IMPORTANT DEADLINES

Monday

January 23, 2023

TAX SEASON BEGINS

This marks the first day the IRS will begin accepting and processing 2022 federal tax returns.

 January 25, 2023 -  April 12, 2023

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). 

Monday

March 13, 2023

DEADLINE TO SUBMIT DOCS

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

Tuesday

April 18, 2023

TAX DAY

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

Tuesday

April 18, 2023

LAST DAY TO REQUEST AN EXTENSION

The tax day deadline is also the last day to request an extension to file your individual income tax return. This grants you the ability to delay filing a completed return until October 16, 2023. But remember, even if you choose to file an extension, you are still required to pay any taxes you may owe by the April deadline. We automatically process extensions for all prior customers.

Tuesday

April 18, 2023

1ST QTR ESTIMATED TAX PAYMENT DUE

 First quarter 2023 estimated tax payment due.

Thursday

June 15, 2023

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.

Friday

August 11, 2023