March & April 2026 News & Notes
Hours and Appointments
Beginning January 6, 2026 our office ours will be as follows:
Monday - Friday: 9:00am - 3:30pm
Other hours available by appointment. Appointments available in person, by zoom or by phone.
Thank You for Your Referrals and Yelp Reviews!
The winner for the last raffle has been selected and their gift card has been sent in the mail.
Please continue to leave your Yelp reviews for a chance to win the next raffle!
Other Services Available
Bookkeeping and business advisory services
Preparation of 1099s, Sales Taxes, Gift Taxes & Estate Taxes. Contact us to inquire about additional tax forms.
Investment management & retirement planning services through Balancing Life Financial Planning. Visit www.balancinglifefp.com for more details!
Important tax dates to remember
Due dates:
March 16- Partnership & S-corporate Tax Returns are due
March 17-St Patrick’s Day
April 1- If all information is not submitted to us by now an extension may be necessary- NOT an April fools joke!
April 15- Individual, C Corporate December year end, Fiduciary Trust & Estate Tax Returns Due. If an extension is filed 90% of the taxes due must be paid by now.
April 31- First quarter payroll and Sales Taxes Due.
WE DO NOT RECOMMEND MAILING PAYMENTS
Another of our clients mailed his checks- they were stolen with an actor changing payee & amount! Not only is the payment not made, theses clients had to change all bank and personal information. Thus, we are not including vouchers unless requested
Hint #1 Some people request vouchers only to remind them something is due
Hint #2 If cash flow allows some people pay all estimates at once- less to remember
IRS AGREES- THEY WILL NOT MAIL PAPER CHECKS ANYMORE
If a refund is due and no banking information or wrong banking information prevents the refund from being auto-deposited there will be more steps to be taken. There is a waiting period and a process to follow. Please be sure to verify your bank information before we e-file. After a return is e-filed everything is out of our hands.
Time to Plan for Your Retirement?
Let’s discuss how we can help you navigate retirement, no matter what stage of life you are in.
Did you know all businesses with 1 or more employees must have a retirement plan as of January 1, 2026. We can help establish the right plan for you and your business.
If you are over 73 are you taking the correct RMD? Are you taking advantage of all options available?
Would you like a second opinion on your current portfolio or financial plan at no charge to you?
Do you have a personalized retirement & estate plan? When was the last time it was reviewed? Are you following it?
Tax Season Information
Your fees are for tax prep ONLY
Additional feels WILL apply for additional services, including but not limited to the following:
Withholding Calculations
Changes to estimated tax payments
Tax planning & advice
Additional copies of the existing and/or prior year returns
The below items are important to note when gathering your tax documentation:
If you had Covered California, you will need to include Form 1095-A with your documents. We CANNOT file your tax return without the information contained within the form.
If your dependent(s) had earned income, did they file a tax return and claim themselves?
Documentation proving estimates were made for 2024 MUST be provided. Without supporting documentation we CANNOT include estimated payments when preparing your tax return.
Extensions grant additional time to prepare and file your tax return. However, payment must be made with extensions or interest and penalties will apply.
Additional services will be billed throughout the year, rather than with the next year’s tax preparation.
Fees are due upon completion unless other arrangements are made. Payment can be made by cash, check, Zelle, Venmo or credit card. A 4% fee will be added to all credit card payments. Late fees will be charged for unpaid invoices.