IMPORTANT DEADLINES

TAX SEASON BEGINS

DROP-OFF APPOINTMENTS

New Clients must meet with Dan for their first visit. Returning clients may opt out of an in-person meeting and instead choose to drop off their documents at the front desk (ONLY IF you have not had major changes in the previous year). 

DEADLINE TO SUBMIT DOCS

All tax documentation must be received for us to file on-time.

TAX DAY

The tax deadline typically falls on April 15 each year, but can be delayed if it falls on a weekend or holiday.

LAST DAY TO REQUEST AN EXTENSION

1ST QTR ESTIMATED TAX PAYMENT DUE

2ND QTR ESTIMATED TAX PAYMENT DUE

Despite the IRS referring to these payments as quarterly estimated taxes, the due dates don’t necessarily fall within “quarters” nor do they each represent three months of tax payments. They represent an equal quarterly share of your estimated income tax liability paid at uneven intervals. The first payment occurs 3 and a half months into the year. The second payment is five and a half months; the third payment is eight and a half months, and the fourth payment is due 12 and a half months after the year starts.