January 2021 Newsletter

December 31, 2020

January 2021 Newsletter 

We are in the process of upgrading our phone system so our current phone numbers may not work until the upgrade is complete.  Please use the following temporary numbers if you are unable to reach us with our existing numbers.
513-758-3406      West Chester: 513-758-3429    Oxford: 513-813-0430

Important Reminders

January 15 - 4th Quarter Estimated Payments Due

January 18
 - Martin Luther King Jr. Day

Start tax filing for 2020
 - Organize filing records (W-2s, 1099s, 1098s, etc.) - Schedule tax appointment for drop off or meeting

Start tax planning for 2021

 - Create simple budget - Adjust withholdings - Rebalance investment portfolio