Who Should You Call To Untangle The New Tax Laws? Murtha & Murtha, CPAs!

Patrick Murtha (left) and his father Tom Murtha offer a plethora of accounting services for individuals and businesses from their office in the Seven Oaks Professional Park. (Photo: Gavin Olsen)

Tax season is upon us (“Tax Day” is Monday, April 15), and with the new tax laws that have created more questions than ever before, it might be time to call in some experienced experts.

The father-and-son team of Tom Murtha, CPA, and Patrick Murtha of Murtha & Murtha, LLC, is ready to answer that call.

Partners and owners of their own firm in the Seven Oaks Professional Park off S.R. 56 (across from Sam’s Club), the Murthas have more than 50 years of combined experience in tax law, and they recently added three more employees, following a merger with another office in Zephyrhills, which is now called Henson & Murtha, CPAs.

“It was a good opportunity to grow the business and take our brand and implement that in Zephyrhills,” Patrick says.

With the addition of longtime CPA John Henson and three other employees in the Zephyrhills office, anyone signing up with the Murthas now has access to more than 100 years of combined experience in everything from accounting to tax preparations to mergers and acquisitions.

“Where we definitely shine with is handling complex issues you don’t see every day,” Patrick says. “Between all of us, we’ve seen everything.”

The Curious Case Of The Shrinking Tax Return

The current tax season promises to be an interesting one for Murtha & Murtha and other accounting firms, as clients are feeling the effects, good and bad, of last year’s Tax Cuts and Jobs Act.

Things like the doubling of the child tax credit, higher standard deductions and new limits on itemized tax breaks could create some thorny issues for those doing their taxes on their own and those using computer software.
So far, Patrick says that some people are finding out that their usual tax refund has been replaced by a new tax bill.

While there are still a lot of tax breaks in the new bill, “W-2 employees are finding their withholdings weren’t enough,” Patrick says, “so, when they’re used to getting a tax refund, we have clients who are getting a much smaller tax refund, and some that actually owe.”

How did that happen? Well, when the new tax law went into effect, Patrick says the IRS overestimated the tax savings that your average taxpayer was going to have. In other words, the IRS was less aggressive on the withholding than it should have been.

“So, what happened is people got bigger paychecks during the year, but that was in the form of withholding less tax for their tax bill for the end of the year,” Patrick says.

The Murthas say they are not completely surprised by this development. They say they started noticing while doing tax returns in 2018, just after the bill passed, that many of their clients said they were receiving bigger paychecks. As anyone on social media can attest, there were many posts from people praising the new tax law because it meant an extra $100 every week or two on their paychecks.

One of Patrick’s clients, a married couple, say they have never owed taxes before and usually get a refund of around $3,000. This year, they owe $2,500.

On the other hand, says Tom, Murtha & Murtha has another client, a business owner making more than half a million dollars annually, who they saved $30,000-40,000 in taxes.

“He made out like a fat rabbit,” Tom says, “and he was able to put the savings into retirement planning.”

While everyone is paying a little less tax, Patrick says the sweet spot this year seems to be those making between $150,000 and $400,000, due to the child credit being doubled and available to those who make up to $400,000, a generous qualified business income (QBI) deduction of 20 percent for business owners and “softer” tax brackets.

If using a firm like Murtha & Murtha sounds daunting and exorbitantly-priced, the Murthas promise that it’s not.

“Pricewise, were competitive with companies like H&R Block, we really are,” Patrick says. “I have clients who come in and I quote them a price and they say, ‘Wow, I paid $100 more at H&R Block and they messed up my return.’ We are able to provide a high level of service without pricing people out.”

That service, provided by Patrick, Tom and the firm’s senior accountant Kyle Flischel, CPA, is what they call the “Murtha & Murtha Difference.” They don’t have someone meet with you, pass off your return to someone different in a back office, and then deliver your results to you without explaining everything and rushing you out the door.

At Murtha & Murtha, the person you talk to is the person who does your tax return. Whether you’re a filer from a lower income tax bracket, a business bringing in $100,000 a year or someone with an $80-million stock portfolio, you get personalized treatment.

“We want our clients to view us as advisers,” says Patrick, “not just the guys who do their tax returns.”

Murtha & Murtha will go over your return, explain how the final result was achieved and offer advice on how to proceed in the future. If you’re unhappy with your refund or lack thereof, they can offer suggestions to avoid a repeat.

“We want to make them aware of what the new landscape is and how to deal with it,” Patrick says. “Retail companies train employees how to use the software, they don’t train them on tax law. We’re not just a tax return mill, we want long-term relationships with our clients.”

