Clients

Client center Everything in one place.

Upload documents, reach the portal, settle an invoice, and see what is due next. If you are looking for something that is not here, call us — the number at the top of this page reaches a person.

Quick Actions

Four things clients come here to do.

Secure document upload

Send us tax documents, statements, and anything with a Social Security or account number on it. Encrypted in transit and at rest. Do not email these — ordinary email is not a secure channel and we will ask you to resend.

Portal URL [TODO: secure upload URL]

Client portal login

Prior-year returns, signed engagement letters, and the documents you have already sent us. If you have not set up access, ask and we will send an invitation rather than a password.

Portal URL [TODO: client portal login URL]

Pay an invoice

Card or bank transfer, against the invoice number on your statement. If you would rather pay by check the address is in the footer of every page on this site.

Payment URL [TODO: invoice payment URL]

Key dates

The recurring federal and Florida deadlines an owner-operated business actually tracks, in one list, with what each one asks of you.

See the dates

Key Dates

What is due, and when.

Calendar-year filers. A fiscal-year business runs on a different clock and we will tell you which dates are yours. Where a deadline falls on a weekend or a legal holiday it generally moves to the next business day.

Quarterly estimated tax

Individuals and most owners pay estimated tax four times a year, due April 15, June 15, September 15, and January 15 of the following year. The June and September instalments are two and three months apart rather than three and three, which is the reason a payment gets missed more often in that stretch than anywhere else in the year.

Corporations follow their own schedule, with instalments due on the 15th day of the 4th, 6th, 9th, and 12th months of the tax year.

Business returns

Partnerships (Form 1065) and S corporations (Form 1120-S) are due the 15th day of the third month after year end — March 15 for a calendar-year filer, moving to the next business day when that is a weekend. This is the date owners most often assume is April.
C corporations (Form 1120) are due the 15th day of the fourth month after year end — April 15 for a calendar-year filer.
Individuals (Form 1040) are due April 15.

An extension extends the filing date, not the payment date. Tax owed is still due on the original deadline, and interest runs from that date whether or not an extension was filed. An extension filed with no payment behind it prevents the failure-to-file penalty and does nothing about the rest.

Extensions

Partnerships and S corporations — Form 7004 gives six months, to September 15.
C corporations — Form 7004, to October 15 for a calendar-year filer.
Individuals — Form 4868 gives six months, to October 15.

Information returns

W-2 to employees and to the Social Security Administration — both due January 31. There is no longer a later date for the government copy than for the employee copy.
Form 1099-NEC for non-employee compensation — due January 31 to both the recipient and the IRS.
Form 1099-MISC — to recipients by January 31; to the IRS by February 28 on paper or March 31 filed electronically.
Schedule K-1 goes out with the entity return, which is why a late 1065 or 1120-S makes every owner’s personal return late as well.

Florida

Sales and use tax, Form DR-15. Returns and payment are due on the 1st and late after the 20th of the month following the collection period. Filing frequency — monthly, quarterly, semi-annual, or annual — is set by the Department based on your tax collected, and it changes as a business grows.
Tangible personal property, Form DR-405. Due April 1 to the county property appraiser. The $25,000 exemption is secured by filing; a business that stops filing because it is “under the exemption” is the business that loses it.
Reemployment tax, Form RT-6. Quarterly, due the month after each quarter ends and late after the last day of that month.
Annual report to the Division of Corporations. Due May 1. It is not a tax filing and it is not something we file for you by default — ask if you want it handled. Missing it carries a flat late fee and, left long enough, administrative dissolution.

Year End

What to send us, and when.

Nothing here is a surprise, and none of it is urgent in December. The clients whose returns go smoothly are the ones who send things as they arrive rather than in one box in March.

As they arrive, January and February

W-2s, and 1099s of every letter — NEC, MISC, INT, DIV, B, R, K.
Form 1098 mortgage interest, and property tax paid.
Brokerage year-end statements, including the realised gain and loss detail. The consolidated 1099 alone is often not enough to compute basis.
K-1s from any partnership, S corporation, estate, or trust. These arrive last and are the usual reason a return waits.
Health insurance forms 1095-A, B, or C.

For the business, as soon as the books close

Year-end financial statements, or access to the accounting file.
Bank and credit card statements for December, so we can confirm the closing balances reconcile.
A list of fixed assets bought or sold during the year, with dates and amounts.
Loan statements showing the year-end balance and the interest paid.
Payroll reports for the year, including the fourth-quarter 941 and the annual 940.
Any new entity, new owner, or ownership change — tell us even if you think it is minor. Ownership changes drive filing requirements that are painful to fix after the fact.

Things worth telling us before year end, not after

You bought or sold real estate.
You took money out of a retirement account.
You started working in, or selling into, another state.
You opened a foreign bank account, or one was opened in your name.
You received a letter from the IRS or the Florida Department of Revenue — see IRS representation.
You did not file a prior year — see unfiled returns.

Every one of those has a planning answer available before December 31 and a compliance-only answer afterwards. The difference is usually money.

Who Runs This

Cannot find what you need?

Portal access, a missing document, a question about an invoice — this is the person who sorts it out, and you will not be routed anywhere.

[EXAMPLE] Kevin Alvarez

Client Service Coordinator

[email protected]

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