New Clients Process

Step 1:

            You can fill out the discovery questionnaire,                or contact us for a quick discovery call (15                  minutes)

Step 2:

            We will work on a proposal

Step 3:

            We will meet to discuss the proposal and                    reach verbal agreement (1 hour)

Step 4:

            Sign agreement, start the partnership

​

Important Announcments

2025 key tax filing dates:

• January 15 -- Due date for 2024 fourth quarter estimated tax payments

• January 31 -- Providing W2, 1099 and other informational forms

• March 17 -- Due date for partnerships, S corporations, and LLCs taxed as a partnership or as an S Corp

• April 15 -- Due date for individuals, C corporations, or LLCs taxed as a C Corp

• September 15 -- Partnership and S Corp tax deadlines with extension

• October 15 -- Individual and C Corp deadline with extension