February Newsletter

Important Reminders

Tax Season Office Hours January 2- April 15th 

West Chester:

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

Saturday By Appointment Only

Hamilton:

Monday- Thursday 8:00am- 6:00pm, Friday 8:00am- 4:00pm & Saturday 8:30am- 3:00PM 

Oxford: By Appointment Only

Upcoming dates:

February 2- W2’s, Form 1098 and Other 1099’s due to Recipients

February 10- Reporting January Tip Income, $20 or more, to employers & Ohio Quarterly CAT is due

February 14 - Valentine's Day

February 16 - Presidents' Day

February 17- Due date for businesses to provide Forms 1099-B, 1099-S, and 1099-MISC, to payees.

Reminders

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

- Schedule tax appointment for drop off or meeting

- Begin tax planning for 2026

A little preparation can change the entire tax return experience. In this month's newsletter, read about how getting organized early with a clear checklist can help you gather the right information and avoid last-minute pressure.

You'll also learn how spotting easy-to-miss income sources can help you avoid a long and frustrating cleanup later, how to find and stop paying hidden costs that are all around us, and ways to help protect your kids online.

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