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For individuals seeking to secure their financial future, our personalized CPA services provide comprehensive guidance, ensuring your financial goals are met with precision and care.
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For Small Business
We understand the unique financial challenges faced by local small businesses in Kimball, and our CPA services are designed to offer strategic financial insights and support, empowering your business to thrive and expand.
Meet the CPA
Ryan J. Bourlier, CPA
Ryan J. Bourlier, CPA, is a dedicated financial advisor with a strong commitment to serving the community of Kimball, NE. With a wealth of knowledge in tax compliance and planning, Ryan works personally with clients to cultivate tailored and comprehensive financial solutions.
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Financial News Blog
As we collectively exhale following the peak of another tax season, it's crucial to pivot our attention towards what follows after filing our taxes—tracking our refunds. Ryan J. Bourlier, CPA, is dedicated to not only assisting you through the complexities of tax preparation but also ensuring you're well-informed about the next steps. This guide is crafted to help you navigate the process of checking your tax refund status, ensuring you're equipped with all the necessary information to do so effortlessly. Essential Information for Tracking Your Refund Before you embark on your quest to determine the status of your tax refund, it's imperative to have certain information at your disposal. The IRS mandates the provision of the following details to facilitate this process: Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) : This unique identifier is critical for accessing any tax-related information specific to you. Filing Status : Whether you filed as single, married filing jointly, married filing separately, head of household, or qualifying widow(er), knowing your filing status is key. Exact Refund Amount : This figure must be identical to the refund amount stated on your filed tax return. How to Check Your Refund Status With your information ready, you have a couple of options to track your tax refund: Visit the IRS Website : The 'Where's My Refund?' tool on the IRS website is your go-to resource for real-time updates on your refund status. This tool is updated daily, usually overnight, making it a reliable source of information. Use the IRS2Go App : For those who prefer the convenience of mobile devices, the IRS2Go app offers an alternative means to check your refund status on the go. Additional Considerations Electronic vs. Paper Filing : If you've filed your return electronically, you can expect to check your refund status 24 hours after e-filing. However, for paper returns, a four-week waiting period is advisable before seeking an update. Understanding Delays : It's not uncommon for refunds to be delayed. This could be due to a variety of reasons, including the need for corrections or additional review by the IRS. Rest assured, if more information is required from you, the IRS will initiate contact. Here to Assist Navigating the IRS website and understanding the nuances of your tax refund status can be daunting. Ryan J. Bourlier, CPA, is here to provide the guidance and support you need. Should you have any questions or require further assistance, we encourage you to reach out. Our commitment extends beyond tax preparation; we're here to ensure your post-filing experience is as seamless and informed as possible. Remember, knowledge is power, especially when it comes to managing your finances post-tax season. Stay informed, stay prepared, and as always, we're here to help every step of the way.
As we navigate through the complexities of business ownership and management, staying informed about new regulations is crucial for success. That's why we're discussing an important update that will impact many businesses in 2024: the Beneficial Ownership Information (BOI) reporting requirement. What is Beneficial Ownership Information (BOI)? The BOI reporting requirement is a new mandate set to take effect in 2024. It aims to enhance transparency in business ownership and control, by requiring companies to report details about their beneficial owners. A beneficial owner is defined as any individual who, directly or indirectly, exercises control over the reporting company, or owns or controls at least 25% of the company’s ownership interests. What Information Will You Need to Provide? To comply with the BOI reporting, you’ll need to gather and submit the following information for each beneficial owner: Legal name Birth date Home address Identifying numbers (from licenses, state IDs, or passports) An image of the associated identifying document For your company, you must provide: Legal name and any d/b/a (doing business as) names Jurisdiction information Taxpayer identification number If a beneficial owner or the company has a FinCEN identifier, this can be provided instead of the detailed information listed above. When is the Filing Due? For existing companies , the filing period is from January 2024 to January 2025. Most corporations (S corp and C corp) and limited liability companies (LLC) are required to comply, unless exempted. You can check for exemptions here. New companies must file within 90 days of their formation. Additionally, any changes to the reported information, such as a new address or name change, require an update to the report. Why is This Important for Your Business? The introduction of the BOI reporting requirement underscores the increasing emphasis on transparency and accountability in business operations. Compliance is not only mandatory but serves as a step towards fostering trust and integrity within the business environment. It's important for local business owners to understand these changes and prepare accordingly to ensure smooth operations. How Can I Help? Understanding and navigating new regulations can be challenging. As a dedicated CPA with a focus on serving local businesses, I am here to help you understand the BOI reporting requirements and assist with your reporting needs after tax season. My goal is to make this transition as seamless as possible for you and your business. Ready to Get Started? If you have questions or need assistance with your BOI filing, don't hesitate to reach out. Together, we can ensure that your business complies with these new requirements efficiently and effectively. Contact Ryan J. Bourlier, CPA, today for guidance and support tailored to your business needs. Let's navigate the future of business compliance together.
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