How to Prepare for Your Tax Appointment
The IRS began accepting and processing individual returns on January 29th, 2024, so let’s get you ready to file your taxes! At Brannen CPA Services, we provide tax services that are tailored to your unique needs. Our goal is to minimize your tax exposure and maintain your compliance with the applicable laws and regulations. To help you prepare for your tax appointment with us, here are some important dates and documents to keep in mind.
Key 2024 Tax Dates
Please note, in order to file by the original IRS deadlines, Brannen CPA Services (BCS) requires that all tax information be submitted to our offices a month prior, as noted below.
● Partnership and S Corporation: March 15, 2024 (*Submit to BCS by 2/15/24)
● Individual: April 15, 2024 (*Submit to BCS by 3/15/24)
● C Corporation: April 15, 2024 (*Submit to BCS by 3/15/24)
● Trusts & Estate (Calendar year): April 15, 2024 (*Submit to BCS by 3/15/24)
Key 2024 Tax Documents
These are documents you may need to gather for your individual tax return, depending on your needs.
● W-2
● 1099-R (retirement)
● 1099-INT (interest)
● 1099-DIV (dividends)
● 1099-B (brokerage sales)
● 1099-MISC (rents, etc.)
● 1099-NEC (non-employee compensation)
● 1099 (any other)
● 1095-A, 1095-B, 1095-C (health insurance)
● 1098-T (education)
● 1099-SSA (Social Security)
● Schedules K-1 that BCS does not prepare : Forms 1065, 1120-S, 1041
● Annual brokerage statements
● 1098 (mortgage interest)
● 8886 (reportable transactions)
● Closing Disclosure (real estate sales/purchases)
● Copies of any tax elections or revocations in effect
For individual tax returns, we offer a Tax Organizer Worksheet to assist you in gathering the information you need. As noted above, the deadline to submit your worksheet to our office is March 15, 2024. Please reach out if you would like our Worksheet to help you prepare or need to schedule an appointment with us. At Brannen CPA Services, we are dedicated to providing each and every client with the attention they deserve and the highest level of professional service. Give us a call at 207.271.9600 today. Our goal is to help you thrive!
