Mar 2, 2023 | Personal Tax
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...
Feb 27, 2023 | Personal Tax, SafeSend Returns
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...
Feb 22, 2023 | Personal Tax, SafeSend Returns
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...
Jan 31, 2023 | Personal Tax, Tax Planning
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...
Dec 21, 2022 | Education, Personal Tax
Ohioans donating money to scholarship-granting organizations (SGOs) are eligible to receive a dollar-for-dollar tax credit up to $750 (or $1,500 for married couples filing jointly*) for these donations. The credit is limited either by the amount donated or your total...
Dec 15, 2022 | Education, Personal Tax
Dear Clients,We aim to build a better experience for a life that is #LessTaxing! Below please find a copy of our series of brief emails aimed at helping us both to work together to be more efficient at preparing your return(s). And remember: we are always here...
