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.

May 2019

May Monthly News Letter
Important Reminders

May 10: Ohio Commercial Activities Tax (CAT) is due

May 12: Mother's Day

May 15: Exempt organization tax returns due

May 27: Memorial Day

Congratulations to the winners of the March Madness Pool:

1st Place - Marc Poteet

2nd Place - Al Schaeper Jr.

3rd Place- Trevor Goodall

Thanks to everyone for participating!

With tax season in the rear-view mirror, it's full speed ahead into tax planning season. While it's important for everyone to have a tax roadmap, there are key situations that require extra attention so you can avoid a major tax pothole. This issue includes lessons to learn from some high-profile tax scandals, sneaky vacation costs that can ruin your vacation, and an inside look at some key characteristics of a great bookkeeping system.

Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them.

You Know You Need Tax Planning If...

Al Capone, Aunt Becky, Tax Fraud and You!

 

Watch Out! 7 Vacation Costs That Sneak Up on You

 

4 Key Elements of Great Business Books

The Casualty Loss Problem

Digital Marketing Mistakes to Avoid

 

Staff Spotlight


 


April 2019

Important Reminders

Important Reminders

April 15:

 - Individual tax returns due

 - C corporation tax returns due

 - First-quarter 2019 estimated tax due

Other April 15 Deadlines:

 - Six-month filing extension

 - 2018 gift taxes

 - 2018 IRA contributions

 - 2018 HSA contributions

April 21: Easter Sunday

*The office will open at 10am April 16 and will be closed Friday April 19

Tax Quiz: Wild State Tax Laws, 4 Key Metrics to Fortify Your Business, Tax Day is Here!, Don't Let Disaster Befall Your Favorite Charity, Don't Leave Your Business Exposed

March 2019

Important Reminders

March 15: Due date for partnership and S corporation tax returns (Forms 1065, 1120S)

- Daylight saving time begins Sunday, March 10

Tax season is in full swing. Early reports from the IRS indicate that, on average, refund amounts are down compared to last year. If this is you, the first article lays out some reasons for the change. This issue also includes a warning to business owners to file their taxes on time, tips to keep your monthly bills in check.

Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them.

Important Reminders

March 15: Due date for partnership and S corporation tax returns (Forms 1065, 1120S)

- Daylight saving time begins Sunday, March 10

Tax season is in full swing. Early reports from the IRS indicate that, on average, refund amounts are down compared to last year. If this is you, the first article lays out some reasons for the change. This issue also includes a warning to business owners to file their taxes on time, tips to keep your monthly bills in check.

Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them.

Oh No! Your Tax Refund is Now a Bill, Hints to Eliminate Monthly Bill Creep, Businesses: File on Time or Pay the Price!, 7 Common Missing Tax Return items

February 2019 Newsletter

Reminders, February 28 - Payers must file most other Forms 1099 (except certain Forms 1099-MISC due Jan. 31) with the IRS. (April 2 if filing electronically.) March 1 - Farmers and fishermen who did not make 2017 estimated tax payments must file 2017 tax returns and pay taxes in full. March 2 - Automatic extension deadline for employers and health care providers to provide Forms 1095-B and 1095-C to individuals. March 15 2017 calendar-year S corporation income tax returns are due. 2017 partnership returns are due.Deadline for calendar-year corporations to elect S corporation status for 2018.

Tips to protect yourself from tax scams, How to correct common financial mistakes, 5 Things every high school senior should know, Major life changes ahead? Read this, 2019 State business tax climate rankings.

january 2019 Newsletter

Reminders, 

  • January 15 - Due date for the fourth installment of 2019 individual estimated tax.
  • January 31 -Due date for employers to furnish W-2 statements to employees, and to file Forms W-2 with the Social Security Administration (both paper and electronic forms).
  • Due date for payers to provide most Forms 1099-MISC with non-employee compensation in box 7 to recipients and to the IRS.
  • Employers must file 2019 federal unemployment tax returns and pay any tax due.
  • Due date for providers to send Forms 1095 to recipients and the IRS.

Tips for a faster refund, Every Business Needs Cash, Hey Alexa. Are you making me dumb?, How to Raise a Financially Savvy Child, Taking a Home Office Deduction, IRS Announces 2019 Mileage Rates.