Nov 28, 2023 | Personal Tax
On this Giving Tuesday, we wanted to remind our Ohio clients of a unique opportunity to make a positive impact in the community while also benefiting from valuable tax incentives. Did you know that contributing to scholarship-granting organizations (SGOs) can earn you...
Nov 27, 2023 | Personal Tax
There is still time to do some 2023 year-end tax planning, and this year that planning could be more important than ever. Our 2023 Tax Planning Guide is now available. Of key interest: The IRS interest rate on underpayments has risen significantly, from 3% in...
Nov 14, 2023 | Personal Tax
According to the Ohio Society of CPAs, the Ohio Department of Taxation (ODT) has mailed Verification of Income – Missing Ohio IT1040 letters to some taxpayers in error. This letter advises taxpayers that ODT is unable to process their school district (SD100) refund...
Sep 21, 2023 | Personal Tax
The Inflation Reduction Act (IRA) made significant changes to the electric vehicle tax credit. The links below parse out important criteria for you to meet if you are considering the purchase of or recently have purchased a new EV. Of particular note, the seller must...
Sep 7, 2023 | Corporate Tax, Personal Tax
For some of you, taxes don’t end in the Spring, and we have a couple reminders: 1. If you make quarterly estimated tax payments: the 3rd quarter estimated tax payment is due September 15. 2. If you are on extension and still need to file your personal or...
Aug 23, 2023 | Corporate Tax, Personal Tax
Business and personal income tax clients on extension for the filing of their 2022 taxes need to be aware that the final filing deadlines are quickly approaching. 2022 Corporate and Partnership tax returns are due Friday, September 15, and personal income tax returns...