Murtha & Murtha Handling Covid Fallout This Tax Season

Kyle Flischel (left) and Tom (not pictured) and Patrick Murtha take on every tax problem, big or small, at Murtha & Murtha, LLC. (Photo: Charmaine George)

Every tax season is different.

Some are busier than others, some are upended by new tax laws or bills, while still others are a mad scramble.

This tax season, however, is almost indescribable, says Patrick Murtha, who along with his father Tom and new partner (but longtime senior accountant) Kyle Flischel run Murtha & Murtha, LLC, in the Seven Oaks Professional Park off S.R. 56 (across from Sam’s Club).

Due to Covid-19, nothing about this tax season seems normal, Patrick says. Everyone was impacted, with some people losing their jobs and collecting unemployment, others receiving PPP (Paycheck Protection Program) loans and many  people having to borrow money from their retirement plans in order to survive. 

Some people moved away from Florida, but many others moved in. And, not everyone struggled, Patrick says, noting that some clients had their most lucrative years ever  in 2020.

Either way, Patrick says 2020 was the year of “major life changes,” and clients need more help now than they ever have as they navigate through tax season waters that are now murkier than before.

“This has been amazingly busy,” says Patrick. “The average return is a little more complicated, and we have a lot more clients coming in. It’s crazy.”

That means thousands of tax returns between Murtha & Murtha’s two offices (the Murthas recently merged with another office in Zephyrhills, which is now called Henson & Murtha, CPAs.)

Luckily for clients new and old, Tom, Patrick and Kyle have more than 60 years of combined experience in handling taxes on behalf of their accounting clients.

Because of Covid-19, the Murthas have adapted to the new reality. They started last year, when Covid hit right at the annual March peak of tax season, and now have a well-oiled virtual online machine to help them assist clients.

“We pivoted pretty quickly,” Patrick says. “Right when Covid hit last year we made that move, making virtual appointments, video calls, phone appointments. We bolstered that a lot more in the offseason. Now, we’re a full, web-based client center.”

Clients can sign in, upload their tax documents and any other paperwork the Murthas may need to complete their taxes. “We created a really convenient way for us to work, and for our clients, too,” Patrick says.

He adds that about half of Murtha & Murtha’s clients are handling this tax season online. The other half still prefers to come in to the office, where CDC guidelines are strictly followed. As the pandemic passes, there may be less of a need for an online exchange of tax forms and paperwork, but the firm plans to keep the online option in their arsenal.

That arsenal is quite full as it is. Murtha & Murtha consults, advises and deals in complicated and intricate tax laws, providing business valuations and due diligence while also running the successful Murtha & Murtha Mergers and Acquisitions, LLC.

Tom is fond of saying “we do it all,” which isn’t too far off. And, while taxes are a huge part of what Murtha & Murtha does, Tom says consulting with clients throughout the year is often just as valuable.

A Little Background

Tom Murtha, CPA, earned his B.S. degree in Management from Long Island University in Brooklyn, NY, in 1976, and his M.B.A. (Master of Business Administration) degree in Accounting from St. John’s University in Queens, NY, in 1981. He has been doing mergers, acquisitions and business valuations since the 1990s.

Patrick, who grew up around tax codes at his father’s business, graduated from the University of South Florida in 2009 with Bachelor of Science (B.S.) degrees in both Finance and Accounting. He joined his father in opening a firm in Tampa in 2010, focusing on mergers and acquisitions.

Meanwhile, Kyle Flischel, CPA, is practically family, having gone to school with Patrick at USF.  

Murtha & Murtha offers a popular “CFO Retainer Package,” which helps businesses (and those who are self-employed) who might need a Chief Financial Officer (CFO) but who don’t have the budget to hire a full-time manager or accountant for that job.

For a fraction of the cost of a full-time CFO, the Murthas operate in an advisory position and can handle everything from accounting and bookkeeping to setting up payroll and ensuring that all of a client’s income and expenses are classified correctly.

They also will put together a budget, which Patrick says hardly any other companies do. The Murthas are big on budgeting, which helps their clients make decisions in real time, instead of waiting until the end of the year.

