Dubrey, Culliton & Associates, LLC

05/24/2024

04/10/2024

The April 15 U.S tax filing deadline is only five days away. (If you file for an extension, the deadline is October 15, 2024.) Here are a few helpful reminders from Dubrey, Culliton & Associates about tax filing:

• The penalty for filing late if you owe taxes is 5% of the balance due per month up to 25%

• Filing for an extension is not an extension to pay. If you have a balance due, you must submit an estimated tax due by April 15 to avoid a penalty.

• There is no penalty for late filing if you are owed a refund or if you are living outside the country while serving in the military or in a federally declared disaster area.

• The statute of limitations to collect your refund is three years from the original due date. After three years, you forfeit your refund, so be sure to follow up!

02/17/2024

Today is Random Acts of Kindness Day, a day to spread a little extra joy and warmth in the world. It's a beautiful reminder that kindness is a gift everyone can afford to give. From a simple smile to a stranger, lending a helping hand, or sharing words of encouragement, every act of kindness creates a ripple that can reach far and wide. Take a moment today to perform at least one random act of kindness today. Imagine the waves of happiness and positivity we can create together!

01/31/2024

We are presently interviewing for a full-time receptionist/administrative assistant for our office in Sturbridge. If you know of anyone who might be interested in joining our team, please share this link with them!

SUMMARY: Dubrey, Culliton & Associates, LLC is a certified public accounting and business consulting firm known for our professional expertise and commitment to excellence. We provide a broad range of services including tax planning, auditing, and financial consulting to a diverse clientele. We are....

12/31/2023

As we bid farewell to the old year and welcome in the new, may your deductions be plentiful, your credits be abundant, and your tax burdens be lightened. Here's to a year filled with financial clarity, strategic planning, and tax-saving triumphs! May your returns be robust, and your exemptions bring you exceptional joy. Happy New Year!

12/15/2023

Meet Staff Accountant Shantell Ritchotte

Shantell specializes in corporate and individual tax returns and offers invaluable advisory services to our small business clients. Having just completed a Bachelor of Science degree in business administration from Nichols College this month, she's a force to be reckoned with in the financial realm.

Shantell's journey doesn't stop there! With her degree proudly in hand, she has set her sights on the next milestone – completing her Enrolled Agent Certification. This pursuit will enhance her ability to serve as a trusted intermediary, guiding private businesses and individuals through the intricacies of tax questions and disputes.

What sets Shantell apart? Her organizational prowess and commitment to top-notch customer service. As a self-directed individual, she thrives on making a real impact, helping our clients not just manage, but flourish in their business endeavors.

Outside of crunching numbers, Shantell is an avid golfer. She picked up the sport three years ago, and it's not just about perfecting her swing – golf has become a fantastic avenue for meeting new friends and deepening connections with our clients.

We are delighted that Shantell is a member of the Dubrey Culliton team. Please join us in cheering her on as she continues to make a positive difference in the lives of our clients and in her own professional growth!

12/01/2023

Meet Kara Cozzaglio, a licensed certified public accountant who has been an integral part of our team since July of last year.

In her role with Dubrey Culliton, Kara reviews incoming tax returns and readily assists with various special projects. Committed to staying abreast of industry developments, she actively engages in continuous education programs and stays updated on industry trends.

Known for being friendly and approachable, Kara is dedicated to efficiently managing her responsibilities. She values work/life balance, aiming to excel in her role so that her colleagues can enjoy their personal lives outside of work.

Beyond her professional commitments, Kara enjoys hiking, biking, running, puzzles, and reading with her two children. An unexpected talent of hers is the ability to recognize people by their license plates, a skill she developed in high school.

Kara’s commitment to excellence and passion for both her professional and personal pursuits make her a valuable member of our team.

11/29/2023

The Sturbridge Police Department will be accepting donated toys up until 12/19/23 for this great cause. Thank you for all the donations that came in from our fill a cruiser event.
Happy Holidays.

11/17/2023

Meet senior manager Hans Rogers. Hans is an Enrolled Agent, a tax specific certification earned and recognized by the IRS, with 15 years of tax and accounting expertise. In his leadership role, Hans oversees our professional team, nurtures client relationships, and drives firm growth initiatives. And he personally reviews all staff work to ensure that it always meets the high standards our clients expect from a certified public accounting firm.

Hans excels in tax accounting, specializing in handling complex situations with a passion for "untangling hornet nests." He mentors our staff, fostering their growth as well-rounded professionals in the accounting industry.

His pre-pandemic involvement in a local Business Networking International group solidified his reputation as a knowledgeable professional in the community.

As an Enrolled Agent, Hans meets rigorous continuing education requirements and stays updated on industry changes through relevant seminars.

He takes great pride in the work we do, recognizing it as the face of our firm. His commitment to excellence and strong customer service has helped fuel our firm's exponential growth over the years.

Outside the office, Hans seeks a balance between work and play. He enjoys golf, gardening, hiking, and exploring the outdoors with his family. Recently, he's developed a shared interest in birdwatching with his daughter. Hans also serves as the treasurer for the Brimfield Elementary School PTO, contributing to various fundraising events supporting families in our community.

11/14/2023

The IRS has released higher federal tax brackets for 2024 to adjust for inflation. The standard deduction is increasing to $29,200 for married couples filing together and $14,600 for single taxpayers. There are also changes to the alternative minimum tax, estate tax exemption, earned income tax credit and flexible spending account limits, among others. More details in the article from CNBC below.

The IRS on Thursday announced higher federal income tax brackets and standard deductions for 2024. Here's what taxpayers need to know.