lima branch
711 Dean Ave., Lima, OH 45804
Tel: 419.222.2001
Fax: 419.222.1570
Bluffton Branch
113 N. Main St., Bluffton, OH 45817
Tel: 419.369.9001
Fax: 419.369.1570


From time to time it becomes necessary to relocate, whether it be a move across town or across the nation. Moving can be a disruptive experience whether it be a job-related move, a retirement relocation, or simply exchanging homes within the community. Whatever the reason, these articles provide some helpful tips.

Change of Address Notifications
Monday, June 29, 2015

If your entire family is moving to the same address and each member has the same last name, you need to fill out only one Change of Address Order form. For all other cases, each individual moving must fill out a separate form. Click here to enter the USPS Website...

Excluding the Gain from a Home Sale
Monday, June 29, 2015

You may qualify to exclude from your income all or part of any gain from the sale of your main home if you meet certain qualifications. The following are highlights of tax rules pertaining to the sale of a home (primary personal residence). These rules are complex and anyone contemplating...

Lighten the Load Before You Move
Monday, June 29, 2015

If you are just like most of us, after years of living in the same place, you will have collected a variety of items that you never use. Getting rid of those unneeded items before you move can save you money in three ways!

1. Hold a garage sale prior...

Noncash Contributions
Monday, June 29, 2015

When you give away household items like clothing, appliances and other goods to a qualified charity, your generosity can add up to a tax write-off if you itemize your deductions. The amount of your deduction is generally the donated property's "fair market value" (i.e., the price similar property would sell...

Importance of Notifying the IRS of Your Address Change
Monday, June 29, 2015

You might say to yourself, "Why would I want to inform the IRS of my change of address, since they will find out when I file my next year's income tax?" The following are important reasons for promptly notifying the IRS of your address change.

You may have a refund...

Returns Prepared By Mail
Monday, June 29, 2015

Strong personal and professional relationships are established over time through mutual trust and understanding. Replacing such relationships, when they have such a profound impact on your financial well-being, can be both difficult and risky. This is especially true of your tax return preparation needs, where continuity is so very important.


Keeping Old Tax Records
Monday, June 29, 2015

Taxpayers often question how long records must be kept and how long the IRS has to audit a return after it is filed. It all depends on the circumstances! In many cases, the federal statute of limitations can be used to help you determine how long to keep records. With...