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January 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:
Monday- Thursday 8:00am- 5:00pm, Friday 8:00am- 4:00pm Oxford: By Appointment Only
Upcoming dates:
January 15 - 4th quarter installment of 2024 estimated income tax is due for individuals, and businesses.
January 20 - Martin Luther King Day
January 23- Ohio Monthly Sales & Use Tax Return and Payment
January 31- File and send forms W-2 and 1099’s, United States Quarterly Federal Excise Tax Return
Begin tax filing for 2024
- Organize tax documents (W-2s, 1099s, 1098s and other records)
- Schedule tax appointment for document drop off or meeting
Begin tax planning for 2025
- Create a budget
- Adjust your withholdings
- Rebalance investment portfolios