January 2023

December 30, 2022


*Note – The offices will be closed Monday January 2 in observance of New Year’s Day.

January 1- Happy New Year January 16 - Martin Luther King Jr. Day

January 17 - 4th quarter installment of 2022 estimated income tax is due for individuals, calendar-year corporations and calendar-year trusts & estates

January 23- Ohio Monthly Sales & Use Tax Return and Payment

January 30- File and send forms W-2 and 1099’s, United States Quarterly Federal Excise Tax Return

Begin tax filing for 2022 - Organize tax documents (W-2s, 1099s, 1098s and other records)

Schedule tax appointment for document drop off or meeting

Begin tax planning for 2023 - Create a budget

Adjust your withholdings

Rebalance investment portfolios