Q2 Planning

Some quick updates for Q2: -Quarterly or Estimated Tax Planning: please reach out or use Brian’s scheduling link to book some time if applicable. Individual Q2 estimated tax payments are due 6/15. If your 2022 Tax return is complete, any applicable quarterly vouchers will be included in your copy of the return (see Smartvault 2022 […]

TAX DEADLINE REMINDER 4/18

2022 tax deadline is Tuesday 4/18. While an extension grants additional time to file, tax liabilities are always due by that initial filing deadline. What this means: if you owed tax or will owe tax with your 2022 returns, it is recommended to pay that balance by 4/18. You may need to estimate this amount […]

Business Owners – Please read!

A friendly reminder to all owners of business entities that file as a partnership or S-corporation: the initial deadline is March 15th. Please be sure to provide all documents and financials prior to 2/24 in order to be on track to meet the deadline. If your intention is to extend (to the 9/15 deadline) or […]

Business Owner Deadline Reminders

All 1099 and w-2/payroll forms must be submitted this month, just a friendly reminder to start looking at the list of any qualifying 1099 contractor payments ($600 or more) that would require a 1099 issuance, and to verify you have an updated w-9 for that contractor/vendor. If you need any assistance with filing, please let […]

2022 TAX ORGANIZERS

It’s that time of year again! We have printed digital copies of your 2022 tax organizers to your secure client vault (Smartvault, your login will be your email address associated with your account). Organizers can be found in the TY22 folder => Client Source Documents. Please note there may be two files in this folder, […]

2022 Planning Season

2022 planning season is here! October through December is a GREAT time for year-end tax planning, especially for business owners. Here is what we do: Estimated tax liability analysis (make sure you are on track) Strategic planning and implementation Overall guidance for optimal decision making If you are not already meeting with us regularly, you […]

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