Jeromy T. Bourque, CPA

Jeromy T. Bourque, CPA

Jeromy is Certified Public Accountant working at WMDDH in Lafayette, LA. Jeromy uses a holistic approach to financial and tax planning to ensure clients grow their businesses and personal wealth.

Please reach out for a free consultation if you are looking for a CPA who: Responds when you call or email, knows your situation and can make tax planning recommendations to align your personal goals, and educates you along the way.

Operating as usual

Photos from Jeromy T. Bourque, CPA's post 10/28/2021

Election Day is right around the corner, and while most of us don’t have candidates to vote for, it’s important to hit the polls to vote on these statewide amendments that will drastically impact the way our state handles tax revenues! Early voting starts this weekend - Oct 30

#taxtips #proactiveaccountant #louisiana #geauxvote #louisianalaw #CPA

Business Owner Hopes to see  a New System for Sales Tax Collection 10/23/2021

Business Owner Hopes to see a New System for Sales Tax Collection

Business Owner Hopes to see a New System for Sales Tax Collection The state of Louisiana announced that voters will decide to overtake the sales tax collection system here in the state. NEWS15 spoke to one business owner that hopes residents side with the small business in the state when going to the ballots.

10/15/2021

⚠️ We are now one month away from the extended state filing deadline for Louisiana residents that weren’t significantly effected by Hurricane Ida (Lafayette area not extended). If you filed an extension this year, you have until November 15th to submit your final state tax returns. Although the federal government extended all LA residents to January, the state did not follow. Contact us if you have any questions!

#taxtip #Louisiana #proactiveaccountant #deadline

⚠️ We are now one month away from the extended state filing deadline for Louisiana residents that weren’t significantly effected by Hurricane Ida (Lafayette area not extended). If you filed an extension this year, you have until November 15th to submit your final state tax returns. Although the federal government extended all LA residents to January, the state did not follow. Contact us if you have any questions!

#taxtip #Louisiana #proactiveaccountant #deadline

10/01/2021

Budgeting is a hard but necessary component of increasing business profits and building wealth. If you don’t know where your money is going, you’ll struggle to save! Here are some tips to start on your budgeting journey. Next week we’ll talk about tracking budgets.

#businesstips #taxtips #proactiveaccountant #cpa #smallbusiness

Budgeting is a hard but necessary component of increasing business profits and building wealth. If you don’t know where your money is going, you’ll struggle to save! Here are some tips to start on your budgeting journey. Next week we’ll talk about tracking budgets.

#businesstips #taxtips #proactiveaccountant #cpa #smallbusiness

09/17/2021

Rules have changed for compensation for college athletes. Don’t leave money on the table, and don’t get caught in a bind come tax time — make sure you understand the rules of the game! If you have questions or need advice, give us a call!

#proactiveaccountants #taxtips #smallbusinesstips #CPA #NIL #collegeathletes

Rules have changed for compensation for college athletes. Don’t leave money on the table, and don’t get caught in a bind come tax time — make sure you understand the rules of the game! If you have questions or need advice, give us a call!

#proactiveaccountants #taxtips #smallbusinesstips #CPA #NIL #collegeathletes

09/16/2021

Waiting for tax season to end like…

#Deadlines #biggesttrickoftheyear #officedecor #halloween #cpafirms

Credit to Brittany Thibodeaux Ledoux for her decor skills!

Waiting for tax season to end like…

#Deadlines #biggesttrickoftheyear #officedecor #halloween #cpafirms

Credit to Brittany Thibodeaux Ledoux for her decor skills!

09/10/2021

Don’t get caught in a trap by organizations (or TikTokers) that promote aggressive tax strategies! If a tax strategy seems too good to be true, it probably is. Be wary of people promoting get rich quick schemes or promising things no one else can promise. If anything feels fishy, contact us to double check!

#proactiveaccountant #CPA #taxtip #smallbusinesstips

Don’t get caught in a trap by organizations (or TikTokers) that promote aggressive tax strategies! If a tax strategy seems too good to be true, it probably is. Be wary of people promoting get rich quick schemes or promising things no one else can promise. If anything feels fishy, contact us to double check!

