Client Resources
2023 Important Dates for CURL CPA Clients
| January 2nd | CLOSED for New Years |
| January 17th | Q4 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 10th | Last day to pick up business returns and submit signed e-file documents |
| March 15 | BUSINESS tax submission deadline [IRS deadline] |
| April 7th | CLOSED for Good Friday/Easter |
| April 13th | Last day to pick up individual returns and submit signed e-file documents |
| April 18th |
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| April 17th (2pm) – April 28th | CLOSED |
| May 1st | Resume regular office hours: Monday – Thursday, 9am – 4pm |
| May 29th | CLOSED for Memorial Day |
| June 15th | Q2 2023 individual estimate payment(s) due [IRS deadline] |
| July 3rd & 4th | CLOSED for Independence Day |
| September 4th | CLOSED for Labor Day |
| September 11th | Last day to pick up EXTENDED BUSINESS returns and submit signed e-file documents |
| September 15th | • BUSINESS return extension submission deadline [IRS deadline] • Q3 2023 individual estimate payment(s) due |
| October 10th | Last day to pick up EXTENDED INDIVIDUAL returns and submit signed e-file documents |
| October 15th | INDIVIDUAL return extension submission deadline [IRS deadline] |
| November 22nd – 24th | CLOSED for Thanksgiving |
| December 20th -26th | CLOSED 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.