We would like to share the IRS’s 2023 tax filing due dates.
Please provide your tax source documents to our office before the dates below, ensuring enough time for us to coordinate and prepare your tax return.
| 2023 Tax Source Documents to Alisa Na CPAs | IRS Filing Due Date | |
| Individual Form 1040 | 3/15/2024 | 4/15/2024 |
| Individual Form 1040 with FinCen or FBAR | 3/15/2024 | 4/15/2024 |
| Partnership Form 1065 | 2/15/2024 | 3/15/2024 |
| S Corporation Form 1120S | 2/15/2024 | 3/15/2024 |
| C Corporation Form 1120 | 3/15/2024 | 4/15/2024 |
Please note that late payment penalties and interest may accrue from the original due date if there is any tax liability.
When your tax source documents are complete, please upload them to our secure portal.
Rest Easy Notice Protection Program
Starting with 2023 tax returns, we’re offering our Rest Easy program to our individual tax return clients. You will receive an IRS notice letter when there is a discrepancy between your tax return and the IRS’s record. You will need to respond to this IRS letter promptly and often must provide supporting documents to the IRS.
If you receive an IRS notice for individual returns filed with our Rest Easy program, our office will help respond to the IRS notice on your behalf. Adding the Rest Easy program for your 2023 tax return is very simple. Let us know if you would like to opt in when we prepare your tax return; we will add an extra 20% to your tax preparation fee. You don’t have to pay an additional service fee in the future if you receive an IRS notice for that specific tax return.
If you opt out of Rest Easy, no action is required. Please understand that without the Rest Easy program, IRS correspondence service will be billed separately at our service hourly rate.
*** Rest Easy program does not cover audits or examinations ***
Attention Business Owners: Effective January 1, 2024
Corporate Transparency Act – Beneficial Ownership Information Reporting
Business entities formed or registered before January 1, 2024, must file an initial beneficial ownership report before January 1, 2025. This reporting requirement applies only to entities such as corporations, LLCs, and others formed by filing a document with a state secretary of state or similar official. It doesn’t apply to sole proprietors.
Please visit the website below for additional information about the Reporting Rule and guidance materials:
Beneficial Ownership Information Reporting | FinCEN.gov
If you have questions, be sure to reach out to us. Our entire team is here to support and guide you.