Newsletter
Dear Valued Tax Client:
New rules require Small Businesses and LLCs to report ownership information.
As of Jan. 1, 2024, many businesses will be required to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN) to identify those who directly or indirectly own or control the company.
If we need to prepare any Form 1099’s Forms for you, please get the information to us by January 15th to ensure they are processed by January 31st.
We kindly ask that you do not bring children to your appointment.
Any child under 6 years of age will be given a stink bomb and Unicorn Poo Slime.
Please call ASAP if you expect to file an extension. Remember, an extension is a 6-month extension of time to file. It is not an extension to pay. If you owe money the IRS does charge interest and late payment penalties after April 15th.
Important deadlines
- Partnerships (Form 1065) March 17th
- S-Corporations (Form 1120S) March 17th
- Personal (Form 1040) April 15th
Helpful tax worksheets can be downloaded from our website, azzaratax.com/client-forms/.
You may also get an IRS id.me account to retrieve tax records. Go to IRS.gov to create your account.
Our staff looks forward to working with you again this year.
| Chuck Burkard |
Amy Ryan |
| Patrick Azzara |
Mary Theobald |
| DeDe Geiken |
Brittani Bollock |
| Delle Kocourek |
Molly McGee |
In Preparation for your tax appointment, please ensure that you have the following information and paperwork available to us:
- Valid Social Security Numbers.
- Social Security Numbers and birth dates for any new dependent(s).
- Bring in your form 1095-A for the Affordable Care Act also known as Obama Care.
- College tuition statements (1098-T) for any dependents attending college.
- Student loan interest statements for student loans you are paying.
- An updated, voided check for direct deposit of tax refund.
- Settlement papers for any recently sold and/or purchased properties.
- Sales tax payment receipts for any newly purchased vehicle(s).
- Receipt of real estate taxes paid in 2024 if you do not pay them through your mortgage escrow account.
- Sales receipts and certification for any energy efficient improvements to your home
– visit EnergyStar.Gov for more information.
- If you have a daycare provider, we will need your provider’s tax ID Number and address (even if you utilize a day care spending flex account).
- If you have sold any securities, please provide us with the Cost Basis documentation for these transactions; to include virtual currency transactions.
- Please ensure that you have documentation for any contributions you have made to charitable organizations.
- If you received any income from activities related to self-employment or rental properties, please bring an itemized list of income and expenses.
- Bring in any letters or notifications that you may have received from the IRS.
