Sept 15 Tax Deadline Help: Tips from Roger Ely CPA

As we approach the end of summer, it’s important to remember that September 15 is a significant date on the tax calendar for many businesses and individuals. Staying on top of these deadlines can save you from penalties, interest, and unnecessary stress. At Roger Ely CPA, we understand the intricacies of tax filing and are here to ensure you meet all your obligations smoothly and efficiently. What Are the September 15 Tax Deadlines?

What Are the September 15 Tax Deadlines?

Several key tax deadlines fall on September 15, affecting various taxpayers:

 

  1. Estimated Tax Payments for Individuals and Corporations: The third installment of estimated tax payments for the 2024 tax year is due. This applies to individuals and corporations who expect to owe taxes of $1,000 or more when their return is filed.

 

  1. Partnership and S Corporation Returns: If you filed for an extension on your partnership or S corporation tax return (Form 1065 or 1120-S), the extended deadline to file is September 15.

 

  1. Trusts and Estates: For trusts and estates that filed for an extension on Form 1041, the September 15 deadline is the final date to submit these returns.

 

  1. Employee Benefit Plans: If you extended your Employee Benefit Plan tax return (Form 5500), it must also be filed by September 15.

 

Missing these deadlines can result in penalties and interest charges, which is why it’s crucial to act now.

 

How Roger Ely CPA Can Help You

 

Navigating the complexities of tax deadlines can be daunting, but you don’t have to do it alone. Here’s how Roger Ely CPA can help you stay ahead:

 

  1. Personalized Tax Planning: We offer customized tax planning services to help you understand your tax obligations and plan accordingly. Whether you are an individual taxpayer, a business owner, or a trustee, we’ll provide strategies tailored to your specific needs.

 

  1. Accurate and Timely Filing: With our expert knowledge of tax laws and regulations, we ensure that all your returns are accurately prepared and filed on time, minimizing the risk of errors and avoiding late filing penalties.

 

  1. Tax Payment Assistance: If you owe estimated taxes, we can help you calculate the correct amount and make timely payments to avoid penalties and interest charges.

 

  1. Extension Management: If you have filed for an extension, we keep track of the deadlines and ensure that all necessary documents are submitted before the extended due date.

 

  1. Audit Representation: In the unlikely event of an audit, Roger Ely CPA provides full audit representation, guiding you through the process and communicating directly with the IRS on your behalf.

 

  1. Ongoing Support and Advice: Our commitment to our clients goes beyond filing deadlines. We offer year-round support and advice to help you make informed financial decisions that align with your tax strategy.

 

Don’t Wait Until It’s Too Late

 

September 15 is just around the corner, and now is the time to act. Whether you need help with estimated tax payments, filing an extended return, or managing your tax strategy, Roger Ely CPA is here to assist you. Let us handle the details so you can focus on what you do best—running your business or managing your personal finances.

 

Contact Us Today

 

To learn more about how we can help you meet the September 15 tax deadlines and manage your tax obligations efficiently, contact Roger Ely CPA today. We are committed to providing you with expert tax advice and support to ensure your financial peace of mind.

 

Phone: 405-684-0486

Email: info@oklahomacity-accountant.com

Website: https://oklahomacity-accountant.com/

Schedule an Appointment: https://calendly.com/rogerelycpa

 

Stay proactive and let us help you navigate your tax responsibilities with confidence.