Unclaimed funds are outstanding items such as unclaimed wages, dividends, credit balances and many other types of outstanding checks and bal

Unclaimed funds are outstanding items such as unclaimed wages, dividends, credit balances and many other types of outstanding checks and bal

Quick Version Step 1: Fill out our 5 minute questionnaire online . This helps us reduce questions and ensure we are aware of life events. Step 2: Upload Your Tax Documents via the Sharefile link we send to you via email or mail them to our office. Use the tax organizer (if applicable) as a quick reference for the documents included in last year’s tax return. There is no need to fill out the organizer. Please do not personally email or text tax documents to us as the secur

1. It was enacted in Ohio and took effect starting with the 2022 tax year. It applies to certain types of pass-through entities,...