Winchell CPA & Advisory Services PLLC

06/21/2026

To all the dads out there: wishing you a happy, restful Father's Day!

06/18/2026

Major student loan changes are set to take effect July 1, bringing updates to borrowing limits, repayment options, and federal aid eligibility.
New rules will limit how much some students and parents can borrow. Parent PLUS loans will be capped at $20,000 per year and $65,000 total per student, while new caps will also apply to graduate and professional degree borrowing.
Repayment options are also changing. New federal loan borrowers will have fewer choices, with options narrowing to a tiered standard repayment structure or a new income-driven option called the Repayment Assistance Program.
Borrowers currently enrolled in SAVE may also need to choose a new repayment option, with loan servicers expected to send notices about next steps.
Pell Grant rules are changing as well, including expanded eligibility for some short-term workforce training programs.
For borrowers and students, the takeaway is simple: watch for communications from loan servicers, confirm contact information is current, and review available options before deadlines arrive.

Source:

The changes will affect how much students and their parents can borrow, as well as their repayment options.

05/07/2026

44 years in Bellevue ❤️

What started with Jim’s vision 44 years ago has grown into a firm we’re incredibly proud of today. Through changing times, growing businesses, and generations of clients, one thing has always stayed the same — our commitment to serving this community.

This year is even more special as Jennifer celebrates 25 years with the firm! Her dedication, relationships, and care for our clients have helped shape who we are.

We’re so thankful for the trust and support of our clients, friends, and Bellevue community over the years. Being part of your stories, businesses, and families means everything to us.

Here’s to 44 years of serving Bellevue — and many more ahead!

05/06/2026

🚨 IRS SCAM ALERT

Scammers are sending 𝐅𝐀𝐊𝐄 𝐈𝐑𝐒 𝐂𝐏𝟓𝟑𝐄 notices to taxpayers in an attempt to steal banking and personal information. While 𝑪𝑷𝟓𝟑𝑬 𝒊𝒔 𝒂 𝒍𝒆𝒈𝒊𝒕𝒊𝒎𝒂𝒕𝒆 𝑰𝑹𝑺 𝒏𝒐𝒕𝒊𝒄𝒆 𝒊𝒏 𝒔𝒐𝒎𝒆 𝒔𝒊𝒕𝒖𝒂𝒕𝒊𝒐𝒏𝒔, fraudsters are using the confusion to trick people into giving up sensitive data.

⚠️ 𝐖𝐚𝐫𝐧𝐢𝐧𝐠 𝐬𝐢𝐠𝐧𝐬 𝐨𝐟 𝐚 𝐟𝐚𝐤𝐞 𝐧𝐨𝐭𝐢𝐜𝐞:
• QR codes to scan
• Requests for banking information by phone
• Threatening or urgent language
• Links that do NOT direct to IRS.gov
• Emails or text messages claiming to be from the IRS

✅ 𝐖𝐡𝐚𝐭 𝐲𝐨𝐮 𝐬𝐡𝐨𝐮𝐥𝐝 𝐝𝐨 𝐢𝐧𝐬𝐭𝐞𝐚𝐝:
• Go directly to IRS.gov to verify any notice
• Check your IRS Online Account
• Contact your CPA or tax professional before responding

The IRS does NOT request banking information through unsolicited calls, texts, or emails.

If you receive a suspicious IRS notice and are unsure whether it’s legitimate, our office is happy to help you verify it before you take action.

https://www.kiplinger.com/taxes/irs-refund-letters-spark-confusion-over-fake-cp53e-notices

IRS notices about refunds and direct deposit information are confusing some taxpayers and raising concerns about scam letters.

04/16/2026

Hey Tennessee 👋 didn't file your taxes or your extension today? No problem.

The IRS has announced an automatic tax extension for all 95 counties due to the January ice storm.

📅 New federal tax deadline: June 8, 2026

No action needed—it’s automatic. Reach out if you need help!

04/15/2026

04/04/2026

🚨 𝗜𝗥𝗦 𝗧𝗮𝘅 𝗥𝗲𝗹𝗶𝗲𝗳 𝗳𝗼𝗿 𝗧𝗲𝗻𝗻𝗲𝘀𝘀𝗲𝗲 𝗦𝘁𝗼𝗿𝗺 𝗩𝗶𝗰𝘁𝗶𝗺𝘀

The IRS has announced tax deadline relief for individuals and businesses impacted by Winter Storm Fern in Tennessee.

👉 𝗡𝗲𝘄 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲: May 22, 2026

If you’re in an affected county, this relief includes:
✔️ Individual income tax returns
✔️ Business tax returns
✔️ Quarterly payroll & certain excise tax filings
✔️ Estimated tax payments

✅ The IRS will 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝗮𝗽𝗽𝗹𝘆 relief for eligible taxpayers in designated counties.

If you have questions about how this impacts your situation, feel free to reach out—we’re here to help!