December 2023 News & Notes

Miscellaneous

December 2023 – News & Notes

  1. Our Holiday hours will be Monday – Thursday, 9am to 4pm and Friday 9am to 1pm.

  2. We will be closed December 25, 2023 and January 1, 2024.

  3. We will have limited availability from December 22, 2023 to January 2, 2024

Getting Ready for Tax Season!

  • Join us on January 17, 2024 from 3pm-6pm for our Tax Season Kick-Off Party.  Stop by the office to pick up your organizer, learn the latest rules, enjoy some food and drink, participate in our raffles and have a good time!   Stay tuned for more information after the holidays!

  • We are in the process of setting up a new secure portal that will be your all in one stop to upload documents, ask questions, find copies of your prior year tax return, digitally sign e-file forms and most importantly – an electronic organizer easy to access anywhere on any device!  STAY TUNED FOR MORE DETAILS.

  • Organizers will be ELECTRONIC this year.  A paper copy will ONLY be available for mail or pick-up IF YOU request one.   Please call or e-mail Angelique (angelique@oberfinancial.com) if you would like a paper copy.   

Thank You for your referrals and Yelp reviews!  

  • Beginning in 2024 we will be holding a monthly raffle.   You are automatically entered for leaving a positive Yelp review or when a referral sets up an appointment with us.   

Other Services Available 

  • Bookkeeping and business advisory services

  • Preparation of other tax forms such as 1099s, Sales Taxes, Statement of Stock, Statement of Information and payroll taxes

  • Investment management & retirement planning services through Balancing Life Financial Planning.  Visit www.balancinglifefp.com for more details!

Client Appreciation
Week – January 16-23


Stay tuned for more details on this exciting week to thank you, our clients!

Balancing Life

For financial planning and investment management services please visit www.balancinglifefp.com.

2023 Calendar

January

1/17

  • Due date for the fourth quarter 2022 estimated payment

1/31

  • Fourth quarter 2022 sales tax due
  • Year end payroll taxes due
  • Quarterly payroll taxes due
  • Forms 1096 and 1099 due
  • Be sure to check for any city business licenses and statement of stock due dates for 2023

March

3/15

  • S corporations and partnerships due

April

4/17

  • Individual and C Corporation tax returns are due
  • Payment due if an extension is filed
  • 2023 Estimate #1 for federal and state due
  • 2023 estimate #1 to the FTB for S Corporation’s due

4/31

  • Quarterly sales tax reports due

June

6/15

  • 2023 Estimate #2 due to federal and state

September

9/15

  • 2023 Estimate #3 due to the IRS. No estimated payment due to California
  • S Corporations and partnerships on extension due

October

10/16

  • FINAL Due date for all individual and C Corporation returns on extension

December

12/31

  • 2023 Estimate #4 due to the IRS