2025 Client Tax Filing Updates
August 2025 Updates and Reminders
For Individuals, learn more about Q3 quarterly estimates and the Ohio state sales tax holiday.
For businesses, learn more about Q3 quarterly estimates.
July 2025 Updates and Reminders
For Individuals, learn more about the Ohio sales tax holiday and the impacts of the OBBBA.
For businesses and nonprofits, learn more about due dates and the impact of the OBBBA.
June 2025 Updates and Reminders
For Individuals, learn more about Q2 quarterly estimates and the Ohio state sales tax holiday.
For businesses, learn more about Q2 quarterly estimates.
May 2025 Updates and Reminders
For Individuals, learn more about Indiana property tax due dates.
For businesses and nonprofits, learn more about due dates.
April 2025 Updates and Reminders
For Individuals, learn more about brokerage statements, GA property taxes, HSA / HRA contributions, extensions, and quarterly estimates.
For businesses, learn more about due dates, extensions, and quarterly estimates.
March 2025 Updates and Reminders
For Individuals, learn more about brokerage statements, GA property taxes, HSA / HRA contributions, extensions, and quarterly estimates.
For businesses, learn more about due dates, extensions, quarterly estimates, and the latest in Beneficial Ownership Information (BOI).
February 2025 Updates and Reminders
For Individuals, learn more about year-end tax documents and extensions
January 2025 Updates and Reminders
For Individuals, learn more about tax organizers, SafeSend Client Portal, and Tax Forms. Businesses can find out more about BOI Reporting, 1099s, and Ohio CAT Tax Updates.