Welcome back to the second segment of “Casey’s Corner”—a great new series in which I’ll be interviewing special guests from around north San Diego County about their contributions to our community.
My second interviewee in this series is my good friend and financial/tax advisor Thomas Boles. In 2007, he became the president and owner of Telesis Tax & Financial. Though it started solely as a financial firm in 1984, when Thomas took the reins, he expanded it to include a tax element. Among other things, Thomas is a registered tax preparer and an IRS-enrolled agent.
Cited below for your convenience are timestamps that will direct you to various points in the episode. Feel free to watch the full message or use these timestamps to browse specific topics at your leisure:
1:18—A little about Tom’s emergence in the financial industry and Telesis
3:45—Discussing the specifics of the recent tax overhaul and its impact
6:05—Who are the biggest winners and losers of the new tax system?
8:07—Thomas’ advice to taxpayers who’ve been hit the hardest in regards to withholding
8:57—Briefly explaining the elimination of the healthcare penalty after 2019
10:40—What taxpayers should know about their tax base
12:30—Why Telesis is a cut above the rest in the sphere of tax consulting and advice
14:23—Wrapping things up; how you can contact Tom and Telesis
If you have any other questions for me or if you’d like more information about today’s episode of “Casey’s Corner,” feel free to contact me as well. I look forward to speaking with you!