Q3 estimated payments are due 15 September. If we prepare yours, it is already filed.
We work to a calendar you can see, and we tell you the number in the quarter it happens rather than four months later.
Third estimated payment, and extended business returns
Extended individual returns
An extension moves the filing, never the payment. If you owe, the interest started in April.
Third-quarter 941 and RT-6
Fourth estimated payment
For the year that just ended. Paying it by the 15th is what stops the underpayment penalty accruing.
W-2s, 1099s, and the fourth-quarter 941 and RT-6
Copies to the recipient and to the IRS on the same day. We file all of it for every payroll client.
Federal dates for an owner-managed business. A date that falls on a weekend or a federal holiday moves to the next working day. Florida has no personal income tax return; the RT-6 and sales tax run to their own calendar and we file those too.
Federal and Florida, filed together so the two do not contradict each other.
Read more →Closed by the tenth, with a one-page summary you can actually read.
Read more →941s, RT-6s and W-2s, on the dates above, without a reminder from you.
Including the one conversation about whether an S-corp actually saves you anything at your revenue.
Every fee is fixed in writing before any work starts, monthly or annual. We do not bill for phone calls, and we have never sent a client an invoice they had not already seen.
FinCEN’s final rule makes permanent what the March 2025 interim rule started: every entity formed in the United States, and its owners, are exempt from filing beneficial ownership information. Only foreign companies registered to do business here still report. If you filed in 2024 and have been waiting for the next one, there is not one.
If you reimburse yourself for business driving, the rate changed on 1 January. We have applied it to every client already — you do not need to do anything.
We read last year’s return and tell you what we would have done differently.
Monthly or annual, in writing, before any work starts.
You get the dates above with your name on them, and we hit them.
The first thing they did was read three years of old returns and find a deduction the previous accountant had missed twice. It paid for the year.
What to send us, in the order we need it.
Every date that applies to an owner-managed business in Florida.
Yes, and it is usually the better time. Coming to us in March means we are meeting your books and your deadline at once.
No. We prepare and we advise. If you need an audit we will name three firms that do them properly and none of them pays us anything.
Yours, if it is QuickBooks, Xero or Wave. We do not require you to move, and we do not resell anybody’s licence.