BOLDREY SENCHUK ROULEAU & WILLIAMS CPAs PC

06/11/2026

Many parents don’t know that the “kiddie tax” exists👶 Others assume it affects only minor children. But it also can apply to full-time students through age 23 and 18-year-olds even if they aren’t full-time students. When it applies, the child’s unearned income in excess of $2,700 (for 2026) is taxed at the parent’s tax rate, if higher.

If your child has investment income from custodial accounts, consider reviewing the types of investments in those accounts. Growth-oriented investments that generate little current income may help reduce exposure to the kiddie tax until your child is old enough that the tax no longer applies.

If you’d like help evaluating your family’s situation, contact us by calling 989-356-9065 📞

06/08/2026

📢 Update from the Michigan Department of Treasury

We want to share an important update regarding recent tax notices and return processing delays in Michigan.

The Treasury has acknowledged ongoing concerns with certain tax notices and return processing following their transition to a new system.

The following steps are being taken to address these issues:

✔️ Actively correcting known issues
✔️ Implementing a public Solution Tracker for updates and accountability
✔️ Enhancing customer service, including a new call-back feature
✔️ Launching an upgraded phone system in July

Below is the link for the full Michigan Department of Treasury announcement.

Treasury is aware of concerns regarding Individual Income Tax notices and returns processing. We are committed to addressing these problems directly and transparently.

06/03/2026

If you participate in a company 401(k) plan, there may be an option to add to your retirement nest egg that you’re not aware of: after-tax, non-Roth contributions. These contributions aren’t subject to the annual elective deferral limit ($24,500 for 2026, plus catch-up contributions if you’re age 50 or older). So, if your plan allows, you can make them after you’ve maxed out your deferral limit, including catch-up contributions, if applicable. They create tax basis in your account that can eventually be withdrawn tax-free and growth on the money won’t be taxed until you start taking withdrawals.

We can review your situation and help you determine whether you might benefit.

05/28/2026

Boldrey Senchuk Rouleau & Williams CPAs PC is seeking an experienced CPA/potential partner located in Alpena, MI (on-site preferred, but hybrid considered). The role is a senior leadership position with the intention of a partnership role in the near future. As the practice is heavily tax-oriented, the role involves overseeing tax preparation for businesses, individuals, and nonprofit organizations as well as managing and executing financial statement engagements for clients, ensuring compliance with accounting and tax-preparation standards, and firm business development. The candidate will oversee client accounts/relationships, provide tax preparation/planning and accounting advisory services, and collaborate with team members to deliver high-quality services. Strong communication and leadership skills are essential as the position has the potential to transition into a partnership role, involving business development and client relationship management.

Please kindly submit resume, cover letter and compensation requirements through one of the following options below:

🖥️ Careers tab on our website at www.bsrwcpas.com
📨 Email to [email protected]
📫 Mail to Office Manager, Boldrey, Senchuk, Rouleau & Williams CPAs 117 S State Ave., Alpena, MI 49707

05/27/2026

🚨 Tax Scam Alert: Protect Your Information

Scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create urgency or fear to trick victims into sharing sensitive information or sending money.

Remember, the IRS will never contact you by email or text about a tax bill or refund. It also won’t demand immediate payment over the phone. Most IRS communications are sent through regular mail — though fraudsters may send fake IRS notices by mail, often including QR codes.

Don’t click on links, open attachments or scan QR codes from unknown senders that might direct you to fraudulent websites designed to steal personal or financial information.

We are here to help. Please contact us if you have questions at 989-356-9065 or [email protected].

05/26/2026

A quick schedule update:

🗓️This Friday, May 29, 2026, our team will be in a staff meeting from 10:00 a.m.–12:00 p.m., which means our office will close for the day at 10:00 a.m.

📞If you need assistance, please call 989-356-9065 and leave a message or email [email protected]. We’ll get back to you as soon as possible. Thank you for your patience.

05/25/2026

Today, we remember our fallen heroes who defended our country and freedom. Thank you for your courage and sacrifice.

Our office will be closed today in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26, 2026.

05/19/2026

If you donate artwork to charity, the deduction you can claim depends on several factors, including the type of organization receiving the piece and how it will be used. Your deduction will generally be reduced if the charity’s use of the artwork is unrelated to the purpose or function that’s the basis for its qualification as a tax-exempt organization. The reduction equals the amount of capital gain you would have realized had you sold the artwork instead of giving it to charity. Other deduction limits as well as special substantiation and appraisal rules also may apply.

🎨🖌️ If you’re considering donating artwork or other valuable property, contact us for help ensuring the best tax outcome.

05/13/2026

Thinking about relocating? 🏡

Don’t choose a new state based only on climate, cost of living or proximity to family. Also review the tax implications.

For example, some states don’t have a personal income tax, and some that do have one offer tax breaks for pension payments, retirement plan distributions and Social Security payments. Also be aware that a state with no personal income tax may impose high property, sales or estate taxes.

Before making a move, contact us to review the potential income, property, sales and estate tax implications. We can help you minimize potential negative tax consequences and make the most of any tax advantages offered by the new state.