Tax Season is Here

January 29, 2018

The tax filing season is here again and 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 an organizer be mailed to you, and by now you should have received the package. We also have a generic organizer accessible on our website at under Client Resources.

If you have trouble accessing your account on our website under Client Center, remember your password may need to be reset. Click on "forgot my password" and follow the instructions. If you forgot your user name, you may click on "forgot my username" and follow the instructions.   If you've tried this and still need help, please contact Chris Bailey 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, 1095'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 15, 2018 in order to meet the April 17, 2018 filing deadline. Your cooperation is sincerely appreciated.


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