2015 Tax Filing

January 20, 2015

The tax filing season is here again. The IRS will begin to accept tax returns this week.

Many of you received an email a few weeks ago with instruction on accessing your web account to review and print your tax organizer. Some of you requested organizers mailed and you should have received them. We also have a generic organizer accessible on our website under Client Resources. If you have trouble accessing your web account or need an organizer mailed to you, please contact Christina at 614.854.9000 ext. 206.

As part of the tax preparation process, we still require copies of the actual documents (W-2’s, 1099’s, Mortgage Interest, Charity, etc.) in order to create a document file that supports the figures listed on your return.

When your tax data has been assembled, please forward to our office at your earliest convenience. We must have your information in our office by March 16, 2015 in order to meet the April 15, 2015 filing deadline. Your cooperation is sincerely appreciated.

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