News

May 2024

April 29, 2024

Newsletter

Note: Summer Office Hours- May 1- August 15

West Chester: 

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

Hamilton:

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

Oxford: By Appointment Only

Upcoming dates:

May 10- Ohio CAT Filing Due

May 12 - Mother's Day

May 15- Deadline for non-profit organizations to submit details to the IRS or request an extension.               

May 27 - Memorial Day

Having a low tax bill doesn’t happen by accident. The best way to keep as much of your hard-earned money away from Uncle Sam as possible is by having a tax planning strategy that you revisit throughout the year.

In this month’s newsletter, we’ve got some tax planning ideas to consider as you head into summer. Also learn several tips to help you change your money habits, ideas to teach your kids about money and banking, and how to protect your digital footprint.

As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns.