Getting Started - Individual Taxes
ONBOARDING STEPS
Please complete all onboarding steps listed below no later than the following dates or we cannot guarantee a filing by the respective deadline:
March 5th – For the April 15th tax deadline – PASSED
May 1st – For the June 15th Deadline for Overseas Filers – PASSED
July 31st – For the October 15th Extension Deadline – PASSED
If all steps are not completed by July 31st we reserve the right to cancel this engagement and refund your paid retainer less merchant processing fees (if applicable). If you are abroad we will prepare and mail a Dec 15th extension. The fee for this is $175.
Exceptions will be made only for documents not issued yet (for example, Forms K1 not issued or a foreign tax return waiting to be filed).