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

Helpful Associations

We have found the following references to be very helpful.

FINANCIAL ADVISORS

INSURANCE

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 • alan.brodie@lpl.com

Securities offered through LPL Financial. Member FINRA/SIPC

OTHER

PAYROLL SPECIALIST

BILL SPANIEL

Public Relations Manager

 

California Society of CPAs / CalCPA Institute

330 N. Brand, #710

Glendale, CA 91203

Ph: 818.546.3552 / 800.922.5272

Fax: 818.246.4017

bill.spaniel@calcpa.org

www.calcpa.org

Twitter: @billspaniel

 

The Bank of Mom & Dad podcast is up at http://tinyurl.com/finem198.

 

BEN GOMEZ

Paychex Inc. | Business Consultant

 

1535 Scenic Ave, Ste 100

Costa Mesa, CA 92626

C: (949) 697-4022

E:  bgomez1@paychex.com

BANKING

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

© 2017 Janet Lee Krochman, CPA / All Rights Reserved

 Designed by TC Two Creative Studios

jkrochman@jlkcpa.com

Janet Lee Krochman, CPA

3004 Deodar Ave, Suite C

Costa Mesa, CA 92626-3792