#proactiveaccountant #CPA #taxtip #smallbusinesstips

Photos from Jeromy T. Bourque, CPA's post 09/03/2021

Not sure where to go next with your small business? Check out these local organizations that provide training, mentoring, and other services vital for helping your small business succeed. These low- or no-cost organizations are there to help you grow your business to its full potential!

#smallbusinesstips #proactiveaccountants #cpa

One Acadiana

08/31/2021

🚨New update from the IRS!🚨

If you live in Louisiana OR if you are currently a client of WMDDH/any CPA in Louisiana, the deadline to file 2020 federal tax returns has been extended to January 3rd!

🚨New update from the IRS!🚨

If you live in Louisiana OR if you are currently a client of WMDDH/any CPA in Louisiana, the deadline to file 2020 federal tax returns has been extended to January 3rd!

08/20/2021

This week’s tip is on what you will need for a Workers Compensation policy audit. Don’t be alarmed by the word “audit”. It’s just a review of your actual labor costs versus the estimated labor costs used to calculate the premiums of your current policy. The results of this will be used to “true-up” your current policy premiums - either up or down. Feel free to reach out with any questions or concerns!

#smallbusinesstips #taxtips #proactiveaccountant #workerscomp #CPA

This week’s tip is on what you will need for a Workers Compensation policy audit. Don’t be alarmed by the word “audit”. It’s just a review of your actual labor costs versus the estimated labor costs used to calculate the premiums of your current policy. The results of this will be used to “true-up” your current policy premiums - either up or down. Feel free to reach out with any questions or concerns!

#smallbusinesstips #taxtips #proactiveaccountant #workerscomp #CPA

Photos from Jeromy T. Bourque, CPA's post 08/13/2021

Getting into real estate investment can be intimidating, but it's an important addition to your investment portfolio! Swipe through for important things to look for when deciding to invest in real estate, as well as deductions you can receive when you do invest. Contact me for more information!

#proactiveaccountant #Taxtips #businesstips #realestateinvesting

08/09/2021

Big thank you to everyone that voted for us in the first round - We made the top 5 of best CPAs in Acadiana! The last round starts today and ends in 15 days, so please continue to support us and other local businesses in Acadiana!

Voting for the Best of Acadiana 2021 is open from August 9-23, and you can find the link in my bio (and below) to vote for us and all of your Acadiana favorites!

@jeromybourque

Big thank you to everyone that voted for us in the first round - We made the top 5 of best CPAs in Acadiana! The last round starts today and ends in 15 days, so please continue to support us and other local businesses in Acadiana!

Voting for the Best of Acadiana 2021 is open from August 9-23, and you can find the link in my bio (and below) to vote for us and all of your Acadiana favorites!

@jeromybourque

08/06/2021

One of the most intimidating parts of opening a new business is finding the funding to start the business. Above are a few common mistakes that people make when appealing to banks and other lenders for capital.

Need guidance on how to fill out these applications? Contact me for more information!

#smallbusinesstips #proactiveaccountant #CPA #businesstips #taxtips

One of the most intimidating parts of opening a new business is finding the funding to start the business. Above are a few common mistakes that people make when appealing to banks and other lenders for capital.

Need guidance on how to fill out these applications? Contact me for more information!

#smallbusinesstips #proactiveaccountant #CPA #businesstips #taxtips

07/30/2021

This week’s tip is for the business owners with short term cash flow shortages. A business line of credit is an important tool in a small businesses’ bag. These lines of credit are usually unsecured, which means that owners are not required to pledge collateral to get these lines. When looking at these lines of credit, it’s important to look at interest rates on outstanding balances because they can often be higher than collateralized loans.

If you’re interested in exploring more options, contact me for more information! We work with many bankers that can meet your needs

#businesstips #proactiveaccountant #taxtips #CPA

This week’s tip is for the business owners with short term cash flow shortages. A business line of credit is an important tool in a small businesses’ bag. These lines of credit are usually unsecured, which means that owners are not required to pledge collateral to get these lines. When looking at these lines of credit, it’s important to look at interest rates on outstanding balances because they can often be higher than collateralized loans.