And of course, they will take care of all of your tax preparation and planning.

“The CFO program is growing just as quickly as our tax business is,” Patrick says.

Since starting the CFO program, Patrick says they’ve only lost two clients, but both were due to capital acquisitions. “In both cases, the companies were successful,” he says.

If using Murtha & Murtha sounds daunting and exorbitantly-priced, the Murthas promise that it’s not. The firm handles just about every kind of client, from rich businessmen to small business owners to regular W-2 workers, and the prices are comparable to other tax firms like H&R Block. And, every client gets the same personal treatment. It is that personal touch that differentiates Murtha & Murtha from others, Patrick says. 

While they handle the taxes of some large companies, Patrick says that individual returns account for about two-thirds of Murtha & Murtha’s billings — and that number may be growing this year with the influx of new clients.

During Covid-crazy 2020, Patrick says the firm still grew but not at the rate they originally anticipated. However, he says this year could be record-breaking.

“Whatever we should’ve gotten last year we are getting this year,” Patrick says, “(in addition to) what we would have normally gotten this year. It’s going to be the busiest season we’ve had by an order of magnitude.”

Murtha & Murtha, LLC, is located at 2236 Ashley Oaks Cir., Suite 101. For more info, visit TampaTaxFirm.com. To schedule a free consultation, call (813) 991-1120. 

Henson & Murtha, CPAs, is located at 5315 8th Ave. in Zephyrhills. For more info, call (813) 782-0580.

Pasco EDC’s Wesley Chapel Incubator Opens In The Grove

SMARTstart program director Dan Mitchell says space like this boardroom is where small businesses will have the opportunity to collaborate with other owners, industry experts and mentors as they prepare their businesses for launch. (Photos: John C. Cotey)

In the center of what many think is the hottest and hippest entertainment development in Wesley Chapel at The Grove, just above the office of developer Mark Gold, is a large “collab-o-space” hoping to launch the area’s next hottest and hippest thing.

That’s Dan Mitchell’s hope, anyway. The program director of SMARTstart — part of the entrepreneurial arm of the Pasco Economic Development Council (EDC) — stands in the middle of the 5,000-sq.-ft. Entrepreneur Center & Business Incubator and imagines it filled with the bustle and hustle that only enthusiastic entrepreneurs can bring to it.

“It’s going to be a great environment,” Mitchell says.

SMARTstart at The Grove held its official ribbon cutting on Feb. 18. The workspace has 10 private offices, two “huddle rooms,” 32 dedicated desks, a co-working lounge, an executive board room, as well as a classroom and other meeting spaces. 

A digital media studio will offer light boxes, podcasting mics and mixers, as well as other equipment needed to produce various electronic media.

Those desks, offices and board rooms will soon be mostly filled by small business owners sporting ideas but looking for guidance and hoping to reap the benefits a collaborative setting can provide. Small businesses have a large fail rate within the first two years, but Mitchell says SMARTstart helps develop business ideas and get them to market on more solid footing.

SMARTstart at The Grove is open to anyone, but their business must be based in Pasco County. It is looking for small business owners who are in the start-up phase, or in the first year or two of their business.

Once accepted into the program, you choose your membership level and get access to not just the space — you can rent a private office for $600, or just take a desk in the open area for $100 — but also classes, roundtable discussions, workshops and mentorship. The SMARTstart team will assess the needs of entrepreneurs, and will connect them with industry experts and coaches.

“We ask people when they join, what do you need?,” Mitchell says. “What is holding you back? Do you need workspace, do you need guidance, do you need to collaborate with other entrepreneurs, do you need funding, do you need education? We offer something in all of those program areas.”

And, Mitchell adds, “If somebody needs all of it, great. They can get all of it.”

This area provides 20 working spaces for entrepreneurs, but offices and meeting rooms are also available.

SMARTstart is funded by the Penny for Pasco program.

The Wesley Chapel location will be the third EDC incubator in Pasco County, joining the locations in New Port Richey (which focuses on professional services), and the one in Dade City (focused on food innovation).

Those in the SMARTstart program also are eligible for the EDC’s popular “micro loans,” ranging from $30,000-50,000.

