November 2025 Newsletter

Important Reminders

Office Hours

West Chester:

Monday – Thursday 8:30- 5:00pm, Friday 8:30am- 4:00pm (This office is closed from Noon – 1pm for lunch daily)

Hamilton:

Monday- Thursday 8:00am- 5:00pm, Friday 8:00am- 4:00pm Oxford: By Appointment Only

Upcoming dates:

*Note the offices are closed Thursday November 27th & Friday November 28th in observance of Thanksgiving

November 1- Ohio Unclaimed Funds Report November 2- Daylight Savings Time Ends November 11- Veterans Day

November 12- Ohio Commercial Activity Tax Quarterly Return & 941 3rd Quarter Due

November 15- Due date for transmission of calendar-year end 990, 990-EZ, 990-PF, and 990-T returns on extension.

November 27- Thanksgiving

November 28- Black Friday

Reminder - Conduct year-end tax and financial planning

As 2025 starts to wind down, now’s your chance to make some strategic moves that could pay off well into next year. In this month’s newsletter, we’re focusing on key actions that can sharpen your finances as we head into the final few months of the year.

First up: a final tax planning review checklist to help you spot any last-minute opportunities to reduce your 2025 tax bill. We also break down the latest Social Security cost-of-living adjustments and how they might impact your income. Also learn about five essential financial terms that can give you an edge with managing your money.

Finally, we look at the rise of the DIY economy and why more people are choosing to fix, make, and create instead of just buy, and how you can be part of this movement.