2023 Personal Engagement Letter
In order for us to start work on your return or to get you into our que we must have a signed engagement letter on file for you. Complete the engagement letter below. This will be automatically sent to us and you will also receive a copy.
2024 IMPORTANT DATES
February 10th - Deadline for engagement letter signing in order to receive a 10% Discount.
February 28th - Deadline for engagement letter signing in order to receive a 5% Discount.
March 15th - Deadline for getting your tax documents to us for the BRONZE package. In Addition, this information must be received if you need us to calculate an extension payment amount for you.
March 25th - Deadline for getting your tax documents to us for the SILVER & GOLD packages. In Addition, this information must be received if you need us to calculate an extension payment amount for you.
March 26th - If your documents are received on this day or later, we will file an extension for you at an additional cost and your return will NOT be completed by the April deadline.
April 10th - Deadline to bring/send details for your tax payment (if we are sending/withdrawing a tax payment with your extension) and extension filing fee.
April 13th - Deadline to sign your completed tax return. If this deadline is missed we cannot guarantee your return will be filed by the April deadline and we may have to extend the return.
April 15th - * IRS tax filing deadline for 1040’s & 4868’s (Extensions).
September 1st - Deadline for getting your individual tax documents to us in order to timely file your extended return.
September 2nd - If your documents are received on this day or later there will be a Late Drop of Fee charged based on the “Add On Services/Forms” chart above.
October 15th - * IRS tax filing deadline for extended tax returns.
*Note: A payment must be received in order for us to e-file or provide a copy of the return. Penalties assessed by government agencies as a result of not meeting this requirement are your responsibility.
2023 Business Engagement Letter
In order for us to start work on your return or to get you into our que we must have a signed engagement letter on file. Complete the engagement letter below. This will be automatically sent to us and you will also receive a copy.
2024 IMPORTANT DATES
(1065 & 1120s Returns)
February 15th - Deadline for getting your 1065 or 1120s financial statements & tax documents to us for the BRONZE package.
February 25th - Deadline for getting your 1065 or 1120s financial statements & tax documents to us for the SILVER & GOLD packages.
February 26th - If your 1065 or 1120s documents are received on this day or later, we will file an extension for your business at an additional cost and your return will NOT be completed by the March deadline.
March 10th - Deadline to bring/send details for your 1065 or 1120s business tax extension and extension filing fee.
March 13th - Deadline to sign your completed 1065 or 1120s business tax return. If this deadline is missed we cannot guarantee your return will be filed by the March deadline and we may have to extend the return.
March 15th - * IRS tax filing deadline for 1065’s, 1120s’, & applicable extensions.
August 1st - Deadline for getting your 1065 or 1120s business financials & tax documents to us in order to timely file your extension return.
August 2nd - If your documents are received on this day or later there will be a Late Drop of Fee charged based on the “Add On Services/Forms”.
September 15th - * IRS tax filing deadline for 1065 or 1120s extended tax returns.
2024 IMPORTANT DATES
(1120 Returns)
March 15th - Deadline for getting your 1120 financial statements & tax documents to us for the BRONZE package.
March 25th - Deadline for getting your 1120 financial statements & tax documents to us for the SILVER & GOLD packages. In Addition, this information must be received if you need us to calculate an extension payment amount for the business.
March 26th - If your 1120 documents are received on this day or later, we will file an extension for your business at an additional cost and your return will NOT be completed by the April deadline.
April 10th - Deadline to bring/send details for your tax payment (if we are sending/withdrawing a tax payment with your extension) and extension filing fee.
April 13th - Deadline to sign your completed 1120 business tax return. If this deadline is missed we cannot guarantee your return will be filed by the April deadline and we may have to extend the return.
April 15th - * IRS tax filing deadline for 1120 Corporate tax returns & extensions.
September 1st - Deadline for getting your 1120 business financials & tax documents to us in order to timely file your extension return.
September 2nd - If your documents are received on this day or later there will be a Late Drop of Fee charged based on the “Add On Services/Forms”.
October 15th - * IRS tax filing deadline for 1120 extended tax returns.
*Note: A payment must be received in order for us to e-file or provide a copy of the return. Penalties assessed by government agencies as a result of not meeting this requirement are your responsibility.
**These due dates are for calendar year business. If your business uses a fiscal year contact us for correct due dates.**