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.
Financial & Tax Updates
Q4 and Year-End Planning 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!
2022 Tax Extension Deadline – Last Call
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.
2022 Extension Deadline
We hope everyone is enjoying their summer!
A quick reminder for our clients on extension:
S-corporation and partnership returns are due no later than 9/15/2023.
Individual, C-corporation, and trust returns are due no later than 10/15/2023
We will be reaching out over the next two weeks on outstanding items/questions. If you were waiting on any documents/financials and now have them available, please reach out to Brian directly to coordinate completing your returns.
Thanks!
2022 Tax Extension Deadline
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!
Q2 REVIEW – ADVISORY
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.
Q2 ESTIMATED TAX PAYMENTS REMINDER – Due 6/15
if you or your business are required to make quarterly estimated tax payments, this is your friendly reminder for Q2
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 Folder).
-Business Owners: if a 2023 S-Corp election or other planning needs were part of the 2022 recap, please reach out or schedule some time with Brian.
-We are onboarding bookkeeping/accounting support right now. If your small business has a need for service or support, please let us know.
-2022 Tax Returns: if you are currently on extension, we strongly encourage you not to wait until the September/October deadlines. We will continue working on returns each week. Please reach out if you need assistance or to discuss any outstanding items to provide us.