Deadlines

[Last updated 7/6/2020]

Individual (1040) Tax Return Preparation

To file by July 15th, 2020 we need your completed tax packet and relevant tax data by Thursday May 28, 2020

To file by October 15th, 2020 we need your completed tax packet and relevant tax data by Thursday September 3, 2020

If you would like us to file an extension on your behalf, please send us a request in writing, or send us your signed engagement letter.

Business (1120s, 1120, 1065) Tax Return Preparation

We need your completed tax packet and 2019 financial books by  Wednesday August 5, 2020

Guidance on preparing your business books can be found here:  Preparing Your Business Books for Tax Preparation

If you need a copy of the Home Office Worksheet you can download it here:  Home Office Worksheet

You will find a copy of your tax packet in your portal.

Information on getting your documents to us here.

 

Deadlines-4