Our Process
Communication Methods
We'll guide you in strategizing your tax planning throughout the year.
Our Standard Workflow
Get help with your state and federal tax preparation needs.
Tax Compliance Timeline
Resolve any outstanding disputes or issues with your previous tax filings.
Planning & Advisory Timeline
We offer a wide range of services either stand-alone or as an add-on.
Our Office Hours
Off Season (May - December)
Monday - Friday: 10am - 5pm
Weekends: Closed
Busy Season (January - April)
Monday - Friday: 10am - 6pm
Saturdays: 10am - 3pm
Sundays: Closed
Communication Methods
Telephone Calls
For existing customers with contracts only.
Emails (Preferred)
During Non-Busy Season (May - December): 1 - 2 Business Day Response Time
During Busy Season (January - April): We strive to maintain the highest standards of service; however, please be aware that response times to communications may be longer than usual due to the increased volume of inquiries.
Text Messages / SMS
Responses within 2 - 3 Business Days
Virtual Meetings
Pre-scheduled appointments only.
In-Person Meetings
Pre-scheduled appointments only
-
January
Q4 estimated income tax payment due; Engagement Letter, Organizer Sent; W-2 and 1099s due
-
February
Pass-Through Entity Information Submission Deadline
-
March
Personal income tax information and documents due; Pass-Through Entity Tax Return deadline
-
April
Personal income tax return and Q1 estimated income tax payment deadline.
-
June
Q2 personal income tax payment deadline.
-
August
Extended Entity Submission deadline.
-
September
Extended Individual Submission deadline; Q3 estimated tax payment due; Extended Pass- Through Entity Tax Returns due.
-
October
Deadline for extended personal income tax returns.
Adhering to deadlines is crucial for a smooth and efficient tax preparation process. Late submissions may necessitate filing for an extension.
Planning & Advisory Timeline
The planning and advisory process is tailored to each client. Deadlines are assigned based on the assessment of your requirements, typically 2-3 weeks ahead of payment deadlines.
• Engaging in proactive quarterly planning is highly beneficial. It helps avoid surprises, provides greater flexibility in strategy, and aligns your tax obligations with your cash flow. “It’s better to perform a physical than an autopsy.”
• There may be other advisory matters that come up. I strongly encourage you to reach out with questions during the year. It may be a quick answer or lead to a bigger project. We will discuss the issue and explore options to address them at a level you are comfortable with.
-
April
Q1 Estimate Due
-
May
Q1 Estimate Due
-
June
Q2 Estimate Due
-
August
Q3 Planning Starts
-
September
Q3 Estimate Due
-
November
Q4 Planning Starts
-
December
Q4 Estimate Starts