TAX SEASON

Engagement Letter

We require an Engagement Letter for every tax return we complete, whether for individual taxes or business taxes.

Businesses - you will receive your Engagement Letter from our staff, prior to us beginning your work.

Individuals - If you haven't already received an Engagement Letter for your individual taxes, you can download one below:

INDIVIDUAL TAX ENGAGEMENT LETTER

Individual Tax Organizer

You don't need an organizer to complete your taxes! While some clients find a checklist helpful when preparing tax documents, our organizers are designed as a tool to assist you in gathering the information your accountant requires to prepare you taxes.

ORGANIZERS ARE SENT ELECTRONICALLY AT THE END OF JANUARY EACH YEAR

If you've filled out an organizer before, chances are we have one ready for you this year. It includes previous information to aid you in organizing for the current year. Please contact us to receive your organizer if you haven't already received one.

If you're interested in using our organizer this year, you can download a blank one below:

INDIVIDUAL TAX ORGANIZER

You can securely upload your Engagement Letter and/or Organizer through our SafeSend Exchange link here: SAFESEND EXCHANGE SECURE FILE TRANSFER

Key 2025 filing season dates

January 15: Final estimated tax payment for 2024 due.
Late January: IRS begins processing 2024 tax returns.
March 17: Business, S-Corps, Partnerships return deadline
April 15: Due date of filing a tax return or to request an extension for most of the nation.
September 15: Due date for Business, S-Corps, Partnership extension filers.
October 15: Due date for individual extension filers.