Client Resources

2023 Important Dates for CURL CPA Clients

 

January 2ndCLOSED for New Years 
January 17thQ4 2022 Individual estimate payment(s) due [IRS deadline]
February 1st

Deadline to submit 2022 BUSINESS tax information for guaranteed completion by March 15 (business) deadline.

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

March 1st

Deadline to submit 2022 INDIVIDUAL tax information for guaranteed completion by April 18 (individual) deadline.

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

March 10thLast day to pick up business returns and submit signed e-file documents
March 15BUSINESS tax submission deadline [IRS deadline]
April 7thCLOSED for Good Friday/Easter
April 13thLast day to pick up individual returns and submit signed e-file documents
April 18th
  • INDIVIDUAL tax submission deadline [IRS deadline]
  • Q1 2023 individual estimate payment(s) due [IRS deadline]
April 17th (2pm) – April 28thCLOSED
May 1stResume regular office hours: Monday – Thursday, 9am – 4pm
May 29thCLOSED for Memorial Day
June 15thQ2 2023 individual estimate payment(s) due [IRS deadline]
July 3rd & 4thCLOSED for Independence Day
September 4thCLOSED for Labor Day
September 11thLast day to pick up EXTENDED BUSINESS returns and submit signed e-file documents
September 15thBUSINESS return extension submission deadline [IRS deadline]
• Q3 2023 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 22nd – 24thCLOSED for Thanksgiving
December 20th -26thCLOSED 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.