Some new (and not so new) information to help tax season go smoothly….

Tax Season 2024 is upon us!  A few things we would like to remind you of as we navigate this season.

  • We CANNOT accept pictures of tax information. Pictures are not clear when printed and can be difficult to print altogether. Please include clear copies of your 1099’s, W2’s and any other necessary information.

  • Please, please, please DO NOT staple your papers together. A simple paper clip is much preferred.

  • Deadlines for tax information to be in our office is March 24, 2025 for Individuals. ·  If you have returns needing to be filed for other entities, Corporations, LLC’s or Partnerships, the due date for information to be into our office is February 24, 2025.

  • All Clients must complete a 2024 Individual Tax Information Packet to ensure all information is updated. This is for your benefit and to make the process as flawless as possible. It only takes a few minutes and will be REQUIRED for ALL CLIENTS.

  •  Please bring all information at one time. Bringing additional information after you have informed us that your return is ready to be completed will result in additional fees if your return must be revised. 

  • If you need an extension filed, contact our office by email (doris@rabcpa.com) so we can add you to that list. This MUST be done by email…Remember, this extends only the time for you to file your return. This does NOT extend the due date or time if you owe additional tax liabilities to be paid. In the event additional taxes are due and remitted after April 15, you will be subject to late payment penalties and interest.  You will need to inform us of the amount you intend to send with your extension and this amount will need to be submitted along with the request for extension.

  • Deadlines for filing extensions are: Partnerships, Corporations and General Partnerships-March 15, 2025. Individuals-April 15, 2025.

  •  A list of needed information can be viewed here. (Click on Individual Federal and State Taxes)