News

January 2025

January 1, 2025

NEWSLETTER

Important Reminders

 Office Hours

West Chester:

Monday – Thursday 8:30- 5:00pm, Friday 8:30am- 4:00pm (This office is closed from Noon – 1pm for lunch daily)

Hamilton:

Monday- Thursday 8:00am- 5:00pm, Friday 8:00am- 4:00pm Oxford: By Appointment Only

Upcoming dates:

January 15 - 4th quarter installment of 2024 estimated income tax is due for individuals, and businesses.

January 20 - Martin Luther King Day

January 23- 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 2024

 - Organize tax documents (W-2s, 1099s, 1098s and other records)

 - Schedule tax appointment for document drop off or meeting

Begin tax planning for 2025

 - Create a budget

 - Adjust your withholdings

 - Rebalance investment portfolios