Meisa BonelliTaxes

EntrepreneurshipPhilanthropy

About Meisa Bonelli

Meisa Bonelli’s clients come to her and folIow her advice because they know it’s what kick started her success. Meisa has over 15 years of experience as a serialpreneur outside of the tax arena. With no website, no startup capital and no experience, at 21, Meisa started a successful part-time vacation rental business in Manhattan that catered to foreign travelers. In one year she was earning six figures and purchased her first home. The fundamental advice she gives her clients emphasizes them understanding the importance of every financial decision in their business and the implication on their taxes, bottom-line and ultimately their future.

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“Yes, entrepreneurship is a journey of faith and boldness; however, the most strategic individuals are still prudent. Meisa Bonelli, SManaging Partner of Millennial Tax, a firm that specializes in helping new solopreneurs and home-based business owners finance their ventures through tax savings with a compliant tax strategy, used her savings and tax savvy to make the leap from employee to business owner. When Meisa started her first business, a vacation rental business in New York (pre-Airbnb), she did it with savings and recouped her investment through tax refunds. This is a type of strategy that requires a formal plan and diligent record keeping in case you’re ever audited by a tax authority.”

Credentials & Experience

Over 15 years of experience as an entrepreneur.

Over 10 years of experience as a finance professional.

Over 8 years of experience as a tax analyst.

Former Chief of Staff for a John Sculley (former CEO of Apple) portfolio company.

During her working career, Meisa head up and run the information technology and

compliance departments for a $1 billion multinational private equity firm.

Over 7 years of private equity experience.

Interdisciplinary trained in finance, taxation and law.

Over 7 years of experience helping clients enhance the efficiency of company contracts,

identifying profitable reductions in cost and implementing investor focused solutions.

Over 5 years employing a consultative approach facilitating negotiations between the

Internal Revenue Service and clients to amicably and discreetly resolve tax matters.

A proven track record mapping a company's solvency, profitability and growth ratios.

Through training and working knowledge of financial modeling, preparing valuation and

sensitivity reports.

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Certified in Financial Analysis

Certified in Financial Modeling

Certified in Financial Valuation

Certified in Financial Accounting

Certified Financial Coach

Masters of Science - Management and Systems with a focus in Entrepreneurship

Bachelors of Science in Prelaw/Legal Studies

Experience

Credentials

Small Business Evangelist

Micro small business entrepreneurs and solopreneurs that gross $100,000 call her to develop the right tax strategy and audit proof their business.

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called the "Liv Pope of Tax" for helping small business owners, affluent professionals and lifestyle entrepreneurs discreetly resolve tax issues. These exclusive services are offered through the highly selective 5th Avenue Associates.

Meisa Bonelli is one of America's leading interdisciplinary tax strategists. Meisa has gained a reputation as a gladiator and is

Media Personality

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Meisa is one of the most quoted media experts on women entrepreneur and small business issues. Most recently, she's been featured on the Dow Jones' Market Watch, Jim Cramer's TheStreet.com, Black Enterprise and YahooFinance.

Pass Through Deduction Tax Planning Tips for Solopreneurs, Freelancers and Micro-Small Businesses

Four Important Questions Women and Minority Business Owners Should Ask Current, Prospective Financial Pros

Smart Ways to Take Advantage of Your Tax Refund

How Millennials Should Tax PlanCrazy Tax Deductions

Small Business Interview with Meisa Bonelli

Associated Press Feature

Choose the Right Entity for Your Business. Often times when entrepreneurs consider incorporating, they think of choosing an LLC. or S-corporation, rather than what structure would be most beneficial from a tax standpoint. “Many business owners are just looking to be lifestyle entrepreneurs — earning between $100,000 and $1 million in income. They have to consider their federal, state and municipal tax implications with their business objectives. advises Bonelli. “Then choose an entity from that standpoint. Audit Proof Your Business. Entrepreneurs often do some of the right things from an accounting, but not all of the right things. “It’s either they don’t have a bookkeeping system, they’re not accurately saving receipts or they’re not keeping track of their business activity and that’s some of the core things they have to do to audit proof their business,” says Bonelli.   Micro small businesses are more likely to be audited, especially if the owners claim the earned income credit along with business income/losses. “They have to make sure their business is audit proof." Get a Second Look. Bonelli says 40% of her clients initially consulted her after experiencing an error on their taxes. “Per the IRS databook, mathematical errors are the main reason why the IRS will pursue a correspondence and/or field audit,” she says. “You want to make sure that if you feel like you’re paying too much or if you’re unsure about your tax professional, getting a second look at your tax situation is a good idea."

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Tax Planning is Year-Round. When you’re an employee, you only need to look at your taxes once a year, but when you're a business owner, there are quarterly filings required. “This alone requires there is an ongoing dialogue with your tax professional, but when people transition from employee to entrepreneur, they don’t necessarily have the understanding that you don’t need a tax professional just once a year,” Bonelli says. “Your tax professional needs to be someone you keep in touch with on a consistent basis throughout the year. Start a Retirement Plan. Bonelli says the government makes it very advantageous for micro small business owners and solopreneurs to save for retirement. “In certain retirement plans, individuals can contribute up to $55,000 a year and that’s something you can’t do as an employee,” she says. “Putting the max allowable amount of money away to fuel your retirement and investment goals is something to really keep at the forefront of your mind. It’s that stash that is going to become a huge part of your net worth." Have Integrity. When individuals move from employee to entrepreneur, they’re often afraid of the IRS, according to Bonelli. “What they don’t understand is the IRS isn't the big bad wolf. Our system allows you to willfully report what you’re earning,” she says. “However, if you’ve got unsound business practices, they'll permeate into your tax situation. Integrity needs to be a value in every facet of your business — especially when it comes to your taxes."

Testimonials

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Flair, authenticity and an inspiration are only a few words to describe Meisa Bonelli; she is a force to be reckoned with.

Meisa is a compelling communicator, connector, tax strategist, and an amazing business leader

Meisa is a powerhouse of human capital; brilliant. huge thinker, boundless energy and deeply grounded.

Meisa helped us through our worst and stabilized our business we are forever grateful for her savvy know how.

Meisa is a brilliant financial mind within a grounded and professional demeanor.

Dr. Yulina Yurkovsky

Vanessa Soman, Esq.

Vicki Johnson, Author, Speaker & Spiritual Life Coach

Dr. Tayo DentorPresident of ProRad

Lizzy Morris COO of Bearded Eagle