Avoid Penalties: Submit Your Documents ASAP!

" Nothing is impossible, the word itself says "I'm possible."

-Aubrey Hepburn

📢 PERSONAL TAX DEADLINE REMINDER! 📢

Did you request an extension for your 2025 federal tax return? Don’t forget

October 15, 2026, is the final deadline to file your return.

⚠️ Filing after the deadline may result in additional penalties and interest, so now is the time to make sure we have everything needed to complete your return.

📄 Please upload all of your tax documents to the client portal today as we cannot guarantee timely filing. The sooner we receive your information, the sooner we can get your return prepared and filed. Please upload your documents using the button below.

If you have any questions or aren’t sure what documents you still need to provide, please don’t hesitate to contact our office. We’re happy to help!

Thank you for trusting us with your tax needs! Team KHCPA

Upload Documents

TAX PLANNING APPOINTMENTS

Don’t wait until tax season to start thinking about your taxes.

Tax planning is about looking ahead and making informed financial decisions that can help minimize your tax burden, while keeping your short- and long-term financial goals in mind.

Whether you’re looking at this year’s tax liability or planning for the years ahead, there may be strategies worth considering, including:

Reviewing withholding and estimated tax payments to help avoid unnecessary penalties
Planning the timing of income, deductions, and capital gains
Evaluating retirement and investment strategies with tax consequences in mind
Preparing for major financial transactions or capital liquidation
Developing long-term strategies for wealth transfer and estate planning
Coordinating financial decisions with your family’s broader goals

The best tax strategy is often the one you plan for before the tax bill arrives.

We are beginning to schedule Tax Planning Appointments on October 20th.

📞 Call 727-310-2000 or email admin@helfertycpa.com today to schedule your appointment.

Let’s take a proactive look at your tax situation and explore opportunities that may benefit you now, and in the future.

📅 October Tax Dates & Reminders

October 15th: Tax Return Deadline

The deadline to file your 1040 tax returns and 1120 Corporate tax returns.

October 16th: KHCPA Tax Holiday

The KHCPA office will be closed on October 16 for our Tax Holiday. We’ll be back on Monday October 19th.

October 19th: Sales Tax Payments Due

October 20th: Tax Planning Appointments

Ready to get ahead of your taxes? Tax Planning Appointments begin

October 21st! Call or email us today to schedule your appointment.

Your Support Counts! Please Rate Us!

If you've got a minute, we'd be thrilled if you could share your experience with us! Your feedback not only brings smiles to our faces but also helps us improve and serve others even better. Thank you for being an amazing part of our community!

Helferty CPA Client Portal

Our client portal has plenty of features, such as accompanying tours that summarize all of its capabilities. Everything is fast, easy, and secure when using our client portal. Simply visit our website, click on the client portal, and create a username and password.