Hi friend!



Happy 2024! We are about to jump into the tax filing season, and we want to provide you with information that will help this most hectic time of year go as smoothly as possible.

Taxes are processed on a first-in, first-out basis. We require that you provide us at least two weeks minimum from the time that all tax documents are received to complete your tax return…but remember, the further we are into tax season the longer the turnaround time will be.

Please utilize the tax document checklist to help you locate the information we need to complete your returns. When the documents are gathered, please upload them to the Sharefile folder. When you upload your tax documents, you will receive confirmation from ShareFile that your documents were received. If you don’t receive confirmation, please upload them again. Keep in mind that it is an extremely busy time, so if you receive a ShareFile confirmation that your documents were received you don’t need to email separately to get another confirmation from us.

We require that all of your tax documents be received by March 15, 2024, in order to guarantee on-time filing.

If we don’t receive your tax documents by the March 15th deadline, we will file an extension for you, estimate the payment that is needed for the state and federal tax returns, and file as soon as is reasonably possible.

Important Dates: 

• January 29, 2024 – First Date the IRS Will Accept E-Filed Tax Returns

• January 31, 2024 – W-2’s and 1099’s Must Be Mailed to Recipients 

• March 15, 2024 – S-Corp and Partnership Filing Deadline 

• March 15, 2024 – Last Day to Submit Personal Tax Documents for April 15th Filing Deadline 

• April 15, 2024 – Personal and C-Corp Tax Filing Deadline

We look forward to working with you this tax year!