[Reminder 2024 March] Important Due Dates

[Reminder 2024-03-04] Important Due DatesTax supporting documents are due: Dear Clients, If you have yet to contact our office for your 2023 tax filings, we would like to remind you ofthe due dates below. Please upload your 2023 tax source documents to our secure portal by the dates below so we can prepare your tax […]

2024 Tax Season Essentials: Key Dates, Rest Easy Program Introduction & CTA/BOI Reporting Guide

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   […]

Corporate Transparency Act – Beneficial Ownership Information Reporting Rule

After years of delays, the first stage of the Corporate Transparency Act (CTA) goes into effect on January 1, 2024. It imposes a new federal filing requirement for most corporations and limited liability companies (LLCs) formed in 2024 and later. The CTA’s purpose is to prevent the use of anonymous shell companies for money laundering, […]

RRF Eligible Uses of Funds and Record Keeping

This is to inform all Restaurant Revitalization Fund (RRF) Awardees on possible SBA’s review on the use of funds and importance on retaining all RRF related records for 3 years.  Post Award Report Acceptance and Record   If you completed RRF Post Award Report by December 31, 2021, you should have received Post Award Report Acceptance […]

Tax Supporting Documents & IRS Filing Due Date

We would like to remind you that we require you to have your supporting tax documents uploaded to our secure portal by dates below to prepare your tax filing.       Complete Source Provide by   IRS Filing Due Date   Individual Form 1040  3/15/2022   4/18/2022   Individual Form 1040 with FinCen or FBAR  3/15/2022   4/15/2022   Partnership Form 1065  2/28/2022   […]