2023 UPdates
2023 IMPORTANT TAX DATES!
January 15 - 2021 4th quarter estimated tax due for self employed, sole proprietors, and certain LLC's
January 24 - Tax season officially begins.
January 31 - Last day for employers, vendors, schools, government agencies, and etc. to send out tax forms (W-2's, 1099 Misc, and etc) to tall taxpayers.
February 01 - The IRS and all states go live! They will start accepting electronically filed tax returns. There is a delay this year due to the $600 stimulus payments that need to be reported for 2020 tax returns. Many stimulus payments have not yet been distributed.
February 22 - First batch of refunds to be released by the IRS (Feb 29 if you have Earned Income Credit, Additional Child Tax Credit)
March 15 - Last day to file corporate tax returns or extensions (S-Corps & LLC's Electing S-Corp Status)
April 18 - Tax Filing Deadline! First quarter 2023 estimated tax due for self employed, sole proprietors, and certain LLC's.
*NOTE* For California residents living in certain counties affected by the heavy rains and floods, the deadline to file your Federal and State of California tax returns has been extended to October 16. (See next column for details.)
June 15 - Second quarter 2022 estimated taxes due for self employed, sole proprietors, and certain LLC's
September 15 - Last day for corporations with extension requests to file their tax returns
September 15 - Third quarter 2022 estimated taxes due for self employed, sole proprietors, LLC's, and corporations
October 15 - Last day for individuals with extension requests to file their tax returns
2023 OFFICE UPDATES
Tax Deadline Extended for Certain California Residents
The normal tax filing deadline for 2023 is April 18, however for most California residents, the IRS and State of California have extended the tax filing deadline to October 16. This includes residents of the following counties: Alameda, Alpine, Amador, Butte, Calaveras, Colusa, Contra Costa, Del Norte, El Dorado, Fresno, Glenn, Humboldt, Inyo, Los Angeles, Madera, Marin, Mariposa, Mendocino, Merced, Monterey, Napa, Nevada, Placer, Sacramento, San Benito, San Joaquin, San Luis Obispo, San Mateo, Santa Barbara, Santa Clara, Santa Cruz, San Diego, San Francisco, Siskiyou, Solano, Sonoma, Stanislaus, Sutter, Tehama, Trinity, Tulare, Tuolumne, Ventura, Yolo.
Tax Season Office Holiday Closure Notice: Our office will be closed on April 7, 8, and 9, 2023 in observance of Good Friday & Easter Sunday.
Updated Fee Notice as of January 1, 2022: The following office fees have been adjusted
- Notary Fee: Fee for notarizations is now $15.00 per notarized signature. This is according to California Assembly Bill 2217.
- Calculation Fee: Our calculation fee is now $40.00. Should you decide to go ahead and file your return with us, the $35.00 calculation fee will be included as part of your total fees and not in addition to those fees.
- Additional Copies: A $20.00 fee per year requested. Each client is given a set of copies of their tax return. It does not matter if copies of tax return are requested to be sent by e-mail, fax, or by mail. Before sending copies, we will ask for your debit/credit card information.
- Merchant Processing Fee: We gladly accept cash, check, or online payments by Venmo with no merchant fee. Payments processed by credit card or debit card will be charged an additional 3.5% fee. Payments made by Venmo will also be charged an additional fee of 2.5%. These fees does not go to us, but to the credit card processor.
- Verification Letters: A $45 fee will be charged for verification letter requested by clients, for employment, home refinance, home purchase or for any other miscellaneous purposes.
- Amended Returns: Tax returns that need to be amended due to client error will be charged $300 due to the complexity and time put into the work .