To help you prepare for your tax interview, we have prepared a series of organizers and links to useful information.
Filing deadlines are as follows:
- The filing deadline for 1040, 1041 and 1120 returns is April 15, 2024. If you are not able to file by this date you should apply for an extension of time to file your return.
- The filing deadline for 1065 and 1120S returns is March 15, 2024. If your not able to file by this day you should apply for an extension.
Please complete our Extension Request Form if you need us to prepare and file an extension for you. Due to the liabilities associated with late-filed returns, we do not not take oral or email requests for extensions. We will only process written extension requests properly submitted via our Extension Request Form.
1040 Individual Returns
What to Bring
It can be helpful to visit the " What to Bring" page of our website first, then, you can begin to prepare for you interview by downloading and completing the Individual 1040 Organizer.
Most people will only need to complete the Individual 1040 Organizer. However, if your tax situation is more complex, you may need to complete additional organizers to provide more information about your tax situation. There is no need to complete organizers that do not apply to you
Special Situation |
Organizer to complete |
|---|---|
| Individual 1040 return | Individual 1040 |
| You sold your home | Sale of Home |
| If you purchased a new home or refinanced an existing mortgage, you should bring a copy of your HUD or settlement closing statement to your tax interview. | Home Buyer |
| You sold stocks, ESPP/RSU/ISO shares | Stock Sale |
| You lived or worked in a foreign country, or you have foreign income or foreign investments, including foreign pension accounts, bank accounts or brokerage accounts | Foreign Income or Assets |
| You had income or expenses from renting a house/condo or vacation rental | Rental Property |
| You have income reported on Form 1099-Miscellaneous, you are self employed or you had farm income. | Self-Employment (Schedule C or F) |
Business and Entity Return Information
For business returns we ask that you review and complete the appropriate tax organizer for your business type. If you don't understand, or are not able to fully complete the tax organizer, don't worry. Just put together as much of the information you can and we'll help you do the rest.
We provide Payroll and Bookkeeping services for businesses that need assistance with administering payroll, issuing 1099 documents and compiling Business Profit & Loss and Balance Sheet records. Visit our Payroll & Bookkeeping pages to learn more about these services.
Business Tax Structure |
Organizer to complete |
|---|---|
| Sole Proprietor/Single-Owner LLC | Self-Employment (Schedule C or F) |
| Partnership/Multi-Owner LLC | Partnership/LL 1065 |
| S Corporation | S Corporation - 1120 S |
| C Corporation | C Corporation 1120 |
| Estate or Trust - Fiduciary Return | Fiduciary 1041 |
| Non-Profit Organization | Tax Exempt 990 |
| Payroll W-2, 940, 941 | Payroll Services Questionnaire |
| Payroll or Bookkeeping Services | Payroll or Bookkeeping Services Engagement Letter and Retainer Agreement |