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Important Timelines

Important Timelines

Monday, January 23, 2023
It is expected that the IRS will start accepting tax returns.

S Corporations and Partnerships (multi-member LLC’s)

Wednesday, March 1, 2023
All tax documentation must be received for us to guarantee an on-time filing.

Wednesday, March 8, 2023
eFile or Extension authorizations must be received. Appointments made after March 8th, 2023, are
not guaranteed to have taxes filed by the deadline of March 15, 2023.

Wednesday, March 15, 2023
The filing deadline for Partnerships (Form 1065) and S Corporations (Form 1120S). Tax payments are also due regardless of an
extension (*see below). If your business uses a fiscal year, you need to file your tax return by the 15th day of the third month following the close of your tax year.

Individual, Single Member LLC’s, Sole Proprietor & C-Corp Tax Returns

Monday, April 3, 2023
All tax documentation must be received for us to guarantee an on-time filing.

Monday, April 10, 2023
eFile or Extension authorizations must be received. Appointments made after April 8th, 2023, are
not guaranteed to have taxes filed by the deadline of April 18, 2023.

Tuesday, April 18, 2023
By law, Washington, D.C., holidays impact tax deadlines for everyone in the same way federal holidays do. The due date is April 18, instead of April 15, because of the Emancipation Day holiday in the District of Columbia. (C-Corps – If the fiscal year is different than the calendar year, C-corps must file by the 15th of the fourth month following the end of their fiscal year.) Tax payments are also due regardless of an extension (*see below).

Extensions

If you wish to extend your tax returns, we must receive written approval, a signed Extension Acknowledgement Agreement & payment from you to extend your tax returns. We cannot legally file an extension without permission. If we do not hear from you, an extension will not be filed. You may schedule an extension on our website Schedule an extension

Failure to file is a huge penalty (5% per month based on tax due). An extension to file is NOT an extension to pay. Taxes are due March 15, 2023, for S-Corps & Partnerships. Taxes are due April 18, 2023, for individuals, single member LLC’s, Sole Proprietors & C-Corps. Failure to pay is a smaller penalty (0.5% per month based on tax due). If you file an extension for your S-Corp or Partnership your taxes will be due Friday, September 15, 2023.  If you file an extension for C-Corp, individual & Single Member LLC’s, your tax return will be due Monday, October 16, 2023.

Process 1099’s

Friday, January 20, 2023
All documentation must be received for us to guarantee an on-time filing.

Tuesday, January 31, 2023
Due date for employers to send W-2 & 1099 forms

Additional deadline dates

Monday, April 3, 2023
Required minimum distribution from your retirement account due if you turned 72 in 2022.

Tuesday, April 18, 2023
Last day to make a contribution to a Traditional or Roth IRA, Health Savings Account (HSA), SEP-IRA or 401(k)

Tuesday, April 18, 2023
Last day to make a contribution to a Traditional or Roth IRA, Health Savings Account (HSA), SEP-IRA or 401(k)

Income Tax Estimate Tax Payments

Most businesses & self-employed individuals must submit estimated tax payments each quarter. Filing dates depend on whether you operate a sole proprietorship, partnership, S Corporation or C Corporation. Please use the following links for further instructions and deadline dates.

IRS https://www.irs.gov/pub/irs-pdf/p509.pdf

All States Tax Authority https://www.taxadmin.org/state-tax-agencies

California Personal https://www.ftb.ca.gov/file/when-to-file/due-dates-personal.html

California Business https://www.ftb.ca.gov/file/when-to-file/due-dates-business.html

California Sales & Use Tax Returns https://www.cdtfa.ca.gov/taxes-and-fees/sales-use-tax-returns-filing-dates.htm