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Withholding checkup helps avoid tax surprises

Tim Cistone, CPA

May 24, 2018

Source: Ohio Society of CPA

The IRS is encouraging taxpayers who typically itemized their deductions on Schedule A of the Form 1040 to use the Withholding Calculator this year to perform a “paycheck checkup.”

People who have itemized before...


IRS New Federal Withholding Calculator

Tim Cistone, CPA

March 5, 2018

The IRS encourages everyone to use the Withholding Calculator to perform a quick “paycheck checkup.” This is even more important this year because of recent changes to the tax law for 2018.

The Calculator helps you identify your tax withholding to make sure you have the right amount of tax withheld from your paycheck at work.

There are several reasons to check your...


Ohio 529 Plan Deduction Doubles to $4,000

Tim Cistone, CPA

February 13, 2018

Beginning on Jan. 1, 2018, the state income tax deduction for contributions made to a CollegeAdvantage 529 plan doubles from $2,000 to $4,000 per beneficiary, per year. This increase heightens the advantages of saving for college costs in Ohio’s 529 Plan.

When the State of Ohio’s biennial budget was passed by the Ohio General Assembly and signed into law by Governor...


Check Out These Three Tools on

January 29, 2018

With the tax filing season kicking off today, the IRS reminds taxpayers about tools that will help answer questions. Taxpayers can access Publication 17, the Interactive Tax Assistant, and Where’s My Refund? on


How to know it's really the IRS calling or knocking on your door

January 23, 2018

Many taxpayers have encountered individuals impersonating IRS officials – in person, over the telephone and via email. Don’t get scammed. We want you to understand how and when the IRS contacts taxpayers and help you determine whether a contact you may have received is truly from an IRS employee.

The IRS initiates most contacts through regular mail delivered by the United...


Tax Cuts and Jobs Act

December 27, 2017

In light of President Trump signing the Tax Cuts and Jobs Act on December 22nd,  many federal tax changes are on the horizon with individuals.  Included in this email are highlights of the law that will affect your tax return for tax years beginning in 2018 and afterward. 

All figures below are for 2018 however most individual income tax changes will revert to current...


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