December 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:

*Note the offices will be closing at Noon on Wednesday December 24th & 31st, and will be closed all day on Thursday December 25th, 26th (virtual appointments available) and January 1 in observance of the holidays.

December 15- Ohio State-Administered Municipal Net Profit Tax Estimated Payment 

December 23- Ohio Monthly Sales & Use Tax Return and Payment

December 25- Christmas Day

January 15- 4th Quarter Estimated Payments Due

Take final year-end actions

 - Charitable contributions, other itemized deductions

 - Capital gains/losses

 - 401(k) contributions

 - Dividend income

Plenty of new tax laws are set to land in 2026. This issue gives you an easy way to size them up, along with several practical moves to help make filing your 2025 tax return feel a whole lot easier. You’ll also find our holiday quiz – a fun way to test what you know about the traditions behind seasonal giving.

Also read how year-end is a good time to handle a few financial tasks that can trim taxes and set you up for a steady start to the new year. And with prices still climbing across everyday items, we’ve included straightforward tips to help your budget stretch a bit further.

As always, should you have any questions, please call. And feel free to forward this information to someone who could use it!

Please pass this information on to anyone that may find it useful and call if you have any questions or concerns.