Since the program’s inception five years ago, 82 businesses have started and grown in the Pasco EDC’s incubators, including 24 last year. The micro loan program has funded 57 companies, for a total of $1.8 million in loans. 

So far, the new Wesley Chapel incubator has four members, with 30 more on the waiting list.  Those who get in are limited to two years in the incubator, after which they must spread their wings and find their own locations.

“This is not your permanent home,” Mitchell says, but in the meantime, members can use the incubator’s address to register their business with the Florida Department of State at Sunbiz.org (found at DOS.MyFlorida.com), use the conference rooms for meetings, focus groups and more. “People come with an idea and, within six months, can get the funding and when they do launch, SMARTstart will hold a ribbon cutting for them.”

The under-construction SMARTstart crate at The Grove’s KRATE container park be available to small businesses to rent as a pop-up to show or sell their products and services. 

Dade City’s Johnathan McKeen-Chaff has taken advantage of multiple SMARTstart programs and he says that, as a result, his music teaching and academic tutoring business is better off for it. 

He has added a handful of clients and is now ready to open his first physical location at the KRATE container park at The Grove this summer, where his team will give piano, guitar and drum lessons, as well as supplemental tutoring in math, English and other subjects.

“It was worth every penny and more,” McKeen-Chaff says. “That’s the kind of education I can get behind. Dan Mitchell and everyone there are very good at what they do.”

McKeen-Chaff, who says his company is focused on using technology to improve the way people teach and learn, also took advantage of the EDC’s micro loan program.

“They taught me how to start a business, and walked me through everything I needed to do,” McKeen-Chaff says. “I know I have a better chance (of succeeding) just having them on my side.”

McKeen-Chaff will be KRATE neighbors with SMARTstart, which also will be renting a converted shipping container. Members of the SMARTstart program will be able to rent the crate as a pop-up to sell their wares, which could be popular with the fledgling food businesses being cultivated at the EDC’s Dade City incubator.

Pasco County-based businesses interested in more information or in joining the incubator program can fill out an application by visiting SMARTstartPasco.com.

Wesley Chapel Doubles Its Odds on American Idol

Zach D’Onofrio sings the Beatles song “Golden Slumbers” on American Idol

Two Wesley Chapel teenagers are headed to Hollywood Week on American Idol, thanks to auditions that earned unanimous votes from the judges.

Zach D’Onofrio, who also earned a golden ticket in 2018, and Alanis Sophia will begin competing this week as the show moves into the Hollywood phase.

Zach, a Wiregrass Ranch graduate, got his second golden ticket on Sunday’s show, when he played the piano and sang the Beatles’ “Golden Slumbers” for judges Katy Perry, Lionel Richie and Luke Bryan. 

In his first audition, Zach sang Frank Sinatra’s “The Way You Look Tonight” — his voice transforming from nervous teenager to timeless crooner — and danced with Perry after giving each of the judges designer themed socks. Bryan was the first to recognize Zach, calling him “Sinatra Boy.”

“I’m back,” Zach said.

This time around, he joked that he had graduated from socks to “dressing up in my best sweater”, singing in a purple sweater with a flowered design. 

The judges seemed perplexed about what to make of a second version of D’Onofrio after his song. “Zachary, you’re like a math equation you just leave permanently up on the chalkboard,” Perry told him. “I’m still confused and would like to hear more.”

Zach had a surprise for song No. 2 — his girlfriend Catie Turner, who was a top-6 finisher in 2018. He called her out to sing with him on a second song, “Falling”, by Harry Styles.

Perry told Zach after the song there was something interesting about him, but that he reminded her of a turtle.

“A turtle sometimes hides in its shell,’’ she said. “But the turtle wins the race.”

“What we need now,” Ritchie added, “is for you to come out of your shell.”

And with that, Zach is headed back to Hollywood.

Like Zach, Alanis Sophia is another great voice with a great story.

She says she remembers watching “American Idol” as a child, peering between the bars on her crib. When she was 4-years old, her mother Kathy bought her a happy meal from McDonald’s so she could get the toy inside – a plastic blue and yellow American Idol microphone, with the show’s catchphrase – “You’re Going To Hollywood!” – on it.

