Taxes

Take Note!

If you haven’t already filed your taxes, the end of the 2024 tax season for most Americans is April 15, 2024 and March 15, 2024 for certain corporations, such as

S Corp.

We encourage everyone to file before this date to avoid potential penalties. If you are unable to file before April 15th, it is recommended that you file for an extension.

Remember!

You should estimate and pay any owed taxes by your regular deadline to help avoid possible penalties.

You must file your extension request no later than the regular due date of your return.

If you need information about how to file for an extension, visit IRS.gov or consult with a qualified TAx PRofessional.

Also as a reminder,

If you have income below the standard deduction threshold for 2023, which is $13,850 for single filers, $27,700 for those married filing jointly, $20,800 for those filing head of household you may not be required to file a return.

Keep in Mind!

Filing an extension gives you an additional six months, that’s until October 15, 2024, to submit a complete return.

If you believe you will owe taxes, you must estimate how much you owe and pay the amount due with your extension form. Please note that if you owe, and you would like to use your ability to invest more in your retirement fund, to save on the taxes that you’ll pay, this needs to be done prior to April 15, 2024.

Please remember that

An extension of time to file your return does not grant you any extension of time to pay your taxes.

Do not forget!

However, you may want to file if you have insurance through the marketplace, need to show proof of income, have other sources of income (like a side hustle) or if you have dependents.

We also want you to know it may be possible to file your tax return for free!

TAX PRINCIPLES

Item description
Item description
Item description
Item description
Item description

New Tax Client Registration Form

Please fill out the form below so that we can learn about your tax needs

Today's Date

YYYY

Tax Payer's Name

First Name

Last Name

Are you interested life insurance ?

Are you interested in investing your money for retirement

Tax Payer's Phone Number

Example: xxx-xxx-xxxx

Tax Payer's Job Title

Tax Payer's Date of Birth

YYYY

Taxpayer's SSN

Taxpayer's Email Address

Spouse's Full Name *

First Name

Last Name

Spouse's SSN

Spouse's Date of Birth

YYYY

Spouse's Phone Number

Country

(###)

###

####

Spouse's Email Address

Home Address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Are you self employed?

Did you and your spouse live apart during the year?

What is your marital status as of December?

Did you pay over half of the expenses of maintaining your residence for the entire year?

Did you support a child or family member for more than 6 months out of the year?

If yes, did you live together at any time after June 30, 2023? *

Are you on any Government Assistance?

How many dependents are you claiming?

Please select

Are there any dependents in daycare? If yes, please upload the form you received from your daycare provider.

Upload a copy of your daycare form here.

How would you like to receive your tax refund?

Name of Bank

Which type of account would you like your refund deposited into?

Routing Number

Bank Account Number

Can someone else claim you as a dependent? *

Did you have health insurance in 2023?

Did you have health insurance for the entire year?

Who was your insurance cover through in 2023?

Was your insurance through your employer?

Was YOUR DEPENDENTS' insurance through your employer?

Who was your Dependents insured with in 2023?

Upload Taxpayer & Dependent(s)Insurance Documents *

Browse Files

Have you ever been denied the Earned Tax Credit (EITC)? *

Did you trade any Virtual Currency *

Were you or any of your dependents in college in 2023? *

Do you have a 1098-T Form for either you or your dependents? *

If you have a 1098-T form, upload it here. *

Browse Files

Are you interested in AUDIT PROTECTION? *

Primary Taxpayer's Signature *

Date

YYYY

Taxpayer's Signature (If no spouse, leave blank) *

Spouse's Signature (If no spouse, leave blank)

Date

YYYY

Date

YYYY

Taxpayer's Driver's License *

Browse Files

Taxpayer's and Dependent(s ) Social Security Card(s)

Browse Files

Taxpayer's W-2/ 1099'S *

Browse Files

Dependent(s) Birth Certificate(s) *

Browse Files

Dependent(s) Proof of Residency (Lease/Utility Bill) *

Browse Files

Are you trying to buy a new home within the next 2 years? *

Are you interested in Credit Repair? *

Join us next time where I’ll share tips for planning for your tax refund, best practices for keeping up with expenses throughout the year, tax credit vs tax deductions, commonly overlooked deductions, ways to avoid refund advance loans and anticipating checks, and when to start your tax planning.

THINGS TO DO

Keep good (GREAT) records

Know your numbers

Understand the laws

Keep personal and business separate

ASK QUESTIONS

READ

Back to all programs

Taxes

Take Note!

Remember!

Keep in Mind!

Do not forget!

TAX PRINCIPLES

Business Expenses

Commision Payments

Home Office Deduction

Self-Employment Tax

Quarterly Estimated Taxes

Depreciation

1031 Exchange

Professional Advice

Record-Keeping

State and Local Tax Obligations

New Tax Client Registration Form

THINGS TO DO

Health Insurance

Real Estate

The Bridge Builder