As we embark on a New Year, I wanted to again thank everyone who allowed me to help with their 2012 taxes, and let you know I am looking forward to assisting you with your 2013 Tax Returns. The following are a few important dates for your planning – Please keep in mind that I will do my best to meet everyone’s requests, but last year I stretched myself a little thin, and to preserve service quality, I must ask your assistance in setting the following tax preparation dates:
January 25-January 28 - Organizers mailed out to Clients – clients who used organizers last year, will be mailed 2013 Tax Organizers – If you don’t receive an Organizer, call Julie in the Office and I can fax, email or mail you one. Trying to save a few trees!
February 8 – March 15 (Saturday Mornings) (Excluding 3/8)- Each Saturday, I will be in a different part of town picking up returns and meeting with clients. Please contact me as soon as you have most/all of your documents ready, and I will be happy to come to you and meet/collect your tax information. Once I have an appointment in your area, I try to contact others in your area to see if I can set up appointments. Last year I was very successful meeting many of you. I have a company function to attend on 3/8 an will be unavailable that day.
March 1 - All corporate returns which are due by March 15th must be in house to insure completion by the 3/15/14 deadline. Corporate returns still outstanding at this date will be extended with the available information until the Sept. 15th deadline.
March 15th – 1st Deadline for having documents in to insure completion of return by the 4/15 deadline. In order to make sure I can complete as many returns as possible by the deadline, I will prioritize returns in by this date
April 1st - Final Deadline to insure completion of returns by 4/15. Returns in by this date will have priority over all remaining returns. Returns after this date stand a high probability of needing to be extended.
April 8th – Returns not in and complete will be extended to insure no late filing penalties occur.
April 15th – Filing Deadline.
If you have a special request in how I can assist you, please contact me and let’s see what we can work out. I value all of you equally as client’s and will be happy to help, and I am trying to find a way to give everyone the attention they deserve.