Important Information

2019 Tax Year Filing – Important Reminders

 

Please read an important statement by our Firm 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
  • Use our client portal- it is the fastest and safest way to send your information
  • Download and use the NEW “Onvio Client Center” app on your smart phone
  • The “Onvio” app allows you to take pictures of documents and upload securely
  • Documents can also be mailed, faxed, or hand delivered to our office

2. Tax information for Individual returns must be received by March 15th 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
  • We do NOT automatically put returns on extension unless you communicate with us
  • 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 January 27, 2020

  • 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 16, 2020 

  • All tax information must be received by February 15, 2020 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 July 15, 2020 *

  • All tax information must be received by June 15, 2020 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 July 10, 2020

* IRS Notice 2020-18 postponed the April 15, 2020 tax filing and payment due date until July 15, 2020

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 8/15/2020, to help ensure that your return is filed by the 9/15/2020 deadline
      • Fiduciary Returns: Documents must be received no later than 8/31/2020, to help ensure that your return is filed by the 10/1/2020 deadline
      • Individuals: Documents must be received no later than 9/15/2020, to help ensure that your return is filed by the 10/15/2020 deadline

See tax due dates for additional due dates and information