Individuals
Due Date for 2023 Individual Income Tax Return is, Monday April 15th ,2024 For those filing an Extension of Time to File , is Tuesday October 15, 2024
2023 Documents you should have Organized, in order to make a productive process are:
1) Income Documents: W-2's, (for employees) 1099's, (for Self Employed and
Investments)
2) 1098's - Mortgage Interest paid to your bank on properties you own. (if applicable)
3) Your County Property Taxes Statement on properties you own. (if applicable)
4) Clear Information on your dependents, Complete Name / Social Security Number /
Date of Birth.
5) Summary of Medical Expenses
6) Day and After School Care Provider Information (Tax ID)
7) If you are Self Employed, a summary of expenses you incurred in your business.
8) If you had Health Insurance through the Marketplace (Obamacare), have ready Form 1095-A for Year 2022
Note: Many of this documentation will arrive in the mail within the month of January, and the first 2 weeks of February 2024
There are other details that might need to be covered, but this will be done during our consultation.
Corporations
The Due Dates for 2023 Corporate Income Tax Returns are:
Limited Liability Companies = Friday, March 15th, 2024
S-Corporations = Friday , March 15th , 2024
C-Corporations and Sole Member LLC = Monday , April 15th , 2024
Due Date with Corporate Extensions = Monday September 16th , 2024 (LLC and S-Corps) For C-Corp with Extensions, Tuesday October 15th 2024
2023 Documents you should have Organized, in order to make a productive process are:
1) Your Commercial Bank Account Statements from January 01 - December 31, 2023.
2) Commercial Account Check Book and/or General Ledger (if available)
3) Financial Reports from Accounting System, or Excel Spreadsheet ; Summarizing Income and Expenses
