Tax Process…
Getting The Information
You’ll be receiving a series of emails from me on collecting information. This is where you do some work. It’s important to provide everything you have at one time and be as thorough as possible to have a smooth process with minimal back and forth.
Once you complete the process we’ll be notified you are ready for us to review your information. We’ll follow up if we are still missing info and will begin preparation once everything is provided
Let The Work Commence
When we receive all your documents in the portal the “start date” officially begins and is added to the queue for prep and review.
This is where you wait on me and my team. You may receive some questions, but ideally, we’ll have all we need and are moving through our internal process.
We’ll be reviewing your numbers, calculating your return, and reviewing. Please allow one week as we process returns as they come in during business hours of 9am-5pm, Mon-Fri as well as answer any questions. Please note that any additional information needed usually starts the timing process to start over so please only use complete upload once all documents are loaded.
Invoice, Delivery & E-File
When I’m done you’ll receive a few emails letting you know that the tax return is ready for you to view and download securely.
Once you’re happy with your return you’ll be able to e-sign it and pay me online via ACH. (If you have “pay with refund”, then no worries it will come out of the refund. If you owe the government it will not please call the offset line at 1-800-304-3107 or 1-800-829-1040 to see if you have debts. Please let me know as you will be billed.
You’ll also have the next steps to pay taxes online if applicable.
The above will trigger me to e-file your return and you’ll receive a confirmation email letting you know once it’s complete!
Timeline of events
IRS E-File Date starts January 23, 2023
1/31/2023- Your employer has until Jan. 31 to send you your W-2 form reporting your 2022 earnings. Most 1099 forms must be sent to independent contractors by this date as well.
2/15/2023-Deadline to submit items for an S corp or partnership to be filed by 3/15/2023
3/15/2023-Deadline for corporate tax returns (Forms 1120, 1120-A, and 1120-S) for the tax year 2022, or to request an automatic six-month extension of time to file (Form 7004) for corporations that use the calendar year as their tax year, and for filing partnership tax returns (Form 1065) or to request an automatic six-month extension of time to file (Form 7004).
4/18/2023-Due Date for filing Q1 Estimate Tax. Form Here if we are not filing.
4/18/2023- All individuals must file their 2022 personal tax returns, or Form 1040 or Form 1040-SR by this date. This is also the deadline to request an automatic extension (Form 4868) for an extra six months to file your return, and for payment of any tax due.
6/15/2023-Due Date for filing Q2 Estimate Tax. Form Here if we are not filing.
9/15/2023- Due Date for filing Q3 Estimate Tax. Form Here if we are not filing.
1/16/2024- Due Date for filing Q3 Estimate Tax. Form Here if we are not filing.
10/16/2023-Final extended deadline (if previously requested) to file individual and corporate tax returns for the year 2022 using Form 1040 and Form 1120.
11/1-Year-end planning Sessions
Expectations
You will be using the tax organizer and uploader here. All sensitive information should not be sent via the portal. This will also assist with keeping track of information and any questions that may arise.
Response Time
During tax time I will try to respond within 24-48 business hours with questions. Email is best within the portal.
Delays
The last few years have been unpredictable regarding IRS delays, last-minute guidance, and altering tax returns, we strive to complete the returns timely, but delays may occur.
Payment Policy
I require a deposit payment prior to e-filing the tax return. I send an invoice when I deliver the return. If you choose a tax product then the tax software will collect payment. In the event, you owe the IRS the software will attempt to take payment from the account on file. Otherwise, an invoice will be sent for payment & no services until payment is rendered.
FAQs
What if I already know I need to extend?
Just send me an email (Team@ncacsolutions.com) letting me know and we will file the extension and follow up outside of tax season Note, this does not mean that taxes you may owe aren’t due to the government.
Where is my refund?
You can check here at the bottom of the page to the right.
How do I make payments?
You can make Federal Payments here Please go to your state site- for NYS click here.
Thank you so much! I look forward to servicing you!