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Tax Time Has Arrived! Tips for Getting Ready for Your Tax Appointment 2025 edition

1. Important Deadlines & Extensions

  • 1099 and W-2 deadline: January 31, 2025

  • Individual tax return deadline: April 15, 2025

  • Partnership & S-Corp deadline: March 15, 2025

  • Extensions: If you need more time, let us know ASAP so we can file an extension for you. However, an extension does NOT mean an extension to pay any taxes owed.

2. How to Submit Your Documents

  • All tax documents must be uploaded to the portal by:

  • February 28, 2025 (Partnerships & S-Corps)

  • March 31, 2025 (Individuals)

  • Need access to the portal? Contact us, and we’ll resend your login information.

3. What Documents You Need to Upload

  • W-2s, 1099s, K-1s

  • Business income & expenses click

  • Mortgage & property tax statements

  • Retirement & investment account statements

  • Any other tax-related documents

4. Why You Should File Early

  • Faster refunds

  • Avoid last-minute stress

  • More time to plan for payments if you owe

5. How to Get Help

Have questions? Need assistance? We’re here to help! Contact our office via 678-861-7791 or schedule an appointment.

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