This page is full of information for our clients and friends. Feel free to browse and utilize as needed!
Tax Due Date Calendar
Our interactive calendar highlights federal and state tax due dates and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.
Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a “proforma” tax organizer that includes prior year information and carryover data.
Tax Alerts
To keep clients, prospects, referrals and employees updated on the latest happenings in the tax world,
we offer our tax alert articles for all to read. Contact us if you want to know more on any subject!
President Signs Omnibus Bill: Secure 2.0 Act of 2022
On December 29, 2022, President Biden signed the Consolidated Appropriations Act, 2023 into law. It reached the President's desk upon passage in the house by a vote of 225 to 201 on December 23. This [...]
4 Ways the Inflation Reduction Act’s Tax Incentives Will Support an Equitable Clean Energy Economy
The Inflation Reduction Act of 2022 represents the most significant legislation to combat climate change in our nation's history. It will drive investment and dynamic economic growth, create new opportunities for workers by supporting good-paying [...]
Ohio Department of Taxation Updates Guidance on Pass-Through Entity Election
On September 23, 2022, the Ohio Department of Taxation published a list of Frequently Asked Questions and a draft tax form for the newly enacted pass-through entity election. The pass-through entity election was enacted into [...]
The IRS is Targeting High Income Taxpayers
On April 27, 2022, the Internal Revenue Service updated its processes and procedures found in the Internal Revenue Manual for audits of Global High Wealth (GHW) individuals. Such individuals are defined to include those holding [...]
Common Tax Scams and Tips to Help Taxpayers Avoid Them
In recent years, tax schemes and scams have been on the rise. Con artists work year-round which means taxpayers must remain vigilant to avoid being victimized. Here are some tips to help people recognize [...]
Calculators
Should I refinance my mortgage? How much do I need to save for my child’s college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in the decision making process.