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.

Understanding Your Paycheck Withholdings

Understanding Your Paycheck Withholdings

It’s based on the premise that your financial life in 2006 is going to be pretty much the same as in 2005. Ideally, you don’t want to owe more than 10% of your total tax bill at tax time, but you should aim for a refund of less than $500. And $137,700 for 2020.Your employer must pay 6.2% for you that doesn’t come out of ...

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Instructions For The  Requester Of Form W

Instructions For The  Requester Of Form W

Backup withhold on any reportable payments made to the payee’s account, regardless of whether the payee makes any withdrawals, beginning no later than 7 business days after you receive the awaiting-TIN certificate. Backup withhold on any reportable payments if the payee makes a withdrawal from the account after the close of 7 business ...

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The Holiday Season

The Holiday Season

Thank you for being you. From all of us at . To a joyful present and a well remembered past. What a nice feeling it is to celebrate this day with a loved one. Express your feelings with these romantic Christmas messages that will keep you closer together. These Christmas love messages can also be used for your Christmas cards and Christmas ...

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Why You Shouldn’t Claim Your Child As A Dependent

Why You Shouldn’t Claim Your Child As A Dependent

It took appealing three times just to be able to claim the kids. So despite the fact that I am his dependent we will never do that again. Unfortunately your girlfriend could not make more than $4,050 for 2016 in order to claim her. You may be able to claim your daughter as long as she didn’t provide over half of her own support, must ...

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Form 1095-b

Form 1095-b

However, the tax reform bill passes in December of 2017 removes the penalty for not having insurance beginning in 2019. Recipients of Form 1095-B do not have to submit the form itself; they simply tick off a box on their returns, indicating how long they had health insurance coverage throughout the tax year. While the individual mandate ...

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Tax Software Survey

Tax Software Survey

Your organization has a wonderful program and for myself going thru this process for the first time was exciting. The best interest of a taxpayer making less than $34,000 a year is being able to easily file her taxes for free and not being presented sub-optimal options with confusing names. The most shameful part of TurboTax’s actions ...

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