Client File Portal
Looking to electronically share data with us? We have your solution!
We use CCH iFirm software to allow you to safely and securely transfer data to us - tax forms, supporting documents, QuickBooks files, etc. We also use this software to transfer tax returns or other information back to you.
To use this feature, you mush first register on the CCH iFirm portal. If you have not done so or if your invite expired, reach out to us and we can resend the registration invite.
Once you are registered, please click the link below or the image to access the portal.
Key Tax Dates
Noted below are key dates for tax filings due in the coming months
15
March
2021
- 2020 tax returns or extensions due for partnerships and S-Corps (1065/1120S)
- Monthly filer payroll taxes due
15
April
2021
- Monthly filer payroll taxes due
- Q1 estimated tax payments due for individuals, trusts and corporations
30
April
2021
- Q1 Form 941 due
17
May
2021
- 2020 tax returns or extensions due for individuals (1040)
- Monthly filer payroll taxes due
15
June
2021
- Q2 estimated tax payments due for individuals, trusts and corporations
- Monthly filer payroll taxes due
Annual Tax Questionnaire
Print out and complete the annual tax questionnaire to prepare for the coming tax season.