December Newsletter

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Welcome, Amanda!

Amanda Fegan-Shanholtzer comes to Jellison CPA with over 20 years of accounting experience, from working with small to medium-sized businesses on accounting and business development to being the full-time accounting faculty chair at Cleary University and most recently as cloud accounting manager working with businesses across the US to streamline their accounting, develop their tech stack and focus on meaningful metrics for growth. Amanda received her undergraduate degree from Michigan State University and MBA from Baker College and is a Member of the MICPA, AICPA, and IMA. She is thrilled to be returning to a community setting working with neighboring businesses and families and believes communication and trust are the core of successful professional relationships.


Amanda and her husband have 4 children, one daughter-in-law, 2 dogs, and 2 granddogs between them, and enjoy spending time supporting the youngest in school events and visiting with the older kids throughout Michigan and Indiana. In her downtime, Amanda enjoys reading, kayaking, and making the rounds of local theater productions.

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Congratulations Lindsey!

Lindsey recently earned her Masters in Business Administration from Walsh College. We are very excited for Lindsey and this amazing accomplishment and are proud to have her on the Jellison CPA team.


Congratulations to Lindsey !!

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Reminder: Create Your IRS Account

With the ongoing issues at the IRS, it's more vital than ever that the information reported to the IRS is complete and accurate. We are highly encouraging our clients to create an IRS account to promote a seamless tax season. This account allows taxpayers to access important information including economic impact payment detail, child tax credit detail, and record of estimated tax payment. 


Please create your account prior to providing us with your 2021 tax documentation to avoid delays.


For more information on creating an account, click here.



Create an Account
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Tax Organizers for 2021 Tax Returns

The document that seems to cause the most stress is the tax organizer. The tax organizer is the document we send to you to help you collect and organize your tax information. It looks like a lot of work but it doesn't have to be. Look for an article next month that gives details about how to complete your tax organizer.



We will be sending tax organizers in early January. There are three ways to receive your organizer:



1.     In the mail - We will send you a hard copy in the mail with a return envelope. You will fill out the organizer, collect your documents and mail or drop off your documents to our office.



2.    Email - We can email a pdf. You will need to print the pdf., collect your documents and mail or drop off your documents to our office.


3.    Portal - New this year! For those clients who have registered their portals, we will be uploading a pdf copy of the organizer to your portal. You will need to print the pdf., collect your documents, and upload everything to your client portal or drop off your documents to our office.


Contact us at 810-991-1761 or email Michelle at Michelle@jellisoncpa.com if you would like to change or have questions on how to receive your tax organizer. We look forward to hearing from you.

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4th Quarter Estimates Are Due Soon!

4th quarter estimates are due on January 17th, 2022 for individuals.

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1040 Appointments

Appointments to discuss your 2021 personal tax return with Carrie will begin the week of January 10th, 2022. If you've had significant changes in 2021, please call our office to schedule an appointment.

Merry Christmas

May your days be filled with peace, hope, and joy this holiday season.


As always, thank you for your business, loyalty, and support.


Sincerely,

All of us at Jellison CPA

JELLISON CPA | JELLISONCPA.COM | 810-991-1761

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