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 16, 2024
4th Quarter 2023 Estimated Tax Payment Due
January 31, 2024
4th Quarter 2023 Payroll Returns (940, 941, 944) Due
2023 1099’s and W-2’s Due
March 15, 2024
2023 Forms 1041, 1065, and 120-S Due (or extended to September 16, 2024)
April 15, 2024
2023 Forms 1040 & 1120 Due (or if extended to October 15, 2024 - any tax liability is due)
1st Quarter 2024 Estimated Tax Payment Due
Last day to contribute to your individual IRA for 2023 - no extension allowed
April 30, 2024
1st Quarter 2024 Payroll Returns Due (941 and State)
June 17, 2024
2nd Quarter 2024 Estimated Tax Payment Due
July 31, 2024
2nd Quarter 2024 Payroll Returns Due (941 and State as applicable)
September 15, 2024
2023 Returns extended from March 15th due.
3rd Quarter 2024 Estimated Tax Payment Due
October 15, 2024
2023 Returns extended from April 15th due.
Last day to contribute to your SEP for 2023 - no more extensions
October 31, 2024
3rd Quarter 2024 Payroll Returns Due (941 and State as applicable)
January 15, 2025
4th Quarter 2024 Estimated Tax Payment Due
January 31, 2025
4th Quarter 2024 Payroll Returns Due (941 and State as applicable)