Tax Services
Key Tax Dates You Should Know
| Date | Event |
|---|---|
| January 8 | Call your tax professional to file extensions and get ahead of the season. |
| January 25 | E-File officially opens—time to start filing! |
| March 10 | Business Tax Returns Due – Make sure your paperwork is in order. |
| April 10 | Personal Tax Returns Due – Final date to file or request an extension. |
| April 28 | Florida Corporations & LLC Renewal Due – Avoid penalties, stay compliant. |
| September 10 | Extended Business Returns Due – Final deadline for businesses with extensions. |
| November 10 | E-FILE closes for the year—no more electronic submissions. |
Your Tax Return Checklist Gather These Documents Now!
It’s Tax Time! Let’s ensure your tax filing goes smoothly.
Here’s what you need to gather for your tax return:
Essential Documents:
- W-2 Forms: The cornerstone of your tax return, showing wages and tax withholdings.
- Bank Forms: Any statements showing interest accrued on your accounts.
- 1099-R Forms: Required if you’ve taken money from your retirement account.
- Pension Documentation: This is important if you’re on a pension.
- 1099-B Forms: Remember these if you have stocks or bonds.
Start compiling these documents today to pave the way for hassle-free tax filing. Remember, we’re here to assist if you need guidance or have any queries.
Parents, Take Note!
Critical Documents for Children Under 18:
- School Report Card: A recent one will do.
- Insurance Card: Make sure it includes your child’s name.
- School ID: A current ID card is essential.
- Day Care Receipts: If applicable, these are crucial.
Gather these documents to streamline your tax filing process. Having the proper paperwork ready will make everything run smoother and faster.
Hey there, Gig Economy Maverick!
Thriving in the world of Uber, Lyft, eBay, and Amazon, or just rocking it as a self-employed champ?
Tax season doesn’t have to be a headache. Here’s your quick guide to making tax filing a breeze:
Gig Workers & Independent Contractors – Here’s Your Checklist:
1. 1099-MISC Forms: These are crucial. They detail your income as a contractor or gig worker.
2 . Expense List: Track your expenses! What counts? Call us at 305-823-9228 for our list of the Top 30 Tax Deductions you shouldn’t miss.
Attention Business Owners with Corporations and LLCs!
Your Corporation/LLC Tax Prep Checklist:
- Business Details:
– Name of the Business
– Type of Business (LLC, Corporation, or Sub S Corporation)
- Income Statement Requirements:
– Total amount deposited throughout the year
– List of all tax deductions
- Shareholder Information:
– Details of all shareholders
- Previous Year’s Return:
– If available, a copy of last year’s tax return