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• Business Tax Return
Get an expert to prepare & file tax return of your business.
• File Taxes Online (e-File)
Fast, easy, accurate, and secure online tax filing backed by our support. tax preparation services Income Tax Service in Massachusetts.
• Important Tax Notices
Tax Deadlines, Tax Facts, Long-Term Capital Gain Tax Rates and Documents Needed to File your Taxes. SEE MORE
• Affordable Outsourced Bookkeeping Services
We work with small and medium sized companies that desire affordable outsourced bookkeeping services.
• State-of-the-Art Bookkeeping Technology
We use QuickBooks software, a state-of-the-art bookkeeping technology, to track all your financial information.
• Weekly, Monthly or Quaterly
We tailor our services to meet your specific business needs. Whether you need help weekly, monthly or quarterly, we work with your schedule to get the job done.
• Affordable Payroll Services
We work with small and medium sized companies that desire affordable outsourced payroll services.
• Friendly Support
A friendly knowledgeable professional always available to help.
• Affordable Notary Services
We offer you competitive fees on Notary Services.
• Experience & Understanding
We have years of experience notarizing documents. We understand foreign Spanish documents and can assist with notarizing the documents with little confusion.
2024 Important Tax Deadlines and Dates
January 16, 2024, - 4th Quarter 2023 estimated tax payment due.
If you’re self-employed or have other income without any tax withholding, and you make quarterly estimated tax payments, this is the due date for your final quarterly payment for the 2023 tax year.
January 29, 2024 - 2023 Tax season begins.
This marks when the IRS will begin accepting and processing 2023 federal tax returns.
January 31, 2024 - Due date for employers to send W-2 forms.
To ensure you’re able to complete your tax return on time, the IRS requires all employers to send you a W-2 no later than January 31 following the close of the tax year. Generally, this means W-2s get sent by January 31, but you won’t necessarily receive your form by this date.
January 31, 2024 - Certain 1099 forms are sent.
Various 1099 forms, and forms 1099-NEC,1099-MISC, and 1099-K are used to report payments that typically don’t come from an employer, such as if you work as an independent contractor, gig worker, or self-employed person or if you receive income such as interest, dividends, prize winnings, rents, royalties, or brokerage account transactions. If January 31 falls on a weekend or holiday, these forms are due to be sent the following business day.
February 15, 2024 - Reclaim your exemption from withholding
If you chose to claim an exemption from your employer withholding taxes from your paycheck last year by filing a Form W-4, you’ll need to re-file the form by this date. You would file this exemption request if you anticipate having no tax liability this year and had none in the previous year.
April 1, 2024 - Required minimum distribution due if you turned 73 in 2023.
If you turned 73 in 2023, you have until April 1, 2024, to take your 2023 required minimum distribution (your first required distribution) from your retirement account. After passage of the SECURE Act 2.0 in 2022, if you turned 73 years old on or after 2022, you don’t need to take RMDs until you reach age 73.
April 15, 2024 - Tax day (unless extended due to local state holiday).
The tax deadline typically falls on April 15 each year, but can be delayed if it falls on a weekend or holiday. Missing the tax deadline can have consequences like penalties and interest.
April 15, 2024 - Deadline to File Form 4868 and request an extension.
The tax day deadline is also the last day to file Form 4868 requesting an extension to file your individual income tax return. If you won’t be ready to file your tax return by tax day, make sure you instead complete an extension request, granting you the ability to delay filing a completed return until October 16, 2023. But remember, even if you choose to file an extension, you are still required to pay any taxes you may owe by the April deadline.
April 15, 2024 - Deadline to make IRA and HSA contributions for 2023 tax year.
For individual income tax return filers, this also marks the final day to make contributions to your IRA or HSA for the 2023 tax year. After this date, you generally can’t make contributions for the previous tax year.
April 15, 2024 - First quarter 2024 estimated tax payment due.
Making estimated tax payments means that you need to estimate how much income you’re likely to make for the year and determine how much you will owe to the IRS for income taxes. You can use IRS Form 1040-ES to calculate how much tax liability you’ll have for the year. IRS Publication 505 contains all the rules and details you might need to know about how to calculate this amount. If you overestimated how much tax liability you’d owe for a year and are due a refund, you can choose to receive that money now or apply the overage to the following year’s quarterly tax payments.
June 17, 2024 - Second quarter 2024 estimated tax payment due.
Despite the IRS referring to these payments as quarterly estimated taxes, the due dates don’t necessarily fall within “quarters” nor do they each represent three months of tax payments. They represent an equal quarterly share of your estimated income tax liability paid at uneven intervals. The first payment occurs 3 and a half months into the year. The second payment is five and a half months; the third payment is eight and a half months, and the fourth payment is due 12 and a half months after the year starts.
