February 22, 2019
As a reminder, most 2018 tax documents were to be post-dated and in the mail by January 31st, so you should have many of your tax forms by now. Brokerage firms had until February 15th to produce their tax documents so if you have investment accounts, you should be receiving the 1099 this week.
Some of you have already dropped off your documents, but if you haven’t, please submit your documents as soon as possible but not later than March 15th to ensure your tax return is not extended. Remember, you have a portal for secure file upload. Contact us if you need help accessing your portal. If you mail your documents, please use P.O. Box 218, Galena, Ohio, 43021-0218, not the street address.
Appointments are not necessary to drop off your tax documents. We can better serve you by contacting you with questions while in the process of preparing your return. However, if you feel you need to make an appointment to discuss details of a significant change in your tax situation, please contact Julie Cummins in our office at (614) 854-9000 extension 204.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
If you are expecting a refund this year, you may be tempted to splurge on something not-so-practical. Before you do, take some time to think about ways to use your refund to bolster your financial health. We’ve put together a few ideas for you to consider:
Once your taxes have been filed, first, take a moment to breathe a big sigh of relief…and then enjoy some Tax Day (April 15, 2019) discounts. There’s nothing like a good deal to take the sting out of tax obligations. Below, we’ve compiled a short list of best food and drink deals, taken from offer.com.