February 2021 Newsletter

February 1, 2021

February 2021 Newsletter


Important Reminders

February 14 - Valentine's Day

February 15 - Presidents' 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.


- Organize filing records (1099s, 1098s, W-2s, etc.)

- Schedule tax appointment for drop off or meeting

- Begin tax planning for 2021

2020 Client Tax Questionnaire:

It is imperative that everyone fill out the Tax Questionnaire this year. With the pandemic and so many changes we MUST have the questionnaire filled out to ensure we get all the deductions we can for you! If you have not received a questionnaire yet, please contact us so we can mail/ email you one.