Submit your Tax Documents by March 15th

February 9, 2018

As a reminder, most 2017 tax documents were to be post dated by January 31st, so you should have many of your tax forms by now. Most brokerage firms have until February 15th to deliver their tax documents, so if you have investment accounts it may be another week until you receive the investment account tax statement.

Please submit your documents to us as soon as possible but not later than March 15th to ensure your tax return is not extended.

If you need to make an appointment, go to and click on appointment, or you may contact Christina Bailey in our office at (614) 854-9000 extension 206.


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