BOLDREY SENCHUK ROULEAU & WILLIAMS CPAs PC

BOLDREY SENCHUK ROULEAU & WILLIAMS CPAs PC CPA Firm
Visit our website to learn more! www.bsrwcpas.com

☀️ Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Revie...
07/13/2026

☀️ Summer is a good time to see whether your income, deductions and investment activity are lining up as expected.

Reviewing your tax picture now gives you more time to take steps to reduce or defer taxes. For example, if you expect this year’s income to be near the threshold for a higher bracket, consider strategies for reducing your taxable income to stay out of that bracket. If you’ve realized, or expect to realize, significant capital gains this year, consider selling some depreciated investments to generate losses you can use to offset those gains.

If you’d like help evaluating these and other midyear tax strategies, please contact us.

Schedule Update - July 16, 2026 🗓️Our office will be closing at 12:00 PM on Thursday, July 16, 2026, for our staff appre...
07/10/2026

Schedule Update - July 16, 2026 🗓️

Our office will be closing at 12:00 PM on Thursday, July 16, 2026, for our staff appreciation afternoon.

We are grateful for our dedicated staff and all they do to serve our clients and community throughout the year.

Thank you for your understanding and continued support!

Will your Social Security benefits be taxable? A portion might be. How much depends on your provisional income, your ove...
07/09/2026

Will your Social Security benefits be taxable? A portion might be. How much depends on your provisional income, your overall income and IRS thresholds.

Provisional income is your adjusted gross income with some additional calculations. You may have to report up to 85% of your Social Security benefits as taxable income if your provisional income is over $34,000 ($44,000 for joint filers). If you file separately from your spouse who lived with you at any time during the year, the threshold is $0.

Smart tax planning can potentially reduce your liability. We can help project your provisional income and review your overall tax situation to identify strategies that make sense for you.

Wishing you a safe and happy Independence Day!
07/04/2026

Wishing you a safe and happy Independence Day!

250 years of history, freedom, and opportunity. As we celebrate Independence Day, we honor the generations who helped sh...
07/02/2026

250 years of history, freedom, and opportunity. As we celebrate Independence Day, we honor the generations who helped shape our nation and the communities that continue to make it strong! 🇺🇸

Our office will close at 3:00 PM today, July 2, 2026. As a reminder, our office will also be closed on Friday, July 3, 2026, in observance of Independence Day.

Our office will be closed on Friday, July 3, 2026 in observance of Independence Day.We hope you enjoy a safe and relaxin...
07/01/2026

Our office will be closed on Friday, July 3, 2026 in observance of Independence Day.

We hope you enjoy a safe and relaxing holiday with family and friends! 🎆

📈 Many homeowners are seeing significant gains when selling their homes but that doesn’t always mean a large tax bill.If...
06/24/2026

📈 Many homeowners are seeing significant gains when selling their homes but that doesn’t always mean a large tax bill.

If you sell your primary residence and meet certain requirements, you may exclude:

• Up to $250,000 of gain (single filers)
• Up to $500,000 of gain (married filing jointly)

However, any gain above these limits—or sales that don’t qualify—may be subject to capital gains tax. In some cases, the net investment income tax may also apply depending on your income.

🏡 Thinking about selling?

Before listing your home, you can contact us by calling 989-356-9065. We can help estimate your tax exposure and discuss possible planning opportunities.

Navigating Job Loss? Here’s What to Know About TaxesIf you’ve recently experienced a job loss, your focus is likely on r...
06/22/2026

Navigating Job Loss? Here’s What to Know About Taxes

If you’ve recently experienced a job loss, your focus is likely on replacing income and planning next steps. However, there are important tax considerations to keep in mind:

-Unemployment compensation and severance pay are generally taxable at the federal level
-Health insurance premiums may now be paid with after-tax dollars, though deductions may be available
-Retirement plan decisions and IRA withdrawals can have tax consequences

Understanding these factors can help you avoid surprises and make more informed financial decisions.

If you’d like guidance during this transition, we’re here to help.

Happy Father’s Day to all of the wonderful dads out there. Enjoy your special day!
06/21/2026

Happy Father’s Day to all of the wonderful dads out there. Enjoy your special day!

Many parents don’t know that the “kiddie tax” exists👶 Others assume it affects only minor children. But it also can appl...
06/11/2026

Many parents don’t know that the “kiddie tax” exists👶 Others assume it affects only minor children. But it also can apply to full-time students through age 23 and 18-year-olds even if they aren’t full-time students. When it applies, the child’s unearned income in excess of $2,700 (for 2026) is taxed at the parent’s tax rate, if higher.

If your child has investment income from custodial accounts, consider reviewing the types of investments in those accounts. Growth-oriented investments that generate little current income may help reduce exposure to the kiddie tax until your child is old enough that the tax no longer applies.

If you’d like help evaluating your family’s situation, contact us by calling 989-356-9065 📞

Address

117 S State Avenue
Alpena, MI
49707

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

+19893569065

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