Important Information

2020 Tax Year Filing – Important Reminders

 

Important information Re: the current COVID-19 event

 

1. Please provide ALL tax documents for a complete and accurate return

  • Tax preparation will not begin until all documents are received
  • Signup on your PC to use the Onvio portal- it is the fastest and safest way to send us information
  • Once signup is completed, you can download and use the “Onvio Client Center” app on your smart phone
  • The Onvio phone app allows you to take pictures of important documents and securely upload
  • Documents can alternatively be mailed, faxed, or hand delivered to our office

2. Complete tax information for Individual returns must be received by April 1st for timely filing

  • Returns with missing or incomplete information after this date will be placed on extension
  • Individual returns on extension must provide complete information by September 15th for timely filing
  • Failure to follow these instructions may cause late filing and unnecessary penalties

3. IMPORTANT:  If you are an individual and need additional time to file your tax return

  • An extension will be filed for incomplete returns already received by our office
  • If you have NOT previously contacted us about an extension, please do so BEFORE April 10th
  • Failure to follow these instructions may cause unnecessary late filing penalties

Important dates for extensions, document receipt, and return filing

1. Electronic Filing of Individual Tax Returns will begin on February 12, 2021

  • Some forms may be delayed and will become available as they are approved by IRS

2. Partnership and S-Corporation Tax Returns are due on March 15, 2021 

  • All tax information must be received by February 15, 2021 to ensure a timely filed return
  • Please contact us for an extension request if information is still missing or incomplete after that date
  • Extension requests must be received in writing no later than March 10, 2020

3. Individual, C-Corporation, and Fiduciary Returns are due on May 17, 2021

  • Complete tax information must be received by April 1, 2021 to ensure a timely filed return
  • Please contact us for an extension request if information is still missing or incomplete after that date
  • Extension requests must be received in writing no later than May 13, 2021

Important Deadlines for Returns Placed on Extension

In order to ensure that your extended return is prepared in a timely manner, please be aware of the deadlines for document submission, as well as the actual filing deadlines

      • C-Corporations, S-Corporations, and Partnerships:  Documents must be received no later than 8/15/2021, to help ensure that your return is filed by the 9/15/2021 deadline
      • Fiduciary Returns: Documents must be received no later than 9/1/2021, to help ensure that your return is filed by the 10/1/2021 deadline
      • Individuals: Documents must be received no later than 9/15/2021, to help ensure that your return is filed by the 10/15/2021 deadline

See tax due dates for additional due dates and information