California Business Owners – Please Read

As we wait for legislative updates, this is a reminder for CA business owners who typically make the passthrough entity election (paying your individual taxes on profits at the business level). CA requires that you make an estimated tax payment NO LATER than 6/15 if you want to be able to make the election at […]

Q2 ESTIMATED TAX PAYMENTS REMINDER

JUNE 15th is the Q2 estimated tax deadline, just a friendly reminder. If you are looking for your quarterly vouchers, they are included in your client copy of your 2024 tax returns. Please reach out if you have any questions!

Tax Deadline 4/15

A few quick notes as we approach the deadline: For those who have already completed 2024 taxes – A reminder for Q1 reviews and planning as needed. Advisory clients, please grab time on Brian’s calendar or send a request with your availability for 2025 planning. For those still working on 2024: We likely already filed […]

2/15 Document Deadline

S-Corporations and Partnerships – a friendly reminder of our 2/15 deadline for providing financial statements and supporting documents in order to meet the March 15th filing deadline. Please reach out or coordinate with our office if you have any questions. If an extension is needed, please send us a request via email.

Tax Season 2025

Happy New Year! We are getting ready for tax season 2025 (2024 filing year), please review the following notes: If you have any questions, please reach out!

Year-End Planning

Quick reminder to reach out as needed to coordinate year-end tax planning. Here are some important general reminders: -Estimated tax planning (making sure you are on track) is critical in avoiding underpayment penalties -Strategy assessment and implementation is best done during the tax year. Here are some examples of planning topics: Paying down profits Tracking […]

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