Important Information

Critical Dates for Tax Year 2021 Filing

Office protocol during COVID-19 pandemic

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

2. Complete tax information for Individual returns must be received by March 10th for timely filing

  • Returns with missing or incomplete information received 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 8th
  • Failure to follow these instructions may cause unnecessary late filing penalties

Important dates for extensions, document receipt, and return filing

1. IRS will begin accepting and processing 2021 tax year returns on Monday January 24, 2022

  • 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, 2022 

  • All tax information must be received by February 15, 2022 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 communicated in writing or email no later than March 8, 2022

3. Individual, C-Corporation, and Fiduciary Returns are due on Monday April 18, 2022

  • Complete tax information must be received by March 10, 2022 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 April 8, 2022

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 8/15/2022, to help ensure that your return is filed by the 9/15/2022 deadline
      • Fiduciary Returns: Documents must be received no later than 9/1/2022, to help ensure that your return is filed by the 10/3/2022 deadline
      • Individuals: Documents must be received no later than 9/15/2022, to ensure that your return is filed by the 10/17/2022 deadline

See tax due dates for additional due dates and information