2018 Tax Documents Reminder

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.

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