ACA DEADLINE

The IRS has officially moved the deadline for 1095c filing and distribution to March 2, 2020. While this gives us all a few extra days to prepare, please keep in…

PlanSource Offices Closed

Our offices will be closed on Friday, November 29th; we will resume our hours of operation on Monday, December 2nd 2019 at 8:00 a.m. EST

Workbook Reminder and Webinar Recording

As a reminder, your workbook is due by November 1st, it should take 5 to 10 minutes to complete.  Also, a recording of the webinar will be emailed for your…

Year End Client Webinar

To assist our clients for best practices and helpful tools for year end process, we will be holding our client year end webinar on October 18th, 2019.  Set this time…