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 by 2/15. Please let us know if you need us to submit an extension.
Individuals – IRS e-file season opens upon Monday 1/29, we are still waiting for final software/forms/schedules to be released. We also understand that many of you are waiting on investment 1099’s and k-1’s, please let us know when you believe we have everything uploaded to SmartVault and can begin preparation. Also, individual organizers should all be printed to your 2023 Client Source Documents folder. You are not required to fill these out, but please use them as a guide and review the checklist for important items/questions.