From business returns to individual income tax services, we offer tax strategy and preparation. Looking to maximize your deductions and credits? Reach out to us for a free consultation review.
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Financial & Tax Updates
4/15 Deadline – 2 weeks remaining
A friendly reminder that initial deadline is coming up. If you have uploaded files to SmartVault but have not communicated with our office or received an update, please reach out to Brian right away with questions. If you are going on extension, please be advised that taxes are ALWAYS due by the original deadline, regardless […]
Continue ReadingARIZONA RESIDENTS – PLEASE READ
There was an Arizona rebate/stimulus payment issued to many Arizona residents in November 2023. The IRS has stated this is taxable for federal. A lot of clients have noted that they did not receive a 1099MISC from the Arizona Department of Revenue. If you received this payment, you can view and download this tax form […]
Continue ReadingDEADLINE REMINDERS – Please Read
Tax season is officially underway, here are a few quick (important) reminders: S-Corporation and Partnerships – these returns are due 3/15, please notify our office as soon as financials and all supporting reports (i.e. payroll) are available/uploaded so we can prepare those returns. In order to meet the 3/15 deadline, we would require this information […]
Continue Reading2023 Tax Season
Happy New Year! As we approach busy season, here are some important reminders and notes for you (please read)!: Individual Tax Filing deadline (C Corps, Gift Tax Returns, and Trusts/Estates too) – 4/16/2024 unless extended. All client organizers have been printed to your 2023 SmartVault folder titled “Client Source Documents”. You do NOT have to […]
Continue ReadingS-Corporations and Business Owners – READ
quick reminders for year-end (in addition to the regular tax planning/implementation): S- Corp Shareholders – reminder to review your year-to-date salary and run payroll before 12/31 if needed (reasonable salary OR retirement deferral true-up). All business owners – if you are making the PTE (passthrough entity election) for this year, this is a reminder to […]
Continue ReadingReminder – Year-End Planning
Our schedule is filling up quickly through December, please be sure to schedule some time with Brian before year-end for estimated tax planning if applicable. Use the calendar link in Brian’s email signature or reach out to coordinate a time.
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