Important Dates

December 31, 2009

Charitable Donations

Checks must be dated and post-marked by December 31 to be eligible. Credit card payments must be made by December 31, even if the bill isn't paid until 2010.

Deductible Expenses
Last day to pay deductible expenses for both Business and Personal deductions.

January 4, 2010

Setup Appointment to Meet with Tax Advisor

We are taking appointments beginning now. Please schedule your appointment to meet with us as soon as possible to avoid any delays in processing your return.

January 15, 2010

2009 Estimated Tax Payment
Your final installment of your 2009 quarterly tax payment is due.

This applies to Individuals & Fiduciaries.

February 1, 2010

Forms W-2 and 1099
Employers must furnish/mail W-2 forms to their employees, unless they file an extension.

Payroll Tax: Employer's 4th quarter tax returns are due

March 1, 2010

Informational Returns
Forms 1098, 1099 and Form W-3 with Copy A of all Forms W-2 issued for 2009.

March 15, 2010

Corporations: File Form 1120 or file for a 6 month extension

S-Corporations: File Form 1120-S or file for a 6 month extension

Partnerships: Furnish K-1 to each partner

April 15, 2010

Tax Day!
Your 2009 Tax Return is due, unless you filed for a 6 month extension.

Partnerships: File Form 1065 or file for a 5 month extension

2010 Estimated Tax Payment
Your first installment of your 2010 quarterly tax payments is due.

April 30, 2010

Payroll Tax: Employer's 1st quarter tax returns are due

May 17, 2010

Non-Profit Organizations: File Form 990

June 15, 2010

Individuals: File Form 1040, if you live outside of the United States.

Estimated Tax Payment:
Your second installment of your 2010 quarterly tax payment is due.

August 2, 2010

Employee Benefit Plans: File Form 5500.

Payroll Tax: Employer's 2nd quarter tax returns are due

September 15, 2010

2010 Estimated Tax Payment
Your third installment of your 2010 quarterly tax payments is due.

Extended Corporate 2009 Tax Returns
Timely extended returns are due. Applies to Partnerships and Corporations.

October 15, 2010

Extended Individual 2009 Tax Returns
Timely extended returns are due. Applies to Individuals & Electing Large Partnerships.

November 1, 2010

Payroll Tax: Employer's 3rd quarter tax returns are due

December 15, 2010

2010 Estimated Tax Payment:
Your fourth installment of your 2010 quarterly tax payments is due.

Applies to Corporations & Non-Profit Organizations