More Than Just Tax Returns

Murtha & Murtha can and does handle much more than just tax returns.
Tom, who 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, has been doing mergers, acquisitions and business valuations since the 1990s.

Along with various accounting services, business valuations are another perk of being a Murtha & Murtha client. A good and accurate estimate of the worth of someone’s business is as important to a business owner as the appraisal of one’s home. Tom specializes in this field, “and not just the back of an envelope type of thing.”

In the long run, he adds, everyone wants (or has) to sell his or her business one day.

Murtha & Murtha also offers a “CFO Retainer Package,”which is designed to help businesses and those who are self-employed whose company may need a Chief Financial Officer but 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 book bookkeeping, setting up payroll and ensuring that all the income and expenses are classified correctly.

They also will put together a budget, which Patrick says hardly any other companies do but is needed, as it provides a “compass” to let you know if your business is headed in the right direction.

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

If you follow Murtha & Murtha on Facebook, you also can find advice in the form of short videos that will help answer a number of common tax questions, from simple ones to those that are more complex.

“We offer the complete package,” Tom says. “When you are with us, you really do get a lot.”

Murtha & Murtha, LLC, is located at 2236 Ashley Oaks Cir., Suite 101, in Wesley Chapel. For more info, visit TampaTaxFirm.com or to schedule a free consultation, call (813) 991-1120. Henson & Murtha, CPAs is located at 5315 8th Ave. in Zephyrhills. For more information, call (813) 782-0580.

The Beach House At Wiregrass — The Residence For Assisted Living & Memory Care!

From shuffleboard to swimming, movies, dining and more, residents at the Beach House at Wiregrass Ranch Assisted Living & Memory Care on S.R. 56 can enjoy the ‘attrition of life’ in style.

The bright and spacious halls of Beach House Assisted Living & Memory Care at Wiregrass Ranch are coming to life, with an influx of new residents calling it home since the community opened in April 2018.

Located just two miles east of the Shops at Wiregrass on S.R. 56, the 93,000-sq.-ft. facility offers 100 residential units, ranging from studio-type apartments of 450 sq. ft. to two-bedroom/two-bath units of up to 796 sq. ft. Homes at Beach House can accommodate single residents or couples, living in either the assisted living or memory care areas.

In the eight months since it opened, 59 residents have moved in so far.

Callie Sears, the director of community relations for the Beach House at Wiregrass, says the number of residents who have already chosen to call Beach House home is well above what they had anticipated at this time, and that those residents are already shaping the programs and features that make it such a special place to live.

At the Beach House’s grand opening in 2018, community relations director Callie Sears (left center) and executive director Linda Mena (right center) were joined by regional marketing and sales director Kim Hayes (far left) and regional operations manager Kim Nadwodny.

“We tailor and cater activities and social aspects of the community to the residents who live here,” says Sears. “The innovative, out-of-the-box thinking, and catering to residents’ wants and needs is how we’re able to really make it their community.”

She says this includes bringing the surrounding Wesley Chapel community into Beach House, with volunteers from Wiregrass Ranch High, for example, and other events designed to draw people in.

This month’s “Battle of the Bowls” is a chili cook-off today from 2 p.m.-4 p.m. There will be live raffles, chili, hot dogs, beer and desserts. Sears says everyone is welcome to enter their own chili in the cook-off.

“Our philosophy is to bring the outside community into these walls,” Sears explains. “We want to embrace Wesley Chapel and New Tampa and bring them in to understand what we’re about. Our residents are vibrant and have things to look forward to every day.”

Another way the Beach House brings in local residents and business leaders every month is by hosting Women of Wesley Chapel (WOW) meetings. The group of as many as 100 North Tampa Bay Chamber members and their guests meet at the Beach House on the first Friday of each month at 7:30 a.m.

WOW chair Mollyana Ward says, “They say great minds think a like and both (NTBC CEO) Hope Allen, myself and Linda Mena were all on the same page when it came to hosting WOW at the Beach House. When Linda gave Hope and I a tour, we were in awe. Not only is the facility beautiful and classy, but so accommodating. The staff prepares a light breakfast for the ladies of WOW on the first Friday of every month. We love having a place to call home!”

Meanwhile, Sears says the Beach House community also includes the family members — and even furry friends — of its residents. Pets up to 30 pounds are welcome, and visiting family members often bring pets to the facility’s dog park.

“We have a good rate of family involvement,” Sears says. “We want them to be here and give them 24/7 access to come and go.”

She says mealtimes are often when families gather. 

“We see a family member sitting with three or four residents, or a couple of families sitting together,” Sears says. “Some families are drawn to those residents who don’t see their families as often. They almost have adopted grandparents.”

