News

Upcoming dates:

June 1- Final due date for IRA Trustees to Issue Form 5498
June 10 – Tips must be reported to employers
June 14 - Flag Day
June 15 - Father's Day
June 15 - Federal & Ohio Estimated Tax P...

February Newsletter

Important Reminders

Tax Season Office Hours January 2- April 15th 

West Chester:

Monday – Thursday 8:30- 5:30pm, Friday 8:30am- 4:00pm (This office is closed from Noon – 1pm fo...

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 approxi...

December 2025 Newsletter

Important Reminders

Office Hours

West Chester:

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

Hamilton:

Mo...

November 2025 Newsletter

Important Reminders

Office Hours

West Chester:

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

Hamilton:

Mo...

October 2025 Newsletter

Reminder to all Individual Clients that have Extensions- the Deadline to file is October 15th!

Office Hours

West Chester:

Monday – Thursday 8:30- 5:00pm, Friday 8:30am- 4:0...