Being on the show became one of Alanis’ dreams. On the Feb. 28 audition show, filmed in Los Angeles, Alanis wowed the judges — and millions watching at home — with a perfect, soaring rendition of Demi Lovato’s “Anyone.”

The performance left tears in the eyes of Perry,  and Richie and Bryan also appeared moved.

Alanis Sophia sings with the same plastic microphone that ignited her American Idol dream.

Alanis, who was named after pop singer Alanis Morissette, sang into that exact same Happy Meal plastic microphone during the audition that gave birth to her dream.

Pretty ironic, don’t ya think?

“In the midst of all of this noise, there’s the purity of your voice and your personality that requires nothing but exactly who you are,” Richie told her.

“It was real, and it was honest, and it was awesome to watch,” Bryan said.

Perry, who said she got into music because of Morissette, told Alanis that she was the best performer the judges had seen that day.

After calling her mom Kathy out, and making her cry with their praise of her daughter, the judges told Alanis that she was advancing to Hollywood. The teen grabbed her golden ticket and held it high proudly as she and Kathy left the room.

Alanis said she felt good and liked her chances after finishing the song.

“When I walked in there, I was like, holy cow,” Alanis told the Neighborhood News. “I was nervous at the beginning, but I sang my heart out. Once I started singing, I was in a zone.”

Although not technically currently a resident of Wesley Chapel — she lives in Dade City — Alanis has lived in Wesley Chapel and attended John Long Middle School for two years.

Alanis Sophia and her mother Kathy.

While Zach is still relatively new to singing, it’s not that big a surprise that a seasoned performer like Alanis would deliver such a performance. In fact, because her budding music and acting career kept her so busy, she had to move to online classes and is a 2019 Pasco eSchool graduate.

The oldest of three other siblings, Alanis is no stranger to the music business. When she was 11 years old, she finished second on “La Voz Kids,” the Spanish version of “The Voice.” 

She later became the face of VisitFlorida, made commercials and did some acting, and was signed to the Big Machine record label, which was looking to fuse her into a Latin-Country star. 

While that didn’t work out, Alanis continued to make music and build her brand online, with hundreds of thousands of followers between Instagram, Twitter, YouTube and TikTok.

That may seem like a full career for many, but at 19, Alanis is just getting started. She looks at “American Idol” as an opportunity to break through as a star, but if not, she’ll keep pushing on. 

“I keep forgetting that I’m 19, and there is so much more left for me in this world,” she says.

That includes singing, touring, acting and who knows?

“All of that,” Alanis says. “I want to do it all.”

Now that the auditions are over, the show begins “Hollywood Week” this Sunday. The show airs at 8 p.m. on ABC-TV. 

New Moffitt At Wesley Chapel Cancer Center Opens

The new Moffitt at Wesley Chapel will provide a more convenient cancer-fighting experience with the same great care provided by the Moffitt Cancer Center’s main campus in Tampa.

The long-awaited Moffitt Cancer Center satellite campus in a new building on the site of AdventHealth Wesley Chapel (AHWC) has opened, with a quiet virtual ribbon cutting three days before services started officially being offered on Feb. 15.

Called Moffitt at Wesley Chapel, the new facility fills a major hole in the area when it comes to receiving cancer treatment. As one of only 50 National Cancer Institute-designated Comprehensive Cancer Centers, the Moffitt Cancer Center has gained national acclaim over the years for its research and patient care.

“I am excited that Moffitt is getting closer to our patients,” said Dr. Tim Kubal, medical director at Moffitt at Wesley Chapel. “This is also a great opportunity to innovate the way clinical care is provided at Moffitt.”

Moffitt’s cancer care will occupy nearly 28,000 square feet of the new, three-story, 100,000-sq.-ft. building, which is located in the Healing Plaza on the south side of the campus of AHWC, near the Shops at Wiregrass.

The facility, which broke ground in May 2019, features 20 exam rooms, 22 infusion chairs, three blood draw stations, two linear accelerators and a CT Simulator. 

