Getting Started
“What documentation do I need to send you and how do I get it to you?”
That is the most common question we get during tax time.
Please see our simple steps on how to get started with us! For details about any of the other accounting or consulting services we offer, please visit our dedicated Services section for Individuals or Businesses.
We look forward to working with you!
Quick Links
Forms
New Client Details
Worksheets
Important Deadlines
Personal Tax Filing
- April 15
If an extension is filed:
- October 15
Business Tax Filing
- January 31: W-2/W-3 and 1099
- March 15: Partnerships and S Corps
- April 15: C Corps, Personal, and Trusts
- May 15: Non-Profits
If an extension is filed:
- September 15: Partnerships and S Corps
- October 15: C Corps, Personal, and Trusts
- November 15: Non-Profit
Quarterly Payments
- April 15: 1st Quarter
- June 15: 2nd Quarter
- September 15: 3rd Quarter
- January 15: 4th Quarter