If you’re interested in exploring more options, contact me for more information! We work with many bankers that can meet your needs

#businesstips #proactiveaccountant #taxtips #CPA

07/23/2021

The opening ceremony for the Tokyo Olympics is this morning! In honor of this event, this week’s tip is about the symbol of passing the torch — continuity between the old and the new. In a recent survey by Nationwide, 3 in 5 small businesses do not have a business succession plan. Building a successful small business is the work of a lifetime. Make sure that your legacy is secure — and your finances and family are protected — by creating a solid succession plan to decide how to manage, sell, or pass on your business to a new generation of ownership. The above image shows some of the strategies used to transfer ownership to children and/or 3rd parties. Reach out to your CPA and attorney with any question!

#CPA #Proactiveaccountant #taxtips #Olympics #Succession #financialplanning

The opening ceremony for the Tokyo Olympics is this morning! In honor of this event, this week’s tip is about the symbol of passing the torch — continuity between the old and the new. In a recent survey by Nationwide, 3 in 5 small businesses do not have a business succession plan. Building a successful small business is the work of a lifetime. Make sure that your legacy is secure — and your finances and family are protected — by creating a solid succession plan to decide how to manage, sell, or pass on your business to a new generation of ownership. The above image shows some of the strategies used to transfer ownership to children and/or 3rd parties. Reach out to your CPA and attorney with any question!

#CPA #Proactiveaccountant #taxtips #Olympics #Succession #financialplanning

Photos from Jeromy T. Bourque, CPA's post 07/15/2021

Child tax credit advances start hitting bank accounts today! We’re getting reports that child tax credit advances are being deposited to taxpayer accounts that should not be eligible. See my previous post from June 23rd for information on how and why you should opt out. It’s not too late!

Income limits for eligibility, married filing joint:
Reduction of credit starts at $150K and completely ineligible if over $440K

Income limits for eligibility, single filers:
Reduction of credit starts at $75K and completely ineligible if over $240K

#taxtips #childtaxcredit #proactiveaccountant #taxpro

Photos from Jeromy T. Bourque, CPA's post 07/09/2021

Are you hiring independent contractors or employees? 🧐

The IRS, Department of Labor, and some state regulators closely monitor worker classifications, and classifying your workers incorrectly could have major tax implications! If your workers are misclassified, it could mean owing back taxes or penalties. Swipe through to see the difference between independent contractors and employees, and contact me if you have any questions!

#proactiveaccountant #businesstips #taxtip #cpa

Photos from Jeromy T. Bourque, CPA's post 06/23/2021

Now that the Child Tax Credit Portal is open, this week I want to discuss reasons why you SHOULD or SHOULD NOT opt out of the advance payments of the new child tax credit that we previously detailed. Here’s some tips on if you should or should not opt out!

📣If you elect to opt out, make sure that both partners who file jointly are opting out. The website is a PROCESS, so just be aware that you may need to spend some time on the portal if you elect to opt out.

As always, if you have any questions, let me know!

Edit: I’ve added the IRS portal to opt out in my Linktree. See my bio for Linktree link.

#proactiveaccountant #taxtip #CPA #taxpro #childtaxcredit #nextyearsnightmare #personalfinance

06/15/2021

Who loves retroactive tax law changes?? The LA legislature, apparently!

On June 4th, 2021 SB11 was signed by Gov. Edwards. This Senate Bills retroactively made certain Covid assistance exempt from Louisiana income tax. Reach out to your CPA if you have already filed your 2020 tax return to see if it’s worth amending your tax return.

#taxtip #proactiveaccountant #Louisiana #theyearthatkeepsongiving

Who loves retroactive tax law changes?? The LA legislature, apparently!

On June 4th, 2021 SB11 was signed by Gov. Edwards. This Senate Bills retroactively made certain Covid assistance exempt from Louisiana income tax. Reach out to your CPA if you have already filed your 2020 tax return to see if it’s worth amending your tax return.

