Critical Dates for Tax Year 2023 Return Filing

1. Provide ALL tax documents for a complete and accurate return

• Tax preparation will commence once all documents are received
• Use your PC to signup on Onvio portal – it is the fastest and safest way to send us information
• Once signup is complete, you can download the “Onvio Client Center” app to your smart phone
• The Onvio app lets you securely upload tax info and documents from your smart phone or device
• Documents can alternatively be mailed, faxed, or hand delivered to our office

2. Complete information for Individual returns must be received by March 1st for timely filing

• Returns with missing or incomplete information after this date may be placed on extension
• Individual returns on extension must provide complete information by September 15th
• Failure to follow these instructions may result in delinquent filing and unnecessary penalties

3. IMPORTANT:  Individual returns needing additional time to file 

• An extension will be filed for incomplete returns already received by our office
• If you have NOT previously contacted us about an extension – please do so BEFORE April 1st
• Failure to follow these instructions may result in unnecessary late filing penalties

Important dates for extensions, document receipt, and return filing

1. IRS will begin accepting 2023 individual returns on January 29, 2024

• Some forms may be delayed and will become available as they are approved by IRS

2. Partnership and S-Corporation Tax Returns are due March 15, 2024

• All tax information must be received by February 10, 2024 to ensure timely return filing
• Contact us for an extension request if information is still missing or incomplete
• Extension requests must be communicated in writing or email not later than March 11, 2024

3. Individual, C-Corporation, and Fiduciary Returns are due Monday April 15, 2024

• Complete tax information must be received by March 1, 2024 to ensure timely filing
• Contact us for an extension request if information is still missing or incomplete
• Extension requests must be received in writing or email not later than April 8, 2024

Important Deadlines for Returns Placed on Extension

In order to ensure that your extended return is prepared in a timely manner, please be aware of the deadlines for document submission, as well as the actual filing deadlines

• • • C-Corporations, S-Corporations, and Partnerships:  Documents must be received not later than 8/15/2024 to ensure timely filing by the 9/16/2024 deadline
    • Fiduciary Returns: Documents must be received not later than 9/2/2024 to ensure timely filing by the 10/1/2024 deadline
    • Individuals: Documents must be received not later than 9/16/2024 to ensure timely filing by the 10/15/2024 deadline

See tax due dates for additional due dates and information