FAQS

 

what should i provide for my tax return appointment?

  • Please provide the following in advance of your appointment:

  1. Prior 2 years tax returns (if CKMFS did not prepare them).

  2. All current year tax forms received(W-2’s, 1099’s, 1098’s, etc.)

  3. Categorized totals of deductible expenses (for more info on what may be deductible, download one of our organizers from the Forms & Organizers page).

  4. For any entities, provide Profit and Loss statements for the year as well as Balance Sheets as of the end of the year.

When are personal tax returns due?

  • April 15th. October 15th with extension.

when are partnership/llc/s-corp tax returns due?

  • March 15th. September 15th with extension.

when are c-corp tax returns due?

  • 3.5 months after the fiscal year-end of the C-Corp. Additional 6 months allowed with extension.