Welcome to the Client Resource Hub!

Preparing for Tax Season

1. Sign the 2023 Proposal & Engagement Letter you received via email.

2. Look out for your 2023 Tax Questionnaire.

3. You can also upload your tax documents to your Client Portal “Upload Here!” folder.

4. First tax season with us? Upload a copy of your 2022 tax return, if you haven’t already!

Resources for Taxpayers

Paying Taxes:

• IRS Direct Pay

• EFTPS - Electronic Federal Tax Payment System

• State Tax Payments

• Set up a Payment Plan

Tax History:

• Where's My Refund?

• Stimulus Checks

• Access Tax Transcripts

Florida Business Owners:

• File Annual Report

• Heads up! Florida Reemployment tax rates are updated at the beginning of every year! Make sure to update your tax rate with your payroll service when you receive your new rate letter in the mail!

Tools for Business Owners

• DIY Bookkeeping Spreadsheet - Simple way to track business activity without using accounting software

• The Small Business Builder - Resource Library for everything you need to know when starting a business

Important Dates

January 15th - 2023 Q4 Estimated Tax Payment Due

January 31st - 1099s and W-2s Due

March 15th - S-Corp and Partnership Tax Returns Due

April 1st - Florida Tangible Personal Property Tax Return Due

April 15th - Individual and C-Corp Tax Returns Due

April 15th - 2024 Q1 Estimated Tax Payment Due

May 1st - Florida Annual Report Filing Due

June 15th - 2024 Q2 Estimated Tax Payment Due

September 15th - Extended S-Corp and Partnership Tax Returns Due

September 15th - 2024 Q3 Estimated Tax Payment Due

October 15th - Extended Individual and C-Corp Tax Returns Due

Contact Your Conscious Accounting Team!