Client Resources

2024 Important Dates for CURL CPA Clients

 

January 1stCLOSED for New Year’s Day
January 17thQ4 2023 Individual estimate payment(s) due [IRS deadline]
February 1st

Deadline to submit 2023 BUSINESS tax information for guaranteed completion by March 15 IRS (business/partnership/corporation) deadline.

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

March 1st

Deadline to submit 2023 INDIVIDUAL tax information for guaranteed completion by April 15 IRS (individual/1040) deadline.

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 15thBUSINESS tax submission deadline [IRS deadline]
March 29thCLOSED for Good Friday/Easter
April 10thLast day to pick up individual returns and submit signed e-file documents
April 15th
  • INDIVIDUAL tax submission deadline [IRS deadline]
  • Q1 2024 individual estimate payment(s) due [IRS deadline]
April 16th – April 28thCLOSED
April 29thResume regular office hours: Monday – Thursday, 9am – 4pm
May 27thCLOSED for Memorial Day
June 15thQ2 2024 individual estimate payment(s) due [IRS deadline]
July 4thCLOSED for Independence Day
September 2ndCLOSED for Labor Day
September 11thLast day to pick up EXTENDED BUSINESS returns and submit signed e-file documents
September 16thBUSINESS return extension submission deadline [IRS deadline]
• Q3 2024 individual estimate payment(s) due
October 10thLast day to pick up EXTENDED INDIVIDUAL returns and submit signed e-file documents
October 15thINDIVIDUAL return extension submission deadline [IRS deadline]
November 27th – 29thCLOSED for Thanksgiving
December 20th -27thCLOSED for Christmas

 

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?

February 1st for business returns and March 1st for individual returns.

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, the Quarterly Estimate Worksheet, 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 for your records, 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 want 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.