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Latest Financial News and Tax Calendar | Gwizdala & Associates

Gwizdala & Associates Newsletters

Summer 2015 Newsletter for Individuals

Jul-14-15
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Happy Summer! We hope you are all taking the time to enjoy the great outdoors this time of year. It was great seeing you all this tax season or at least touching base over the phone if we didn’t see you in the office. Tax season is always a little chaotic but it’s always our favorite time of year when we see those whom we only work with once a year. As the hustle and bustle of tax season is behind us and the lazy days of summer are upon us, now is a great time to schedule a meeting with your tax preparer to do some tax planning. If you have had some changes recently such as your income has changed, your marital status has changed, or you’ve started your own business or are working as a contractor, you may want to meet with your preparer to discuss what you can do now to avoid a high tax bill next April. Are you contemplating retirement or have you received an inheritance recently? This may be a good time to warrant a meeting with your preparer or one of our Financial Advisors, Justin or Alex. Do you need help straightening out your QuickBooks or have you gotten fed up with the time you are spending on your company payroll? Do you want more time to spend performing the services that you went into business to perform in the first place rather than spending so much time doing the accounting for your business? If you or someone you know needs assistance with any of the above this summer, please don’t hesitate to give us a call. Have you visited our website lately? We work hard to bring you lots of useful information and answers to FAQs. You can also connect with us on Facebook or LinkedIn. Have you used our online portal? You can access your tax returns 24/7. Need to send a copy to your bank asap? Call Mandy to find out more about this. Read More

Winter 2015 Newsletter for Individuals

Jan-20-15
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Happy New Year!!! We hope you all had a wonderful holiday season and spent lots of time with loved ones. Tax season is now here! As usual, we do offer a tax organizer to all of our clients. You can either request a paper copy or we can provided a web organizer via your secure online portal. Call or email Mandy at mandy@tenforty.com for details on this. The tax organizer is a tool to help you gather your necessary documents to prepare your tax return. If you do not use the organizer, we are required to have you sign the annual engagement letter and fill out the two page questionnaire, annually, before the preparation of your tax return. We have worked with many of you for years and years… even decades for some. We value your commitment to the service we provide. We do, however, have a firm finance policy in effect beginning January 1, 2015. Like any other business, we need to be paid for our services before the product walks out the door or is provided to you online. Therefore, we will need to receive payment from all of our clients at tax time either when you pick up your tax return, before we mail a hardcopy, or before we can upload the return to your online portal. This policy is important because we don’t want to pass on any increased fees to our clients who do value our services and engage in an equal exchange for those services. We want to be able to have more time to provide you superior service rather than spending our efforts on collections. We will be enclosing a new finance policy with your other tax forms. Have you visited our website lately? We work hard to bring you lots of useful information and answer FAQs. You can also connect with us on Facebook or LinkedIn. We can also text appointment confirmations if this is your preferred method of communication. Let us know what works best for you. Read More

Fall 2014 Newsletter

Oct-10-14
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The Digital Age We all know that technology changes with the speed of light now-a-days and everything is digital, including us! Many of you have embraced our efforts to bring you our product in a digital format. This certainly is a secure and convenient way to give you your tax information at your fingertips. Some have been concerned about security. We want to assure you that accessing this information is incredibly secure and we would not stand behind this process of offering your returns in a digital format if we did not trust it. Many love the convenience of the online access because of winter travel. Tax time shouldn’t keep you from traveling to warmer climates. Please make sure we have your current email on file to set you up for online access. We are always available to help if you need assistance getting started. The tax organizers, which helps with the gathering your tax information, can be accessed / filled out online. We plan to offer an electronic newsletter to you also. Speaking of the digital world… have you visited our website lately? We work hard to bring you lots of useful information and answer FAQs. You can also connect with us on Facebook or LinkedIn. And since technology is all about staying connected. We can also text appointment confirmations if this is your preferred method of communication. Let us know. Read More

Winter 2014 Newsletter

Jan-22-14
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Gearing Up for Tax Season: Our busy time is right around the corner. We hope you had a wonderful holiday season and we look forward to another year of doing business with you. Access at Your Fingertips: Have you refinanced, purchased a home, or obtained a loan of some sort recently? If so, you know that banks need to thoroughly investigate your financial standing. They generally request a lot of information that they need with a quick turnaround such as your tax returns. You can access all of this in your online portal. Read More

FINANCIAL/TAX CALENDAR

1st Quarter 2015

January 15, 2015                                                                                                     Individual Estimated Tax payment due

January 31, 2015                                                                                             4th Quarter Payroll Reports due

W2s and 1099s are due to recipients

March 16, 2015                                                                                                          Corporate Tax Returns are due

April 15, 2015                                                                                                                       Individual, Partnership, & Gift Tax Returns are due

April 30, 2015                                                                                                                      1st Quarter Payroll Reports due

2nd Quarter 2015

April 15, 2015                                                                                                           Individual , Partnership, & Gift Tax Returns due

Individual Estimated Tax Payment due

Last Day to make 2013 contribution to an IRA

April 30, 2015                                                                                         1st Quarter Payroll Reports are due

June 15, 2015                                                                                         Individual Estimated Tax Payment due

July 31, 2015                                                                                               2nd Quarter Payroll Reports due

                                                                                                    

3rd Quarter 2015

July 31, 2015                                                                                                                       2nd Quarter Payroll Reports due 

September 15, 2015                                                                                         Corporate Returns with a 12/31/13 Year End and an Extension filed due

Individual Estimated Tax Payment due

October 31, 2015                                                                                             3rd Quarter Payroll Reports due

                                                                                                    

4th Quarter 2015

October 15, 2015                                                                                                                                     Individual Tax Returns due that filed for an Extension 

November 2, 2015                                                                                             3rd Quarter Payroll Reports due

February 1, 2016                                                                                                                                       4th Quarter Payroll Reports Due