The TrueBeam linear accelerator above provides image-guided stereotactic radiosurgery and radiotherapy with high precision to treat tumors and lesions in various parts of the body, including lungs, breasts, head and neck. It is a part of the new technology available at the new Moffitt at Wesley Chapel facility .

Patients will be able to access blood draws, infusions, medical oncology, radiation and surgical oncology consultations at the new location, whereas they previously had to drive to Moffitt’s North Tampa campus on Magnolia Ave. for such services.

Diagnostic imaging services also will be available at the new building, with the imaging services provided by AdventHealth, and Moffitt’s team of expert radiologists reviewing the images for interpretation.

Patients can expect to receive the same outstanding cancer care for which Moffitt is highly regarded.

“There are going to be some things that we only do at the main campus, (such as) super complex surgeries and things like that, which are typically going to be done at the Magnolia campus (at USF),” Dr. Kubal says. “But, the bulk of cancer care is diagnosis and treatment. It’s figuring out what’s going on with you, giving you chemotherapy and radiation therapy, and all that can be done here in Wesley Chapel.”

By partnering with AdventHealth in Wesley Chapel, Moffitt has created what is sure to continue being a popular model for health care in the future.

“One of the most exciting new things about this hybrid model of care in partnership with AdventHealth is that with this multi-specialty model, we are able to bring our experience of research closer to the community,” says Dr. Vania Phuoc, one of the center’s lead hematology/oncololgy physicians. “We’re hoping to bring clinical trials out here to Moffitt at Wesley Chapel by the end of the first year after we open.”

The new building’s services include malignant and benign hematology, the full breadth of solid tumor oncology, gynecologic oncology, endocrinology and more. More services will be added in the future, based upon the needs of the community.

The convenience for those fighting cancer, as well as for those who have family members fighting it, is huge, Dr. Kubal says.

“There are a lot of people up here (in Wesley Chapel), and this is an area that is growing very rapidly,” he says. “A lot of younger families and people are moving from up north. They want to transfer their care but don’t necessarily want to live on the USF campus (where the main Moffitt Cancer Center is located). They want to live in the Villages, they want to live up in Wesley Chapel off of Curley Road. So, we’re up here because we want to get closer to the patients without them having to come all the way to us.”

Moffitt Cancer Center also is expanding into central Pasco, recently receiving approval to build an extension on 775 acres at the intersection of the Suncoast Parkway and the Ridge Rd. Extension, which is currently under construction.

Phase 1 of the project will include a $60-million, 125,000-sq.-ft. business park, which will be completed in five years and create nearly 450 jobs.

And, Moffitt also is building a $400 million, 128-bed hospital on 20 acres across McKinley Dr. from Moffitt’s Richard M. Schulze Family Foundation Outpatient Center, a short drive from the original Moffitt campus at USF.

For more info, visit Moffitt.org.

Debra Model Management & School Teaches Model Behavior

Debra Jacobs has an eye for modeling talent, a keen sense of someone who will just leap off the page or screen or make an advertisement pop.

One would hope so because, as a model and modeling scout herself, plus previously running a modeling agency in Delaware, Jacobs now runs Debra Model Management & Modeling School, just a few miles south of Wesley Chapel in Tampa Palms.

Don’t be mistaken — despite its name, Debra Model Management is not a modeling agency, but a school, one that teaches both potential models and even those genuinely interested in learning all of the ins and outs, dos and don’ts of the modeling industry.

“Everywhere I go, people ask me how do I get (me or my child) into modeling?,” Jacobs says. That’s why I started this. I wanted people to have an affordable, transparent modeling management agency so they can really learn about this industry. That’s why this is a school, not an agency. They can learn modeling, they can learn fashion, and they can learn how to manage their careers. That’s what I’m teaching them here.”

Jacobs, whose first modeling gig was when she was just 15 years old, says she loves discovering new talent. 

She has approached some of her clients to gauge their interest in modeling, including her newest client, Kannon Wengert, a two-year-old boy Jacobs saw at the Tampa Palms Publix and gave his mom, Rachel, her business card.

