• IMPORTANT DEADLINE: International

    Deadline for 2024, individual tax returns for US taxpayers residing abroad and partnerships which keep their books and records outside the United States (automatic 2-month extension from April 15). An … Continued

    IMPORTANT DEADLINE: Employee Benefit Plans

    EMPLOYEE BENEFIT PLANS: Corrective distribution for failed ADP/ACP without 10% excise tax (EACA only)  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

  • IMPORTANT DEADLINE: Trusts

    Must file a completed 2025 tax return if a 5-1/2-month extension was filed in April.  For additional information on these deadlines or our estate and trust services and tax services, please … Continued

  • IMPORTANT DEADLINE: Deductions

    Last day to establish a SIMPLE IRA for 2025 contribution deductions.  For additional information on these deadlines or our tax services, please click here to contact us.

    IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

    BENEFIT PLAN DEADLINE (12/31 year end): Form 5500 and related schedules, as applicable (A, C, D, E, H, I, R), with opinion of qualified public accountant, 5500-EZ or Form 5500-SF, if extended  Form 8955-SSA – Annual registration statement identifying separated participants with deferred vested benefits, if extended  For additional information on these deadlines or our employee … Continued

    IMPORTANT DEADLINE: International

    Final deadline for filing automatically extended 2024 FinCEN 114.  Discretionary 2-month additional extension of time to file until December 15, 2025 is available for individuals who are out of the country. A letter explaining the reasons for this request must be filed.  Final extended deadline for Foreign-owned U.S. disregarded entities who must paper file a pro-forma Form … Continued