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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Scanu Advisors

Name: Scanu Advisors
Address: 105 Fortress Avenue, Ponte Vedra Beach, FL, 32081, US
Telephone: (904)9453730

TURNING VISION INTO VALUE. If you are looking for a blend of personal service and expertise, you have come to the right place! Meet Our Advisors:

Richard J.

We offer a broad range of services for business owners, executives and independent professionals. Scanu Advisors is a full-service Certified Public Accounting firm licensed in FL. All our CPA's hold valid FL State CPA Certificates. Scanu, CPA, MBA
Richard is a successful business executive with 30 years experience. He is a CPA in Florida and New York State. Throughout his career, Richard has been a trusted business advisor to business leaders, helping them reach their goals and achieve their vision for the business. Richard is a hands-on professional financial manager with a demonstrable track record of success. Accomplishments include oversight and development of key company metrics impacting finance, revenue, the ability to report accurate & timely financial information and to help senior management interpret that information attain the organization's mission and vision. Richard also has an extensive background in financial information systems and medical billing platforms ranging from Quick Books to SQL based Financials and many mid market accounting systems in between.

09/22/2026

Roth IRA and Roth 401(k) accounts help you save for retirement with after-tax dollars. Both accounts grow tax-free, and distributions are also tax-free if you meet certain conditions. However, higher earners may be ineligible to contribute to a Roth IRA. Income limits don’t apply to Roth 401(k)s, which also allow higher annual contributions. If you’re unsure where to put your retirement savings, contact us at (904) 945-3730 for more information on the tax considerations.

09/21/2026

Static budgets can quickly fall out of sync with reality in today’s volatile markets. Rolling forecasts offer a smarter, more flexible approach, updating your projections throughout the year to reflect real-time changes in your business, industry and market. They complement your annual budget and help you make better decisions, faster. Want to improve your forecasting and budgeting? Let’s talk. Call us at (904) 945-3730.

09/18/2026

The Financial Crimes Enforcement Network (FinCEN) is making permanent the suspension of the beneficial ownership information (BOI) reporting requirements for U.S. companies and U.S. persons. If these Corporate Transparency Act requirements had gone into effect, millions of U.S. businesses would have faced the administrative burden of an initial BOI filing and subsequent updates for any BOI changes. FinCEN will also delete previously reported information it believes belongs to U.S. persons (such as information linked to U.S. driver’s licenses and U.S. passports). Foreign entities that are reporting companies must still report BOI for foreign individuals. Call us at (904) 945-3730 if you have questions.

09/16/2026

How’s your business’s health now that we’re more than halfway through the year? If you’re not sure, it’s time for a checkup. We can help identify strengths, diagnose risks and prescribe the right moves to keep your business thriving. Contact us at (904) 945-3730 to schedule your business wellness check today!

09/15/2026

Many tax law changes went into effect this year. So it’s important to evaluate where your business stands — and where it’s headed — before year end. Tax planning opportunities may still be available, but they’ll become more limited as the calendar winds down. Whether you’re considering equipment purchases, compensation strategies, retirement plan contributions or other tax-saving moves, now is the time to look ahead and review your options. Call us at (904) 945-3730 to bring your 2026 tax strategy into focus.

09/14/2026

Is federal tax debt blocking you from achieving your financial goals? Unresolved tax debt can lead to interest and penalties, tax liens, asset seizures — and even the denial or revocation of your passport. These consequences can make it difficult to move forward. The good news is relief may be just a phone call away. We can assess your situation and help you find a path forward. Contact us at (904) 945-3730 to discuss your next steps.

09/11/2026

Beginning in 2026, employers can claim a tax credit for a portion of premiums for paid family and medical leave (PFML) insurance policies, instead of for a portion of actual wages paid during employees’ PFML. Employers can choose to claim the credit for a percentage of qualifying insurance premiums paid or incurred during the tax year for active PFML coverage. The IRS has issued guidance (Notice 2026-28) that helps employers apply the premium-based method. It addresses how the premium-based method compares to the wage-based method, how to allocate the qualifying premiums, and how to elect between the premium method and the wage method. Contact us at (904) 945-3730 to learn more about tax breaks for PFML.

09/09/2026

Tax planning requires more than preparing returns at filing time. We work with individuals and businesses throughout the year to identify tax-saving opportunities, address compliance requirements and respond to changing tax laws. Call us at (904) 945-3730 to schedule an appointment to discuss your tax needs.

09/08/2026

Tax returns and financial statements are important. But you know we can do so much more, right? Think of us as your year-round, human source of practical guidance. We can help you better understand the ups and downs of your cash flow, spot opportunities to cut costs or improve profitability, and plan for growth with greater confidence. Call us at (904) 945-3730 to learn more and get the strategic support you need to achieve your business goals.

09/07/2026

Owning assets jointly with your adult child can invite unwelcome tax consequences that may outweigh potential benefits. For example, owning an asset together as “joint tenants with right of survivorship” can open up transfer tax exposure. If you add your child to the title of property you already own, it may be considered a taxable gift of half the property’s value. And when you die, half of the property’s value will be included in your taxable estate. A properly designed trust can be a more tax-efficient option. Call us at (904) 945-3730 for details.

Address

105 Fortress Avenue
Ponte Vedra Beach, FL
32081

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

(904)9453730

Website

https://www.scanuadvisors.com/

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