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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 estimate the state liability and pay in by 12/31 if it makes sense to do so. Also be sure to review upcoming expenses for paying down profit. Don’t forget about estimated tax liability as well (including safe-harbor minimums).

These items can fall under planning objectives, please reach out if clarification or discussion is needed. If we already have a meeting on the calendar, we can review these items at that time. If your schedule is not lining up with Brian’s calendar availability, reach out directly for assistance. Email is typically fastest for response time.

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.

Reminder for our business – owner advisory clients, please grab some time on Brian’s calendar (if you haven’t already) for Q4/Year-end planning. November and December should still show plenty of availability. Also, same thing for any clients who like to participate in annual/year-end planning. This is a great time for us to review estimated tax liability (make sure you are on track) as well as strategy before year-end.

If our availability is not lining up or you have other questions, please don’t hesitate to reach out. We hope everyone is enjoying the start of fall season!

for individual and C-Corporation clients on extension, this is a friendly reminder that 2022 returns are due 10/16/2023. Please be sure to provide our office with any requested items no later than 10/1.

Just a friendly reminder for those on extension for 2022: S-Corporations and Partnership returns are due 9/15/2023. Please ensure all required entity retirement plan contributions are made by the filing deadline and that our office has complete financials and payroll details where applicable no later than 8/15/2023.

For individual returns on extension, please be sure to provide all relevant documents no later than 9/15/2023 as these returns are due 10/16/2023. C-Corporations are also due 10/16/2023

If there are any questions, please let us know right away!

A friendly reminder for our business-owner clients who we provide ongoing advisory services for, please grab time on Brian’s calendar at your earliest convenience for Q2 review as well as 2023 estimated tax planning.

Please let us know if you have any questions. Also, it would be optimal to have your June books updated/reconciled prior to meeting.

if you or your business are required to make quarterly estimated tax payments, this is your friendly reminder for Q2

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 your business relies on passthrough k-1s that will not be available by the initial deadline, please let us know and we can file the extension.

Thank You!