Residents eat restaurant-style for breakfast, lunch and dinner, with chef-created recipes to accommodate any dietary needs. In fact, a monthly Chef’s Showcase gives residents the opportunity to sample new recipes or submit their own favorite recipes for the chef to try out. Then, the residents get to vote on which items they want added to the menu at the Beach House.

With its location close to shopping and dining, families often embark on multi-generational outings. Residents also choose where to have a weekly “lunch bunch” in one of the area’s many local restaurants.

There’s also plenty to do without leaving the Beach House. There are indoor and outdoor gathering spaces for wellness activities, games such as shuffleboard or pool, movies, arts & crafts, and a salon. 

Happy hours, which used to be once a week, are now three times a week, and include weekly live entertainment. 

“Our happy hours are so popular,” Sears laughs, “we need to order more furniture.”

She also says that the memory care residents have group kitchens where staff members lead activities such as baking cookies, which many residents have enjoyed doing all their lives. 

“It’s a shared activity, where one person measures and one person mixes,” explains Sears. “We can always smell it when they’re baking cookies.”

Like Home, Only Better

Sears says people are attracted to the name Beach House, which is intended to evoke fond memories of years gone by, such as summers on the beach.

“People come in because they like the name, and then they see that Beach House has a calming sense to it,” says Sears. “Some places almost feel sterile, but they did a great job here of creating a sense of warmth and an inviting atmosphere. People feel drawn to it.”

As the first full-service assisted living and memory care facility located in Wesley Chapel, the Beach House offers many different accommodations and services to its residents. 

For assisted living residents, the Beach House staff provides help with a variety of daily activities, such as shopping and medication management. The separate memory care area is available for those who need it, such as for Alzheimer’s and dementia patients.

The Wesley Chapel location joins two existing Beach House facilities in Jacksonville and Naples, FL. They are all owned by Prevarian Senior Living, LP, which is based in Dallas, TX, and also has similar communities in Texas, Oklahoma and Arizona.

Day-to-day operations at the Beach House are managed by employees of Life Care Services, a Los Angeles, CA-based company serving the needs of more than 33,000 senior citizens at facilities throughout the U.S.

To deliver services to residents of a wide range of abilities, the Beach House is licensed as an Extended Congregate Care (ECC) facility. That means a spectrum of care is offered, from limited assistance to total help with many basic needs.

“We have nurses around the clock,” says Sears. “That sets us apart from most places.”

Overseeing all aspects of the Beach House at Wiregrass Ranch’s daily operations is executive director Linda Mena, who has more than 25 years of experience working in senior housing. She explains that the range of care helps Beach House residents of all abilities, and as their abilities change over time.

“They truly can age in place in our community and that’s important to residents,” Mena says. “With the attrition of life, their needs become much greater and they don’t want to have to move or make a transition at that frail part of their lives.”

Residents at the Beach House pay privately, as insurance plans and Medicaid are not accepted. However, if families have long-term care insurance, a staff member will assist with providing billing information to the insurance company for reimbursement.

To learn more about upcoming events at the Beach House at Wiregrass Ranch, including the “Strut Your Mutt” doggie fashion show, go to Facebook.com/BeachHouseatWiregrassRanch. To enter your chili or RSVP for the Battle of the Bowls, or, for more information about the Beach House (30070 S.R. 56), visit BeachHouseWiregrass.com, or call (813) 508-6677.

Wesley Chapel’s Earth Fare opens Wednesday!

For those in Wesley Chapel who are not wowed by new restaurants, fast food chains, big retail outlets or fancy new intersections, this one might just be for you:

Say hello to the area’s first green grocer – Earth Fare.

The popular and quickly-growing organic food franchise will open its doors to Wesley Chapel on Wednesday, February 20, just before 7 a.m., and if the grocer’s previous grand openings are any indication, folks will be lining up long before the sun rises at the new store’s location at 25535 Sierra Center Blvd., across S.R. 56 from Tampa Premium Outlets and behind the Ford’s Garage..

There is a VIP sneak peak on Tuesday. Check out our video coverage HERE or HERE.

Virtually everything new that opens in Wesley Chapel gets Hope Allen, the CEO of the North Tampa Bay Chamber of Commerce, excited. But this, she says, is a different kind of buzz. An all-natural organic buzz, perhaps?

“It’s our first one, the first organic grocery store to land in Wesley Chapel,” Allen says. “There’s been a big demand for it. It’s going to be pretty exciting.”

The Wesley Chapel store will have an Heirloom Café & Juice Bar, where shoppers can buy smoothies and coffee, and lunch and dinner are offered from selections that include a salad bar, hot food bar, pizza station and sandwich counter.

