RESOURCES

For Your Business and Personal Taxes

Business Income Tax Filing Due Date

Business Income Tax Filing Due Date

S-Corporation (1120S) and Partnership (1065) Business Tax Returns Income Tax filing due date is March 15th To ensure your tax return is filed by the March 15 due date, please send us your Profit & Loss as soon as possible but no later than February 16th.  ...

Sending Out 1099 forms To Contractors

Sending Out 1099 forms To Contractors

Have you paid anyone who is not your employee? If so, you may be required to send them a 1099 form and file the information with the IRS. When is a 1099 required? In general, you need to provide and file a 1099 if you paid a contractor $600 more in the course of your...

Tax Organizer – Personal Income Taxes

Tax Organizer – Personal Income Taxes

Please complete the Tax Organizer so we can prepare your personal income tax return accurately. Please bring, mail, e-mail, or upload all documents together.   Click the PDF icon to download the tax organizer.

Third Party Bank Access Instructions

Third Party Bank Access Instructions

Chase Bank Chase Bank offers the Chase Access & Security Manager. This feature allows you to set up multiple authorized users with their own unique ID and password, which gives them access only to the accounts and services you allow.  To access this feature: Sign...

IRS Online Account

IRS Online Account

IRS Online Account An IRS online account is a great resource to help you prepare for filing your taxes.  You can securely access and view IRS tax information anytime through your individual online account.  Within your account you can see important information...

S-Corporation Owner Payroll Withholding

S-Corporation Owner Payroll Withholding

As an owner of an S-Corporation, you are required to receive reasonable compensation (wages) in return for services provided.  Through the compensation,  we cover tax withholding for Federal and State so that the amount of tax will cover the taxes on their individual...

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