Important Dates & 2024 Tax Season Updates

July 15, 2022 and forward

  • Our scope of services will go through a change that is vital to the reducing your tax liabilities as your assets, incomes, and businesses continue to grow. Get assessed to see if you are a good fit to our advisory services and packages. Inquire via email or during your tax appointment.

CALIFORNIANS: IRS NOTICE CP14 and FTB NOTICE - 2022 TAX RETURN LATE FILING PENALTIES
can be ignored and dismissed. IRS has stated that although the notices are automatically generated, it will not concern those in disaster relief areas which includes all of California. IRS ARTICLE

Late January 2024 Tax Return Filing Season Begins

  • January 30, 2024 our calendar opens for scheduling into February 7th to the April 15th deadline. Schedule on our website.


January 18, 2024 - ESTIMATED TAX PENALTIES

  • Deadline to tax pay 2023 tax year estimated tax balances before the tax season begins. Estimated tax projections is best practice for high income earners and taxpayers with securities/property/business asset portfolios to proactively lower tax liabilities.

January 31, 2024 - Send out all W2s and 1099s to employees and contractors

March 15, 2024 - Deadlines for some types of business tax returns

  • Partnerships Tax Filing Deadline

  • Multi Member LLCs Tax Filing Deadline

  • S Corporations Tax Filing Deadline

  • Extension filing deadline for types of business tax returns listed above

April 15, 2024

  • C Corporations Tax Return Filing Deadline

  • Individual Tax Return Filing Deadline or Extension Filing Deadline

  • First estimated tax payment of 2024 due if applicable.

June 17, 2024

  • Second estimated tax payment of 2024 due if applicable.

September 16, 2024

  • Extension Deadline for these types of businesses:

    • Partnerships

    • Multi Member LLCs

    • S Corporations

  • Third estimated tax payment of 2024 due if applicable.

October 15, 2024

  • Extension to file tax returns deadline.

January 15, 2025

  • Final estimated tax payment of 2024 due if applicable.

IRS AND FTB TAKING UP TO 12 WEEKS AND MUCH LONGER FOR REFUNDS AND PROCESSING OF RETURNS/AMENDMENTS Why some refunds take longer?