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Our Responsibility:

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  Our responsibility will be to prepare your 2023 federal and state tax return based on the information that you provide to us.  It is important that the information you provide us be as correct and complete as possible.  During the process of completing your tax return, we may sometimes ask you for additional explanation, but we will not be verifying or auditing the information you have provided to us. 

Your Responsibility:

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Your responsibility will be to provide us with all the information that is needed to prepare your return.  You need to keep receipts and documents that support the amounts on your return.  Because you are responsible for the amounts claimed on your tax return, it is your responsibility to review your return before signing it.

Time it Takes:
 

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Speeding Up the Completion of Your Tax Return: It is NOT necessary to delay sending your tax documents to us until you have received everything from your employers, customers, banks, mortgage companies, etc.  Some year-end tax documents, such as 1099-Bs for investment accounts, may not be issued to you until February or March.  Give us your tax information as soon as you have most of it. We can begin to work on your return immediately. This will help us to complete your return more quickly when any last-minute 2023 tax documentation finally arrives. It is not necessary to call and email we will contact you when we need something, or your tax return is complete.

Business Filing Deadline:
Tuesday, January 31, 2024

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  Filing information returns for your business: The deadline this year for filing 1099’s & W2’s for your business.  Large late penalties will be assessed if 1099’s or W2’s are filed after January 31, 2024 Please contact us for more information if you have questions about filing your 1099’s or W2’s

Tax Filing Deadline:
Monday, April 15, 2024

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For 2023, Tax Day falls on Monday, April 15.

The deadline to file your 2023 federal tax return will be Monday, April 15, 2024. If we receive your tax information and documents AFTER March 31, 2024. Any client who comes after March 31, 2024 will need to file an Extension.

 

Filing is free if you file an Extension yourself.

 

Anthony Reid & Associates will no longer file Extensions automatically. Failure to file by April 15, 2024, will result in penalties we aren't responsible for. It will be a $50 charge if we file an extension on your behalf.  Extension requests MUST BE in writing along with your payment. The Extension form (4868) is available on our website free of charge.  We will no longer accept phone requests. Extensions only delay the date the return must be filed; it is not an extension of the time to pay.

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