Frequently Asked Questions

A desk with a cup of black coffee, a calculator, a pen, a yellow sticky note, a small envelope, and a tax document titled 'Tax Withholding and Estimated Tax' for 2019, on a black surface.

General Inquiries

  • Common documents include W‑2s, 1099s, income statements, expense records, and prior‑year returns. We’ll provide a personalized checklist.

  • Yes. We offer catch‑up bookkeeping and ongoing support to get you back on track.

  • Absolutely. We offer year‑round planning, bookkeeping, and advisory support.

  • Yes. We use secure, encrypted systems to protect your information.

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Tax Questions

  • Form 1040 (Individual Returns): April 15
    If April 15 falls on a weekend or holiday, the due date moves to the next business day.

    Extension Deadline:
    October 15 (with a timely filed extension)
    An extension gives you more time to file, not more time to pay.

  • Partnerships and S Corporations (Form 1065 and Form 1120-S): March 15
    Extended due date: September 15

    C Corporations (Form 1120): April 15
    Extended due date: October 15

    Trusts & Estates (Form 1041): April 15
    Extended due date: September 30

  • April 15 – 1st quarter

    June 15 – 2nd quarter

    September 15 – 3rd quarter

    January 15 (following year) – 4th quarter

    If a due date falls on a weekend or holiday, the deadline moves to the next business day.

  • Yes. Any tax owed is still due by the original filing deadline (usually April 15). Paying late may result in penalties and interest, even if an extension to file was granted.

  • An Enrolled Agent (EA) is a federally licensed tax professional authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS). Enrolled agent status is the highest credential the IRS awards. EAs specialize in taxation and are qualified to prepare tax returns, provide tax planning, and assist with IRS audits, appeals, and collections.

    To earn the EA credential, an individual must either pass a comprehensive IRS examination covering individual and business tax law or have prior qualifying experience working for the IRS. Enrolled Agents are required to complete ongoing continuing education each year to stay current with tax law changes and maintain their license.

    EAs have unlimited representation rights before the IRS, meaning they can represent any taxpayer for any tax matter, regardless of the type of return involved.