2026 January Newsletter

Tax Season Office Hours January 2- April 15th 

*Note The 2025 Tax Year Client Packet & Engagement Letter are available on our website at:

Under Resources

 *It takes approximately 30 minutes to fill the packet out on line. Once you start you must finish to save your answers.

West Chester:

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

Saturday by Appointment Only

Hamilton:

Monday- Thursday 8:00am- 5:00pm, Friday 8:00am- 4:00pm, Saturday 8:30am-3:00pm

Oxford: 

By Appointment Only

Upcoming dates:

January 15 - 4th quarter installment of 2024 estimated income tax is due for individuals, and businesses.

January 19- Martin Luther King Day

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

January 31- File and send forms W-2 and 1099’s, United States Quarterly Federal Excise Tax Return 

Begin tax filing for 2025

 - Organize tax documents (W-2s, 1099s, 1098s and other records)

 - Schedule tax appointment for document drop off or meeting

Begin tax planning for 2026

 - Create a budget

 - Adjust your withholdings

 - Rebalance investment portfolios

Happy New Year!

With the holidays behind us, it's time to summarize last year's activities and prepare to file your 2025 tax return. So as you wait to receive the needed documentation, why not consider squeezing in a tax-savings New Year's resolution? This month's newsletter outlines three to consider.

You’ll also find guidance on staying organized to prepare for filing your 2026 tax return. This is even more important with recent tax law changes including the tax-free tips and tax-free overtime benefits. There are also articles outlining practical ideas anyone can use plus a look at technology changes that are beginning to show up in everyday life.

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