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Winter 2015 

Happy New Year! What are your goals for 2015? We're continuing our commitment to inform and educate our clients and friends. In this issue, we've included tips on the Affordable Care Act, and recordkeeping basics. And for those of you who haven't made any resolutions yet, we've included some suggestions on how to make 2015 your best year yet. Looking for more tips? Give us a call - we're happy to help!

Inside Our World....

On December 29th, the staff at Leslea Ellis, LLC prepared a home-cooked meal at Ronald McDonald House as part of United Way's Day of Caring. Pot roast and all the fixings were ready and waiting at this "home away from home" for the families of seriously ill children.

In addition, we are one of several sponsors of two upcoming events. On January 31, the Kiwanis Club of Fort Myers Metro-McGregor hosts the 7th Annual Calusa Bug Chase 5K Run at the Calusa Nature Center. Event proceeds will benefit the club's BUG (Bring UP Grades) program.

And on February 5, Hope Clubhouse presents "Hearts of Hope",  a fundraiser to help persons living with mental illness.

Taxing Matters
Tax Reporting and the Affordable Care Act


In response to The Affordable Care Act, the 2014 tax law requires that taxpayers document the status of their health care coverage, and that of each member of their family, on their income tax return.

Taxpayers must show that they had qualifying health insurance coverage  (also known as minimum essential coverage) for each month of the year, or that they qualify for one or more exemptions. Otherwise, taxpayers must make an individual shared responsibility payment when filing their federal income tax return.  Read more... 

Recordkeeping Made Simple

You don't need a complicated system to keep accurate business records. What matters most is developing a system that works for you and then using it consistently. Accurate records can make running a small business a whole lot easier. Here are a few suggestions to get you started.

Keep business and personal expenditures separate.

It's much easier to track business expenses and document tax write-offs if you don't co-mingle your personal and business funds. Set up a separate bank account and credit card just for Read more...  

Small Business Play Book

5 Resolutions to Make 2015 Your Best Business Year Yet


It's never too late to make resolutions. Here are five that can benefit any business.

Review last year's performance.

Take some time to look back at what worked and what didn't in 2014 and then write down your goals for this year. In what areas can you be more efficient? Read more...


Who Let the Dogs Out?!

Super Bowl Sunday is almost here and fans are gearing up for the highly anticipated matchup between...Team Ruff and Team Fluff? Move over Patriots and Seahawks, the real contest takes place on February 1st at Puppy Bowl XI, which airs 3 to 5 p.m. ET on Animal Planet. Puppies from shelters and rescue groups across the United States will compete for the title "Most Valuable Puppy". Read more...


At Leslea Ellis, LLC, we provide our clients with the best solution for their tax and accounting needs using the benefit of our experience, up-to-date technology, and professionalism coupled with an unyielding commitment to honesty and integrity in all we do.  Our service offerings include general accounting services, forensic accounting and litigation support, fraud examination, as well as tax preparation and related services.  Call our office today at 239-690-6500 and speak to Diane about scheduling an appointment.



Leslea G. Ellis, CPA
Managing Member