January 2021 Newsletter

January 1, 2021

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

January 31:
-Due date for employers to furnish W-2 statements to employees, and to file Forms W-2 with the Social Security
 Administration (both paper and electronic forms).

-Due date for payers to provide forms 1099 to contractors who worked for you and to the IRS

-Due date for employers to file 2019 federal unemployment tax returns and pay any tax due.

-Due date for providers to send Forms 1095 to recipients and the IRS.