George N. Woglom, CPA, MBA
Tax Preparation & Accounting Services
February 2024
Now is a good time for existing business clients to contact me about preparing your business tax returns.
To have sufficient time to prepare business tax returns by March 15th or April 15th, I have set the deadline for (virtual) appointments or receipt of your business tax information, signed contract, and deposit to be Monday, February 19, 2024 at 5 pm. If your tax information arrives after this date, your tax return will be put on extension, and worked on after the individual tax deadline of April 15th.
The S Corporation and Partnership filing deadline is March 15th, and the C Corporation and Estate/Trust deadline is April 15th.
Existing clients should contact us about finishing business returns that are on extension, or for preparing amended or missed tax returns from prior years. My tax practice may be full this tax season so I may not be able to take on any new business clients. If you have a referral from one of my current clients, feel free to contact me to see whether any space has opened up for me to be able to take on your business.
Please go to my Links page for important information on information filing requirements related to the Corporate Transparency Act.
If you need help with 1099 or payroll (after-the-fact) form preparation and filing, please contact me as soon as possible. We can also help in preparing corrected payroll forms.
If you need help getting up to date with your accounting, please let us know. (Please note that we cannot take on large accounting projects during tax season.)
We offer accounting services on or off site, payroll correction, 1099 and W-2 preparation, Quickbooks training, Quickbooks related computer support, and business coaching in addition to tax preparation. Staff member Lori Jacobson, EA, CFP® is an Intuit Quickbooks Certified ProAdvisor. She is also a CERTIFIED FINANCIAL PLANNER™ who specializes in tax planning.
We have set up a secure client portal on SmartVault. If you are a client and haven't yet received an email invitation to open an account, please contact us and we will send you an invite.
Thanks for your business.
George N. Woglom, CPA, MBA
Now is a good time for existing business clients to contact me about preparing your business tax returns.
To have sufficient time to prepare business tax returns by March 15th or April 15th, I have set the deadline for (virtual) appointments or receipt of your business tax information, signed contract, and deposit to be Monday, February 19, 2024 at 5 pm. If your tax information arrives after this date, your tax return will be put on extension, and worked on after the individual tax deadline of April 15th.
The S Corporation and Partnership filing deadline is March 15th, and the C Corporation and Estate/Trust deadline is April 15th.
Existing clients should contact us about finishing business returns that are on extension, or for preparing amended or missed tax returns from prior years. My tax practice may be full this tax season so I may not be able to take on any new business clients. If you have a referral from one of my current clients, feel free to contact me to see whether any space has opened up for me to be able to take on your business.
Please go to my Links page for important information on information filing requirements related to the Corporate Transparency Act.
If you need help with 1099 or payroll (after-the-fact) form preparation and filing, please contact me as soon as possible. We can also help in preparing corrected payroll forms.
If you need help getting up to date with your accounting, please let us know. (Please note that we cannot take on large accounting projects during tax season.)
We offer accounting services on or off site, payroll correction, 1099 and W-2 preparation, Quickbooks training, Quickbooks related computer support, and business coaching in addition to tax preparation. Staff member Lori Jacobson, EA, CFP® is an Intuit Quickbooks Certified ProAdvisor. She is also a CERTIFIED FINANCIAL PLANNER™ who specializes in tax planning.
We have set up a secure client portal on SmartVault. If you are a client and haven't yet received an email invitation to open an account, please contact us and we will send you an invite.
Thanks for your business.
George N. Woglom, CPA, MBA