Here you will find answers to the most commonly asked questions, including details on completing your tax return, accessing and uploading documents into your secure data folder, and more!
March 15th – Partnership and S Corporation Tax Deadline
Tax return due date for flow-through entities is the fifteenth day of the third month of the company's fiscal year. The extended due date for flow-through taxes will be September 16, 2019.
April 15th – Individual and C Corporation Tax Deadline
September 16th – Filing Deadline for Partnerships and S Corporation with Extension
If you filed an extension prior to March 15th, this is your final deadline.
October 15th – Filing Deadline for Individual and C Crop with Extension
If you filed an extension prior to April 15th, this is your final deadline.
Below is a list of the most common documents we need to prepare your taxes.
If we prepared your return last year, then we will already have a copy.
These are your Forms W2s and 1099s from Jan. to Dec. of the tax year.
This is likely to be your business P&L, Balance Sheet and Cashflow statement.
This is likely to be a Form 1099 from a US financial institution or your year-end interest statement from your local bank.
If you own a property in another country and you have a mortgage on that property, you should receive a statement saying how much interest you pay annually; this is the statement we need.
If you have withdrawn any money from any of these accounts, your employer or broker should have sent you a statement.
Any social security benefits that have been paid to you.
This could be rental income if you rent out a property, interest from bonds or savings accounts if they have not sent you a tax statement, etc.