February 2020 Newsletter - Happy Valentines Day

January 30, 2020

February 2020 Newsletter

Important Reminders

Online Appointment Scheduling now Available at :

February 10- CAT Quarterly filing is due.
Tip employees report January tips to employers via Form 4070

February 14 - Valentine's Day

February 17- President's Day

February 18- Due date for businesses to provide Forms 1099-B, 1099-S, and 1099-MISC (substitute payments reported in Box 8 or gross proceeds paid to an attorney reported in Box 14) to payees.


Collect all tax forms (W2, 1099s, others).

Set up tax appointment

Rebalance investment portfolios

The 2019 tax filing season is in full swing. If you have not already done so, now is the time to collect your tax forms, organize your records and set a schedule to get your tax return completed.

Deep in the Form 1040 instructions is an annual recap of federal income and how the money is spent. Since most taxpayers no longer see these instructions, a recap of this information is provided here for your review.

Given late breaking tax laws, now is a good time to read a review of how newly passed retirement rules could help you save more. This issue also includes an article with several interesting facts about Valentine’s Day and for small business owners, some information is provided to help your employees navigate the new W-4 paycheck withholding form.


Please call if you would like to discuss how this information could impact your situation. If you know someone who can benefit from this newsletter, feel free to send it to them.