Roger Jellison

Roger Jellison
Roger is a seasoned finance and accounting professional with 8 years of public accounting and over 25 years of private company experience in a broad range of industries including manufacturing, distribution, technology (software, hardware, and telecom), construction, and services.

Individual Tax Preparation

Individual Tax Preparation

Before you hire a tax preparer, contact them and ask about their procedure for working virtually. The Check-to-Card service is provided by Sunrise Banks, N.A. and Ingo Money, Inc., subject to the Sunrise Banks and Ingo Money Service Terms and Conditions, the Ingo Money Privacy Policy, and the Sunrise Banks, N.A. Privacy Policy. It is not ...

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Hsa Tax Information For Your Employees

Hsa Tax Information For Your Employees

The second group needs to hang onto the receipts even longer, until they actually take a distribution from the HSA. Years or even decades from now, those receipts could keep you from paying extra taxes on HSA distributions. You must always file a Form 8889 in any year you or an employer contributes money to your HSA or you make withdrawals ...

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Tax Relief Services And Consultations

Tax Relief Services And Consultations

On February 29, 2012, Limbaugh, while talking about contraceptive mandates, included remarks about law student Sandra Fluke as a “slut” and “prostitute”. Limbaugh was commenting on Fluke’s speech the previous week to House Democrats in support of mandating insurance coverage for contraceptives. Limbaugh made ...

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Application Form

Application Form

To claim the credit, you need to fill out tax Form 8880, available from the IRS or through online tax prep tools. The form asks you to itemize how much you and your spouse contributed to IRAs and to employer plans like a 401, 403, SEP or SIMPLE plan. It’s a good idea to have your financial records handy when you fill out the form, ...

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Maximizing The Higher Education Tax Credits

Maximizing The Higher Education Tax Credits

Fees apply if you have us file a corrected or amended return. Getting an education nowadays can be expensive. If you’re a student hoping to take advantage of one of the IRS’ education tax credits you’ll have to file Form 8863 with your tax return, and there are a few things you should know before you begin. What if I ...

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— The Internal

— The Internal

You are required to meet government requirements to receive your ITIN. Additional fees and restrictions may apply. Your wireless carrier may charge a fee for data usage. Additional transaction fees, costs, terms and conditions may be associated with the funding and use of your card or account. See your Cardholder or Account Agreement for ...

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