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Get organized for tax season and business success

Complete Tax Checklist

Comprehensive checklist of documents and items you'll need for tax preparation

  • Personal deduction checklist
  • Business expense tracker
  • Estimated quarterly tax guide
  • Document organization tips

Tax Deadlines Calendar

2024 complete tax deadline calendar for individuals and businesses

  • All federal deadlines
  • State deadline information
  • Quarterly payment reminders
  • Extension guidance

2024 Tax Deadlines

Important dates you need to know

January 31

W-2s and 1099s due

Employers/Payers

February 28

Individual tax return deadline

Individual Filers

March 15

Business tax return deadline

Business Entities

April 15

Individual tax return deadline (if not extended)

Individual Filers

April 15

Quarterly estimated tax payment (Q1)

Self-Employed/Investors

June 15

Quarterly estimated tax payment (Q2)

Self-Employed/Investors

September 15

Quarterly estimated tax payment (Q3)

Self-Employed/Investors

October 15

Payroll tax return deadline

Employers

December 31

Year-end tax planning deadline

All Taxpayers

Tip: Mark these dates in your calendar and set reminders. If you can't meet a deadline, you can request an extension, but it's better to plan ahead.

Frequently Asked Questions

Answers to common tax and accounting questions

When should I file my taxes?

The federal tax deadline is April 15 for individuals. However, we recommend filing as early as possible to get refunds faster and reduce fraud risk. We can often file much earlier once we receive your documents.

How much should I charge for tax services?

Tax service pricing varies based on complexity, type of entity, and industry. We recommend consulting with a professional like Dynamic Accounting to determine appropriate pricing.

What deductions am I missing?

This depends on your situation. Common deductions include home office, vehicle expenses, professional development, and equipment. We identify deductions specific to your business.

Should I incorporate my business?

This depends on your income, liability concerns, and tax situation. We analyze your specific circumstances and recommend the best entity structure (sole proprietor, LLC, S-Corp, etc.).

How can I reduce my tax liability?

There are many strategies: income deferral, expense acceleration, retirement contributions, entity structuring, and strategic timing of events. We create a personalized tax plan for maximum savings.

What happens if I get audited?

If you work with us, we have comprehensive records and documentation. We can represent you before the IRS and handle all communications on your behalf.

Do I need to keep receipts and invoices?

Yes. The IRS may ask for supporting documentation for any deduction. We recommend keeping records for at least 3-7 years.

What is the difference between tax avoidance and tax evasion?

Tax avoidance is legal - using allowed strategies to minimize taxes. Tax evasion is illegal - deliberately hiding income or falsifying documents. We only recommend legal tax avoidance strategies.

Still have questions?

Our team is here to help. Schedule a free consultation to discuss your specific situation.

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