Checklist
CORPORATion | FRANCHISE | INDIVIDUAL
*ALL CHECKLIST DOCUMENTS ARE AT THE BOTTOM OF THIS PAGE*
2023 CORPORATION TAX RETURN DEADLINE - March 15, 2024
To complete your Corporate Tax Return, our office must have all completed data with the CORPORATE CHECKLIST on or before FEBRUARY 5th, 2024.
The 2023 Corporations, Partnerships and LLC’s - Tax Return must be filed and received by March 15th, 2024 to avoid Penalties.
We want to inform you that the IRS requires receipt of your Individual Tax Return BY MARCH 8th, 2024, to post as received on time. Please avoid penalties and interest for late filing.
FRANCHISE RETURN - FILED WITH CORPORATE RETURN
FRANCHISE Tax Return must be received and filed by May 15, 2024, for the 2023 tax year.
WEB FILE NUMBER: The State of Texas will assess a penalty for filing a Franchise Return without a Web File Number. Please provide a Web File Number to prepare a Texas State Franchise Return for Tax Year 2023.
Franchsie Tax Return cannot be E-filed without a web file number.
Web File Contact Telephone#: 800-252-1381 State of Texas Franchise Division.
2023 INDIVIDUAL TAX RETURN DEADLINE - April 15, 2024
To complete your Tax Return, our office must have all completed data with the Individual checklist on or before March 3rd, 2024.
2023 Individual Tax Return must be filed with IRS by April 15th, 2024.
IRS requires receipt of your Individual Tax Return BY APRIL 8th, 2024, to post as received on time. Please avoid penalties and interest for late filing.
*Deadline for Extension filing is April 15th, 2024. However, if you owe a liability for the 2023 Income Tax Return, it is advisable to submit a check with the Extension request or go online to IRS.Gov and make payment using EFTPS.
OUR OFFICE WILL NOT ASSUME RESPONSIBILITY FOR LATE FILING, PENALTIES AND INTEREST DUE TO YOUR LACK OF PREPARATION AND DELIVERY OF COMPLETED DATA.
PLEASE NOTE THE FOLLOWING
As a result of your delay in responding to our request for missing or incomplete data, our office will not assume responsibility for any Interest or Penalties due to your inability to deliver the required information. Please access the forms and other information at the bottom of this page.
YOU MUST BE ABLE TO SUBSTANTIATE AND VERIFY ALL DEDUCTIONS SUBMITTED WITH YOUR TAX RETURN.
CORPORATE - If missing data is not received for a Corporation Tax Return BY FEBRUARY 5th, 2024, we will not be able to complete the Corporation returns.
INDIVIDUAL - If missing data is not received for an Individual Tax Return BY MARCH 3rd, 2024, we will not be able to complete Individual returns.
New Clients
Please bring prior-year tax returns for review, including any audit information.
Download the necessary documents below. Print and fill in the form to expedite preparation and processing. Bring the form with you to the meeting.