2025 Tax Filing Deadlines

1. Individual Tax Return: April 15, 2025 (extension October 15, 2025)
2. S-Corporation Tax Return: March 17, 2025 (extension September 16, 2025)
3. Partnership Tax Return: March 17, 2025 (extension September 16, 2025)
4. Trust Tax Return: April 15, 2025 (extension October 15, 2025)

Why work with a Certified Public Accountant (CPA)?

• A currently licensed CPA can represent you with the IRS.
• A currently licensed CPA must stay up-to-date with tax laws and tax codes.
• CPAs help address different life situations and the impact they have on your tax return (e.g., self-employment, new business ventures, multiple income sources, marriage, inheritance, investments, etc.).
• Getting expert advice can save you thousands of dollars.
• For example, a CPA can help identify overlooked deductions or credits that may significantly reduce your tax liability.
• A currently licensed CPA can represent you with the IRS.
• A currently licensed CPA must stay up-to-date with tax laws and tax codes.
• CPAs help address different life situations and the impact they have on your tax return (e.g., self-employment, new business ventures, multiple income sources, marriage, inheritance, investments, etc.).
• Getting expert advice can save you thousands of dollars.

What documents do I bring in?

1. Copy of your prior year tax return
2. Most common tax-related documents:
• Form W-2
• Form 1099-MISC or 1099-NEC
• Form 1098 (Mortgage Interest Statement)
• Form 1099-INT (Interest Income)
3. New baby: Social Security Number (SSN) and full name of your child.
4. New home purchase: HUD or Settlement Statement.
5. Children in daycare, afterschool care, or preschool:
• Total amount paid to the provider.
• Name, address, FEIN, and State ID number of the provider.
6. Digital submission: If available, ensure all documents are scanned and emailed securely to streamline the process.
7. Copy of your prior year tax return
8. Most common tax-related documents:
• Form W-2
• Form 1099-MISC or 1099-NEC
• Form 1098 (Mortgage Interest Statement)
• Form 1099-INT (Interest Income)
9. New baby: Social Security Number (SSN) and full name of your child.
10. New home purchase: HUD or Settlement Statement.
11. Children in daycare, afterschool care, or preschool:
• Total amount paid to the provider.
• Name, address, FEIN, and State ID number of the provider.

When are my taxes due?

1. Individual Tax Return: April 15, 2025 (extension October 15, 2025).
2. S-Corporation Tax Return: March 17, 2025 (extension September 16, 2025).
3. Partnership Tax Return: March 17, 2025 (extension September 16, 2025).
4. Trust Tax Return: April 15, 2025 (extension October 15, 2025).

Tip: Set up reminders or calendar alerts to avoid missing these critical deadlines.

Can I file an extension to pay my taxes?

No. While the filing of your income tax return can be extended, any payment owed to the government must be made by the original due date. Refer to the 2025 filing deadlines above. Note that penalties and interest may still apply if payment is delayed.

No. While the filing of your income tax return can be extended, any payment owed to the government must be made by the original due date. Refer to the 2025 filing deadlines above.

What if I’m not able to pay my tax bill in full?

You can request a monthly installment plan. To apply, you’ll need:

• A proposed down payment amount.
• A manageable monthly payment amount.

Interest charges will continue to accrue on the balance owed until it is fully paid off.

I am self-employed. What kind of information do you want me to gather for my taxes?

1. Summary of expenses.
2. If claiming a home office:
• Total square footage of your home.
• Square footage of your office space.
• Total home expenses (e.g., rent, mortgage interest, utilities, repairs).
3. Use tools like QuickBooks, Wave, or other accounting software to keep an organized record of your income and expenses throughout the year.
4. Summary of expenses.
5. If claiming a home office:
• Total square footage of your home.
• Square footage of your office space.
• Total home expenses (e.g., rent, mortgage interest, utilities, repairs).

How long will it take you to complete my tax return?

If all necessary information is submitted, your tax return can typically be completed within one week. However, if additional follow-up is required for missing or additional information, turnaround time may increase.

• We guarantee all tax returns submitted by March 19, 2025, will be completed by the filing deadline.
• Clients submitting information after March 19, 2025, may have their tax returns extended to allow sufficient time for preparation. Tax returns are completed in the order received.
• If you need expedited service, please let us know, and additional fees may apply.

If all necessary information is submitted, your tax return can typically be completed within one week. However, if additional follow-up is required for missing or additional information, turnaround time may increase.

• We guarantee all tax returns submitted by March 19, 2025, will be completed by the filing deadline.
• Clients submitting information after March 19, 2025, may have their tax returns extended to allow sufficient time for preparation. Tax returns are completed in the order received.

How do I know if I missed any deductions or tax credits on a prior tax return?

We offer a free review of your prior-year tax return to ensure that all eligible deductions and/or tax credits were claimed.

Are you able to amend a prior-year tax return?

Yes. Tax returns can be amended within three years of the original filing date. For example, if you filed your 2021 tax return on April 15, 2022, you have until April 15, 2025, to amend it.

 I received a letter from the IRS. Can you tell me what this is for?

If you receive any notices from the IRS or State Tax Office, please email them to us at [email protected] or fax them to us at (808) 440-0387. Providing a copy of the correspondence helps us determine the necessary steps to resolve the issue.

Common reasons for IRS letters include:

• Income discrepancies.
• Missing or late payments.
• Verification requests for dependents or deductions.
• Notification of an audit or further review.

If you receive any notices from the IRS or State Tax Office, please email them to us at [email protected] or fax them to us at (808) 440-0387. Providing a copy of the correspondence helps us determine the necessary steps to resolve the issue.