News

January 2024

December 28, 2023

Newsletter

Important Reminders

*Note – The offices will be closed Monday January 1 in observance of New Year’s Day.

January 1- Happy New Year

January 15 - Martin Luther King Jr. Day

January 16 - 4th quarter installment of 2023 estimated income tax is due for individuals, and calendar-year trusts & estates

January 24- Ohio Monthly Sales & Use Tax Return and Payment

January 31- File and send forms W-2 and 1099’s, United States Quarterly Federal Excise Tax Return

Begin tax filing for 2023 - Organize tax documents (W-2s, 1099s, 1098s and other records)

Schedule tax appointment for document drop off or meeting

Begin tax planning for 2024 - Create a budget

 Adjust your withholdings

 Rebalance investment portfolios