RESOURCES

Below are some helpful tax resources and frequently asked questions.

Key 2024 Tax Dates:

January 16th, 2024
  • Q4 2023 Individual Estimated Tax Payments are due.
January 18th, 2024
  • The IRS begins accepting tax returns processing refunds for the 2023 tax year.
January 31st, 2024
  • Employers must file and send out all W-2s and most 1099s.
March 15th, 2024
  • S Corp Partnership returns must be filed or extended.
April 15th, 2024
  • Form 1040 must be filed or extended.
  • Q1 Illinois Pass Through Entity Estimated Tax Payments are due.
  • Q1 2024 Individual Estimated Tax Payments are due.
  • Deadline to contribute to IRA and HSA accounts for 2023.
June 17th, 2024
  • Q2 2024 Individual Estimated Tax Payments are due.
  • Q2 Illinois Pass Through Entity Estimated Tax Payments are due.
September 16th, 2024
  • Deadline to file extended S-Corp & Partnership returns.
  • Q3 2024 Individual Estimated Tax payments are due.
  • Q3 Illinois Pass Through Entity Estimated Tax Payments are due.
October 15th, 2024
  • Deadline to file extended Form 1040 tax returns.
December 16th, 2024
  • Q4 Illinois Pass Through Entity Estimated Tax Payments are due.

IRS Online Account:

Not sure if you made a federal estimated payment? Need to request an account transcript? Want to set up a payment plan? You can do all of that and more with an IRS online account. Once you create an account, all of your relevant, key tax information will be accessible through the platform. You can easily make a quarterly estimated tax payment or pay a federal balance due. Your account will include 5 years of payment history as well as show any open balances due.

Login to my IRS account

Where’s My Federal Refund?

Many clients reach out wondering the status and arrival of their anticipated refunds. You can check the status via the IRS’s website. You will need your social security number, filing status, and exact refund amount. This information is updated once a day, overnight. You should be able to see the status of your current year refund as early as 24 hours after e-filing. For the status of prior year refunds, allow 3-4 days after e-filing your return. If your return was paper filed, please allow 4 weeks before checking the status.

Check my Refund Status