#taxtip #proactiveaccountant #Louisiana #theyearthatkeepsongiving

06/10/2021

🚨New update from the IRS!🚨

If you live in one of the parishes affected by the May 17th flooding, OR if you are currently a client of WMDDH, the deadline to file and pay federal taxes has been extended to August 16th!

Update: Louisiana has also provided this relief as of June 11th via Revenue Bulletin No. 21-015

2020 Louisiana income tax returns and 2021 franchise tax returns are now extended to August 16th, 2021

@jeromybourque

🚨New update from the IRS!🚨

If you live in one of the parishes affected by the May 17th flooding, OR if you are currently a client of WMDDH, the deadline to file and pay federal taxes has been extended to August 16th!

Update: Louisiana has also provided this relief as of June 11th via Revenue Bulletin No. 21-015

2020 Louisiana income tax returns and 2021 franchise tax returns are now extended to August 16th, 2021

@jeromybourque

06/10/2021

Deductibility of meals and entertainment have recently changed for the 2021 & 2022 tax years to help support restaurants! Check out this chart to see if any of these new deductions apply to your business, and, as always, give me a call if you have questions!

#taxtip #proactiveaccountant #takemegolfing #meals #restaurant

Deductibility of meals and entertainment have recently changed for the 2021 & 2022 tax years to help support restaurants! Check out this chart to see if any of these new deductions apply to your business, and, as always, give me a call if you have questions!

#taxtip #proactiveaccountant #takemegolfing #meals #restaurant

06/04/2021

Nominations for the Times Best of Acadiana are OPEN! Head to the link in my bio to nominate me and all of your favorites in Lafayette! If you nominate in more than 25 categories, you will be entered for a chance to win a $250 gift card. You can vote once per day until June 25th, so make every day count! Jeromy Bourque

Nominations for the Times Best of Acadiana are OPEN! Head to the link in my bio to nominate me and all of your favorites in Lafayette! If you nominate in more than 25 categories, you will be entered for a chance to win a $250 gift card. You can vote once per day until June 25th, so make every day count! Jeromy Bourque

Jeromy T. Bourque, CPA updated their website address. 06/03/2021

Jeromy T. Bourque, CPA updated their website address.

Jeromy T. Bourque, CPA updated their website address.

Photos from Jeromy T. Bourque, CPA's post 06/01/2021

🚨Update for Parents! 🚨

The American Rescue Plan Act created increased tax credits for parents. Swipe through to see how this may have impacted you, and if you have any questions about the tax implications of this Act, contact us at WMDDH!

#taxtip #proactiveaccountant #cpa #accountingfirm #taxadvisors

05/28/2021

Congratulations to the winners of our gift card giveaway Jonathan Booth and Alicia Washington!

Photos from Jeromy T. Bourque, CPA's post 05/25/2021

Getting a letter from the IRS can be scary! Here’s some things that could trigger that letter in your mailbox. As always, give me a call if you need any assistance responding to a tax notice or have any other issues!

#taxtip #ProactiveAccountant #CPA #TaxNotice #DontPanic

Photos from Jeromy T. Bourque, CPA's post 05/20/2021

This week’s #taxtip is on Health Savings Account as I received a lot of questions on them from my interview with @lafayettelifestyle
HSAs are an extremely underutilized tool that significantly reduce taxes and help build wealth. A study published in July 2020 noted only 55% of people eligible for a HSA do not contribute to them. These people are missing out on tax savings ranging from 21% to 46%! As always, let me know if you have any questions!

#proactiveaccountant #cpa #healthsavingsaccount #taxsavingtool

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100 Petroleum Dr
Lafayette, LA
70508

Opening Hours

Monday 7:30am - 6:30pm
Tuesday 7:30am - 6:30pm
Wednesday 7:30am - 6:30pm
Thursday 7:30am - 6:30pm
Friday 7:30am - 6:30pm
Saturday 9am - 3pm
Sunday 9am - 3pm
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