“We were just at the Publix pharmacy when Debra spotted us,” Rachel says. “I will say, it did seem kind of weird, but she was like, ‘He’s so cute. He should model.’ I had thought about it and did want to get him into some kind of modeling. Whenever I post pictures of him on social media, people are like, ‘He could be a model.’ But, I figured people were just being nice.”

After meeting with Jacobs, and learning about all her experience in the modeling industry, Rachel thought she would be a good fit for Kannon.

Debra Model Management offers a 10-week course that includes teaching runway techniques and other poses for photography sessions. The photos taken go into the student’s professional modeling portfolio. Jacobs also teaches proper nutrition, fashion dos and don’ts and the importance of self image.

“When I did my first ginormous fashion show,” Jacobs recalls, “it was in Washington, D.C., in Constitution Hall, and they just gave me a bunch of clothes and told me to go out there. I didn’t know what to do. In many modeling schools, they don’t tell you those things, like what goes on backstage and knowing where to go and what to do.”

But, it’s certainly not always easy. Jacobs admits that she faced obstacles. She remembers being rejected, and told she was too “short-waisted,” or all legs, she says. She remembers thinking how cruel that was to tell her, and says she has never forgotten it.  

“That is why my company will never reject or give bad feedback to anyone who wants to model,” she says. “People are amazing when they are driven to do something, and won’t take no for an answer. Just because one person rejects you, that doesn’t mean that others won’t accept you.”

Mikayla Alexander, Ashley Lawrence and Kannon Wengert are some of the students at Debra Model Management & Modeling School.

Jacobs went on to model in New York City, and signed with agents in Philadelphia, Washington D.C., and Virginia. She walked runways for high fashion designers, and became a regular fashion model on QVC-TV out of their West Chester, PA, studios.  She won a runway modeling competition and was named Washington D.C.’s Super Model of the Year.  

One of her Debra Model Management clients, 23-year-old Ashley Lawrence, is getting into modeling because of Jacobs.

“I had been told I should model, but didn’t think I could until I met Debra,” Lawrence says. “It was a lot about getting through the right doors, and she has helped show me how to do that. And, just learning how to model the right way, in pictures and everything.” 

Certainly, Jacobs has the experience and knowledge to impart to her students and clients. She has modeled for 40 years and counting, including what she considers to be her greatest accomplishment — modeling for the 1993-94 Ebony Fashion Fair, an event put on by Jet and Ebony magazines, in which they only pick 18 models to go on to tour 189 U.S. cities, the Bahamas and the Virgin Islands. 

“I also was known as the model with the most changes,” Jacobs says with pride. “Eighteen changes each show.”

But, Jacobs is well educated in not only modeling, but also fashion. She holds a degree in Fashion Merchandising from Wesley College in Dover, DE, which is part of the coursework taught at Debra Model Management.

Helping Children A Passion

Jacobs says she is very passionate about not only helping children who have aspirations to model, act or perform, but also to give back by working with various charities that help more unfortunate children. Her plan is to get back into charity and community work, just as she did when she worked with abused and impoverished children in the court systems.

It’s easy to see what an immediate impact Jacobs has with kids and one has to look no further than 9-year-old Mikayla Alexander. “I love that she teaches me to be a great model and be a great actress,” Mikayla said. “I’ve learned how to eat better, like more fruits and vegetables, and I’ve also learned about positive self-image. I know all of that is very important now.”

“Isn’t she just so poised for her age?” Jacobs adds, beaming with obvious pride.

Jacobs also is proud to start the first — and currently, the only — modeling business in the New Tampa/Wesley Chapel area. She says she will always go above and beyond for her clients.

Since Debra Model Management is a both school and a management company, Jacobs is focused on helping each of her models realize their full potential, because once that happens, and they have what someone is looking for, they will be found, she says. Just like she was.

“When I tell people about all of my experience and accomplishments, I realize some may not believe me,” Jacobs says. “Because I’ve done a lot. But, I truly love modeling and the fashion industry. My business is geared towards those individuals who are excited about it, like I am. When you walk into my studio, I want you to feel like you’re in a modeling wonderland.”

Debra Model Management is located 5331 Primrose Lake Cir., Suite 245, in Tampa Palms. For more information, visit DebraModelManagement.com or email debramodelmanagement@gmail.com.