Mary Ann Bernard, CPA

04/04/2026

Important read for NYers who have already filed income tax. A typo (!) on a state-issued tax table is causing refunds to be lower in some cases.

They’re getting a poor return on their precious time investment.

03/25/2026

Time to double-check that your withholding is good going forward. Use the official IRS tool!

Avoiding surprises at tax time with the Tax Withholding Estimator. The free and easy-to-use tool now reflects changes to credits and deductions under the One, Big, Beautiful Bill. https://ow.ly/ek1550YsVg0

03/06/2026

I'm taking a limited number of new coaching and bookkeeping clients before the tax deadline in April. Reach out now for help with all things QuickBooks Online. First Person Bookkeeping LLC

My Services Ready to take the stress out of bookkeeping? Book a conversation with me today. I specialize exclusively in QuickBooks Online, providing cleanup of messy books, setup of new accounts, and ongoing monthly service. New Company Setup $300Meet with me on a video call, and we will get you set...

12/25/2025

12/04/2025

Reach out if you are struggling with your QuickBooks Online books. I offer everything from coaching to complete monthly books.

11/11/2025

Let me manage your weekly bank feed in QuickBooks Online. Reach out today! https://www.firstpersonbookkeeping.com/services

10/30/2025

The IRS will never email you. Or call you, either. Be vigilant.

Watch out for a scam email that may read, ‘Notification of IRS Audit & Investigation.’ The email may direct you to download a “secure” file (in some cases via sites like Cognito Forms) and submit documentation, but in fact the link leads to a fraudulent site that may steal your data or install malware. For more info on phishing scams, go to www.IRS.gov/phishing

10/29/2025

Let’s get your QuickBooks Online account tax-ready for the best year-end close yet.

Find methods to record business transactions.

10/24/2025

“Tax refunds will generally not be paid during this period with one key exception. For taxpayers filing a Form 1040, refunds will continue to be paid on electronically filed, error-free tax returns that can be automatically processed and direct deposited. The IRS urges individual taxpayers to file electronically with direct deposit to avoid delays.”

The tax agency provided an update Tuesday on its website about the availability of certain IRS services during the stalemate, including whether refunds will still be sent to taxpayers.

10/22/2025

I’m available for a video call to help with your 1040 business questions.

https://www.firstpersonbookkeeping.com/services

Oct. 21, 2025 — Due to the current lapse in appropriations, IRS operations are limited. However, the underlying tax law remains in effect, and all taxpayers must continue to meet their tax obligations as normal.

01/12/2025

My Valued Friends and Clients,

I hope this letter finds you and yours well. It is with a heavy heart that I write to inform you of a significant change in my professional life. Due to the recent loss of my beloved brother, my husband and I have become the primary caregivers for my father, who does not reside in Western New York. We have made the difficult decision to close my tax practice effective for this 2025 tax filing season.

This decision was not made lightly, and I deeply regret any inconvenience this may cause you. I have always valued the trust and confidence you have placed in me to handle your personal income tax matters, and I am committed to ensuring a smooth transition for you during this time.

If you need a copy of your previous tax returns which were filed by me, you may call or email me. I can provide your documents in a secure online link, or a paper copy can be mailed to you. I will also be available to your new tax preparer to answer any questions they may have.

Thank you for your understanding and support during this challenging time. It has been a privilege to serve you, and I wish you all the best in the future.

Sincerely,

Mary Ann Bernard, CPA