Happy New Year from our firm to you! Let’s be proactive together in 2017 and sack the IRS by getting organized and executing the plan. (See a listing of tax filing deadlines at the bottom of this post.)
If you are a client of the firm, tax season will proceed as follows:
Week of January 2:
Email with an invitation to our new client portal. Please note that the portal invite will come from tax-planning@CPAinDFW.com. We will deliver your tax returns to you via our portal instead of email. This will allow you to have access to your tax returns at all times. We will load your prior year tax returns to the portal for your availability as well.
Week of January 16:
Email from us with a request list of items we will need to prepare your tax return (this list will be based on your previous year’s tax return and discussions throughout the year)
Week of January 23:
Email/phone call to schedule when your information will be ready for us to prepare your tax return(s). We will also schedule when we will complete your tax return as well.
Corporate tax return information is due to our office. In order for us to prepare and file your corporate tax return by March 15, we will need to have all of the information in our office by this date. Otherwise, we will extend the corporate tax return.
All corporate tax returns will be completed and filed by this date.
Individual tax return information is due to our office. In order for us to prepare and file your corporate tax return by April 17, we will need to have all of the information in our office by this date. Otherwise, we will extend the personal tax return.
All individual tax returns will be completed and filed by this date.
Executing the Plan
If you are a monthly tax planning client, we will be contacting you to schedule your mid-year review and update to make sure you are getting all the tax savings that you are eligible take.
If you are a monthly tax planning client, we will be contacting you to schedule your end of the year review and make any adjustments before the end of the year.
We appreciate the opportunity to serve you and we look forward to working with you in 2017! If you know anyone else that could benefit from the services that we provide you, please let us know. We love referrals!
Happy New Year!
Important tax due dates (extension dates):
Payroll Tax Returns and 1099s:
Form W2 and W3: January 31, 2017
Form 941: January 31, 2017
Form 940: January 31, 2017
Form 1099 with Miscellaneous Income: January 31, 2017
Form 1099 without Miscellaneous Income: February 28, 2017
Income Tax Returns:
Partnerships: Form 1065 – March 15, 2017 (September 15, 2017)
S Corporations: Form 1120S – March 15, 2015 (September 15, 2017)
Individuals: Form 1040 – April 17, 2017 (October 16, 2017)
C Corporations: Form 1120 – April 17, 2017 (October 16, 2017)