Newsletters

For the latest accounting updates, important information such as changes in tax laws and tips for business planning, read the Stephenson and Warner CPAs monthly newsletter available below. Our accounting team keeps businesses and residents in Hamilton, Oxford, West Chester and the surrounding Cincinnati area communities "in-the-know" with tax advice, recent financial news and more. Have a topic you would like to know more about or a financial question you would like to see answered in an upcoming newsletter? Please submit your idea today via our Contact Us page. We look forward to serving your accounting, tax and financial planning needs.

November 2017 Newsletter

Year End Tax Checklist, The Equifax Breach and You: Be Proactive, 6 must-dos when you donate to charity

October 2017 Newsletter

Reminders, How to Ace the FAFSA, Renew your ITIN now, Business tax: time to consider Section 179

September 2017 Newsletter

Tax filing reminders, Say Goodbye to College Tuition Deduction, Avoid These Common Tax Mistakes, Contractor or Employee? Knowing the difference is important. 

August 2017 Newsletter

Tax Deadlines, August 10th Ohio CAT is due for quarterly filers, August 15 BWC true up due, Your HSA as a a retirement tool-the facts, Learn from the best places to work, Have adult children? Take steps to avoid medical access denial, Sales Tax holiday alert reminder

July 2017 Newsletter

Tax Free Income, Reap the benefits of hiring your child for the summer, Three actions to save for retirement, Five home office deduction mistakes, During the holiday, The following items are exempt from sales and use tax, Giving back to ohio business-BWC rebates.

June 2017 Newsletter

Tax deadlines for June,  June 15, Second quarterly installment 2017 individual estimated tax due, Second quarterly installment 2017 estimated tax for calendar-year corporations due, Individual tax filing deadline for U.S. citizens living or serving in the military overseas.

Keep your audit fears in check, 4 tips to landing your dream home in a seller's market, Reasons to incorporate your business, Before you go to the club.

May 2017 Newsletter

• May 15 – Deadline for calendar-year exempt organizations to file 2016 information returns
• May 31 – Deadline for IRA, SEP, SIMPLE, Roth IRA, MSA, and education savings account
trustees to file annual statements (Form 5498) with the IRS, with copies to participants

Schedule your midyear tax planning session, IRS is now using collection agencies, What to do if you are selected for a correspondence audit, Everyone knows someone who missed the boat, IRS advises on how to know if it's really IRS knocking at the door.

April 2017 Newsletter

Reminders, Tuesday, April 18, is a major tax deadline. Here are some of the tax filing and related deadlines: 2016 individual income tax returns, Calendar-year 2016 C corporation income tax returns, 2016 annual gift tax returns, 2016 IRA contributions, 2017 individual estimated tax first quarter installment, 2013 individual tax return amendments unless the 2013 return had a filing extension.

March 2017 Newsletter

Tax Deadlines: March 2nd Large employers and others must furnish Form 1095-B or Form 1095-C to employees. March 15 2016 calendar-year S corporation Form 1120S income tax returns are due. 2016 calendar-year partnerships Form 1065 income tax returns are due. March 31 Forms 1095-B and 1095-C due to the IRS, if filing electronically. Employers who have 250 or more employees are required to file electronically.Reminder: Partnership tax returns due one month earlier, 2016 proof of health insurance: the Form 1095 wrinkle, What’s happening now, What to do, Current tax law requires health insurance, More credits require questions, 

February 2017 Newsletter

February 28, Payers must file information returns (except certain Forms 1099-MISC with non-employee compensation payments in box 7, which are due before January 31) with the IRS. (Except for certain Forms 1099-MISC outlined earlier, the deadline is March 31 if filing electronically.) Forms 1095-B and 1095-C due to the IRS, if filing on paper. March 1, Farmers and fishermen who did not make 2016 estimated tax payments must file 2016 tax returns and pay taxes in full. March 2, Large employers must furnish Form 1095-B and Form 1095-C to employees. March 15, 2016 calendar-year S corporation Form 1120S income tax returns are due. 2016 calendar-year partnerships Form 1065 income tax returns are due. March 31, Forms 1095-B and 1095-C due to the IRS, if filing electronically. (Employers who have 250 or more employees are required to file electronically.)

Time to plan for inflation-adjusted 2017 tax numbers, Making the most of your tax refund, Can bartering be an effective business strategy?