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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!

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 us know. Also, the most important deadline to remember for income tax returns:

S-Corporation and Partnerships are due 3/15

C-Corporations and individual returns are due 4/15 (likely 4/17 this year due to the 15th falling on a Saturday)

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, disregard the one-pager with miscellaneous questions as it is a duplicate.

These organizers are meant to be a reference/guide for you to not only inform us of any important changes that may have occurred in 2022, but also to serve as a reminder of which forms, documents, and specific information you may need to gather and upload to the vault. Please let us know if there are any questions, response time is typically faster with email inquiries.

We realize a lot of annual tax forms are not made immediately available (i.e. brokerage statements, K-1’s) so it can be extremely helpful for you to send us a quick note when you believe everything has been provided and we can begin working on your returns.

Thank you!

A friendly reminder for those on extension for 2021 tax year: the Business filing deadline is coming up (9/15) and the individual filing deadline is 10/17. Please be sure our office has all documents and information needed to prepare your returns NO LATER than 2 weeks prior to the respective deadlines. We cannot guarantee timely filing if the requested timeline is not met. If you have any questions regarding your filing status or outstanding items, please reach out to our office by email: Brian@prycpas.com