Intake Form


Incorporation Questionnaire


Tax Preparation Checklist


Quickbooks Checklist



Important Dates to Remember


March 16th – Deadline for filing a 2020 partnership or S corporation return or extension.

April 15th – Deadline for filing a 2020 personal, C-corporation, or calendar year estates/trusts tax return or extension. The return or extension must be postmarked or transmitted for e-filing by Tuesday, April 15, 2021. To avoid late payment penalties and interest, any additional taxes you owe must be paid by this date even if you filed an extension.

May 15th – Deadline for filing a tax-exempt organization return or extension.

September 15th – Final deadline to file your 2020 S corporation, or partnership tax return if you filed an extension. Late penalties are $150.00 each day your return is late.

October 15th – Final deadline to file your 2020 personal or C-Corporation tax return if you filed an extension.

November 15th – Deadline for filing your 2020 a tax-exempt organization return if you filed an extension.

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