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Part of professional tax services is to keep you up to date with relevant news and tax tips from the IRS and other sources.  As I am sure you are all well aware, the US tax system is a constantly changing business and it helps to at least avoid as many surprises as possible.r Work

Important Dates

January 15  - 
February 1  -  
March 15  -  
April 15  -  

June 17  -  

September 15  -  
October 15  -  

 



Fourth Quarter estimated payments due
Deadline for employers to send W2s
K1's due from Partnership returns
1040 Tax returns due, First Quarter estimated payments due, filing year IRA Contributions due
Second Quarter estimated payments due, Returns due from automatic extensions for expats
Third Quarter estimated payments due
Tax returns due from filers who requested extensions

 

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Withholding Check-up

Now is a good time to check on your withholding for the year ending and the year to come.  If you are falling short on this current year, you can make a catch-up payment before the end of the year to hopefully avoid any late or under payment penalties.

Use this handy Tax Withholding Estimator from the IRS to find what your optimum withholding amount should be.  Be sure to include all of your income and withholding sources.

2020-2025 written on highway road in the middle of empty asphalt road and beautiful blue

Tax Planning

Anytime is a good time for tax planning, as long as you do it! Always be sure to inform your tax advisor about any changes you foresee in your future.  If you like, follow the link below to go to a guide with information and tips for basic year-round tax planning published by the IRS.

New for 2023

Do you have a long-term Qualified Tuition Program, (QTP) that is not going to be used for education expenses as intended?

Beginning this year, it can be rolled over into a Roth IRA for the benefit of the original beneficiary.  

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