News

July 2024

June 28, 2024

NEWSLETTER JULY 2024

*The offices will be closed Thursday July 4 and Friday July 5 in observance of the holiday.

Upcoming dates:

July 4 - Independence Day

July 10- Tips for June 2024 Reported to Employer (Form 470)

July 21- National Ice Cream Day

July 23- Semi Annual Ohio Sales Tax is due

July 28- Parents' Day

July 31- Federal Form 5500 is due 

Responding to a letter from the IRS isn’t a weekend do-it-yourself project that you should attempt to tackle on your own.

In this month’s newsletter, learn why you should partner with a tax expert if you receive either a notification saying the IRS will be auditing you, or a notice that simply says another tax document was found and you owe an additional $100.

Also in this edition, find out why retiring early is catching on FIRE, tips to avoid the summertime tax blues, and ideas to keep your summer energy costs as low as possible.

As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns.