January 15, 2021 - Due date for individual 4th quarter estimated tax payment.

Please contact me by December 31 if you need to revise your payment amount.

January 2, 2021 – Expect your 2020 Tax Organizer

(e-mail from Smart Vault: please contact me if you prefer a paper tax organizer to be mailed)

January 15, 2021 - Due date for individual 4th quarter estimated tax payment.

Please contact me by December 31 if you need to revise your payment amount.

December 15 – Due date for corporate 4th quarter estimated tax payment.

Please contact me by November 30th if you need to revise your payment amount.

December 15 – Due date for corporate 4th quarter estimated tax payment.

Please contact me by November 30th if you need to revise your payment amount.

November 15 – First due date for June 30 year end nonprofits.

October 15 – Due date for individual tax returns.

Please provide me your information by September 30th.

October 15 – Due date for individual tax returns.

Please provide me your information by September 30th.

September 15 – Due date for corporations, LLCs/partnerships and trusts.

Please provide me your information by August 30th.

September 15 – 3rd quarter estimate due for year 2020.

Contact me by August 30th if you need to revise your payment amount.

September 15 – Due date for corporations, LLCs/partnerships and trusts.

Please provide me your information by August 30th.

September 15 – 3rd quarter estimate due for year 2020.

Contact me by August 30th if you need to revise your payment amount.

Get your taxes in!!

There is still time to recalculate your estimated taxes due July 15.

This is a year of big changes and lower income for many.

Please let me help by managing the tax payments you need to make to a more realistic amount.

Please contact me before June 30th.

The Paycheck Protection Program Flexibility Act attempts to address many concerns expressed by the small business community.

If your business has experienced economic uncertainty and has not yet applied for PPP, this new act sets a firm deadline for doing so - June 30th.

Contact your bank today and get this loan process started if you haven't done so yet.

Did you apply your 2019 overpaid tax to year 2020 estimates?

Do you now regret that decision considering the lower income you might have in 2020?

There is an opportunity to file a second 2019 tax return called a superseding tax return.

This is not an amended tax return (which can be a hassle to file and have properly processed by IRS).

Please contact me before June 30th, 2020 if you want to change your mind and have the refund instead.

This second tax return must be filed by July 15 in order to make this change.

If you have the refund directly deposited, you can have your cash within weeks.

July 15 is a really big tax day this year!

** Due date to file your 2019 return! Or extend it (to October 15, 2020) – If you haven’t filed yet, please send me your 2019 tax organizer with tax documents.

If I have everything from you by June 15, I can complete the tax return without extension.

If you need an extension because you need more time, please contact me before June 30.

July 15 is a really big tax day this year!

** Due date to file your 2019 return! Or extend it (to October 15, 2020) – If you haven’t filed yet, please send me your 2019 tax organizer with tax documents.

If I have everything from you by June 15, I can complete the tax return without extension.

If you need an extension because you need more time, please contact me before June 30.