RESOURCES


2024 TAX SEASON

The opening date for e-filing is January 29, 2024 and the due date is Tuesday, April 15, 2024 for most taxpayers.

Returns for partnerships and S-corporations are generally due March 15.

Reminder: Missing tax documents and errors will delay your refund!!

Please be advised… If you claim the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC), your refund may be delayed. By law, your refund can’t be issued before mid-February — even the portion of the refund not associated with these credits. Plan accordingly.

After your return has been filed, the best way to track your refund is Where's My Refund?

Pay estimated quarterly taxes and tax bill HERE.

A full CHECKLIST OF APPLICABLE DOCUMENTS can be viewed HERE.

2023 TAX ORGANIZER can be downloaded HERE.


Download your free personal budget template here.

Download your free business budget template here.

Download your free business mileage tracker here.

Download your free Tax Season Survival Guide here.


Why should I hire an Accountant?

Your business deserves more than a bookkeeper handling the day-to-day transactions.  While a bookkeeper is essential, many small business owners mistake a bookkeeper for an accountant and expect more from a bookkeeper than they are qualified to do. 

As your Accountant, I can ensure your bookkeeping is accurate, help you to get the most out of your financial statements, and assist you with making solid business decisions.  While the goal is to save for the upcoming tax season…  To ensure you are always in the most beneficial position to make future gains, I offer ongoing financial guidance, account analysis, and tax strategies for your business.