Broker Check

Documents for Business Tax Clients

In order for us to guarantee that your tax return will be completed by the due date, we must have all of your information to our office by the following dates:

  • Partnership or S-Corporation: Friday, February 14, 2020 for completion by March 16, 2020
  • C-Corporation: Friday, March 13, 2020 for completion by April 15, 2020

If we do not have your information by the above date, it is likely that your return will be extended.

For extended returns, we will need to receive all of your tax information by the dates below in order for your return to be completed before the extension deadline:

  • Partnership or S-Corporation: Friday, July 31, 2020 for completion by September 15, 2020
  • C-Corporation: Friday, August 28, 2020 for completion by October 15, 2020

If we do not receive all of your information by the dates listed above, an additional fee of $250 will be added to your invoice to account for the extra time needed to file a timely return on your behalf.  This has become necessary due to an increasing number of returns coming in to the office with just a couple of weeks left in the filing season and the resulting overtime that goes along with that.

Keep in mind that all returns must be electronically filed and that we must receive payment for our services prior to filing your return.

Please read and sign the below documents and either email them to us at or bring them in with you when you drop off the rest of your information.  

We will not be able to begin working on your return until we receive each of these signed documents from you.