SafeSend's GATHER technology will simplify your document upload process! You will be guided step-by-step through online signing of the Engagement Letter, filling out the Questionnaire and Organizer, uploading documents and categorizing them. Click here for a guide to Gather for desktop or mobile.

We are also excited to announce the addition of the SafeSend Client Portal: a centralized, easy-to-use dashboard to simplify document management! Going forward, all correspondence you receive from us and SafeSend will have an "Access Client Portal" link included. The first time you use this link (likely when completing your 2024 Individual Tax Organizer), you will need to click on "Sign Up" to register your email address and create a secure PIN. Then it will be as simple as inputting an Access Code to reach your personal dashboard, where you can view your tax returns, tax payment information, tasks, and a searchable document repository - all in one place! Please click here for a brief demo of the portal.

January 27 - the IRS will begin accepting tax returns

January 31 - deadline to file Forms 1099-NEC for Nonemployee Compensation. In general, you are required to file a Form 1099-NEC for each Independent Contractor to whom you have paid at least $600 in compensation during the year in the course of your business, including fees to attorneys, but excluding payments to corporations. Businesses filing just 10 or more information returns must electronically file them (these also include W2s, 1098s, 1094s and others).

February 1 - tax info is due to our office for November year-end C-corporations, LLCs, Partnerships, and S-corporations for the March 17 filing deadline

March 1 - tax info is due to our office for Individuals, C-corporations, and Trusts for the April 15 filing deadline

April 1 - tax info due to us for those wishing to extend and also for Non-profits for the May 15 filing deadline