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Rhode & Van Fleteren

Certified Public Accountants

10004 E. Lippincott Blvd., Suite A

Davison, MI 48423

(810) 653-1930 ♦ Fax: (810) 652-1933


Happy New Year!!   


We had a big change this year, Steve Van Fleteren retired on 6/30/22.  For those who would email documents to Steve please avoid using his email because it will delay the completion of your return. 


All of us are going through a transition and we are asking that you please be patient.  Many of the meetings and phone calls will now fall to me.  This will take up significant amounts of my time.  In an effort to help, I have added new staff and increased the hours of our seasonal help. We currently have four CPAs and four accountants, all who have experience working on tax returns.  For this reason, I have assigned responsibility for various clients to my staff to help provide you the excellent service you are used to receiving.          


It is still necessary to limit the amount of tax meetings since there are only so many hours in a day.  For returns that don’t have a meeting, our procedure will be to have a team member contact you directly, to obtain final pieces of information, provide tax results, and answer any other questions.  If you need a meeting, please contact the front desk.      


What can you do to help us with our process? Get your stuff in early!!  Often waiting to give us your documents because you are missing one piece or you get busy can delay the completion of the return.  The earlier we can review your documents the sooner we can determine what else we need.  Next gather all important tax documents mailed to your home and review tax documents that you receive online so you can login to get them printed.  It is usually a broker statement or a K-1 that comes later don’t wait on these things.  Any return we receive after April 1, 2023 will have to be put on extension. The 2022 tax season procedures and tax information form are attached. 


We strive to continue to provide excellent and efficient service.  This information will also be available on our website and our Facebook page. Please contact us if you have any questions regarding our procedures.  We are happy to help and look forward to serving you. 






2022 Tax Season Procedures


  1. Client organizers were printed the first week of January 2023 and we used the prior year list of taxpayers who requested them.  If you would like to be added to the list, please call us at 810-653-1930.


  1. Please fill out the enclosed form and return it with your tax documents. 


  1. Options to deliver your documents to us:
    1. Mail - It is best to make copies and send certified mail.


  1. Deliver to our office and deposit them in our secure drop box located to the right of the suite door.  Please enclose everything in a sealed envelope.


  1. Send them through our secure, electronic Portal. Please contact our office and we will assist you with setting up an account.


  1. Email your documents to .  Avoid this method with confidential information because this method is not secure.    


  1. When your return is complete, we will arrange to review it with you either by phone, zoom meeting or facetime appointment. 


  1. Options to receive your tax returns:  
    1. Pick up at our office. 
    2. Mail – Returns will be sent USPS certified mail for tracking purposes.  There is a $10 fee for this method.        
    3. Portal – 24-hour access to your returns once an account is created.


  1. IMPORTANT: Form 8879 will be included with your finalized tax return.  It must be signed and returned in order for us to file your tax returns with the IRS and state.  You can return this form to our office by dropping it off, mailing it, or fax to 810-652-1933.  If you decide to email to, please make sure to block out social security numbers.   




2022 Tax information and questions


Name__________________________   Contact Phone: ____________



Preferred way to receive completed return:   Mail ____   Pickup _______ Portal____

Method for meeting or communication: Phone call____ Email____ Zoom____ Facetime____

Best time for meeting:  AM____ or PM____   Preference on Day __________

Do you want a Portal:  Yes_____    No _____ Have One _______

Confirm your bank account for refunds:  Same as LY     New (provide a copy of check)

Questions you have and want answered:

  1. ________________________________________________________________________________________________________________________________________________________________________________________________________________________
  2. ________________________________________________________________________________________________________________________________________________________________________________________________________________________
  3. ________________________________________________________________________________________________________________________________________________________________________________________________________________________
  4. ________________________________________________________________________________________________________________________________________________________________________________________________________________________



Virtual Currency: At any time during 2022, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? Yes ____ No ___




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BOI Reporting

NEW FOR 2024

Beneficial Ownership Reporting (BOI) with FinCen


Effective January 1, 2024, many companies in the United States must report information about their beneficial owners—the individuals who ultimately own or control the company—to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Department of the Treasury.

Who Has to Report?

  1. Any corporation, any limited liability company (LLC), or otherwise created in the United States by filing a document with a secretary of state or any similar office under the law of state or Indian tribe; or
  2. Any foreign company and was registered to do business in any U.S. state or Indian tribe by such a filing.

When Do I Report?

FinCEN began accepting reports on January 1, 2024.

  • If your company was created or registered prior to January 1, 2024, you will have until January 1, 2025 to report BOI.
  • If your company is created or registered in 2024, you must report BOI within 90 calendar days after receiving actual or public notice that your company’s creation or registration is effective, whichever is earlier.
  • If your company is created or registered on or after January 1, 2025, you must file BOI within 30 calendar days after receiving actual or public notice that its creation or registration is effective.
  • Any updates or corrections to beneficial ownership information that you previously filed with FinCen must be submitted within 30 days


Please visit for more information.


Rhode & Van Fleteren, CPAs will not be filing these reports for you.

However, we can provide you information about how to report.  For example, any taxpayer who owns multiple entities we would recommend you get a FinCen ID. 


                                                2024 BENEFICIAL OWNERSHIP INFORMATION (BOI)                                                                                                                                                                                                                                                                        

Go to Website                                                                                                                               Click BOI                                                                                                                                                                                                                                                                     

1. All owners of company should first get a user id and password so they can apply  for a FinCen ID                              

2. Get a FinCen Identifier (FinCen ID) Application   (Create a FinCen ID on website

Login in using your user id and password                                                                                

Complete your name and address                                                                                                              

Add Identifying document type                                                                                                                 

                           state issued driver's license 

                           state/local/tribe issued id                                                                                                            

                           us passport                                                                                                        

                           foreign passport                                                                                                              

Upload the image                                                                                                                            

Click submit                                                                                                                       

You will be given your FenCen ID after you submit                                                                                                                                                                                                                                                          

3. Next client on File a report using the BOI e-filing system                                                                                                              

Then click on BOI e-filing Get started                                                                                                      

                           Wev click prepare & Submit BOIR                                                                                                

                           Click agree to terms                                                                                                        

                            Filing information                                                                                                            

                            Most will be Initial report                                                                                                             

                            Legal Name and Alternate name of business                                                                            

                            EIN of the business                                                                                                         


                             Current US Address                                                                                                        

                              #16 Existing business you will click if in business prior to 1/1/24.                                                                                          When existing reporting company is indicted, all Company                                                                                       Applicant fields will be cleared/disabled. Do you wish to continue?                                                                         YES                                                                                        

                                If have a FINCEN ID you will then skip to part III or click next                                                                                  Enter your FINCEN ID and click

                                Now you are in final stage to Submit after adding your email, name, and agree.                                                    Print out BOIR and save for your records                                                                                             


NOTE:          All business required to file have till end of 2024 to file this report.                                                                New entities/business created in 2024 if required to file have 90 days.