This portal is designed to present helpful information for clients.
Please note that the 15th filing deadline may move to the following business day if it falls on a weekend or holiday.
January 18th-4th quarter personal estimated tax payments(for prior tax year)
IRS has not announced yet the 1st day to file 2016 returns (in Jan 2017)-will keep you posted
February 1st, W-2 and 1099’s due to recipients
February 29th-W-2 and 1099 copies due to Social Security Administration and Internal Revenue Service
March 15th-Partnership/LLC (starting in 2017-for 2016 returns)-or extensions. Corporate tax returns (or extensions)
Important Dates & Alerts
April 18th-Individual tax returns (or extensions), CA corporate minimum estimated tax payment, 1st quarter personal estimated tax payments, Partnership/LLC returns (or extensions) for 2015 tax year, Trust returns (or extensions)
May 9th-CA Counties Business Personal Property Tax Returns
May 15th-Non-Profit Returns (for calendar year charities)
June 15th-CA LLC estimated fee (for current tax year), 2nd quarter personal estimated tax payment, 2nd quarter CA corporate estimated tax payment
September 15th-Partnership/LLC (on extension), Corporate tax returns (on extension), Trust tax returns (on extension), 3rd quarter personal estimated tax payments, 3rd quarter CA corporate estimated tax payment
September 30th-Trust returns (on extension)-starting in 2017-for 2016 returns
October 17th-Individual tax returns (on extension)
December 15th-4th quarter CA corporate estimated tax payment
We have found the following references to be very helpful.
Alan Brodie Associates
Financial advisor for retirement plans, investments and insurance
Alan Brodie, CFP, CLU
Financial Advisor, LPL Financial
1601 Dove Street, Suite 260 • Newport Beach, CA 92660-2427
949-612-6335 Telephone • firstname.lastname@example.org
Securities offered through LPL Financial. Member FINRA/SIPC
Public Relations Manager
California Society of CPAs / CalCPA Institute
330 N. Brand, #710
Glendale, CA 91203
Ph: 818.546.3552 / 800.922.5272
The Bank of Mom & Dad podcast is up at http://tinyurl.com/finem198.
Paychex Inc. | Business Consultant
1535 Scenic Ave, Ste 100
Costa Mesa, CA 92626
C: (949) 697-4022
The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind.
― T. T. Munger
Steampunk art by Beverly Holman