Client Resources
Engagement Letters & Payment Authorization
- 2024 Individual Tax Engagement Letter
- 2024 Business Tax Engagement Letter
- 2024 1040 Extension Request
- Payment Authorization Form
- Payment Authorization Form (3rd Party Arrangements – ACH)
- Payment Authorization Form (3rd Party Arrangements – Credit Card)
2024 Tax Resources
2023 Tax Resources
Useful Forms
Useful Links for Individuals & Businesses
- EFTPS (Electronic Federal Tax Payment System) Enrollment
- State Government Website Listing
- Tax Due Date Calendar
- Estimated Tax Payment Rules
- IRS Publication Listing
- Foreign Bank Account Disclosure
Individuals
Businesses
Tax Compliance Calendar
| Sun | Mon | Tue | Wed | Thu | Fri | Sat |
|---|---|---|---|---|---|---|
| Due date for 2013 Forms W-3 and 1096 transmittals Due date for 2013 Forms W-3 and 1096 transmittals Mar 2 all-day To be sent to Government with Forms W-2, 1098, 1099, etc. If you are filing these forms electronically, the due date is automatically extended to March 31. | ||||||
| Final due date for Corporations (fiscal year ending June 30) to file extended 2013 U.S. Corporation Income Tax Return Form 1120 or U.S. Income Tax Return for an S Corporation Form 1120S Final due date for Corporations (fiscal year ending June 30) to file extended 2013 U.S. Corporation Income Tax Return Form 1120 or U.S. Income Tax Return for an S Corporation Form 1120S Mar 15 all-day First due date for 2014 Corporate Tax Returns, Forms 1120 and 1120S, or due date for Automatic Extensions of Time to File. | ||||||