Frequently Asked Questions

Tax Deadlines

  • April 15*

    Individual taxes are due on April 15th. 

    Corporate taxes are due on April 15th.

    S Corporation and Partnership taxes are due on March 15th 

    Exempt Organization taxes are due on May 15th

    *All individuals and businesses are eligible to file for a 6-month extension from their original due date to file their tax return. This is an extension to file a tax return, not an extension to pay tax due.

    • Yes, you can file for an extension to be able to file your taxes by October 15. This is only an extension to file not to pay your tax. 

    • All individuals and businesses are eligible to file a 6-month extension from their original due date to file their tax return. This is an extension to file a tax return, not an extension to pay tax due.

    • All balances due are to be paid on the original due date. The Internal Revenue Service and State agencies charge penalties and interest every day that your payment is late. 

  • Make sure to get all tax documents to our office by our office deadline.

    Our office sends out tax organizers in mid-January and we recommend you have your documents turned into us by March 15th to have your return filed by April 15th.

    If you have filed an extension, we require all tax documents to be turned into us by September 1st to have your tax return filed by October 15th.

    • If you miss a tax filing deadline it can result in a failure-to-file penalty.

    • If you fail to pay your tax by the due date interest accrues from the due date of the return until the date of payment. 

    • In addition, if you file a return but don't pay all tax owed on time, you'll generally have to pay a late payment penalty. 

    • Please refer to the IRS website for more details on penalties and interest at https://www.irs.gov/taxtopics/tc653

    • An extension gives you until October 15th to file your taxes. It does not give you an extension to pay your tax.

    • Our office will file an extension on your behalf at your request or if we have not received any tax documents by March 15. 

Tax Refunds

  • Once your return has been filed allow 21 days for your return to process and your refund to be issued by the IRS. 

    If you have not received your refund after 21 days from the filing date, we recommend going to this website to check the status of your refund. 

    You will need:

    • Your Social Security Number or ITIN

    • Your Filing Status

    • Your Exact Refund Amount.

  • Once your return has been filed allow 2 weeks for your return to process and your refund to be issued by the Franchise Tax Board.

    If you have not received your refund after 2 weeks from the filing date, we recommend going to this website to check the status of your refund.

    You will need:

    • Your Social Security Number

    • Numbers in Your Mailing Address

    • Zip Code

    • Exact Refund Amount

Tax Payments

  • You can pay your federal tax online at https://www.irs.gov/payments

    You can pay using your bank account or a debit or credit card. If you choose to pay using a debit or credit card there will be a fee of $2.58 or 1.99% applied. When paying your federal tax online the system will ask you the following questions:

    • Reason for payment

    • Apply payment to

    • Tax period for payment

    • Your filing status

  • You can pay your state tax online at https://www.ftb.ca.gov/pay/#:~:text=FTB.ca.gov

    You can pay using your bank account, credit card or a payment plan. 

    If you choose to set up a payment plan you must apply by phone or mail. (See FTB’s website for more information) https://www.ftb.ca.gov/pay/payment-plans/index.asp

    If you choose to pay by credit card a 2.3% service fee will be applied.

  • You can either mail your payment with a voucher or pay online.

    Mailing:

    Use the voucher included in your tax return. Include voucher & check in envelope with the address listed on your voucher.

  • Estimated Tax Deadlines: 

    April 15, 2022: 1st-quarter 2022 estimated tax payment due

    June 15, 2022: 2nd quarter 2022 estimated tax payment due

    September 15, 2022: 3rd quarter 2022 estimated tax payment due

    January 15, 2023: 4th quarter 2022 estimated tax payment due

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