September 16, 2024 - Third quarter 2024 estimated tax payment due.
October 15, 2024 - Deadline to file your extended 2023 tax return.
If you chose to file an extension request on your tax return, this is the due date for filing your tax return.
December 31, 2024 - Required minimum distributions have to be taken for individuals age 73 or older by the end of 2024.
After taking your first RMD (for 2023) by April 1, 2024 if you turned 73 in 2023, you also need to take your 2024 RMD by the end of the year. This is also the deadline if you are otherwise required to take an RMD for 2024.
January 15, 2025 - Fourth quarter 2025 estimated tax payment due.
This represents the final quarterly estimated tax payment due for 2024. If you choose the option to pay 100% of your previous year’s tax liability, any unpaid taxes will be due when you file your 2024 individual tax return by the April 2025 deadline.
Documents Needed to File your Taxes – TAX YEAR 2023
If you're a New Customer...
We need a physical or soft copies of previous 2 years Federal and State Tax returns.
Personal Info: Prepare Cover Page with...
If married; Provide Spouse’s Info
•Legal name (as listed on social security card) • Occupation •Date of Birth.
If you have Children, for each child:
• Legal Name • Date of Birth • Social Security Number.
Copy of Driver’s License and
Copy of Spouse’s Driver’s License i
Income Forms: whichever applies to you...
Summarize Deductions: • Medical Expenses • Auto Excise Tax • Interest on Mortgages and Home equity Loans (attach applicable 1098 Forms) • Mortgage Insurance Premiums • Real Estate Taxes • Casualty and Theft Losses • Cash and Non-cash Charitable Donations (attach receipts for non-cash donations).
If you sold Stocks or Mutual Funds...
Prepare a spreadsheet with
• Date you bought “each” item that was sold • Total purchase price of “each” item sold • Note: Do not assume your cost information is provided on Form 1099B. Review all your stock sales on form 1099B to ensure you have the purchase date and cost information for each stock or mutual fund sold during the year. • All 1099B forms, we need them during your appointment.
If converted Traditional IRA to a Roth IRA
Indicate the amount of any applicable after-tax Traditional IRA contributions you made over the years.
If you paid for Dependent Care Expense
Provide Each Providers’:
•Name •Address •Federal Id Number or Social Security Number •Amount Paid.
Provide for each child cared for:
•Name •Total Amount Paid. •If you use a Nanny Tax Service to handle the employment taxes, please provide your Completed Schedule H
If you were self-employed during 2023...
Cover page with: •Summary Gross Self-Employment Income during the year •Applicable expenses categorized and summarized by the Type of Expense (i.e. advertising, equipment, supplies, etc.)
If you owned rental property during Tax Year 2023
Cover Page Income statement showing •Gross Rental Income you received •Applicable Expenses categorized and summarized by the type of expense (i.e. advertising, mortgage interest, real estate taxes, repairs, maintenance, condo fees, etc). •Date when you started renting the property, •How much you Originally Paid for the property.
If you used the property as a Vacation Home
•Total number of days you personally used the property during Tax Year.
If Deducting a Portion of your Home for Business Use
•Calculate the square footage of the area used for business. In addition, we will need to know the date you began using the space for business, how much you originally paid for the property and a summary of your utility expenses (gas, electric, oil, condo fees, landscaping, snowplowing, maintenance, etc), major home improvements and direct office expenses (repairs, business phone, etc).
If you did NOT live outside the United States in 2023 and you had Foreign Financial Assets
Such as Bank Accounts, Brokerage Accounts, Foreign Partnerships, etc. where Total Value of Foreign Assets was more than $50,000 ($100,000 if married) on the LAST DAY of the tax year or more than $75,000 ($150,000 married) at ANY TIME during 2023, please complete and bring Form 8938. Download Form8938
If you lived abroad during 2023...
See what you need at here.
If you are a Foreign National on a F-1 or J-1 Visa...
• VISA and Passport •Cover page with: Permanent Address where you are a citizen and F-1 or J-1 VISA number. / Actual dates Entered and Left the United States during the Tax Year./ Number of days you were in the United States for the last three years.
If you need ITIN Number
If you made any Estimated Tax Payments for 2023
Provide the Date Paid and Amount Paid of all Federal and State estimated Tax Payments.
Cancelled Check ..
so that we can obtain your Direct Deposit information.
Any other Official Tax Documents...
you received not mentioned above.
Why Choose Us
Over 25 Years of Experience
We have over 25 years of Accounting and Tax experience.
Our fees are very reasonable and there are no hidden costs.
Over 500 Satisfied Customers
We have helped over 500 people filing taxes.
Help Understanding Rules
We help our customers understanding the complexity of their taxes.
Lowest Tax Possible
We make sure all possible deductions are taken into account..
Help with Tax Returns
We help our customers understand and get their Tax returns.