FAQ

Yes! I work with clients all over the United States.

We can communicate via video meetings, phone calls, emails, texts and in-person meetings. You have access to me whenever you have questions or need assistance.

That depends on how much income you anticipate bringing in because managing your taxes will be the determining factor in your business structure.

• Unmasked copy of last year's filed tax return (most important!)
• W-2
• K-1
• 1099s
• 1098s
• Pictures of driver's license
• Accounting and routing number for payments or deposits
• Summary of itemized deductions (medical expenses, charitable donations, mortgage interest, etc.)
• Summary of retirement account contributions

• January 31 - Deadline for employers to send out W-2s and businesses to issue 1099s
• April 15 - Individual income tax returns due, unless extended, Q1 estimated tax payment is also due
• June 15 - Q2 estimated tax payment due
• September 15 - Q3 estimated tax payment due
• October 15 - Extended individual returns due
• January 15 (following year) - Q4 estimated tax payment due

• January 31 - Deadline to send 1099-NECs and W-2s, and file with the IRS
• March 15 - S corporation (Form 1120-S) and partnership (Form 1065) returns due, unless extended
• April 15 - C corporation (Form 1120) due, unless extended. Q1 estimated tax payment due
• June 15 - Q2 estimated tax payment due.
• September 15 - Q3 estimated tax payment due and extended S corp and partnership returns due
• October 15 - Extended C corp returns due.
• January 15 (following year) - Q4 estimated tax payment due

If your goal is to file by March 15 or April 15, then I need your tax documents no later than March 1 or April 1 respectively

I know enough to be dangerous, which is why I don't! If you're looking for comprehensive financial planning, I can provide some recommendations.

Yes! I love collaborating.