Tax Deadlines

• Business Tax Organizer –
• Submit Tax Docs Link – For documents received after you submit your organizer.
• Could include Quickbooks / Accounting files
• 1099 received documents
• Any other business related documents
• NOTES:
• All Businesses must submit a separate business organizer. This includes partnerships, S-Corps, C-Corps, Sole Proprietorships, Farms, Rentals, etc.
• If you need us to prepare your outbound 1099 forms (to your contractors) please submit the necessary documents here not later than 21st January.
• If your business owes taxes (most commonly C-Corporations) those will need to be paid by April 15th (for calendar year filers) or 3 months & 15 days after the end of the fiscal year. Note, if this date falls on a weekend or holiday they are due the next business day.

      * if you do not turn in these documents by this date, our team will file an extension for you – if you want a copy            of the extension please Contact Us OR Text Us: (781) 333 3249

• Personal Tax Organizer – Due By February 25th
• Average Estimated Time To Complete: 1 hour
• Submit Tax Docs Link – For documents received after you submit your organizer.
• Includes items such as:
• W-2
• Interest Income, Dividends, Stock Sale Forms, etc.
• 1098 – Mortgage Interest
• Charity receipts
• Any other personal related documents
• Any taxes due are due in full by April 15th. Note, if this date falls on a weekend or holiday they are due the next business day.

     * if you do not turn in these documents by this date, our team will file an extension for you – if you want a copy           of  the extension please Contact Us OR Text Us: (781) 333 3249