year in a row. Peter is also proudly serving on the Prager Metis Charitable Foundation’s

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