Category Archives: General

2021/2022 Year-End Tax Planning Letter

Jonni Marie Fonseca, EA & Allan Boress, CPA 2021 Year-End Tax Planning Letter Dear Clients and Friends: What a year it’s been! So far, we have had to cope with a global pandemic, extreme political division and a series of natural disasters—just to mention a few noteworthy occurrences. These events have complicated tax planning for […]

Important Suggestions for New Businesses and Self-Employed Individuals

Starting a business, or becoming an independent contractor, will open opportunities – and potential traps that you won’t know about until they appear. Here are some ideas to help smooth the business, reporting, and IRS side of your business.   Maintain a Separate Bank Account for business income and expenses versus personal income and expenditures: […]