Wesley Chapel does have Publix and Winn Dixie supermarkets offering organic selections, as well as the Nutrition Smart on Bruce B. Downs, which currently offers the area’s widest range of organic foods, vitamins and supplements.

But, Earth Fare is bringing 24,000 sq. ft. worth of the stuff — and roughly 100 jobs — to its new location in the Cypress Creek Town Center on S.R. 56 (at 25535 Sierra Center Blvd., across from the Tampa Premium Outlets).

The Wesley Chapel location will be Earth Fare’s third in the Tampa Bay area, joining stores in Oldsmar and Seminole.

Overall, ours will be the 12th Earth Fare in Florida.

The most recent Florida opening took place in Viera, FL on Jan. 9, and there are more to come, the company says, as it pursues aggressive expansion into Florida.

“We’ve made a concerted effort in recent years to help Tampa-area shoppers have more convenient access to cleaner, healthier foods— the kind of food that will help them live a longer, happier, healthier life,” said Frank Scorpiniti, president/CEO of Earth Fare, in a statement.

Earth Fare holds grand openings in the same way popular new businesses like Chick-Fil-A do, with long lines of early arrivers hoping to grab some free swag. 

Last month, nearly 800 people showed up for the 6:45 a.m. opening of the 11th store in Viera, and the first 500 received a mystery gift card worth as much as $1,000, followed by other giveaways, food samples and contests.

Those who show up at the Wesley Chapel opening can expect more of the same thing.

Each person who signs up with the Wesley Chapel/Lutz store’s Healthy Rewards program will receive a free re-usable bag, while supplies last.

“I think we’ll see a lot of people (at the opening), because eating healthier foods has wide appeal,” Allen says. “I think that will add an extra layer of excitement to this opening.”

Earth Fare touts a selection of items that specifically do not contain things like high-fructose corn syrup, artificial fats, colors, sweeteners, or preservatives, or meats that were bred with antibiotics or growth hormones.  

The chain has a “boot list” — a long list of banned ingredients it does not allow in anything sold in any Earth Fare store.

Frank Scorpiniti

Founded in 1975 and based in Asheville, NC, Earth Fare’s tagline is “healthy food for everyone,” as the green grocer claims to offer “clean” food at prices every shoppers can afford.

The company’s 50th store opened last month in Steel Creek, NC, and Scorpiniti has said there could be as many as 100 locations in a few years.

Like most green grocers, Earth Fare offers some distinct goodies to shoppers. The Wesley Chapel store will have an Heirloom Café & Juice Bar, where shoppers can buy smoothies and coffee, and lunch and dinner are offered from selections that include a salad bar, hot food bar, pizza station and sandwich counter.

Earth Fare also offers a small seating area with free Wi-Fi for those who want to sit and enjoy their purchase. Painted on the wall is: “Have A Seat, Stay Awhile.”

Staying awhile is something you may just end up doing at Earth Fare. The store will carry a substantial selection of craft beers, one of its more popular characteristics, and also offers more than 1,000 private brand food products. There also will be a large offering of Wellness & Beauty products, like self-serve, scoop-your-own body scrubs.

“We are passionate about helping our community make the connection between clean food and living longer, healthier, happier lives,” Scorpiniti said in a statement. “We’re thrilled to become the newest member of the growing Wesley Chapel community and to continue to bring the leanest, healthiest options for years to come.”

Earth Fare will open in Wesley Chapel first, but construction of a Sprouts Farmer’s Market in New Tampa is under way across Bruce B. Downs Blvd. from Hunter’s Green and will be the second large green grocer to hit the area.

After 25 years, still delivering news and entertainment in new ways

So, now that we’re officially part of the Google News Initiative — one of only 23 U.S. companies to receive financial support for their news operations from the world’s largest tech company — a lot of people have been asking me what to expect in terms of our promised new formats and new online programming.

Some of what we’ll be doing with Google’s funding — in addition to making major changes to all of our online content (more on this below) — will be business as usual, there will just be more frequent releases.

We will still have News Desks with yours truly and former Bay News 9 reporter Susanna Martinez. I also will continue to provide Neighborhood Dining News and Entertainment segments. We’ll also have more North Tampa Bay Chamber (NTBC) Featured Business segments with our Featured Business host Mollyana Ward (see top right photo), as well as occasional news updates from the Chamber itself. For example, Mollyana recently interviewed Chamber president & CEO Hope Allen (photo below) and those segments have been getting a lot of views, both on YouTube and on Facebook. 

