Resources
Refund Locations
Areas of Interest
An extension of time to file is not an extension of time to pay!
Frequently Asked Questions
What are the initial due dates for various income tax returns?
- March 15th
- Partnership and S-Corporation tax returns or extension forms
- April 15th
- Personal, Estate/Trusts, FinCEN Report 114 (relating to Report of Foreign Bank
and Financial Accounts) and C-Corporation tax returns or extension forms
- May 15th
- Exempt Organization Annual Informational tax returns or extension forms
- State tax return deadlines vary
How long to keep accounting and tax records?
- 3 years
- Depreciation/asset records - until you dispose of the asset, then 3 years
- 4 years
- Employment tax records - from the date tax becomes due or is paid - whichever is
later
- 5 years
- From the date of filing or due date OR 2 years from the date you paid the tax -
whichever is later
- 6 years
- If additional taxable income is more than 25% AGI
- 7 years
- Worthless securities or bad debt deductions
- Business records (ap/ar, gl, etc.)
- Canceled checks, bank accounts and credit cards