December Newsletter



As often happens with the federal government, details regarding the 1099-K reporting requirements have been postponed for another year. Reporting payments received using online platforms, such as Venmo or Paypal will only be required this year for anyone earning more than $20,000. We are hopeful that congress will look at the current law and adjust the reporting requirements to a more reasonable amount for the future.

Client Portals

As we have reported in the past, the portal is no longer going to be available for our 1040 clients. Thomson Reuters, the company that houses the portals, has updated their system and we are not sure that the new process is going to help our clients in any way. Your last chance to get things out of the portal is now. Starting on January 2, 2024, unless we have told you otherwise, the portals will be deleted. Our office will still have past returns, and some other documents, so if you need something you will need to give us a call.

2023 1099-NECs

1099’s are required for anyone (except corporations) to whom you have paid $600 or more in a calendar year for services, including rent.  

1099-NEC forms are due on January 31st, 2024. However, we highly encourage our clients to request W-9s from their vendors and contractors now to avoid complications in January. If you are a bookkeeping or payroll client, please upload completed W-9s using your team members link in their email. If you don't know who works on your books, or you aren't a bookkeeping client, use this link to send forms to our office manager: Upload Document Link. And although cookies won't be available until later in January, dropping off documents is also an option!! Please wait to upload or drop off your forms until you have all of them together. The deadline to provide 1099 information to our office is January 15th, 2024.  

Organizer Season is right around the corner!

While many of you are dreaming of sugar plums and presents under the tree, the team here at JCPA is getting ready for TAX SEASON!! The time of year with little sleep, long hours, and endless cups of coffee. We want to take a few minutes here to mention a few housekeeping items - not to worry, much more information will come out in January.

  1. Organizers will be sent out on or around January 22. We are again using our secure Safe Send program to send them out and will be encouraging more clients to use this method of completing the organizer this year.
  2. As you begin compiling your year end documents, remember that our software does not like pictures!! Please visit our website under resources to learn how to turn the picture you take into a PDF. Your preparer will thank you!
  3. We will not start any returns until at least 90% of your documents are submitted. Please review last year's return to remind you of what you sent us and once you have everything gathered, you can upload the documents all at once.
  4. As in years past, we are encouraging you to get your organizer and documents to us sooner rather than later. Our internal deadline of March 15 guarantees that we will be able to complete your return before the April 15 IRS deadline. If you submit your documents between March 16 and March 30, we will do our best to get your return completed by the April 15 deadline, but we cannot make any guarantees. All organizers submitted on April 1 and beyond will automatically have an extension filed on your behalf. In addition, anyone who either knows they aren't going to be ready before March 30 or is willing to volunteer to be extended, will have the $50 extension fee waived this year. You just have to let us know before March 15.

From The Desk of Carrie Jellison

2023 marked my 25th year as a CPA. I started my career at a small firm in Brighton, moved on to a firm in Bloomfield Hills until opening my own practice 18 years ago. When I started my career, I was newly married with no children. I have been married for 29 years, have a 26-year-old, 22-year-old and a 19-year-old. Where has the time gone and why does it seem to be flying by?

As proud as I am of the family I have nurtured, I am also proud and grateful for the firm I have built and the clients that have blessed me with a career that I have been able to sustain for many years. Accounting is not an easy career and at times often very demanding and difficult, but more times than not, it is a rewarding career, and I am grateful that my clients put their trust in me. 

I am also so fortunate to have a superior and supportive staff that has helped to shape the firm that I have today. We have made tremendous strides to become a more paperless, user-friendly firm. We have invested in technology upgrades (new phone system), software upgrades (SafeSend) and knowledge-based programs to increase our understanding of the ever-changing tax landscape.

We sometimes lose sight of the important things that are happening in our personal lives and often don’t share those milestones and events with our clients. We want to take this opportunity to share with you our families and to wish you all a very Merry Christmas, many blessings for the New Year and a Happy and Healthy 2024!!

Carrie at her 50th birthday celebration with her husband Rob, her daughters Betty and Cara, her son Bruce and Betty’s fiancé Bryan. Betty is now a PA (Physician’s Assistant) and works for a family practice outside of Columbus. Betty & Bryan will be married this coming August! Cara is in her final year of art school at Kendall College in Grand Rapids. Bruce is a sophomore at Wabash Valley College. He has committed to play baseball at Eastern Michigan next year.  

Hi, I’m Tim, and this is my daughter, Alexis. I’ve been with Jellison CPA for three and a half years. My daughter and I both love hockey and love going to hockey games. Alexis is in 9th grade and does color guard for the band and is in theater. She is also really good at the playing the piano. I hope you all have a Merry Christmas and a happy New Year. 

This is me, Kim, with my clan! My husband Eric and I are very proud of our three “kids”. Miranda is our oldest and is working on her PhD in Environmental Science and Sustainability at the University of South Carolina, our middle son, Brendan, is living in Bay City working as an electrical engineer and hunting and fishing to his heart's content and our “baby” Devan just moved into her first apartment and is working as a nurse. My husband and I just celebrated our 32nd wedding anniversary and are starting our 1st year as empty nesters. I have been promised a houseful on Christmas morning, so that is all this Mamma needs to have a full heart. I hope you all have a full house and a full heart this holiday season and may you have a joyous and prosperous New Year!!

This year has been a big year for my husband and I. In February, we welcomed our sweet daughter, Ada. She is the greatest thing that’s ever happened to us. She continues to amaze us each and every day. At almost 10-months old, she is crawling, standing, and working on her balancing skills. Walking is definitely in her near future… She keeps us busy and on our toes, but we wouldn’t change a thing. In July, we moved to our “forever” home. We are looking forward to celebrating the holidays with Ada in our new home. She may not understand Christmas yet, but I think she will be pleasantly surprised. Lastly, I want to say thank you to everyone for the patience that you’ve shown me during this season of my life. I’ve been working toward finding a new “normal” and I appreciate everyone’s understanding as I’ve transitioned into my part-time role. Wishing you and your family a wonderful holiday season!

A few months ago, Ada was the “flower girl” in my brother’s wedding. It was a gothic theme—She rocked that black tutu. My husband was the best man, and I was their officiant. It was a big day for everyone, and we gained a wonderful new family member. 

This is me, Kaitlyn, my husband Andrew, and our daughter Drew this summer during one of our excursions up north. Drew just turned 3 (going on 13). She keeps us in line, but always laughing. We have loved watching what a smart, hilarious and sweet girl she is growing into. This Christmas will be bittersweet since it will be our last as a family of 3, but we are all very excited for the arrival of our second baby girl in May!

2023 has been filled with many blessings and we are very grateful to be celebrating another holiday season with our family and friends in good health and with joyous cheer. Ava our daughter turned 16 and continues to excel in her advanced studies as a Junior at Cornerstone Christian Schools while our son, Matias, has been dominating the basketball court during his first High School season. This marks our 3rd Christmas here in San Antonio, Texas, and while we do enjoy the milder temperatures, we sure do miss having a White Christmas! Wishing you all a safe holiday season filled with joy, peace, and much love. Merry Christmas and Happy New Year from the De La Cruz’s

Office Hours

December 15 Closed @ 12:30 for Holiday party

December 22-26 Closed for Christmas

January 1 Closed for New Years

Month of December

Monday-Friday 9:00-4:00

Month of January

Monday-Friday 9:00-5:00

February 1-April 15

Monday-Thursday 9:00-6:00

Friday 9:00-5:00

Thank You to all our clients for your trust and confidence in us this year. We wish everyone a wonderful Holiday Season and Happy New Year!