» Tax Preparation
Tax Tips for Ohio Snowbirds
February 26th, 2024
Ohio is a wonderful place to live, but Ohio winters can be a little tough to take. That’s why over 50,000 Ohioans spend more than a month each year in Florida—and many spend much longer. In fact, more snowbirds come from Ohio than any other state…
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Tax Benefits of Conservation Easements: Preserving Land and Wealth
December 11th, 2023
Land is a finite resource. With every passing year, it seems, more and more commercial buildings and residential developments spring up in what was formerly green space. While many people lament these changes, it is difficult to blame landowners for…
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Retirement Plan Spousal Beneficiary Changes Under SECURE 2.0
August 23rd, 2023
The federal Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in 2019 to increase access to tax-advantaged retirement accounts, and to help ensure that aging Americans didn’t outlive their retirement savings. The Consoli…
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Organization and Preparation Of Business Taxes and Filing Services
May 24th, 2023
For many business owners and organization leaders, tax preparation and filing is a necessary, but often dreaded, chore. Depending on the complexity of tax issues, filing and preparation can even distract from the operation of the business or organiza…
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Do Nonprofits Pay Taxes in Ohio?
April 25th, 2023
Unlike businesses, nonprofit organizations are entities that exist for a reason other than making a profit for their owners. Instead, nonprofit organizations are created to provide a benefit to the community, the general public, or a specific group o…
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Do I Have to File Taxes if I Don’t Owe?
March 7th, 2023
If you’re like most people, you would probably prefer almost any activity to sitting down and preparing a tax return. Of course, if you expect to owe, you know you need to file taxes. And if you’re expecting a refund, the only way to get it is to…
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Student Loan Forgiveness Tax Guidelines
January 25th, 2023
There was much buzz and excitement about the Biden administration’s loan forgiveness program from some quarters, and concern from others, when the program was first announced. Legal challenges have halted student loan forgiveness in its tracks, eve…
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2023 Tax Deadlines for Filing 2022 Taxes
December 27th, 2022
If you are a calendar-year tax filer, as most people are, you already know that your personal income tax return for tax year 2022 is (usually) due on April 15, 2023. But there are many other tax deadlines of which you may need to be aware, depending…
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Failure to File a Tax Return
September 28th, 2022
For many people, preparing and filing tax returns is a dreaded chore—especially if there’s a tax bill at the end of it. We may fantasize about chucking all of our receipts and forms in the wastepaper basket, and just forgetting the whole thing. W…
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Mid-Year Business Tax Planning Tips
August 22nd, 2022
Tax planning is a critical part of maintaining the financial health of a business. By taking advantage of available business tax write-offs, you can minimize your company’s tax burden and potentially save thousands of dollars. Most small business o…
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