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New Clients

New clients are being accepted for the 2023 filing season.  Call our office, or use the appointments page of our website, to schedule an appointment with one of our firms CPAs. 

 

Save time and complete our online New Client Sheet.  You can also download and print the appropriate pages of the Client Organizer and bring them to our office with your supporting documents.  We also request to see copies of the last 3 years of filed returns [include federal, state, and local (if any)].

 

Individual Clients

 

Filing deadline is April 15, 2024.

 

Business and Non-Individual Clients

 

Filing Deadlines for 2023 Tax Year

 

Filing deadline for 2023 calendar year end S-Corporations is March 15, 2024.
Filing deadline for 2023 calendar year end Partnerships is March 15, 2024.
Filing deadline for 2023 calendar year end C-Corporations is April 15, 2024.
Filing deadline for 2023 calendar year end Trusts is April 15, 2024.