Do You Think You’ll Need A Tax Filing Extension?
Are you considering a tax filing extension* this year? If so, let us know and we can help!We will only file a personal income tax extension if you contact us in advance of April 18th. Please call us at 614-891-5423 or email your accountant to request a...
SafeSend Returns Users Can Request A Secure Link For Uploading Investment 1099s
Investment 1099 statements are ready to drop! This year you can email them to us! Please call us at 614-891-5423 to request a secure link for uploading. This is one more way we are working to make your life #LessTaxing! Also, remember to add...
The 2023 tax season is officially underway!
This is Week One of the 10-week tax season, and we want to say a big thank you to our early birds! A Few Week One Reminders:$500 Drawings: We hope some of you were inspired to drop off early because of our two $500 drawings! The first drawing deadline is coming up...
New Gift Tax Guidelines for 2023
The annual gift reporting threshold has increased to $17,000 per recipient in 2023. This means that married taxpayers who elect to gift-split can make gifts of up to $34,000 per recipient annually without generating a taxable gift. We want to point out that the...