Client Resources

2022 Important Dates for CURL CPA Clients

January 15thQ4 2021 Individual estimate payment(s) due [IRS deadline]
January 17thTax season office hours begin. Monday – Friday, 8:30 – 6pm
March 1st

• Deadline to submit 2021 INDIVIDUAL & BUSINESS tax information for guaranteed completion by March 15 (business) and April 15 (individual) deadlines.

Information received after this date is subject to an automatic extension being filed

March 11thLast day to pick up business returns and submit signed e-file documents
March 15BUSINESS tax submission deadline [IRS deadline]
April 11thLast day to pick up individual returns and submit signed e-file documents
April 15 (Good Friday)
  • Curl CPA is closed
  • INDIVIDUAL tax submission deadline [IRS deadline]
  • Q1 2022 individual estimate payment(s) due [IRS deadline]
April 15th at Noon – April 24thCurl CPA is closed
April 25thResume regular office hours of Monday – Thursday, 9am – 5pm
May 30th (Memorial Day)Curl CPA is closed
June 15thQ2 2022 individual estimate payment(s) due [IRS deadline]
July 4th (Independence Day)Curl CPA is closed
September 5th (Labor Day)Curl CPA is closed
September 12thLast day to pick up EXTENDED BUSINESS returns and submit signed e-file documents
September 15thBUSINESS return extension submission deadline [IRS deadline]
• Q3 2022 individual estimate payment(s) due
October 11thLast day to pick up EXTENDED INDIVIDUAL returns and submit signed e-file documents
October 15thINDIVIDUAL return extension submission deadline [IRS deadline]
November 11th (Veterans Day)Curl CPA is closed
November 23rd-25th (Thanksgiving)Curl CPA is closed
December 21st-26th (Christmas)Curl CPA is closed

 

Frequently Asked Questions

DURING TAX SEASON

                         

What is the deadline to bring in my tax information for the March 15 (business) & April 15 (individual) deadlines?

March 1st

Do I have to complete the Tax Organizer/packet sent to me yearly?

Yes. In order for Curl CPA to have the information necessary to complete your return, we need each client to complete the questionnaire, sign/return the Engagement Letter, and review all information included in the Organizer packet and make corrections.

Do I have to bring all of my receipts for donations I’ve made?

No.  As long as you have the supporting documentation, you can give us a total amount.

Can I bring some of my tax information in now and bring the rest later?

To reduce errors and omissions, we ask that you bring all of your tax information at one time.

What if I am missing a document and it won’t be here by your March 1st deadline?

Turn in everything else and include an itemized list of what is missing.  This scenario will more than likely result in an extension being filed.

Do I need an appointment to bring my tax information to your office?

No.  Bring your information anytime the office is open or use the drop slot in our door to drop off your packet/information.  You can also use the secure portal to upload your documents.

Do I need to schedule an appointment with my accountant before I drop off my information?

No. Once the accountant begins to process your return by using the information provided in your Tax Organizer and documents, they will contact you if they have questions.

What if I need an appointment with my accountant?

Please call the office at 919-383-7462 or email your accountant directly. However, appointments are very limited during peak tax season. Please inquire about your appointment time before February 1st or after April 15th.

Helpful Documents