Tax Organizer: Please feel free to use this form to assist in providing your tax information to us.

Secure Portal: To share your documents with us and receive them from us, please log in to your Secure Portal here. If you are not yet a client, but wish to share documents with us to become a client, there is a guest feature in the portal which allows secure transmission. Call us if you need assistance with using the Portal.

IRS Schedule E: If you have rental properties, this form will assist with gathering deductions you are entitled to.

Internal Revenue Service: This will take you directly to the IRS website.

State Revenue Departments: A comprehensive listing of all State government websites, not just the tax department. If you need assistance with state filings, please do not hesitate to contact us.

IMPORTANT DATES:

If any due date falls on a Saturday, Sunday or federal holiday, it is extended to the next business day.

All dates are for federal forms (States only if required).

  • January 15, 2025

    • 4th Quarter 2024 Estimated Tax Payment Due

  • January 31, 2025

    • 4th Quarter 2024 Payroll Returns (940, 941, 944) Due

    • 2024 1099-NEC and W-2 forms Due

  • February 28, 2025

    • 1099-MISC Forms Due

  • March 1, 2025

    • Personal Property Tax Returns Due

  • March 17, 2025

    • 2024 Forms 1041, 1065, and 120-S Due (or extended to September 15, 2025)

  • April 15, 2025

    • 2024 Forms 1040 & 1120 Due (or if extended to October 15, 2025 - any tax liability is due)

    • 1st Quarter 2025 Estimated Tax Payment Due

    • Last day to contribute to your individual IRA for 2024 - no extension allowed

  • April 30, 2025

    • 1st Quarter 2025 Payroll Returns Due (941 and State)

  • June 16, 2025

    • 2nd Quarter 2025 Estimated Tax Payment Due

  • July 31, 2025

    • 2nd Quarter 2025 Payroll Returns Due (941 and State as applicable)

  • September 15, 2025

    • 2024 Returns extended from March 15th due.

    • 3rd Quarter 2025 Estimated Tax Payment Due

  • October 15, 2025

    • 2024 Returns extended from April 15th due.

    • Last day to contribute to your SEP for 2024 - no more extensions

  • October 31, 2025

    • 3rd Quarter 2025 Payroll Returns Due (941 and State as applicable)

  • January 15, 2026

    • 4th Quarter 2025 Estimated Tax Payment Due

  • January 31, 2025

    • 4th Quarter 2025 Payroll Returns Due (941 and State as applicable)