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Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.
2023 Customized Tax Booklet Download
Customized tax organizers have been mailed to those who received them last year. You can also download an organizer below (the information has been divided into 4 subheads). If you did not receive information the previous year and would like it sent to you please call Lacy at 203-795-6777.
- 2023 Year End Income Tax Planning for Business - Short
- 2023 Year End Income Tax Planning for Business - Long
- 2023 Year End Income Tax Planning for Individual - Short
- 2023 Year End Income Tax Planning for Individual - Long
Important Tax Deadlines
When to Pay Estimated Taxes:
| Payment Period | Due Date |
|---|---|
| January 1 – March 31 | April 15 |
| April 1 – May 31 | June 15 |
| June 1 – August 31 | September 15 |
| September 1 – December 31 | January 15* of the following year. *See January payment in Chapter 2 of Publication 505, Tax Withholding and Estimated Tax |
- Fiscal Year Taxpayers:
If your tax year doesn't begin on January 1, see the special rules for fiscal year taxpayers in Chapter 2 of Publication 505
- Farmers and Fishermen:
See Chapter 2 of Publication 505
- Note:
If the due date for making an estimated tax payment falls on a Saturday, Sunday, or legal holiday, the payment will be on time if you make it on the next day that's not a Saturday, Sunday, or legal holiday.
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