J Roggow Accounting and Consulting PLLC

J Roggow Accounting and Consulting PLLC We are a full service accounting firm located in Holly, Michigan. We are professional, affordable, and friendly!

Few estate planning subjects are as misunderstood as probate. It’s a legal procedure in which a court establishes the va...
09/30/2025

Few estate planning subjects are as misunderstood as probate. It’s a legal procedure in which a court establishes the validity of your will, determines the value of your estate, resolves creditors’ claims, provides for the payment of taxes and other debts, and transfers assets to your heirs. Depending on applicable state law, probate can be expensive and time consuming. There are strategies to avoid (or minimize) probate. For smaller estates, title assets in a manner that allows them to be transferred directly to your beneficiaries outside your will. Contact us at (248) 846-8418 with questions.

We offer business tax services, including strategy, compliance and return preparation. From quarterly filings to year-en...
09/29/2025

We offer business tax services, including strategy, compliance and return preparation. From quarterly filings to year-end planning, we help minimize liabilities and maximize tax breaks — so you can stay focused on growing your business. Whether you’re a sole proprietor, C corporation, S corporation, partnership or LLC, let us simplify taxes for you. Contact us at (248) 846-8418.

As you likely know, marital status affects many federal tax filing requirements, including your standard deduction, cred...
09/26/2025

As you likely know, marital status affects many federal tax filing requirements, including your standard deduction, credit eligibility and tax owed. However, you may not know that informally separated couples are considered married by the IRS. Unless you became divorced or legally separated by Dec. 31, you must file as married filing jointly or married filing separately for the tax year. If, on the other hand, you finalized a divorce or legal separation during the year, you should file as single or head of household (if eligible) for the entire year. Annulments may be subject to different filing rules. Contact us at (248) 846-8418 with questions about your situation.

You’re never too young to start planning for retirement. We can help you juggle multiple financial goals, including savi...
09/24/2025

You’re never too young to start planning for retirement. We can help you juggle multiple financial goals, including saving for a home, your children’s education and a secure retirement. Contact us at (248) 846-8418 to discuss tax-advantaged retirement plans as well as other investment opportunities, income tax-reduction strategies and risk-mitigation measures (such as insurance). On the other hand, are you getting a late start? We have tips for making and reaching aggressive retirement savings goals.

The IRS generally follows strict collection processes but acknowledges that some people face real hardships. In such cas...
09/23/2025

The IRS generally follows strict collection processes but acknowledges that some people face real hardships. In such cases, the IRS may assign a tax debt to “currently not collectible” status until the debtor’s financial condition improves. While the debt remains unpaid, the total will continue to rise due to penalties and interest. Also, a federal tax lien may be filed, giving the government an interest in the individual’s assets. The IRS doesn’t grant this status lightly. It demands extensive financial proof, which can feel like an uphill climb. Contact us for help with tax debt at (248) 846-8418.

Expense reporting isn’t just paperwork; it’s key to controlling costs, ensuring accuracy and preventing fraud. Follow th...
09/22/2025

Expense reporting isn’t just paperwork; it’s key to controlling costs, ensuring accuracy and preventing fraud. Follow these six best practices for reimbursable expenses. Need help setting up your expense reporting system? Let’s talk. Contact us at (248) 846-8418.

If you’re covered by a high-deductible health plan (HDHP), you can contribute pretax income to a Health Savings Account ...
09/19/2025

If you’re covered by a high-deductible health plan (HDHP), you can contribute pretax income to a Health Savings Account (HSA) up to certain limits. Funds can be withdrawn tax-free to pay qualified medical expenses. The IRS annually adjusts HSA and HDHP contribution limits for inflation. For 2026, the maximum HSA contribution amount for individuals will be $4,400 ($4,300 for 2025) and $8,750 ($8,550 for 2025) for family coverage. The minimum HDHP deductible for individuals will be $1,700 ($1,650 for 2025) and $3,400 for family coverage ($3,300 for 2025). The maximum HDHP out-of-pocket cost will be $8,500 for self-coverage ($8,300 for 2025) and $17,000 for family coverage ($16,600 for 2025). Contact us at (248) 846-8418 with any questions.

Supporting your favorite charities in 2025? Track and document your donations as you make them so you're not scrambling ...
09/17/2025

Supporting your favorite charities in 2025? Track and document your donations as you make them so you're not scrambling at tax time. But charitable deductions might not provide the tax savings you expect because of the various rules and limits that apply. Contact us at (248) 846-8418. We can help you assess the potential tax benefits in your particular situation.

Many small businesses overpay sales tax without realizing it. Exemptions vary widely by state, and relying on vendors to...
09/16/2025

Many small businesses overpay sales tax without realizing it. Exemptions vary widely by state, and relying on vendors to get it right can lead to costly mistakes. A reverse audit can uncover overpayments and help you recover lost dollars. Don’t wait! Refunds are usually time limited. Contact us at (248) 846-8418. We can help make sure you’re not leaving money on the table.

If you sell your home, you may be eligible for a major tax break: A tax exclusion for up to $250,000 of gain on the sale...
09/15/2025

If you sell your home, you may be eligible for a major tax break: A tax exclusion for up to $250,000 of gain on the sale ($500,000 for joint filers). But there are several requirements. One is that the home must be your principal residence. If you’re thinking about selling a vacation home, consider whether you could convert it to your principal residence first to take advantage of the gain exclusion. Or convert it to a rental property for different tax-saving opportunities. Let’s talk about your options. Contact us at (248) 846-8418.

Two commonly misunderstood tax terms are deductions and credits. What’s the difference? Deductions reduce the amount of ...
09/12/2025

Two commonly misunderstood tax terms are deductions and credits. What’s the difference? Deductions reduce the amount of a taxpayer’s income before tax is calculated. For example, on your individual return, you can take the standard deduction or itemize deductions depending on which strategy will most reduce your taxable income. Credits, on the other hand, reduce the actual tax due, dollar-for-dollar, generally making them more valuable than deductions. Certain credits, such as the Child Tax Credit, are partially or fully refundable. This means that if a taxpayer’s bill is less than the amount of the credit, he or she may receive the difference as a refund. Contact us at (248) 846-8418 with your tax questions.

Thinking about what you’ll do with your business when you’re ready to move on to something else or retire? Common exit s...
09/10/2025

Thinking about what you’ll do with your business when you’re ready to move on to something else or retire? Common exit strategies include buy-sell agreements, family succession, management buyouts, employee stock ownership plans and sales to outside buyers. Each has unique benefits and tax implications. But to be successful, all require planning well in advance of your target exit date. Call us at (248) 846-8418 to start discussing the best strategy for achieving your goals.

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Holly, MI
48442

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Monday 10am - 3:30pm
Tuesday 10am - 3:30pm
Wednesday 10am - 3:30pm
Thursday 10am - 3:30pm

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