But, we’re also working on a lot of new stuff, too, like the recently posted fun new segment featuring Jennifer Ames, the administrator of the Wesley Chapel Community Facebook page, which has more than 16,000 members. This is our first effort to tap into the power of local online resources outside of our own website (NTNeighborhoodNews.com), “Neighborhood News” Facebook page and our WCNT-tv YouTube channel.

Jennifer’s first segments have just been released and I think you’ll really enjoy them. Her personality is a big part of why the Wesley Chapel Community Facebook page is so popular and it definitely shines through in her first interview with me in front of the camera. Jen’s “Chappie Chatter” segments will be a light-hearted look at what’s been “blowing up” her Facebook page and I’ll be really surprised if Neighborhood News readers and Wesley Chapel & New Tampa Television viewers alike don’t love the “Chatter.” 

Our senior video producer Gavin Olsen and I also have released the full video of each of our recent interviews on our WCNT-tv YouTube channel and then cut the videos into individual segments for release on Facebook, Instagram and our current website. 

One thing we really want you to do is subscribe to our YouTube channel and start watching the full-length videos there.  

As for our other programming ideas, we’re keeping them under wraps for now, but you can expect several more announcements about those new video/online segments in these pages very soon.

25 Years, Eh?

Yes, on February 25, 2019, yours truly will celebrate 25 years as the owner, publisher and editor of the Neighborhood News. Milestone or no milestone, I recognize that the state of the print business is changing and (even though “niche” publications like ours are the ones people will still read today), the fact is that if we don’t change some of the ways we do things, we could go the way of not only the dinosaur, but also of daily newspapers and general interest magazines around the country.

 As I touched on in my last page 3 editorial, a big part of the changes to come this year is that all of our videos, “Neighborhood News” Facebook posts and our news magazine’s website will soon fall under one new umbrella — NeighborhoodNewsOnline.net, the “Online Network Serving New Tampa & Wesley Chapel.”

The new website currently only has a basic landing page, but we hope to roll it out in full to coincide with my 25th anniversary at the helm of Neighborhood News next month.

La Prima Pizza Celebrates 16 Years In The Chap & Counting…Down!

FROM THE FIRST TIME I tried the true New York-style pizza at my friend Willie Lopez’s La Prima Pizza (it was called by another name at that time), I felt it was the closest thing to the pizza places I grew up with in Long Island and Manhattan, NY.

Since then, in addition to a few first-place finishes in our annual Reader Dining Survey & Contest, La Prima has been named my Favorite Pizza Place in New Tampa & Wesley Chapel all 16 years it has been in business. It also has been one of my favorite restaurants in Wesley Chapel and one of my favorite Italian restaurants in either of our distribution areas. 

It therefore isn’t easy for me to say — or even think — that Willie would even consider selling his place, but the former executive at Salomon Bros. and his wife Lucretia say they are tired and want to be able to retire, so Willie can concentrate on his thriving baseball memorabilia business. The lifelong New York Mets fan has adopted the Tampa Bay Rays as his American League team and he has had Rays season tickets for as long as I’ve known him.

Here’s The Skinny

Established in 2003, La Prima Pizza has been family owned and operated and a staple in the Wesley Chapel and New Tampa communities for the past 16 years.

Willie and Lucretia also say they are prepared to provide an “opportunity of a lifetime” to any individual/family dreaming of owning and operating their own business. This turn-key establishment offers a huge existing customer base and tremendous future growth opportunities for the appropriate fit.

La Prima Pizza only uses the best ingredients on the market. The pizza dough is made fresh daily and offerings include chicken and veal entrĂ©es (like the tender veal parmigiana in the photo above right; I order it with extra sauce) made eight different quality ways, as well as many seafood dishes. There’s also homemade lasagna and dozens of other menu items — and all sauces are made from scratch, including Alfredo, vodka, pink and red or white clam sauce. Appetizers include great calamari, fresh mozzarella and tomato and Buffalo wings, amongst many other choices.

And, just because there are really so many very good pizza places in our area, I felt I owed it to myself and my staff to order the amazing meat lovers pizza (left) before writing this story. Senior video producer Gavin Olsen also raved about his pepperoni calzone and sales/office assistant Janet Levins loved her cheesesteak.

In other words, if you’re not going to buy La Prima Pizza (1211 BBD Blvd., next to Super Target), you should stop in, call (813) 907-2878 or visit ThatsGoodPizza.com and place an order today. But, Willie says if you are interested, you should call him at the restaurant — whether or not you have any prior restaurant experience. Willie says he will help in the transition of the business and transfer all of his knowledge to any qualified party. But, do it soon so Willie and Lucretia can retire and I can continue to enjoy the pizza I love!