August 23, 2019 – Seth O’Connell

It is with heavy hearts that we inform you of the passing of our longtime partner, friend and Henry’s brother, Seth O’Connell, on August 23rd. Needless to say, we will all miss him more than words can express.

For nearly 20 years, Seth’s dedication and commitment have been an important part to the success and growth of our firm. As a lifelong resident of Saint Augustine, Seth was always happy to volunteer his time and expertise in our community. For years, Seth served for several non-profits providing management consulting and treasury support. His dedication, bright sense of humor and willingness to serve the community, clients, friends and family will be greatly missed.
We ask that you keep his wife, Aimee, his family and friends in your thoughts and prayers during this difficult time. If you have any questions in regards to this announcement, please reach out to our receptionist, Amanda, at 904-829-0082.

The W. H. O’Connell & Associates Team

Full Obituary for Seth O’Connell

Office Closed Due to Hurricane Irma

Our office will be closed due to Hurricane Irma starting Friday September 8th and we hope to reopen on Tuesday September 12th.

If you need assistance while we are away.  Please e-mail us and we will try to respond to your requests as we are available.  We apologize for any inconvenience.

If you will be affected by the storm here are some guidelines to follow.

Hurricane Post

All the best to you and your family during this time.  Please be safe!

The W. H. O’Connell & Associates Team








Free Florida Department of Revenue Webinar, TODAY!

At 2:00 PM today, the Florida Department of Revenue will be holding a free webinar to learn about the following:

· Florida tax requirements and your responsibilities
· Reemployment tax rates
· How to file and pay electronically
· The difference between employees and independent contractors
· Common Law Rules
· Records you need to keep, and more.

To register:  Webinar Registration

Learn all you need to know about sales tax, unemployment and more!

W. H. O’Connell & Associates Team

Office Closed for 4th of July Weekend

Please note our office will be closed on Friday, June 30th and will re-open on Wednesday, July 5th for our staff to enjoy the holiday weekend with friends and family.


Wishing all of our clients and friends a happy and safe holiday weekend!   If you’re staying in St. Augustine make sure to check out some of the great events going on around town.

St. Augustine Social: Everything You Need to Know About 4th of July in St. Augustine

Old City Life: 4th of July in St. Augustine

Happy Independence Day!

The W. H. O’Connell & Associates Team


1099 Due Date Reminder


Reminder to all clients that send need to send out 1099’s – the due date for all forms to be sent to the IRS is January 31, 2017.

For more information on 1099 filings visit:  IRS Official – Am I required to file a 1099 or other information return?

Help us ensure a timely filing by getting your information to our office no later than Monday, January 23rd.  For more information or if you have any questions please call our office 904.829.0082, we are here to help!

W. H. O’Connell & Associates Tax Team

Office Closed Due to Weather

Our office will be closed beginning Thursday, October 6 and will re-open Monday, October 10 due to Hurricane Matthew.  We are encouraging all of our clients and staff to stay prepared and safe during the storm.

If this causes you any inconvenience we apologize and look forward to returning your calls and emails next Monday.

Here are some tips for preparing for a hurricane:  6 Easy Tips to Prepare for a Hurricane

Thanks and stay safe!

The W. H. O’Connell & Associates Team

Final Ruling for Updates to Fair Labor Standards Act Overtime Regulations

New rules entitle most salaried white-collar workers earning less than $913 per week or $47,476 a year to overtime pay.  When last updated in 2004, salary level was set to $455 per week or $23,660 a year.   The increase is set to go into effect on December 1, 2016.

See full Summary of Ruling:  US Department of Labor Overtime for White Collar Workers Final Summary

What does this mean for employers?

It is estimated that over 4.2 million workers will be affected by this rule based on salaries.  Many employers will have to choose whether to increase employee’s salaries to the new salary requirement ($47,476/year), pay employees overtime for work performed or limit workers to 40 hours a week.

Moving forward:

The rule will be automatically updated every 3 years.  This will not only protect employees from not receiving proper compensation for work performed, but also will allow employers to easily adapt to changes knowing when the salary updates will occur and how they will be calculated.

The W. H. O’Connell & Associates Team

Going Paperless with QuickBooks Attachments

Attaching files to QuickBooks transactions is a simple way to help your office go paperless.

Whether a business owner or bookkeeping professional, attaching invoices and receipts to your QuickBooks transactions is a very practical way to allow both you and your tax professional instant access to source documents for expenditures.

Keeping your files in one central location makes it easy for business owners to organize various documents related to customers, vendors, employees and business transactions in one place – the Quick Books Doc Center.

Here’s How To Attach A File To A Bill Using QuickBooks Attachments:

  1. On the ‘Bill Input’ screen, Click the ‘Attach File’ icon (looks like a Paper Clip), as seen below.
  2. QB ATTACHMENT BLOGNext, Choose the source document (for example, a vendor invoice received via email) to attach. QuickBooks will prompt you to choose a file already saved on your PC or Mac.  Or, simply scan the document to attach it instantly to a transaction.
  3. You can use this process to attach source documents to Credit Card Charges, Checks and Debit Card transactions, too! Attach your receipt or invoice and you are good to go!

Don’t forget:  When going paperless, it is critical to maintain a backup copy of your QuickBooks file!  Hard drives crash, and computers malfunction.  Remember to keep hard copies of your source documents until you back up your QuickBooks file to a hard drive or “cloud” based program.

Cloud based storage is a simple, affordable option for backing up your QuickBooks files, and provides ready access to you from any location.  An excellent cloud-based system we recommend is Dropbox.

Visit the Dropbox website for storage options and pricing, your first 2GB of space is free! Dropbox Price & Options

QuickBooks’ blog has an easy step by step guide for clients that utilize QuickBooks online:  Attaching Files for QuickBooks Online Users

We are here to help.  Call our office for questions or to set up an appointment to optimize your QuickBooks program today – 904.829.0082.

The W. H. O’Connell & Associates Team