Telephone: (303) 449-3060
Helping people achieve their financial goals since 1991

Year End Wrap Up

gift_bow_red.jpg


We would like to take this opportunity to thank you for gifting us with your partnership and trust throughout the year! We've had our share of challenges but have also accomplished some key goals, especially hiring new staff and adopting new software. As we look ahead to 2025, we are committed to bringing our clients more value and innovative solutions - your success is our success!


BUSINESS YEAR-END LETTERS have been sent by your Tax Managers, and INDIVIDUAL ORGANIZERS for 2024 will be sent out in mid-January from noreply@Safesendreturns.com. To access prior year returns, save or bookmark the access link you were sent with your returns, or contact Toni to re-send a link.


If you owe us 2023 tax prep fees, please remember to pay by December 31 in order to claim any deductions you may be entitled to on your 2024 tax returns. Checks must have a December 31 postmark, or you can pay online or call Toni by December 30.


Other year-end deductions you may want to wrap up are charitable donations, 401(k) and 529 Plan contributions, energy credits, and qualified business expenses.

Important BOI Update

FOR BUSINESSES: the January 1, 2025 deadline for filing Beneficial Ownership Information reports has been suspended due to a nationwide, preliminary injunction. While the injunction is being appealed, the Financial Crimes Enforcement Network (FinCEN) has issued the following updates for reporting companies:

  1. They are not currently required to report BOI
  2. They will not be subject to liability for failing to report their BOI
  3. They may continue to voluntarily submit BOI reports


In other words, you're off the hook for now but may need to comply with the BOI reporting requirements in the future. Even though we are not preparing or filing these reports, we will be monitoring the situation and will keep you posted!


presents.jpg


OFFICE HOURS: Monday through Friday 8:00 to 5:00


We will be closed on December 24th, 25th, 31st,

and January 1st


HAPPY HOLIDAYS!


Nancy Carter, Office Manager

Boulder CPA Group

 
Schedule an Appointment

1790 30th St Ste 418

Boulder, CO 80301

nancy@bouldercpas.com